Navigation Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fort collins, CO
  • CIK
    0001839930
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

7

$88.78M
SPY, KRE, SPXL, LUV
13F-HR
Jan 13, 2025
000108514625000160

5

$92.65M
SPY, KRE, SPXL, LUV
13F-HR
Oct 7, 2024
000108514624004674

5

$103.67M
SPY, KRE, SPXL, LUV
13F-HR
Aug 14, 2024
000108514624003914

2

$248.00K
LUV, MODD
13F-HR
Apr 19, 2024
000108514624001918

4

$84.46M
SPY, LUV, SPXL, LODE
13F-HR
Feb 9, 2024
000108514624000988

2

$1.05M
LUV, LODE
13F-HR
Oct 24, 2023
000108514623003853

3

$77.79M
SPY, LUV, SPXL
13F-HR
Jul 27, 2023
000108514623002925

4

$81.21M
SPY, KRE, LUV, SPXL
13F-HR
Jun 23, 2023
000108514623002537

1

$1.07M
SPY
13F-HR
Jan 6, 2023
000183993023000001

54

$928.00K
IWM, SPY, GQ9, KRE
13F-HR
Nov 7, 2022
000183993022000003

52

$900.00K
IWM, SPY, GQ9, KRE
13F-HR
Nov 7, 2022
000183993022000004

57

$10.61M
KRE, GQ9, XLK, AAPL
13F-HR
May 6, 2022
000183993022000002

53

$106.82M
SPY, KRE, SCJ, EWZ
13F-HR
Jan 24, 2022
000183993022000001

114

$15.33M
TLT, INDA, RSX, EWU
13F-HR
Oct 6, 2021
000183993021000005

81

$109.70M
IWM, KRE, SMIN, FXI
13F-HR
Jul 26, 2021
000183993021000004

62

$96.37M
SPY, TLT, IWM, VANGUARD WORLD FDS
13F-HR
Jul 26, 2021
000183993021000003

2

$90.54M
SPY, TLT
13F-HR
Feb 9, 2021
000183993021000002