Navigation Wealth Management, Inc. Quant / Systematic

CIK: 0001839930 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 26, 2021

Total Value ($000): $109,705 (100.0% shares, 0.0% debt)

Holdings (81)

IWM ISHARES TR 84.0%
Value ($000) $92,150 Shares 401,753 Est. Cost $229.31 Unrealized
JNK SPDR SER TR 11.8%
Value ($000) $12,897 Shares 117,285 Est. Cost $109.96 Unrealized
SMIN ISHARES TR 0.5%
Value ($000) $548 Shares 10,032 Est. Cost $54.63 Unrealized
FXI ISHARES TR 0.5%
Value ($000) $544 Shares 11,746 Est. Cost $46.31 Unrealized
VANECK VECTORS ETF TR 0.5%
Value ($000) $541 Shares 18,654 Est. Cost $27.58 Unrealized
EWZS ISHARES TR 0.5%
Value ($000) $495 Shares 25,001 Est. Cost $19.80 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $415 Shares 970 Est. Cost $373.88 Unrealized
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $368 Shares 3,757 Est. Cost $97.95 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $362 Shares 2,185 Est. Cost $164.60 Unrealized
VDC VANGUARD WORLD FDS 0.2%
Value ($000) $236 Shares 1,291 Est. Cost $178.57 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $90 Shares 611 Est. Cost $147.30 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $65 Shares 366 Est. Cost $177.60 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $56 Shares 1,069 Est. Cost $52.97 Unrealized +4.7%
QTS RLTY TR INC 0.1%
Value ($000) $55 Shares 710 Est. Cost $61.87 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $54 Shares 394 Est. Cost $125.06 Unrealized +1.1%
STAG STAG INDL INC 0.0%
Value ($000) $52 Shares 1,386 Est. Cost $33.36 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $51 Shares 423 Est. Cost $88.68 Unrealized +15.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $47 Shares 324 Est. Cost $99.40 Unrealized +14.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $47 Shares 462 Est. Cost $101.73 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $46 Shares 306 Est. Cost $116.48 Unrealized +10.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $45 Shares 366 Est. Cost $117.32 Unrealized +5.5%
XYZ SQUARE INC 0.0%
Value ($000) $42 Shares 173 Est. Cost $233.71 Unrealized -0.8%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $42 Shares 797 Est. Cost $55.88 Unrealized -1.3%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $41 Shares 217 Est. Cost $178.34 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $39 Shares 222 Est. Cost $179.93 Unrealized -2.3%
ROM PROSHARES TR 0.0%
Value ($000) $38 Shares 391 Est. Cost $74.17 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $38 Shares 157 Est. Cost $163.21 Unrealized +17.4%
MRNA MODERNA INC 0.0%
Value ($000) $36 Shares 154 Est. Cost $178.71 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 569 Est. Cost $63.27 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $28 Shares 553 Est. Cost $47.63 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $27 Shares 390 Est. Cost $66.67 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $22 Shares 1,047 Est. Cost $19.42 Unrealized +16.5%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $17 Shares 110 Est. Cost $127.25 Unrealized +9.8%
PFE PFIZER INC 0.0%
Value ($000) $16 Shares 416 Est. Cost $28.04 Unrealized +10.5%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $16 Shares 2,676 Est. Cost $5.36 Unrealized +16.6%
FORTRESS TRANS INFRST INVS L 0.0%
Value ($000) $9 Shares 279 Est. Cost $28.67 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $8 Shares 296 Est. Cost $27.03 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $251.06 Unrealized -13.5%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.0%
Value ($000) $5 Shares 195 Est. Cost $25.64 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $64.14 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $43.42 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.06 Unrealized -14.9%
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $73.60 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $259.62 Unrealized 0.0%
BEEM BEAM GLOBAL 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.61 Unrealized -37.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $2 Shares 5 Est. Cost $368.06 Unrealized -9.5%
GRPN GROUPON INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.29 Unrealized +8.7%
NULG NUSHARES ETF TR 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
PROTERRA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
WORKHORSE GROUP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
AMC ENTMT HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
NUHY NUSHARES ETF TR 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 49 Est. Cost $26.61 Unrealized +13.3%
MOTUS GI HLDGS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
AMERICAS GOLD AND SILVER COR 0.0%
Value ($000) $1 Shares 550 Est. Cost $1.82 Unrealized
MAVERIX METALS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $49.50 Unrealized +12.6%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
CERECOR INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
CANOO INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.79 Unrealized -31.8%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $1 Shares 900 Est. Cost $1.33 Unrealized -4.4%
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $244.44 Unrealized +16.1%
GEO GEO GROUP INC NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.16 Unrealized -22.9%
FORTUNA SILVER MINES INC 0.0%
Value ($000) $1 Shares 175 Est. Cost $5.71 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 19 Est. Cost $30.18 Unrealized +16.0%
AEVA TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.22 Unrealized 0.0%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.16 Unrealized -29.7%
INMED PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
APTINYX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
GREAT PANTHER MNG LTD 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.93 Unrealized 0.0%
UNITY BIOTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized