Naviter Wealth, LLC Incresed Positions in Q1 2025

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ELS
Equity Lifestyle Properties Inc

Real Estate
96
+ 0.86%
$64.36 - $69.32 $6.18K - $6.65K
11.2K $746K
IEMG
Ishares Inc

ETFs
139
+ 1.45%
N/A
9.7K $520K
QCOM
Qualcomm Inc

Technology
32
+ 0.25%
$151.94 - $175.86 $4.86K - $5.63K
13.1K $2M
AVB
Avalonbay Communities Inc

Real Estate
269
+ 2.7%
$207.86 - $228.08 $55.9K - $61.4K
10.2K $2.2M
FSCO
Fs Cr Opportunities Corp Com
22.8K
+ 99.13%
N/A
45.8K $0
FCX
Freeport Mcmoran Inc

Basic Materials
47
+ 0.51%
$34.5 - $43.01 $1.62K - $2.02K
9.22K $349K
Blackrock Inc
6
+ 1.88%
N/A
325 $0
Oaktree Specialty Lending CO
2.32K
+ 1.51%
N/A
156K $0
Morgan Stanley Direct Lendin
12.8K
+ 7.89%
N/A
174K $0
Lam Research Corp
102
+ 1.26%
N/A
8.2K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
90
+ 6.82%
$468.34 - $539.52 $42.2K - $48.6K
1.41K $661K
VUG
Vanguard Growth ETF

ETFs
46
+ 5.78%
$369.1 - $427.61 $17K - $19.7K
842 $312K
MS
Morgan Stanley

Financial Services
78
+ 3.0%
$111.68 - $141.08 $8.71K - $11K
2.68K $312K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
174
+ 3.98%
$507.05 - $563.67 $88.2K - $98.1K
4.55K $2.34M
TM
Toyota Motor Corp

Consumer Cyclical
2.15K
+ 9.71%
$176.53 - $195.35 $379K - $419K
24.3K $4.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 3.51%
$551.42 - $612.93 $62.9K - $69.9K
3.36K $1.88M
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.23%
$101.09 - $118.51 $1.01K - $1.19K
4.44K $456K
GOOG
Alphabet Inc.

Communication Services
249
+ 10.37%
$156.06 - $207.71 $38.9K - $51.7K
2.65K $414K
KKR
Kkr & Co. Inc.

Financial Services
265
+ 10.42%
$108.17 - $167.07 $28.7K - $44.3K
2.81K $324K
PANW
Palo Alto Networks Inc

Technology
101
+ 1.52%
$167.82 - $208.28 $16.9K - $21K
6.72K $1.15M
BX
Blackstone Inc.

Financial Services
998
+ 15.28%
$136.53 - $186.74 $136K - $186K
7.53K $1.05M
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 1.2%
$476.63 - $610.45 $20.5K - $26.2K
3.64K $1.8M
KIM
Kimco Realty Corp

Real Estate
640
+ 1.41%
$20.15 - $23.42 $12.9K - $15K
46.2K $980K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 1.9%
$524.81 - $672.19 $63K - $80.7K
6.43K $3.51M
BAC
Bank Of America Corp

Financial Services
1.65K
+ 2.12%
$39.61 - $47.74 $65.5K - $79K
79.5K $3.32M
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 0.91%
$347.25 - $424.87 $35.1K - $42.9K
11.3K $4.12M
MRK
Merck & Co., Inc.

Healthcare
192
+ 0.78%
$83.01 - $101.02 $15.9K - $19.4K
24.8K $2.22M
ETN
Eaton Corp PLC

Industrials
12
+ 0.3%
$271.83 - $371.23 $3.26K - $4.45K
4.08K $1.11M
ORCL
Oracle Corp

Technology
323
+ 3.0%
$139.81 - $186.47 $45.2K - $60.2K
11.1K $1.55M
CAT
Caterpillar Inc

Industrials
40
+ 0.47%
$326.75 - $407.63 $13.1K - $16.3K
8.58K $2.83M
DIS
Walt Disney CO

Communication Services
13
+ 0.06%
$96.87 - $114.0 $1.26K - $1.48K
22.4K $2.21M
ACN
Accenture PLC

Technology
26
+ 0.35%
$300.91 - $398.25 $7.82K - $10.4K
7.43K $2.32M
INFY
Infosys LTD

Technology
1.11K
+ 1.23%
$18.06 - $22.89 $20K - $25.4K
91.1K $1.66M
IRM
Iron Mountain Inc

Real Estate
753
+ 3.76%
$82.79 - $111.31 $62.3K - $83.8K
20.8K $1.79M
EQIX
Equinix Inc

Real Estate
275
+ 5.16%
$803.0 - $959.97 $221K - $264K
5.6K $4.57M
NOW
Service Now, Inc.

Technology
32
+ 1.51%
$783.83 - $1170.39 $25.1K - $37.5K
2.15K $1.71M
CRM
Salesforce, Inc.

Technology
42
+ 0.46%
$268.36 - $359.95 $11.3K - $15.1K
9.23K $2.48M
DLR
Digital Realty Trust, Inc.

Real Estate
596
+ 2.77%
$142.1 - $183.56 $84.7K - $109K
22.1K $3.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.71K
+ 1.77%
$165.25 - $224.62 $282K - $383K
98.1K $16.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3.43K
+ 13.12%
$222.15 - $428.22 $763K - $1.47M
29.6K $7.67M
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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