Naviter Wealth, LLC Purchases and Sells in Q1 2025

Naviter Wealth, LLC

$809 Million
Q1 2025

Top Buys

Incresed Positions

141 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMLP	43.8K + 4.09%	$48.65 - $53.06 $2.13M - $2.33M	1.12M $58M
JPST	92.1K + 25.57%	$50.39 - $50.66 $4.64M - $4.67M	452K $22.9M
BABA	50 + 0.11%	$80.53 - $147.57 $4.03K - $7.38K	47K $6.21M
XOM	64 + 0.04%	$105.44 - $118.93 $6.75K - $7.61K	154K $18.3M
BRK-B	697 + 4.39%	$442.66 - $534.52 $309K - $373K	16.6K $8.82M
WMT	18.6K + 25.25%	$84.5 - $105.05 $1.57M - $1.95M	92.1K $8.08M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	2.09K New	$117.15 - $158.79 $245K - $332K	2.09K $331K
ET	15.7K New	$17.26 - $21.08 $271K - $331K	15.7K $291K
PAA	14.4K New	$17.32 - $20.96 $250K - $302K	14.4K $288K
TRIN	18.6K New	$14.26 - $16.56 $265K - $308K	18.6K $281K
EPD	8.07K New	$31.75 - $34.14 $256K - $276K	8.07K $275K
MDLZ	3.12K New	$56.12 - $68.15 $175K - $212K	3.12K $211K

Top Sells

Reduced Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDW	-60.7K - 36.21%	$39.93 - $57.69 $2.42M - $3.5M	107K $4.52M
NVDA	-2.35K - 1.39%	$106.98 - $149.43 $251K - $351K	167K $18.1M
AAPL	-2.71K - 2.22%	$209.68 - $247.1 $567K - $669K	119K $26.5M
MSFT	-2.08K - 3.63%	$375.39 - $447.2 $781K - $930K	55.2K $20.7M
GOOGL	-914 - 0.98%	$154.33 - $206.19 $141K - $188K	91.9K $14.2M
AVGO	-1.36K - 3.32%	$167.43 - $244.7 $228K - $333K	39.6K $6.63M

Activity Summary All Purchases 158 New Holdings 17 Increased Positions 141 All Sells 75 Reductions 75 Sold out 0 Calls 0 Puts 0

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