Naviter Wealth, LLC Reduced Holdings in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.23%
$233.83 - $276.34 $468 - $553
882 $235K
ADBE
Adobe Inc.

Technology
-35
- 0.6%
$340.0 - $420.68 $11.9K - $14.7K
5.83K $2.25M
PHM
Pultegroup Inc

Consumer Cyclical
-10
- 0.23%
$92.02 - $106.54 $920 - $1.07K
4.43K $467K
VRSN
Verisign Inc

Technology
-205
- 9.01%
$234.49 - $288.8 $48.1K - $59.2K
2.07K $597K
INFY
Infosys LTD

Technology
-245
- 0.27%
$16.14 - $18.75 $3.95K - $4.59K
90.8K $1.68M
ISRG
Intuitive Surgical Inc

Healthcare
-265
- 7.28%
$451.58 - $565.94 $120K - $150K
3.37K $1.83M
BX
Blackstone Inc.

Financial Services
-219
- 2.91%
$120.07 - $151.11 $26.3K - $33.1K
7.31K $1.09M
QCOM
Qualcomm Inc

Technology
-194
- 1.49%
$124.66 - $159.48 $24.2K - $30.9K
12.9K $2.05M
IWS
Ishares Russell Midcap Value E

ETFs
-196
- 1.72%
$110.58 - $132.14 $21.7K - $25.9K
11.2K $1.48M
HMC
Honda Motor CO LTD

Consumer Cyclical
-687
- 1.76%
$25.0 - $30.93 $17.2K - $21.2K
38.4K $1.11M
KKR
Kkr & Co. Inc.

Financial Services
-11
- 0.39%
$92.79 - $134.29 $1.02K - $1.48K
2.8K $372K
FCX
Freeport Mcmoran Inc

Basic Materials
-47
- 0.51%
$29.15 - $44.46 $1.37K - $2.09K
9.17K $397K
WMT
Walmart Inc.

Consumer Defensive
-8.79K
- 9.55%
$81.79 - $99.98 $719K - $879K
83.3K $8.14M
PANW
Palo Alto Networks Inc

Technology
-776
- 11.54%
$152.44 - $204.64 $118K - $159K
5.95K $1.22M
SCHW
Schwab Charles Corp

Financial Services
-96
- 1.36%
$69.06 - $91.24 $6.63K - $8.76K
6.95K $633K
HON
Honeywell International Inc

Industrials
-472
- 3.31%
$182.86 - $232.88 $86.3K - $110K
13.8K $3.21M
STRL
Sterling Construction CO Inc

Industrials
-86
- 4.48%
$104.96 - $231.51 $9.03K - $19.9K
1.83K $423K
IBM
International Business Machines Corp

Technology
-859
- 8.11%
$221.03 - $294.78 $190K - $253K
9.74K $2.87M
AMAT
Applied Materials Inc

Technology
-271
- 3.37%
$126.95 - $183.52 $34.4K - $49.7K
7.77K $1.42M
CSCO
Cisco Systems, Inc.

Technology
-882
- 1.98%
$53.19 - $69.38 $46.9K - $61.2K
43.6K $3.03M
ETN
Eaton Corp PLC

Industrials
-50
- 1.23%
$246.52 - $356.99 $12.3K - $17.8K
4.03K $1.44M
MU
Micron Technology Inc

Technology
-163
- 1.69%
$64.72 - $127.91 $10.5K - $20.8K
9.49K $1.17M
UBER
Uber Technologies, Inc

Technology
-640
- 3.11%
$64.62 - $93.3 $41.4K - $59.7K
19.9K $1.86M
DIS
Walt Disney CO

Communication Services
-1.55K
- 6.94%
$81.72 - $124.01 $127K - $193K
20.8K $2.58M
CAT
Caterpillar Inc

Industrials
-207
- 2.41%
$273.94 - $388.21 $56.7K - $80.4K
8.37K $3.25M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.53%
$4164.15 - $5789.24 $8.33K - $11.6K
375 $2.17M
APH
Amphenol Corp

Technology
-266
- 1.56%
$59.09 - $98.75 $15.7K - $26.3K
16.8K $1.66M
GE
General Electric CO

Industrials
-456
- 3.93%
$166.81 - $257.39 $76.1K - $117K
11.2K $2.87M
INTU
Intuit Inc

Technology
-10
- 0.29%
$544.07 - $787.63 $5.44K - $7.88K
3.39K $2.67M
ORCL
Oracle Corp

Technology
-381
- 3.44%
$122.82 - $218.63 $46.8K - $83.3K
10.7K $2.34M
GS
Goldman Sachs Group Inc

Financial Services
-99
- 1.54%
$462.22 - $707.75 $45.8K - $70.1K
6.33K $4.48M
GOOGL
Alphabet Inc.

Communication Services
-5.68K
- 6.17%
$144.7 - $178.6 $821K - $1.01M
86.2K $15.2M
ASML
Asml Holding Nv

Technology
-190
- 2.28%
$595.37 - $815.24 $113K - $155K
8.14K $6.52M
NFLX
Netflix Inc

Communication Services
-204
- 5.92%
$855.86 - $1339.13 $175K - $273K
3.24K $4.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.38K
- 1.86%
$167.32 - $223.3 $231K - $308K
72.8K $16M
META
Meta Platforms, Inc.

Communication Services
-937
- 5.55%
$484.66 - $738.09 $454K - $692K
15.9K $11.8M
AVGO
Broadcom Inc.

Technology
-4.53K
- 11.45%
$146.29 - $275.65 $663K - $1.25M
35.1K $9.67M
MSFT
Microsoft Corp

Technology
-7.03K
- 12.74%
$354.56 - $497.45 $2.49M - $3.5M
48.2K $24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4.33K
- 4.41%
$141.37 - $228.57 $612K - $989K
93.8K $21.2M
NVDA
Nvidia Corp

Technology
-10.8K
- 6.48%
$94.31 - $157.99 $1.02M - $1.71M
156K $24.6M
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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