Stock Taper 
NAVIS WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 2.52K | $525.74K |
 FedEx Freight Holding Company, Inc. | FDXF | 2.53K | $381.58K |
 Alphabet Inc. | GOOGL | 2.75K | $984.21K |
 Citigroup Inc. | C | 2.77K | $387.41K |
 Altria Group, Inc. | MO | 2.83K | $203.29K |
 Aflac Incorporated | AFL | 3.02K | $354.56K |
 Apple Inc. | AAPL | 3.07K | $889.2K |
 Prologis, Inc. | PLD | 3.16K | $427.71K |
 Broadcom Inc. | AVGO | 3.26K | $1.23M |
 Microsoft Corporation | MSFT | 3.27K | $1.22M |
 Prudential Financial, Inc. | PRU | 3.38K | $365K |
 Wells Fargo & Company | WFC | 3.58K | $295.44K |
 The Coca-Cola Company | KO | 3.76K | $305.36K |
 International Business Machines Corporation | IBM | 3.96K | $1.11M |
 Exelixis, Inc. | EXEL | 3.97K | $216.01K |
 NRG Energy, Inc. | NRG | 4K | $584.24K |
 American Express Company | AXP | 4.07K | $1.37M |
 American Healthcare REIT, Inc. | AHR | 4.43K | $230.92K |
 FedEx Corporation | FDX | 5.05K | $1.58M |
 Alphabet Inc. | GOOG | 5.21K | $1.84M |