Naviter Wealth, LLC New Holdings in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGBD
Carlyle Secured Lending, Inc.

Financial Services
91K
New
$13.55 - $16.25 $1.23M - $1.48M
91K $1.24M
PLTR
Palantir Technologies Inc.

Technology
8.19K
New
$74.01 - $144.25 $606K - $1.18M
8.19K $1.12M
AMH
American Homes 4 Rent

Real Estate
18.4K
New
$32.8 - $39.31 $604K - $724K
18.4K $664K
REG
Regency Centers Corp

Real Estate
8.61K
New
$65.48 - $74.74 $564K - $644K
8.61K $613K
HLN
Haleon PLC

Healthcare
46K
New
$9.27 - $11.41 $427K - $525K
46K $477K
ITUB
Itau Unibanco Holding S.A.

Financial Services
67.9K
New
$5.24 - $6.81 $356K - $462K
67.9K $461K
VALE
Vale S.A.

Basic Materials
47.2K
New
$8.26 - $10.1 $389K - $476K
47.2K $457K
ARGX
Argenx Se

Healthcare
800
New
$532.27 - $656.65 $426K - $525K
800 $440K
PUK
Prudential PLC

Financial Services
16.9K
New
$18.03 - $25.49 $304K - $430K
16.9K $421K
PBRA
Petroleo Bras Ads (Ea Reptg 2
28.8K
New
N/A
28.8K $378K
WDS
Woodside Energy Group LTD

Energy
23.7K
New
$11.5 - $16.77 $273K - $398K
23.7K $365K
NOK
Nokia Corp

Technology
67.1K
New
$4.65 - $5.43 $312K - $364K
67.1K $347K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
25.5K
New
$12.24 - $13.88 $312K - $354K
25.5K $343K
IX
Orix Corp

Financial Services
14.7K
New
$18.25 - $22.52 $268K - $331K
14.7K $331K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
797
New
$299.15 - $396.54 $238K - $316K
797 $316K
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
ERIC
Ericsson Lm Telephone CO

Technology
34.5K
New
$6.77 - $8.86 $233K - $305K
34.5K $292K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.85K
New
$92.5 - $107.84 $263K - $307K
2.85K $292K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
23.2K
New
$11.11 - $14.46 $258K - $336K
23.2K $290K
EME
Emcor Group, Inc.

Industrials
520
New
$342.02 - $534.89 $178K - $278K
520 $278K
EQNR
Equinor Asa

Energy
11.1K
New
$22.04 - $28.08 $244K - $311K
11.1K $278K
CRDO
Credo Technology Group Holding LTD

Technology
2.65K
New
$33.3 - $95.05 $88.3K - $252K
2.65K $245K
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
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
HOMB
Home Bancshares Inc

Financial Services
7.04K
New
$25.05 - $29.62 $176K - $208K
7.04K $200K
VRT
Vertiv Holdings CO

Industrials
2.29K
New
N/A
2.29K $198K
WDI
Western Asset Diversified Income Fund

ETFs
10.3K
New
$12.85 - $14.92 $132K - $154K
10.3K $152K
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
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
11.9K
New
$10.68 - $12.73 $127K - $152K
11.9K $127K
Natwest Group PLC
48.5K
New
N/A
48.5K $0
Innventure Inc
29.5K
New
N/A
29.5K $0
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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