Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR Trust | 9 | Q2 2023 | 100.0% |
SOUTHWEST AIRLS CO COM | 9 | Q3 2023 | 99.6% |
SPDR GOLD TR | 7 | Q3 2022 | 17.3% |
APPLE INC COM | 7 | Q3 2022 | 7.2% |
TARGET CORP COM | 7 | Q3 2022 | 2.5% |
PFIZER INC COM | 7 | Q3 2022 | 2.4% |
JPMORGAN CHASE & CO COM | 7 | Q3 2022 | 1.3% |
TESLA INC COM | 7 | Q3 2022 | 0.9% |
BEAM GLOBAL COM | 7 | Q3 2022 | 0.2% |
NEOGENOMICS INC COM NEW | 7 | Q3 2022 | 0.1% |
View Navigation Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-27 |
13F-HR | 2023-06-23 |
13F-HR | 2023-01-06 |
13F-HR | 2022-11-07 |
13F-HR | 2022-11-07 |
13F-HR | 2022-05-06 |
13F-HR | 2022-01-24 |
View Navigation Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.