Naviter Wealth, LLC Purchases in Q1 2025

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
43.8K
+ 4.09%
$48.65 - $53.06 $2.13M - $2.33M
1.12M $58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
92.1K
+ 25.57%
$50.39 - $50.66 $4.64M - $4.67M
452K $22.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 0.11%
$80.53 - $147.57 $4.03K - $7.38K
47K $6.21M
XOM
Exxon Mobil Corp

Energy
64
+ 0.04%
$105.44 - $118.93 $6.75K - $7.61K
154K $18.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
697
+ 4.39%
$442.66 - $534.52 $309K - $373K
16.6K $8.82M
WMT
Walmart Inc.

Consumer Defensive
18.6K
+ 25.25%
$84.5 - $105.05 $1.57M - $1.95M
92.1K $8.08M
WELL
Welltower Inc.

Real Estate
1.31K
+ 3.56%
$124.05 - $156.86 $163K - $206K
38.1K $5.84M
LLY
Eli Lilly & CO

Healthcare
782
+ 7.81%
$725.72 - $929.72 $568K - $727K
10.8K $8.92M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.4K
+ 36.41%
$49.69 - $50.76 $714K - $730K
53.8K $2.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.92K
+ 8.32%
$79.17 - $82.04 $548K - $567K
90K $7.36M
HSBC
Hsbc Holdings PLC

Financial Services
436
+ 0.54%
$48.68 - $61.58 $21.2K - $26.8K
81.5K $4.68M
HMOP
Hartford Fds Exchange Traded T

ETFs
16.8K
+ 26.77%
$38.25 - $39.12 $641K - $656K
79.4K $3.05M
SONY
Sony Group Corp

Technology
530
+ 0.38%
$19.88 - $25.64 $10.5K - $13.6K
139K $3.53M
SAP
Sap Se

Technology
399
+ 1.87%
$241.4 - $293.69 $96.3K - $117K
21.8K $5.84M
DRSK
ETF Ser Solutions Aptus Define

ETFs
21.2K
+ 8.51%
$27.06 - $28.25 $575K - $600K
271K $7.39M
V
Visa Inc.

Financial Services
34
+ 0.22%
$306.92 - $362.71 $10.4K - $12.3K
15.3K $5.36M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
19.7K
+ 248.42%
$26.82 - $28.5 $527K - $560K
27.6K $752K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.59K
+ 1.04%
$11.66 - $14.98 $30.2K - $38.8K
252K $3.44M
ABT
Abbott Laboratories

Healthcare
98
+ 0.39%
$111.1 - $140.22 $10.9K - $13.7K
25K $3.31M
USRT
Ishares Core U.S. Reit ETF

ETFs
8.45K
+ 26.49%
$55.14 - $60.29 $466K - $509K
40.3K $2.32M
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 6.08%
$57.22 - $63.39 $583K - $646K
178K $10.4M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
29.2K
+ 95.32%
$16.18 - $17.82 $472K - $520K
59.7K $1M
PLD
Prologis, Inc.

Real Estate
1.09K
+ 1.89%
$103.59 - $124.04 $113K - $135K
58.6K $6.55M
GE
General Electric CO

Industrials
337
+ 2.99%
$168.59 - $212.13 $56.8K - $71.5K
11.6K $2.32M
ORCC
Owl Rock Capital Corp

Financial Services
32.8K
+ 10.4%
N/A
348K $4.66M
FSIG
First Tr ETF Iv LTD Duration I
21.6K
+ 7.43%
$18.74 - $19.04 $405K - $411K
312K $5.92M
GBDC
Golub Capital Bdc, Inc.

Financial Services
27.4K
+ 13.07%
$14.46 - $15.96 $396K - $437K
237K $3.59M
ARCC
Ares Capital Corp

Financial Services
8.59K
+ 1.27%
$21.28 - $23.81 $183K - $204K
683K $15.1M
HTGC
Hercules Capital, Inc.

Financial Services
26.4K
+ 16.68%
$18.01 - $22.0 $475K - $580K
184K $3.54M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
22.8K
+ 6.79%
$38.36 - $41.43 $875K - $945K
359K $13.9M
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.38%
$114.1 - $135.66 $8.56K - $10.2K
19.8K $2.63M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.4K
+ 6.83%
$29.34 - $31.31 $540K - $576K
288K $8.55M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
9.72K
+ 9.18%
$20.96 - $23.51 $204K - $229K
116K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
2.09K
New
$117.15 - $158.79 $245K - $332K
2.09K $331K
IBM
International Business Machines Corp

Technology
69
+ 0.66%
$217.4 - $264.74 $15K - $18.3K
10.6K $2.64M
UNH
Unitedhealth Group Inc

Healthcare
331
+ 4.1%
$461.52 - $548.18 $153K - $181K
8.4K $4.4M
O
Realty Income Corp

Real Estate
1.12K
+ 2.11%
$51.67 - $58.49 $58K - $65.7K
54.4K $3.15M
VTR
Ventas, Inc.

Real Estate
200
+ 0.67%
$56.9 - $70.47 $11.4K - $14.1K
30.2K $2.07M
SO
Southern CO

Utilities
172
+ 0.58%
$80.96 - $92.96 $13.9K - $16K
30K $2.76M
BP
Bp PLC

Energy
2.18K
+ 4.06%
$29.93 - $35.31 $65.1K - $76.8K
55.7K $1.88M
IAU
Ishares Gold Trust

ETFs
141
+ 0.46%
$49.74 - $58.96 $7.01K - $8.31K
30.8K $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
537
+ 1.87%
$225.19 - $279.95 $121K - $150K
29.3K $7.18M
ET
Energy Transfer LP

Energy
15.7K
New
$17.26 - $21.08 $271K - $331K
15.7K $291K
UBER
Uber Technologies, Inc

Technology
492
+ 2.45%
$63.17 - $81.49 $31.1K - $40.1K
20.5K $1.5M
PAA
Plains All American Pipeline LP

Energy
14.4K
New
$17.32 - $20.96 $250K - $302K
14.4K $288K
TRIN
Trinity Capital Inc.

Financial Services
18.6K
New
$14.26 - $16.56 $265K - $308K
18.6K $281K
EPD
Enterprise Products Partners L.P.

Energy
8.07K
New
$31.75 - $34.14 $256K - $276K
8.07K $275K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17K
+ 7.22%
$17.53 - $17.87 $297K - $303K
252K $4.43M
PGR
Progressive Corp

Financial Services
149
+ 2.84%
$235.61 - $291.22 $35.1K - $43.4K
5.39K $1.52M
Activity Summary
Buys All Purchases 158 New Holdings 17 Increased Positions 141 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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