StockDriftsStockDriftsTop 50 Navis Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.27% | 21.9K | $14.2M | -0.05%(-12) | $382.07(+93.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.63% | 22.5K | $13.0M | +2.25%(+496) | $388.97(+82.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.1% | 16.7K | $10.0M | -0.05%(-9) | $418.87(+62.21%) | 2026-03-31 | |
| USOY | TIDAL TRUST II | 3.98% | 846.6K | $7.8M | new | $7.86(+14.09%) | 2026-03-31 | |
| KLAC | KLA CORP | 3.4% | 4.5K | $6.7M | +0.00%(+0) | $390.91(+361.57%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 34.1K | $5.9M | +10.36%(+3.20K) | $56.54(+298.54%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.74% | 108.5K | $5.4M | +12.05%(+11.66K) | $49.60(+0.06%) | 2026-03-31 | |
| SYM | SYMBOTIC INC | 1.81% | 66.8K | $3.6M | -99.74%(-26.02M) | $56.70(-16.54%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 1.7% | 35.4K | $3.3M | -10.21%(-4.03K) | $85.67(+14.70%) | 2026-03-31 | |
| COMT | ISHARES U S ETF TR | 1.29% | 74.6K | $2.5M | new | $29.35(+22.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.94% | +81.32% |
| Top 20 Holdings Unweighted | +18.43% | +66.12% |
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