Naviter Wealth, LLC Reduced Holdings in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-14.4K
- 12.08%
$172.42 - $223.89 $2.48M - $3.22M
105K $21.5M
XOM
Exxon Mobil Corp

Energy
-4.47K
- 2.91%
$99.93 - $119.04 $447K - $532K
149K $16.1M
UNH
Unitedhealth Group Inc

Healthcare
-198
- 2.36%
$274.35 - $599.47 $54.3K - $119K
8.21K $2.56M
JNJ
Johnson & Johnson

Healthcare
-2.65K
- 10.98%
$146.36 - $159.82 $388K - $423K
21.5K $3.28M
ARCC
Ares Capital Corp

Financial Services
-21.3K
- 3.11%
$18.91 - $22.43 $402K - $477K
662K $14.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
-9.9K
- 24.54%
$50.37 - $57.97 $499K - $574K
30.4K $1.72M
CVX
Chevron Corp

Energy
-823
- 4.23%
$133.73 - $168.51 $110K - $139K
18.6K $2.67M
LLY
Eli Lilly & CO

Healthcare
-99
- 0.92%
$713.71 - $898.95 $70.7K - $89K
10.7K $8.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-421
- 9.85%
$390.26 - $489.06 $164K - $206K
3.85K $1.56M
COP
Conocophillips

Energy
-1.89K
- 9.33%
$82.66 - $106.1 $156K - $201K
18.4K $1.65M
PEP
Pepsico Inc

Consumer Defensive
-1.25K
- 8.16%
$128.02 - $151.37 $159K - $188K
14K $1.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.36K
- 63.99%
$51.14 - $57.0 $325K - $363K
3.58K $203K
MRK
Merck & Co., Inc.

Healthcare
-976
- 3.94%
$73.47 - $87.12 $71.7K - $85K
23.8K $1.88M
VTI
Vanguard Total Stock Market Et

ETFs
-1.15K
- 57.16%
$243.75 - $303.93 $281K - $350K
864 $262K
BP
Bp PLC

Energy
-1.78K
- 3.19%
$26.11 - $33.81 $46.4K - $60.1K
54K $1.62M
VZ
Verizon Communications Inc

Communication Services
-3.68K
- 7.92%
$41.67 - $45.62 $154K - $168K
42.9K $1.85M
ELV
Elevance Health, Inc.

Healthcare
-360
- 15.44%
$372.27 - $452.69 $134K - $163K
1.97K $766K
UNP
Union Pacific Corp

Industrials
-752
- 7.21%
$208.27 - $238.46 $157K - $179K
9.68K $2.23M
PG
Procter & Gamble CO

Consumer Defensive
-58
- 0.3%
$157.66 - $172.39 $9.14K - $10K
19.5K $3.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-473
- 5.21%
$67.83 - $92.33 $32.1K - $43.7K
8.61K $625K
ACN
Accenture PLC

Technology
-376
- 5.06%
$279.23 - $323.21 $105K - $122K
7.05K $2.11M
TM
Toyota Motor Corp

Consumer Cyclical
-384
- 1.58%
$158.63 - $195.39 $60.9K - $75K
23.9K $4.11M
DHR
Danaher Corp

Healthcare
-481
- 5.25%
$174.64 - $205.16 $84K - $98.7K
8.68K $1.72M
MA
Mastercard Inc

Financial Services
-475
- 5.71%
$479.92 - $590.74 $228K - $281K
7.84K $4.41M
PSX
Phillips 66

Energy
-902
- 9.85%
$92.87 - $125.73 $83.8K - $113K
8.26K $984K
SFNC
Simmons First National Corp

Financial Services
-5K
- 30.02%
$17.39 - $20.55 $87K - $103K
11.7K $221K
DEO
Diageo PLC

Consumer Defensive
-652
- 5.3%
$99.86 - $115.75 $65.1K - $75.5K
11.7K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
-301
- 4.77%
$44.12 - $59.6 $13.3K - $17.9K
6.01K $278K
ELS
Equity Lifestyle Properties Inc

Real Estate
-609
- 5.44%
$61.46 - $68.02 $37.4K - $41.4K
10.6K $653K
IEMG
Ishares Inc

ETFs
-1.6K
- 16.49%
N/A
8.1K $434K
BHP
Bhp Group LTD

Basic Materials
-999
- 1.94%
$40.22 - $50.88 $40.2K - $50.8K
50.5K $2.43M
BA
Boeing CO

Industrials
-1.4K
- 24.55%
$136.59 - $217.51 $191K - $304K
4.29K $898K
ZTS
Zoetis Inc.

Healthcare
-212
- 10.4%
$144.41 - $170.3 $30.6K - $36.1K
1.83K $284K
KO
Coca Cola CO

Consumer Defensive
-136
- 0.28%
$68.37 - $73.9 $9.3K - $10.1K
47.7K $3.38M
WM
Waste Management Inc

Industrials
-175
- 6.68%
$216.47 - $242.1 $37.9K - $42.4K
2.45K $559K
MO
Altria Group, Inc.

Consumer Defensive
-632
- 14.87%
$55.56 - $60.91 $35.1K - $38.5K
3.62K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
-125
- 11.97%
$210.83 - $235.28 $26.4K - $29.4K
919 $203K
T
At&T Inc.

Communication Services
-1.65K
- 11.92%
$26.33 - $28.94 $43.4K - $47.7K
12.2K $352K
EIC
Eagle Point Income CO Inc.

N/A
-1.25K
- 10.61%
$12.8 - $15.19 $15.9K - $18.9K
10.5K $143K
HD
Home Depot, Inc.

Consumer Cyclical
-90
- 0.8%
$335.24 - $380.78 $30.2K - $34.3K
11.2K $4.09M
GOOG
Alphabet Inc.

Communication Services
-450
- 16.98%
$146.58 - $180.01 $66K - $81K
2.2K $390K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-212
- 2.42%
$96.84 - $99.46 $20.5K - $21.1K
8.56K $849K
IVV
Ishares Core S&P 500 ETF

ETFs
-406
- 9.95%
$498.8 - $620.9 $203K - $252K
3.68K $2.28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-122
- 3.92%
$63.54 - $68.5 $7.75K - $8.36K
2.99K $201K
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.61%
$313.51 - $363.51 $1.88K - $2.18K
971 $333K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-41
- 1.7%
$105.23 - $109.61 $4.31K - $4.49K
2.37K $260K
SPYI
Shp ETF Tr Neos S&P 500 High I
-510
- 8.74%
N/A
5.33K $0
Lam Research Corp
-10
- 0.12%
N/A
8.19K $0
FSCO
Fs Cr Opportunities Corp Com
-18K
- 39.3%
N/A
27.8K $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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