CIK 1855567
Naviter Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
275
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMLP | ALPS ETF TR | 1.2M | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 579K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 149K | $1M+ | SH |
| AAPL | APPLE INC | 100K | $1M+ | SH |
| ACWI | ISHARES TR | 191K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 85K | $1M+ | SH |
| GOOGL | ALPHABET INC | 77K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 46K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 142K | $1M+ | SH |
| AMZN | AMAZON COM INC | 64K | $1M+ | SH |
| TSLA | TESLA INC | 29K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 628K | $1M+ | SH |
| META | META PLATFORMS INC | 17K | $1M+ | SH |
| AVGO | BROADCOM INC | 33K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| WMT | WALMART INC | 83K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 27K | $1M+ | SH |
| ASML | ASML HOLDING N V | 8K | $1M+ | SH |
| WELL | WELLTOWER INC | 43K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 550K | $1M+ | SH |
| PLD | PROLOGIS INC. | 60K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 134K | $1M+ | SH |
| TDW | TIDEWATER INC NEW | 119K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 72K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 60K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 6K | $1M+ | SH |
| NVS | NOVARTIS AG | 38K | $1M+ | SH |
| TM | TOYOTA MOTOR CORP | 23K | $1M+ | SH |
| V | VISA INC | 14K | $1M+ | SH |
| EQIX | EQUINIX INC | 6K | $1M+ | SH |
| SAP | SAP SE | 19K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 24K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 74K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 25K | $1M+ | SH |
| CAT | CATERPILLAR INC | 8K | $1M+ | SH |
| SHEL | SHELL PLC | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 75K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 7K | $1M+ | SH |
| C | CITIGROUP INC | 33K | $1M+ | SH |
| SAN | BANCO SANTANDER SA | 332K | $1M+ | SH |
| ABBV | ABBVIE INC | 16K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 194K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 17K | $1M+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 227K | $1M+ | SH |
| USRT | ISHARES TR | 63K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 22K | $1M+ | SH |
| RTX | RTX CORPORATION | 18K | $1M+ | SH |
| HD | HOME DEPOT INC | 10K | $1M+ | SH |