This chart displays the top 10 holdings in Navigation Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

The assets under management (AUM) of Navigation Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 88.781M in assets, with a quarterly growth rate of -4.17% and a 2-quarter average growth rate of -7.4%. The portfolio is managed by Adam Brunin, and others.