Naviter Wealth, LLC Purchases in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.26K
+ 2.66%
$39.43 - $49.34 $49.8K - $62.4K
48.8K $2.31M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
25.5K
New
$12.24 - $13.88 $312K - $354K
25.5K $343K
BCS
Barclays PLC

Financial Services
5.29K
+ 7.24%
$12.69 - $18.61 $67.1K - $98.4K
78.3K $1.46M
IX
Orix Corp

Financial Services
14.7K
New
$18.25 - $22.52 $268K - $331K
14.7K $331K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
5.84K
+ 4.37%
$11.9 - $15.57 $69.5K - $91K
140K $2.15M
WFC
Wells Fargo & Company

Financial Services
307
+ 0.86%
$60.98 - $80.12 $18.7K - $24.6K
35.9K $2.88M
RTX
Raytheon Technologies Corp

Industrials
347
+ 1.75%
$113.75 - $148.48 $39.5K - $51.5K
20.2K $2.94M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
797
New
$299.15 - $396.54 $238K - $316K
797 $316K
TEF
Telefonica S A

Communication Services
56.1K
+ 207.76%
$4.37 - $5.39 $245K - $302K
83.1K $434K
PSEC
Prospect Capital Corp

Financial Services
228K
+ 50.29%
$3.14 - $4.06 $715K - $924K
680K $2.16M
GFI
Gold Fields LTD

Basic Materials
12.4K
New
$19.94 - $25.71 $247K - $318K
12.4K $293K
VOD
Vodafone Group Public LTD CO

Communication Services
27.5K
New
$8.19 - $10.66 $225K - $293K
27.5K $292K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.85K
New
$92.5 - $107.84 $263K - $307K
2.85K $292K
ERIC
Ericsson Lm Telephone CO

Technology
34.5K
New
$6.77 - $8.86 $233K - $305K
34.5K $292K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
23.2K
New
$11.11 - $14.46 $258K - $336K
23.2K $290K
NGG
National Grid PLC

Utilities
1.29K
+ 6.1%
$62.74 - $74.79 $80.7K - $96.2K
22.4K $1.66M
EQNR
Equinor Asa

Energy
11.1K
New
$22.04 - $28.08 $244K - $311K
11.1K $278K
EME
Emcor Group, Inc.

Industrials
520
New
$342.02 - $534.89 $178K - $278K
520 $278K
RELX
Relx PLC

Communication Services
1.97K
+ 4.75%
$45.31 - $55.66 $89.4K - $110K
43.5K $2.37M
CCI
Crown Castle International Corp

Real Estate
2.91K
+ 12.72%
$94.83 - $107.06 $276K - $312K
25.8K $2.65M
VICI
Vici Properties Inc.

Real Estate
8.08K
+ 12.82%
$29.41 - $32.97 $238K - $266K
71.1K $2.32M
CRDO
Credo Technology Group Holding LTD

Technology
2.65K
New
$33.3 - $95.05 $88.3K - $252K
2.65K $245K
V
Visa Inc.

Financial Services
481
+ 3.15%
$308.27 - $373.31 $148K - $180K
15.8K $5.6M
GBIL
Goldman Sachs Access Treasury

ETFs
2.42K
New
$99.83 - $100.19 $241K - $242K
2.42K $241K
FSLR
First Solar, Inc.

Technology
1.45K
New
$120.38 - $192.98 $175K - $280K
1.45K $240K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.53K
+ 8.33%
$58.52 - $71.7 $89.8K - $110K
19.9K $1.37M
XLK
Technology Sector Spdr

ETFs
100
+ 2.22%
$179.73 - $253.23 $18K - $25.3K
4.61K $1.17M
LYG
Lloyds Banking Group PLC

Financial Services
19K
+ 5.28%
$3.32 - $4.29 $63.1K - $81.5K
379K $1.61M
FSK
Fs Kkr Capital Corp

Financial Services
13.2K
+ 5.7%
$17.95 - $21.5 $238K - $285K
246K $5.1M
SONY
Sony Group Corp

Technology
5.32K
+ 3.83%
$21.24 - $26.88 $113K - $143K
144K $3.75M
ING
Ing Groep Nv

Financial Services
2.34K
+ 3.1%
$16.62 - $21.98 $38.9K - $51.5K
77.9K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 0.72%
$908.13 - $1056.85 $28.2K - $32.8K
4.33K $4.29M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.81K
New
$29.41 - $37.21 $171K - $216K
5.81K $216K
NET
Cloudflare, Inc.

Technology
1.1K
New
$97.08 - $195.83 $107K - $216K
1.1K $215K
IBN
Icici Bank LTD

Financial Services
2.39K
+ 4.13%
$30.16 - $34.39 $72.1K - $82.2K
60.2K $2.03M
HOMB
Home Bancshares Inc

Financial Services
7.04K
New
$25.05 - $29.62 $176K - $208K
7.04K $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.06%
$496.48 - $617.85 $993 - $1.24K
3.36K $2.08M
VRT
Vertiv Holdings CO

Industrials
2.29K
New
N/A
2.29K $198K
PSA
Public Storage

Real Estate
902
+ 7.9%
$266.31 - $309.77 $240K - $279K
12.3K $3.62M
UL
Unilever PLC

Consumer Defensive
1.7K
+ 2.99%
$57.9 - $65.43 $98.5K - $111K
58.7K $3.59M
EXR
Extra Space Storage Inc.

Real Estate
1.43K
+ 10.44%
$126.61 - $152.99 $180K - $218K
15.1K $2.22M
HTGC
Hercules Capital, Inc.

Financial Services
19.2K
+ 10.43%
$16.24 - $19.1 $312K - $367K
204K $3.72M
PLD
Prologis, Inc.

Real Estate
5.33K
+ 9.08%
$89.76 - $112.34 $478K - $598K
63.9K $6.72M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.2K
+ 4.05%
$10.79 - $14.14 $110K - $144K
263K $3.6M
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 0.04%
$45.65 - $57.01 $411 - $513
25.2K $1.43M
WDI
Western Asset Diversified Income Fund

ETFs
10.3K
New
$12.85 - $14.92 $132K - $154K
10.3K $152K
ABT
Abbott Laboratories

Healthcare
462
+ 1.85%
$123.95 - $138.08 $57.3K - $63.8K
25.4K $3.46M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
15.1K
New
$7.42 - $8.86 $112K - $134K
15.1K $133K
OCCI
Ofs Credit Company, Inc.

Financial Services
20.6K
New
$5.64 - $6.8 $116K - $140K
20.6K $128K
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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