Navigation Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Navigation Wealth Management
Navigation Wealth Management holds 4 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 98.2 | $83M | 175k | 475.31 | |
| Southwest Airlines (LUV) | 1.3 | $1.1M | 39k | 28.88 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.5 | $406k | 3.9k | 103.99 | |
| Comstock Com New | 0.0 | $5.5k | 10k | 0.55 |
