Naviter Wealth, LLC Purchases in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
506K
+ 111.78%
$50.36 - $50.68 $25.5M - $25.6M
958K $48.6M
ACWI
Ishares Msci Acwi ETF

ETFs
122K
+ 78.66%
$103.59 - $128.6 $12.6M - $15.6M
276K $35.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
195K
+ 17.46%
$45.07 - $52.57 $8.79M - $10.2M
1.31M $64.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
278K
+ 464.8%
$13.96 - $16.51 $3.88M - $4.58M
337K $5.49M
TDW
Tidewater Inc

Energy
75.3K
+ 70.39%
$32.27 - $48.26 $2.43M - $3.63M
182K $8.41M
MLPX
Global X Mlp & Energy Infrastr

ETFs
51K
+ 1321.02%
$55.32 - $65.02 $2.82M - $3.32M
54.9K $3.44M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 0.18%
$221.86 - $362.89 $12K - $19.6K
29.7K $9.42M
IYR
Ishares Tr

ETFs
16.7K
+ 82.12%
$84.48 - $96.25 $1.41M - $1.61M
37K $3.51M
JPM
Jpmorgan Chase & CO

Financial Services
700
+ 2.39%
$210.28 - $289.91 $147K - $203K
30K $8.69M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
91K
New
$13.55 - $16.25 $1.23M - $1.48M
91K $1.24M
PLTR
Palantir Technologies Inc.

Technology
8.19K
New
$74.01 - $144.25 $606K - $1.18M
8.19K $1.12M
DLR
Digital Realty Trust, Inc.

Real Estate
1.57K
+ 7.08%
$136.11 - $177.69 $213K - $278K
23.7K $4.13M
EQIX
Equinix Inc

Real Estate
1.3K
+ 23.23%
$740.07 - $914.43 $964K - $1.19M
6.91K $5.49M
PM
Philip Morris International Inc.

Consumer Defensive
4.32K
+ 206.79%
$149.23 - $184.95 $645K - $799K
6.41K $1.17M
ORCC
Owl Rock Capital Corp

Financial Services
59.7K
+ 17.13%
N/A
408K $5.46M
WELL
Welltower Inc.

Real Estate
4.92K
+ 12.92%
$136.49 - $155.22 $672K - $764K
43K $6.61M
AMT
American Tower Corp

Real Estate
3.03K
+ 10.06%
$203.96 - $228.19 $619K - $692K
33.2K $7.34M
AMD
Advanced Micro Devices Inc

Technology
363
+ 2.07%
$78.21 - $143.81 $28.4K - $52.2K
17.9K $2.54M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.95K
+ 33.17%
$91.43 - $91.74 $727K - $729K
31.9K $2.93M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
22K
+ 19.01%
$19.16 - $23.81 $422K - $524K
138K $3.28M
AMH
American Homes 4 Rent

Real Estate
18.4K
New
$32.8 - $39.31 $604K - $724K
18.4K $664K
SAN
Banco Santander, S.A.

Financial Services
14.5K
+ 4.38%
$5.72 - $8.32 $82.8K - $120K
345K $2.86M
NVS
Novartis Ag

Healthcare
2.09K
+ 5.23%
$101.96 - $121.01 $213K - $253K
42.1K $5.09M
REG
Regency Centers Corp

Real Estate
8.61K
New
$65.48 - $74.74 $564K - $644K
8.61K $613K
NOW
Service Now, Inc.

Technology
88
+ 4.1%
$721.65 - $1040.18 $63.5K - $91.5K
2.23K $2.3M
C
Citigroup Inc

Financial Services
685
+ 1.87%
$58.13 - $85.12 $39.8K - $58.3K
37.3K $3.18M
MAIN
Main Street Capital Corp

Financial Services
6.72K
+ 9.61%
$49.15 - $59.32 $330K - $399K
76.7K $4.53M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
35.7K
+ 327.67%
$13.71 - $15.46 $489K - $552K
46.6K $719K
HDB
Hdfc Bank LTD

Financial Services
1.93K
+ 5.02%
$63.78 - $77.48 $123K - $149K
40.3K $3.09M
BAC
Bank Of America Corp

Financial Services
1.43K
+ 1.8%
$34.39 - $47.46 $49.1K - $67.8K
81K $3.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
460
+ 10.11%
$456.74 - $568.03 $210K - $261K
5.01K $2.85M
IRM
Iron Mountain Inc

Real Estate
1.57K
+ 7.57%
$76.93 - $105.25 $121K - $165K
22.3K $2.29M
GBDC
Golub Capital Bdc, Inc.

Financial Services
42.3K
+ 17.84%
$13.03 - $15.28 $551K - $647K
279K $4.09M
HLN
Haleon PLC

Healthcare
46K
New
$9.27 - $11.41 $427K - $525K
46K $477K
ITUB
Itau Unibanco Holding S.A.

Financial Services
67.9K
New
$5.24 - $6.81 $356K - $462K
67.9K $461K
CRWD
Crowd Strike Holdings, Inc.

Technology
293
+ 14.84%
$321.63 - $509.31 $94.2K - $149K
2.27K $1.15M
VALE
Vale S.A.

Basic Materials
47.2K
New
$8.26 - $10.1 $389K - $476K
47.2K $457K
ARGX
Argenx Se

Healthcare
800
New
$532.27 - $656.65 $426K - $525K
800 $440K
HSBC
Hsbc Holdings PLC

Financial Services
2.56K
+ 3.14%
$46.68 - $61.09 $120K - $156K
84.1K $5.11M
PUK
Prudential PLC

Financial Services
16.9K
New
$18.03 - $25.49 $304K - $430K
16.9K $421K
SBUX
Starbucks Corp

Consumer Cyclical
4.83K
+ 69.87%
$79.69 - $99.41 $385K - $480K
11.7K $1.08M
CSWC
Capital Southwest Corp

Financial Services
18.4K
+ 22.45%
$17.99 - $22.44 $330K - $412K
100K $2.21M
PBRA
Petroleo Bras Ads (Ea Reptg 2
28.8K
New
N/A
28.8K $378K
KB
Kb Financial Group Inc.

Financial Services
4.51K
New
$46.88 - $82.59 $211K - $372K
4.51K $372K
QQQ
Invesco Qqq Trust, Series 1

ETFs
464
+ 32.91%
$416.06 - $551.64 $193K - $256K
1.87K $1.03M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
37.8K
+ 25.61%
$9.85 - $11.67 $372K - $441K
185K $2.08M
WDS
Woodside Energy Group LTD

Energy
23.7K
New
$11.5 - $16.77 $273K - $398K
23.7K $365K
NOK
Nokia Corp

Technology
67.1K
New
$4.65 - $5.43 $312K - $364K
67.1K $347K
NVO
Novo Nordisk A S

Healthcare
5.36K
+ 9.86%
$58.08 - $81.05 $311K - $435K
59.7K $4.12M
Activity Summary
Buys All Purchases 157 New Holdings 36 Increased Positions 121 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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