Naviter Wealth, LLC Purchases in Q3 2025

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
30
+ 0.1%
$61.62 - $72.77 $1.85K - $2.18K
31.2K $2.27M
BP
Bp PLC

Energy
1.44K
+ 2.67%
$30.25 - $35.69 $43.5K - $51.4K
55.4K $1.91M
MA
Mastercard Inc

Financial Services
420
+ 5.36%
$550.18 - $598.96 $231K - $252K
8.26K $4.7M
WFC
Wells Fargo & Company

Financial Services
1.85K
+ 5.14%
$77.05 - $85.16 $142K - $157K
37.8K $3.16M
GOOG
Alphabet Inc.

Communication Services
549
+ 24.95%
$175.16 - $255.24 $96.2K - $140K
2.75K $669K
CVX
Chevron Corp

Energy
314
+ 1.68%
$145.57 - $161.83 $45.7K - $50.8K
19K $2.94M
GFI
Gold Fields LTD

Basic Materials
424
+ 3.42%
$23.36 - $42.3 $9.9K - $17.9K
12.8K $537K
SHOP
Shopify Inc.

Technology
1.62K
New
$112.11 - $157.12 $182K - $255K
1.62K $241K
SHEL
Shell PLC

Energy
2.35K
+ 3.69%
$69.82 - $73.93 $164K - $173K
65.9K $4.71M
MPWR
Monolithic Power Systems Inc

Technology
254
New
$711.24 - $922.81 $181K - $234K
254 $233K
HTGC
Hercules Capital, Inc.

Financial Services
5.31K
+ 2.61%
$18.34 - $19.53 $97.5K - $104K
209K $3.95M
MEDP
Medpace Holdings, Inc.

Healthcare
432
New
$308.88 - $514.16 $133K - $222K
432 $222K
RIO
Rio Tinto PLC

Basic Materials
728
+ 3.33%
$57.66 - $66.01 $42K - $48.1K
22.6K $1.49M
CCJ
Cameco Corp

Energy
2.55K
New
$70.47 - $86.89 $180K - $221K
2.55K $213K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.73K
New
$72.65 - $78.68 $198K - $215K
2.73K $213K
DDS
Dillard'S, Inc.

Consumer Cyclical
343
New
$425.73 - $623.76 $146K - $214K
343 $210K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.23K
New
$116.14 - $168.56 $143K - $207K
1.23K $206K
XLK
Technology Sector Spdr

ETFs
258
+ 5.59%
$250.97 - $282.66 $64.8K - $72.9K
4.87K $1.37M
FIX
Comfort Systems Usa Inc

Industrials
3
+ 0.43%
$521.66 - $825.18 $1.56K - $2.48K
703 $580K
DLR
Digital Realty Trust, Inc.

Real Estate
1.38K
+ 5.85%
$161.21 - $180.02 $223K - $249K
25.1K $4.33M
EWBC
East West Bancorp Inc

Financial Services
1.9K
New
$97.41 - $109.7 $185K - $208K
1.9K $202K
APP
App Lovin Corp

Technology
280
New
$335.1 - $718.54 $93.8K - $201K
280 $201K
ARGX
Argenx Se

Healthcare
66
+ 8.25%
$538.64 - $768.0 $35.6K - $50.7K
866 $638K
MLPA
Global X Mlp ETF

ETFs
4.91K
+ 21.77%
$48.25 - $51.56 $237K - $253K
27.5K $1.33M
UBER
Uber Technologies, Inc

Technology
860
+ 4.32%
$86.91 - $99.57 $74.7K - $85.6K
20.8K $2.03M
SO
Southern CO

Utilities
853
+ 2.77%
$90.83 - $96.0 $77.5K - $81.9K
31.7K $3M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
18.7K
New
$8.89 - $10.82 $166K - $202K
18.7K $165K
LYG
Lloyds Banking Group PLC

Financial Services
11.5K
+ 3.05%
$4.03 - $4.63 $46.5K - $53.4K
391K $1.77M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
298
+ 37.39%
$393.18 - $439.39 $117K - $131K
1.1K $476K
ETN
Eaton Corp PLC

Industrials
238
+ 5.91%
$342.99 - $392.76 $81.6K - $93.5K
4.27K $1.6M
VEA
Vanguard Ftse Developed Market

ETFs
1.36K
+ 5.4%
$56.02 - $60.3 $76.1K - $81.9K
26.5K $1.59M
NEE
Nextera Energy Inc

Utilities
1.66K
+ 34.81%
$69.77 - $77.54 $116K - $129K
6.44K $485K
EQIX
Equinix Inc

Real Estate
297
+ 4.3%
$756.7 - $811.13 $225K - $241K
7.2K $5.64M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12.1K
+ 8.75%
$22.65 - $25.1 $273K - $303K
150K $3.42M
PSX
Phillips 66

Energy
15
+ 0.18%
$118.37 - $139.46 $1.78K - $2.09K
8.27K $1.12M
MS
Morgan Stanley

Financial Services
554
+ 19.62%
$139.09 - $161.16 $77.1K - $89.3K
3.38K $536K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 0.53%
$291.67 - $316.99 $14.6K - $15.8K
9.55K $2.9M
PANW
Palo Alto Networks Inc

Technology
629
+ 10.57%
$167.06 - $208.19 $105K - $131K
6.58K $1.34M
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 0.2%
$108.0 - $141.42 $972 - $1.27K
4.44K $586K
EME
Emcor Group, Inc.

Industrials
90
+ 17.31%
$530.88 - $655.83 $47.8K - $59K
610 $396K
ABT
Abbott Laboratories

Healthcare
1.26K
+ 4.97%
$120.51 - $136.62 $152K - $173K
26.7K $3.58M
VICI
Vici Properties Inc.

Real Estate
3.46K
+ 4.86%
$31.43 - $33.93 $109K - $117K
74.6K $2.43M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.17K
+ 3.04%
$29.11 - $34.85 $34K - $40.7K
39.6K $1.22M
KIM
Kimco Realty Corp

Real Estate
3.22K
+ 6.48%
$20.74 - $22.79 $66.8K - $73.4K
52.9K $1.16M
VALE
Vale S.A.

Basic Materials
4.4K
+ 9.32%
$9.53 - $10.95 $41.9K - $48.1K
51.5K $559K
VTV
Vanguard Value ETF

ETFs
420
+ 18.19%
$175.51 - $186.57 $73.7K - $78.4K
2.73K $508K
WPC
W. P. Carey Inc.

Real Estate
127
+ 0.72%
$61.29 - $68.7 $7.78K - $8.72K
17.7K $1.19M
IX
Orix Corp

Financial Services
1.56K
+ 10.61%
$22.28 - $27.06 $34.7K - $42.2K
16.3K $424K
V
Visa Inc.

Financial Services
900
+ 5.71%
$332.09 - $358.86 $299K - $323K
16.7K $5.69M
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
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