Naviter Wealth, LLC Reduced Holdings in Q1 2025

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDW
Tidewater Inc

Energy
-60.7K
- 36.21%
$39.93 - $57.69 $2.42M - $3.5M
107K $4.52M
NVDA
Nvidia Corp

Technology
-2.35K
- 1.39%
$106.98 - $149.43 $251K - $351K
167K $18.1M
AAPL
Apple Inc.

Technology
-2.71K
- 2.22%
$209.68 - $247.1 $567K - $669K
119K $26.5M
MSFT
Microsoft Corp

Technology
-2.08K
- 3.63%
$375.39 - $447.2 $781K - $930K
55.2K $20.7M
GOOGL
Alphabet Inc.

Communication Services
-914
- 0.98%
$154.33 - $206.19 $141K - $188K
91.9K $14.2M
AVGO
Broadcom Inc.

Technology
-1.36K
- 3.32%
$167.43 - $244.7 $228K - $333K
39.6K $6.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-518
- 0.69%
$190.26 - $242.06 $98.6K - $125K
74.2K $14.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-23.1K
- 49.11%
$91.45 - $91.75 $2.11M - $2.12M
24K $2.2M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-5.48K
- 0.29%
$24.88 - $26.85 $136K - $147K
1.85M $46.8M
NVO
Novo Nordisk A S

Healthcare
-7.29K
- 11.82%
$69.3 - $90.95 $505K - $663K
54.4K $3.78M
OZK
Bank Ozk

Financial Services
-10K
- 24.12%
$41.71 - $53.1 $417K - $531K
31.5K $1.37M
ADBE
Adobe Inc.

Technology
-235
- 3.85%
$377.84 - $464.11 $88.8K - $109K
5.86K $2.25M
WFC
Wells Fargo & Company

Financial Services
-6.91K
- 16.26%
$66.78 - $81.42 $461K - $563K
35.6K $2.56M
COP
Conocophillips

Energy
-4.92K
- 19.53%
$88.6 - $105.85 $436K - $521K
20.3K $2.13M
ASML
Asml Holding Nv

Technology
-166
- 1.95%
$662.63 - $776.99 $110K - $129K
8.33K $5.52M
AMD
Advanced Micro Devices Inc

Technology
-399
- 2.23%
$96.63 - $129.55 $38.6K - $51.7K
17.5K $1.8M
PSEC
Prospect Capital Corp

Financial Services
-56.4K
- 11.08%
$4.1 - $4.45 $231K - $251K
453K $1.86M
DHR
Danaher Corp

Healthcare
-470
- 4.88%
$201.62 - $250.59 $94.8K - $118K
9.16K $1.88M
DEO
Diageo PLC

Consumer Defensive
-432
- 3.39%
$104.79 - $126.12 $45.3K - $54.5K
12.3K $1.29M
META
Meta Platforms, Inc.

Communication Services
-164
- 0.96%
$576.36 - $736.67 $94.5K - $121K
16.9K $9.73M
BA
Boeing CO

Industrials
-1.52K
- 21.08%
$148.15 - $186.25 $225K - $283K
5.69K $969K
ELV
Elevance Health, Inc.

Healthcare
-1.19K
- 33.85%
$365.9 - $436.25 $437K - $520K
2.33K $1.01M
PFE
Pfizer Inc

Healthcare
-6.76K
- 11.26%
$25.01 - $27.13 $169K - $183K
53.3K $1.35M
PEP
Pepsico Inc

Consumer Defensive
-1.38K
- 8.3%
$142.64 - $156.42 $197K - $216K
15.3K $2.29M
HON
Honeywell International Inc

Industrials
-151
- 1.05%
$202.75 - $226.52 $30.6K - $34.2K
14.3K $3.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
-733
- 27.08%
$308.86 - $455.36 $226K - $334K
1.97K $695K
BMY
Bristol Myers Squibb CO

Healthcare
-3.49K
- 35.6%
$53.9 - $63.11 $188K - $220K
6.32K $385K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-127
- 2.89%
$497.6 - $606.74 $63.2K - $77.1K
4.28K $2.13M
LOW
Lowes Companies Inc

Consumer Cyclical
-584
- 35.87%
$222.66 - $268.42 $130K - $157K
1.04K $243K
BXP
Boston Properties Inc

Real Estate
-1.35K
- 16.66%
$63.97 - $74.91 $86.6K - $101K
6.77K $454K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.53%
$4295.4 - $5141.88 $8.59K - $10.3K
377 $1.74M
AMAT
Applied Materials Inc

Technology
-30
- 0.37%
$145.06 - $195.51 $4.35K - $5.87K
8.04K $1.17M
STRL
Sterling Construction CO Inc

Industrials
-215
- 10.07%
$108.65 - $200.56 $23.4K - $43.1K
1.92K $217K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-6.59K
- 16.32%
$20.07 - $20.16 $132K - $133K
33.8K $679K
NEE
Nextera Energy Inc

Utilities
-1.47K
- 23.93%
$66.96 - $76.16 $98.5K - $112K
4.68K $331K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-10.9K
- 52.21%
$5.91 - $6.78 $64.6K - $74.1K
10K $59K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-6.34K
- 36.8%
$12.89 - $15.19 $81.7K - $96.3K
10.9K $161K
SBUX
Starbucks Corp

Consumer Cyclical
-1.25K
- 15.33%
$91.75 - $115.81 $115K - $145K
6.91K $677K
VEA
Vanguard Ftse Developed Market

ETFs
-2.83K
- 10.11%
$47.4 - $52.99 $134K - $150K
25.2K $1.28M
INTU
Intuit Inc

Technology
-12
- 0.35%
$555.63 - $630.23 $6.67K - $7.56K
3.4K $2.09M
VTV
Vanguard Value ETF

ETFs
-330
- 12.5%
$167.73 - $179.21 $55.4K - $59.1K
2.31K $398K
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 2.42%
$271.18 - $303.12 $13.6K - $15.2K
2.02K $554K
INTC
Intel Corp

Technology
-5.8K
- 15.13%
$19.1 - $27.39 $111K - $159K
32.5K $738K
EFV
Msci Eafe Value ETF

ETFs
-1.43K
- 15.27%
$51.88 - $60.73 $74.4K - $87.1K
7.96K $468K
CMCSA
Comcast Corp

Communication Services
-469
- 7.5%
$33.19 - $38.23 $15.6K - $17.9K
5.79K $213K
TXN
Texas Instruments Inc

Technology
-62
- 0.51%
N/A
12K $2.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-303
- 3.34%
$95.85 - $99.25 $29K - $30.1K
8.78K $868K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-81
- 0.81%
$56.17 - $59.71 $4.55K - $4.84K
9.95K $568K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.08%
$251.87 - $277.95 $252 - $278
1.25K $323K
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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