Naviter Wealth, LLC Purchases in Q3 2025

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
35.7K
+ 12.93%
$128.32 - $138.41 $4.58M - $4.94M
312K $43.1M
AAPL
Apple Inc.

Technology
5.65K
+ 5.4%
$202.38 - $256.87 $1.14M - $1.45M
110K $28.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.64K
+ 4.95%
$224.68 - $282.71 $1.04M - $1.31M
98.4K $27.5M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 1.67%
$174.36 - $254.72 $251K - $367K
87.7K $21.3M
NVDA
Nvidia Corp

Technology
7.18K
+ 4.61%
$153.3 - $186.58 $1.1M - $1.34M
163K $30.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 3.42%
$293.94 - $444.72 $298K - $451K
30.7K $13.6M
AVGO
Broadcom Inc.

Technology
1.83K
+ 5.21%
$264.74 - $369.57 $483K - $675K
36.9K $12.2M
MSFT
Microsoft Corp

Technology
2.88K
+ 5.97%
$491.09 - $535.64 $1.41M - $1.54M
51.1K $26.4M
WELL
Welltower Inc.

Real Estate
3.8K
+ 8.84%
$150.71 - $178.14 $573K - $678K
46.8K $8.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
85.9K
+ 6.55%
$46.51 - $50.07 $4M - $4.3M
1.4M $65.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 5.1%
$282.78 - $316.06 $432K - $483K
31.5K $9.93M
MLPX
Global X Mlp & Energy Infrastr

ETFs
17.9K
+ 32.66%
$59.5 - $62.99 $1.07M - $1.13M
72.8K $4.57M
ABBV
Abb Vie Inc.

Healthcare
885
+ 4.69%
$184.85 - $231.54 $164K - $205K
19.7K $4.57M
HSBC
Hsbc Holdings PLC

Financial Services
2.63K
+ 3.13%
$60.27 - $70.98 $159K - $187K
86.7K $6.15M
ORCL
Oracle Corp

Technology
1.07K
+ 9.99%
$218.96 - $328.33 $234K - $351K
11.8K $3.31M
JNJ
Johnson & Johnson

Healthcare
1.33K
+ 6.19%
$155.17 - $185.42 $206K - $246K
22.8K $4.23M
SPG
Simon Property Group Inc

Real Estate
1.31K
+ 5.21%
$159.93 - $187.67 $209K - $245K
26.4K $4.95M
SAN
Banco Santander, S.A.

Financial Services
10.9K
+ 3.17%
$8.27 - $10.48 $90.4K - $115K
356K $3.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 30.17%
$617.65 - $666.84 $626K - $676K
4.38K $2.91M
CAT
Caterpillar Inc

Industrials
81
+ 0.97%
$390.92 - $477.15 $31.7K - $38.6K
8.45K $4.03M
MU
Micron Technology Inc

Technology
1.95K
+ 20.51%
$104.88 - $168.89 $204K - $329K
11.4K $1.91M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.98K
+ 3.42%
$13.29 - $16.05 $119K - $144K
272K $4.33M
WMT
Walmart Inc.

Consumer Defensive
2.43K
+ 2.92%
$94.4 - $104.27 $229K - $253K
85.7K $8.83M
AZN
Astrazeneca PLC

Healthcare
2.5K
+ 3.6%
$68.72 - $82.11 $172K - $205K
72K $5.53M
MAIN
Main Street Capital Corp

Financial Services
5.05K
+ 6.59%
$59.28 - $67.54 $299K - $341K
81.7K $5.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.97K
+ 4.07%
$211.65 - $238.24 $628K - $706K
75.8K $16.6M
RTX
Raytheon Technologies Corp

Industrials
1.34K
+ 6.63%
$144.19 - $167.33 $193K - $224K
21.5K $3.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
9.93K
+ 32.61%
$55.64 - $59.37 $552K - $589K
40.4K $2.37M
GS
Goldman Sachs Group Inc

Financial Services
98
+ 1.55%
$696.56 - $806.32 $68.3K - $79K
6.43K $5.12M
HD
Home Depot, Inc.

Consumer Cyclical
504
+ 4.52%
$357.4 - $423.42 $180K - $213K
11.7K $4.73M
C
Citigroup Inc

Financial Services
215
+ 0.58%
$85.57 - $103.49 $18.4K - $22.3K
37.6K $3.81M
GE
General Electric CO

Industrials
473
+ 4.24%
$244.75 - $305.63 $116K - $145K
11.6K $3.5M
OZK
Bank Ozk

Financial Services
9.86K
+ 31.35%
$47.4 - $53.14 $467K - $524K
41.3K $2.11M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.99K
+ 2.86%
$14.73 - $19.31 $58.8K - $77.1K
144K $2.77M
TM
Toyota Motor Corp

Consumer Cyclical
569
+ 2.38%
$167.86 - $202.79 $95.5K - $115K
24.5K $4.67M
SONY
Sony Group Corp

Technology
4.84K
+ 3.36%
$23.92 - $30.07 $116K - $146K
149K $4.29M
META
Meta Platforms, Inc.

Communication Services
776
+ 4.87%
$695.21 - $791.73 $539K - $614K
16.7K $12.3M
BAC
Bank Of America Corp

Financial Services
2.95K
+ 3.64%
$44.92 - $52.42 $132K - $155K
83.9K $4.33M
NVS
Novartis Ag

Healthcare
1.45K
+ 3.44%
$113.5 - $129.73 $164K - $188K
43.5K $5.58M
O
Realty Income Corp

Real Estate
5.1K
+ 9.05%
$56.13 - $60.79 $286K - $310K
61.4K $3.73M
PLTR
Palantir Technologies Inc.

Technology
600
+ 7.33%
$130.68 - $186.97 $78.4K - $112K
8.79K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
352
+ 2.11%
$459.11 - $506.91 $162K - $178K
17K $8.55M
APH
Amphenol Corp

Technology
46
+ 0.27%
$97.39 - $125.4 $4.48K - $5.77K
16.8K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
327
+ 6.53%
$567.77 - $614.76 $186K - $201K
5.34K $3.27M
MFG
Mizuho Financial Group Inc

Financial Services
9.37K
+ 3.12%
$5.42 - $6.85 $50.8K - $64.2K
310K $2.07M
BHP
Bhp Group LTD

Basic Materials
191
+ 0.38%
$48.67 - $56.22 $9.3K - $10.7K
50.7K $2.83M
ING
Ing Groep Nv

Financial Services
2.2K
+ 2.82%
$22.0 - $26.08 $48.4K - $57.4K
80.1K $2.09M
VTR
Ventas, Inc.

Real Estate
2.07K
+ 6.22%
$62.76 - $69.99 $130K - $145K
35.3K $2.47M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.53K
+ 3.66%
$14.53 - $17.13 $80.3K - $94.6K
157K $2.62M
Activity Summary
Buys All Purchases 179 New Holdings 13 Increased Positions 166 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email