Holdings
Navigate Wealth Management, LLC
As of Sep 30, 2026, Navigate Wealth Management, LLC reported 28 positions worth US$20.6M. Largest: Apple Inc, Microsoft Corp. and Procter & Gamble Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,862 | US$3.66M | −3,927 | Sep 30, 2026 |
| Microsoft Corp. | 3,966 | US$2.12M | −9 | Sep 30, 2026 |
| Procter & Gamble Company (the) | 13,103 | US$1.98M | −889 | Sep 30, 2026 |
| International Business Machines Corporation | 6,581 | US$1.49M | new | Sep 30, 2026 |
| Southern Company (the) | 11,507 | US$992K | +97 | Sep 30, 2026 |
| Nvidia Corporation | 3,927 | US$900K | +2 | Sep 30, 2026 |
| Servisfirst Bancshares, Inc. | 21,972 | US$844K | +10,198 | Sep 30, 2026 |
| Eli Lilly And Company | 641 | US$756K | +8 | Sep 30, 2026 |
| Chevron Corporation | 3,011 | US$638K | −20 | Sep 30, 2026 |
| Norfolk Southern Corporation | 1,882 | US$598K | no change | Sep 30, 2026 |