Naviter Wealth, LLC Portfolio Holdings
Naviter Wealth, LLC
- $814 Million
- Q4 2024
Naviter Wealth, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $814 Million distributed in 278 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 $51.6M, Litman Gregory Fds Tr Imgp Dbi with a value of $48.6M, Apple Inc. with a value of $30.5M, Microsoft Corp with a value of $24.1M, and Nvidia Corp with a value of $22.7M.
Examining the 13F form we can see an increase of $104M in the current position value, from $710M to 814M.
Below you can find more details about Naviter Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$814 Million
ETFs: $240 Million
Technology: $156 Million
Financial Services: $116 Million
Real Estate: $63.3 Million
Healthcare: $51.9 Million
Consumer Cyclical: $49.8 Million
Energy: $38.4 Million
Communication Services: $37.9 Million
Other: $55 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 278
- Current Value $814 Million
- Prior Value $710 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 64 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks