Naviter Wealth, LLC Purchases in Q1 2025

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
1.77K
+ 2.89%
$28.21 - $32.68 $49.9K - $57.8K
63K $2.06M
BXSL
Blackstone Secured Lending Fund

Financial Services
7.67K
+ 5.49%
$31.3 - $34.5 $240K - $265K
148K $4.77M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.53K
+ 13.15%
$50.17 - $51.45 $278K - $285K
47.6K $2.4M
VZ
Verizon Communications Inc

Communication Services
89
+ 0.19%
$37.81 - $46.49 $3.37K - $4.14K
46.5K $2.11M
BTI
British American Tobacco P.L.C.

Consumer Defensive
339
+ 0.72%
$35.35 - $42.74 $12K - $14.5K
47.5K $1.96M
MA
Mastercard Inc

Financial Services
122
+ 1.49%
$504.67 - $576.31 $61.6K - $70.3K
8.32K $4.56M
RELX
Relx PLC

Communication Services
557
+ 1.36%
$45.34 - $51.91 $25.3K - $28.9K
41.6K $2.09M
NFLX
Netflix Inc

Communication Services
100
+ 2.99%
$828.4 - $1058.6 $82.8K - $106K
3.45K $3.21M
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.17%
$279.74 - $321.29 $4.48K - $5.14K
9.43K $2.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.12K
New
$56.12 - $68.15 $175K - $212K
3.12K $211K
JD
Jd.Com, Inc.

Consumer Cyclical
211
+ 0.74%
$33.1 - $45.21 $6.98K - $9.54K
28.6K $1.17M
MFG
Mizuho Financial Group Inc

Financial Services
1.96K
+ 0.68%
$4.83 - $6.04 $9.44K - $11.8K
288K $1.58M
UL
Unilever PLC

Consumer Defensive
419
+ 0.74%
$54.72 - $60.29 $22.9K - $25.3K
57K $3.39M
EIC
Eagle Point Income CO Inc.

N/A
11.7K
New
$14.65 - $16.36 $172K - $192K
11.7K $175K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.3K
+ 1.61%
$14.13 - $16.72 $32.6K - $38.5K
145K $2.24M
BCS
Barclays PLC

Financial Services
1.47K
+ 2.05%
$12.69 - $16.25 $18.6K - $23.8K
73K $1.12M
NGG
National Grid PLC

Utilities
639
+ 3.13%
$56.13 - $65.61 $35.9K - $41.9K
21.1K $1.38M
WPC
W. P. Carey Inc.

Real Estate
159
+ 1.0%
$53.5 - $65.05 $8.51K - $10.3K
16K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 0.47%
$890.62 - $1076.86 $17.8K - $21.5K
4.3K $4.07M
CSCO
Cisco Systems, Inc.

Technology
283
+ 0.64%
$58.74 - $64.87 $16.6K - $18.4K
44.5K $2.75M
MAA
Mid America Apartment Communities Inc.

Real Estate
93
+ 1.1%
$146.9 - $170.92 $13.7K - $15.9K
8.57K $1.44M
AINV
Apollo Investment Corp

Financial Services
11K
+ 5.89%
N/A
197K $2.2M
IBN
Icici Bank LTD

Financial Services
840
+ 1.47%
$27.55 - $31.67 $23.1K - $26.6K
57.8K $1.82M
VRSN
Verisign Inc

Technology
5
+ 0.22%
$205.1 - $254.74 $1.03K - $1.27K
2.27K $577K
UNP
Union Pacific Corp

Industrials
84
+ 0.81%
$225.21 - $254.42 $18.9K - $21.4K
10.4K $2.46M
INVH
Invitation Homes Inc.

Real Estate
235
+ 0.69%
$30.28 - $34.85 $7.12K - $8.19K
34.1K $1.19M
SBAC
Sba Communications Corp

Real Estate
40
+ 0.68%
$192.76 - $224.91 $7.71K - $9K
5.96K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
352
+ 9.44%
$554.06 - $615.85 $195K - $217K
4.08K $2.29M
T
At&T Inc.

Communication Services
284
+ 2.1%
$21.56 - $28.28 $6.12K - $8.03K
13.8K $391K
WY
Weyerhaeuser CO

Real Estate
1.2K
+ 2.9%
$27.29 - $31.39 $32.6K - $37.5K
42.4K $1.24M
MAIN
Main Street Capital Corp

Financial Services
3.79K
+ 5.73%
$54.71 - $63.1 $207K - $239K
70K $3.96M
SUI
Sun Communities Inc

Real Estate
301
+ 4.32%
$120.53 - $136.43 $36.3K - $41.1K
7.26K $934K
WM
Waste Management Inc

Industrials
5
+ 0.19%
$200.54 - $233.78 $1K - $1.17K
2.62K $606K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3.76K
+ 27.13%
$19.8 - $19.97 $74.5K - $75.1K
17.6K $350K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
11.9K
+ 8.8%
$11.63 - $13.3 $139K - $159K
147K $1.71M
HMC
Honda Motor CO LTD

Consumer Cyclical
4.46K
+ 12.86%
$26.9 - $30.41 $120K - $136K
39.1K $1.06M
CPT
Camden Property Trust

Real Estate
265
+ 4.52%
$109.16 - $125.53 $28.9K - $33.3K
6.13K $750K
UDR
Udr, Inc.

Real Estate
814
+ 4.95%
$40.09 - $46.04 $32.6K - $37.5K
17.3K $779K
HIG
Hartford Financial Services Group, Inc.

Financial Services
39
+ 0.97%
$106.31 - $123.73 $4.15K - $4.83K
4.05K $500K
C
Citigroup Inc

Financial Services
570
+ 1.58%
$67.23 - $84.63 $38.3K - $48.2K
36.7K $2.6M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
202
+ 1.25%
$45.62 - $51.12 $9.22K - $10.3K
16.4K $833K
NMFC
New Mountain Finance Corp

Financial Services
8.55K
+ 4.52%
$10.89 - $12.02 $93.1K - $103K
198K $2.18M
PSA
Public Storage

Real Estate
157
+ 1.39%
$288.99 - $313.98 $45.4K - $49.3K
11.4K $3.42M
FSK
Fs Kkr Capital Corp

Financial Services
10.2K
+ 4.59%
$20.47 - $24.06 $209K - $245K
232K $4.87M
SCHW
Schwab Charles Corp

Financial Services
96
+ 1.38%
$71.24 - $83.64 $6.84K - $8.03K
7.04K $551K
MO
Altria Group, Inc.

Consumer Defensive
32
+ 0.76%
$50.81 - $60.02 $1.63K - $1.92K
4.25K $255K
SLI
Standard Lithium Ltd.

Basic Materials
27.8K
New
$1.2 - $1.7 $33.4K - $47.3K
27.8K $35K
EQR
Equity Residential

Real Estate
548
+ 2.24%
$66.98 - $75.02 $36.7K - $41.1K
25K $1.79M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.2K
+ 7.77%
$32.49 - $37.99 $333K - $389K
142K $4.76M
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
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