Naviter Wealth, LLC Portfolio Holdings
Naviter Wealth, LLC
- $795 Million
- Q2 2025
Naviter Wealth, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $795 Million distributed in 273 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 $64.1M, Jp Morgan ETF Tr Ultra Short I with a value of $48.6M, Ishares Msci Acwi ETF with a value of $35.5M, Nvidia Corp with a value of $24.6M, and Microsoft Corp with a value of $24M.
Examining the 13F form we can see an decrease of $13.9M in the current position value, from $809M to 795M.
Below you can find more details about Naviter Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$795 Million
ETFs: $195 Million
Technology: $159 Million
Financial Services: $137 Million
Real Estate: $73.4 Million
Healthcare: $50.2 Million
Consumer Cyclical: $41.4 Million
Communication Services: $39.6 Million
Energy: $38.6 Million
Other: $60.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 273
- Current Value $795 Million
- Prior Value $809 Million
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 36 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks