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Navigation Wealth Management, Inc. Buys S&P 500 ETF TRUST ETF, SPDR Bloomberg High Yield


Investment company Navigation Wealth Management, Inc. (Current Portfolio) buys S&P 500 ETF TRUST ETF, SPDR Bloomberg High Yield Bond ETF, iShares MSCI Japan Small-Cap ETF, iShares MSCI Brazil ETF, Direxion Daily S&P 500 Bull 3X Shares, sells iShares 20+ Year Treasury Bond ETF, BTC iShares MSCI India ETF, VanEck Russia ETF, iShares MSCI United Kingdom ETF, SPDR Gold Shares ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Navigation Wealth Management, Inc.. As of 2021Q4, Navigation Wealth Management, Inc. owns 53 stocks with a total value of $107 million. These are the details of the buys and sells.

  • New Purchases: SPY, JNK, SCJ, EWZ, IWM, SPXL, SLV, CSCO, WY, IDRV, DHI, HSKA, WMT, CBOE, META, TNA,

  • Added Positions: SPLG,

  • Reduced Positions: GLD,

  • Sold Out: TLT, INDA, RSX, EWU, SQ, LVS, WYNN, SLGWF, EQIX, CMCSA, MKL, BRK.B, MA, FB, SPLK, NFLX, BSX, COST, FAST, SBUX, APTX, UBX, HD, ZM, BABYF, LMND, VLDR, LEV, GOEV, BFLY, AEVA, OGN, PTRA, FNF, NUEM, NUSC, SILJ, GRPN, ASM, INM, AMMJ, USAS, GEO, AGI, GPL, FSM, SYHBF, WKHS, CURLF, MMX, LUV, TOBAF, ACB, RGBP, HEXO, MOTS, UAL,

For the details of Navigation Wealth Management, Inc.’s stock buys and sells,
go to https://www.gurufocus.com/guru/navigation+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Navigation Wealth Management, Inc.

  1. S&P 500 ETF TRUST ETF (SPY) – 193,001 shares, 85.81% of the total portfolio. New Position

  2. SPDR Bloomberg High Yield Bond ETF (JNK) – 109,440 shares, 11.12% of the total portfolio. New Position

  3. iShares MSCI Japan Small-Cap ETF (SCJ) – 6,113 shares, 0.43% of the total portfolio. New Position

  4. iShares MSCI Brazil ETF (EWZ) – 15,642 shares, 0.41% of the total portfolio. New Position

  5. iShares Russell 2000 ETF (IWM) – 1,567 shares, 0.33% of the total portfolio. New Position

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Navigation Wealth Management, Inc. initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $439.840000. The impact to a portfolio due to this purchase was 85.81%. The holding were 193,001 shares as of 2021-12-31.

New Purchase: SPDR Bloomberg High Yield Bond ETF (JNK)

Navigation Wealth Management, Inc. initiated holding in SPDR Bloomberg High Yield Bond ETF. The purchase prices were between $105.9 and $108.84, with an estimated average price of $107.61. The stock is now traded at around $106.480000. The impact to a portfolio due to this purchase was 11.12%. The holding were 109,440 shares as of 2021-12-31.

New Purchase: iShares MSCI Japan Small-Cap ETF (SCJ)

Navigation Wealth Management, Inc. initiated holding in iShares MSCI Japan Small-Cap ETF. The purchase prices were between $73.69 and $80.59, with an estimated average price of $77.61. The stock is now traded at around $72.184800. The impact to a portfolio due to this purchase was 0.43%. The holding were 6,113 shares as of 2021-12-31.

New Purchase: iShares MSCI Brazil ETF (EWZ)

Navigation Wealth Management, Inc. initiated holding in iShares MSCI Brazil ETF. The purchase prices were between $26.52 and $30.93, with an estimated average price of $28.3. The stock is now traded at around $29.510000. The impact to a portfolio due to this purchase was 0.41%. The holding were 15,642 shares as of 2021-12-31.

New Purchase: iShares Russell 2000 ETF (IWM)

Navigation Wealth Management, Inc. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $201.530000. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,567 shares as of 2021-12-31.

New Purchase: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Navigation Wealth Management, Inc. initiated holding in Direxion Daily S&P 500 Bull 3X Shares. The purchase prices were between $106.36 and $145.78, with an estimated average price of $130.36. The stock is now traded at around $113.300000. The impact to a portfolio due to this purchase was 0.33%. The holding were 2,476 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 ETF (SPLG)

Navigation Wealth Management, Inc. added to a holding in SPDR Portfolio S&P 500 ETF by 120.92%. The purchase prices were between $50.24 and $56.16, with an estimated average price of $53.87. The stock is now traded at around $51.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,785 shares as of 2021-12-31.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Navigation Wealth Management, Inc. sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $141.01 and $154.18, with an estimated average price of $147.11.

Sold Out: BTC iShares MSCI India ETF (INDA)

Navigation Wealth Management, Inc. sold out a holding in BTC iShares MSCI India ETF. The sale prices were between $43.6 and $47.74, with an estimated average price of $46.02.

Sold Out: VanEck Russia ETF (RSX)

Navigation Wealth Management, Inc. sold out a holding in VanEck Russia ETF. The sale prices were between $25.19 and $31.49, with an estimated average price of $28.57.

Sold Out: iShares MSCI United Kingdom ETF (EWU)

Navigation Wealth Management, Inc. sold out a holding in iShares MSCI United Kingdom ETF. The sale prices were between $30.97 and $33.32, with an estimated average price of $32.37.

Sold Out: Block Inc (SQ)

Navigation Wealth Management, Inc. sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: Wynn Resorts Ltd (WYNN)

Navigation Wealth Management, Inc. sold out a holding in Wynn Resorts Ltd. The sale prices were between $76.06 and $98.05, with an estimated average price of $88.64.

Here is the complete portfolio of Navigation Wealth Management, Inc.. Also check out:

1. Navigation Wealth Management, Inc.’s Undervalued Stocks

2. Navigation Wealth Management, Inc.’s Top Growth Companies, and

3. Navigation Wealth Management, Inc.’s High Yield stocks

4. Stocks that Navigation Wealth Management, Inc. keeps buyingThis article first appeared on GuruFocus.



Read More: Navigation Wealth Management, Inc. Buys S&P 500 ETF TRUST ETF, SPDR Bloomberg High Yield

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