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BlackRock Global Energy & Resources Trus shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of BlackRock Global Energy & Resources Trus (BGR) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in BlackRock Global Energy & Resources Trus

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Global Energy & Resources Trus held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Global Energy & Resources Trus by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 19k 13.54

More positions owned by Navis Wealth Advisors

Symbotic Class A Com (SYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Zscaler Incorporated (ZS)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Avis Budget (CAR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)

View all positions for Navis Wealth Advisors

Top funds holding BlackRock Global Energy & Resources Trus

Wells Fargo & Company
Invesco
Cypress Capital Management
Raymond James Financial
UBS Group
Advisors Asset Management
LPL Financial
Branch Banking & Trust Company
Royal Bank of Canada
Moors & Cabot
Wiley Bros.-aintree Capital
BBK Capital Partners
Samalin Investment Counsel
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding BlackRock Global Energy & Resources Trus