Naviter Wealth, LLC Purchases and Sells in Q3 2025

Naviter Wealth, LLC

$842 Million
Q3 2025

Top Buys

Incresed Positions

166 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWI	35.7K + 12.93%	$128.32 - $138.41 $4.58M - $4.94M	312K $43.1M
AAPL	5.65K + 5.4%	$202.38 - $256.87 $1.14M - $1.45M	110K $28.1M
TSM	4.64K + 4.95%	$224.68 - $282.71 $1.04M - $1.31M	98.4K $27.5M
GOOGL	1.44K + 1.67%	$174.36 - $254.72 $251K - $367K	87.7K $21.3M
NVDA	7.18K + 4.61%	$153.3 - $186.58 $1.1M - $1.34M	163K $30.4M
TSLA	1.01K + 3.42%	$293.94 - $444.72 $298K - $451K	30.7K $13.6M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHOP	1.62K New	$112.11 - $157.12 $182K - $255K	1.62K $241K
MPWR	254 New	$711.24 - $922.81 $181K - $234K	254 $233K
MEDP	432 New	$308.88 - $514.16 $133K - $222K	432 $222K
CCJ	2.55K New	$70.47 - $86.89 $180K - $221K	2.55K $213K
SPLG	2.73K New	$72.65 - $78.68 $198K - $215K	2.73K $213K
DDS	343 New	$425.73 - $623.76 $146K - $214K	343 $210K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-137K - 14.35%	$50.47 - $50.74 $6.94M - $6.98M	821K $41.6M
FSK	-76.6K - 31.19%	$14.93 - $22.48 $1.14M - $1.72M	169K $2.52M
BIL	-23.7K - 74.2%	$91.44 - $91.77 $2.16M - $2.17M	8.23K $755K
TDW	-63.1K - 34.61%	$46.32 - $63.19 $2.92M - $3.99M	119K $6.35M
NVO	-15.2K - 25.42%	$45.38 - $71.7 $689K - $1.09M	44.6K $2.47M
ARCC	-14.2K - 2.14%	$20.41 - $23.25 $289K - $329K	648K $13.2M

Activity Summary All Purchases 179 New Holdings 13 Increased Positions 166 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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