Navis Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$91.5M
Signature - Title
Paul Fegan - Chief Compliance Officer
Location
Rye Brook, NY
Summary
This page shows a list of all the recent 13F filings made by Navis Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Navis Wealth Advisors, LLC reported 102 stock holdings with total value $91.5M as of Q4 2024. Top holdings included SPY, VOO, QQQ, NVDA, and ZS.
Holdings Value