Naviter Wealth, LLC Portfolio Holdings
Naviter Wealth, LLC
- $842 Million
- Q3 2025
Naviter Wealth, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $842 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alps ETF Tr Alerian Mlp ETF with a value of $65.6M, Ishares Msci Acwi ETF with a value of $43.1M, Jp Morgan ETF Tr Ultra Short I with a value of $41.6M, Nvidia Corp with a value of $30.4M, and Apple Inc. with a value of $28.1M.
Examining the 13F form we can see an increase of $47.7M in the current position value, from $795M to 842M.
Below you can find more details about Naviter Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$842 Million
ETFs: $195 Million
Technology: $186 Million
Financial Services: $139 Million
Real Estate: $76.1 Million
Healthcare: $50.5 Million
Consumer Cyclical: $47.9 Million
Communication Services: $46 Million
Energy: $37.4 Million
Other: $62.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 260
- Current Value $842 Million
- Prior Value $795 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 13 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks