Naviter Wealth, LLC Purchases and Sells in Q2 2025

Naviter Wealth, LLC

$795 Million
Q2 2025

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	506K + 111.78%	$50.36 - $50.68 $25.5M - $25.6M	958K $48.6M
ACWI	122K + 78.66%	$103.59 - $128.6 $12.6M - $15.6M	276K $35.5M
AMLP	195K + 17.46%	$45.07 - $52.57 $8.79M - $10.2M	1.31M $64.1M
BIZD	278K + 464.8%	$13.96 - $16.51 $3.88M - $4.58M	337K $5.49M
TDW	75.3K + 70.39%	$32.27 - $48.26 $2.43M - $3.63M	182K $8.41M
MLPX	51K + 1321.02%	$55.32 - $65.02 $2.82M - $3.32M	54.9K $3.44M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGBD	91K New	$13.55 - $16.25 $1.23M - $1.48M	91K $1.24M
PLTR	8.19K New	$74.01 - $144.25 $606K - $1.18M	8.19K $1.12M
AMH	18.4K New	$32.8 - $39.31 $604K - $724K	18.4K $664K
REG	8.61K New	$65.48 - $74.74 $564K - $644K	8.61K $613K
HLN	46K New	$9.27 - $11.41 $427K - $525K	46K $477K
ITUB	67.9K New	$5.24 - $6.81 $356K - $462K	67.9K $461K

Top Sells

Reduced Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-14.4K - 12.08%	$172.42 - $223.89 $2.48M - $3.22M	105K $21.5M
XOM	-4.47K - 2.91%	$99.93 - $119.04 $447K - $532K	149K $16.1M
UNH	-198 - 2.36%	$274.35 - $599.47 $54.3K - $119K	8.21K $2.56M
JNJ	-2.65K - 10.98%	$146.36 - $159.82 $388K - $423K	21.5K $3.28M
ARCC	-21.3K - 3.11%	$18.91 - $22.43 $402K - $477K	662K $14.5M
USRT	-9.9K - 24.54%	$50.37 - $57.97 $499K - $574K	30.4K $1.72M

Activity Summary All Purchases 157 New Holdings 36 Increased Positions 121 All Sells 91 Reductions 91 Sold out 0 Calls 0 Puts 0

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