Naviter Wealth, LLC Portfolio Holdings
Naviter Wealth, LLC
- $710 Million
- Q3 2024
Naviter Wealth, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $710 Million distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Litman Gregory Fds Tr Imgp Dbi with a value of $47.4M, Alps ETF Tr Alerian Mlp ETF with a value of $41.3M, Apple Inc. with a value of $24M, Jp Morgan ETF Tr Ultra Short I with a value of $22.2M, and Microsoft Corp with a value of $19.5M.
Examining the 13F form we can see an increase of $47.9M in the current position value, from $662M to 710M.
Below you can find more details about Naviter Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$710 Million
ETFs: $201 Million
Technology: $121 Million
Financial Services: $95.7 Million
Real Estate: $75.3 Million
Healthcare: $50.7 Million
Consumer Cyclical: $43.9 Million
Energy: $41.5 Million
Communication Services: $25.4 Million
Other: $49.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 243
- Current Value $710 Million
- Prior Value $662 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks