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 51–100 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 11K | $1M+ | SH |
| O | REALTY INCOME CORP | 57K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| SONY | SONY GROUP CORP | 124K | $1M+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 141K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 112K | $1M+ | SH |
| CSCO | CISCO SYS INC | 39K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 235K | $1M+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 128K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 218K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 32K | $1M+ | SH |
| UL | UNILEVER PLC | 44K | $1M+ | SH |
| BHP | BHP GROUP LTD | 47K | $1M+ | SH |
| ABT | ABBOTT LABS | 22K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| KO | COCA COLA CO | 40K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| IWP | ISHARES TR | 19K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 10K | $1M+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 132K | $1M+ | SH |
| HDB | HDFC BANK LTD | 69K | $1M+ | SH |
| VTR | VENTAS INC | 32K | $1M+ | SH |
| LIN | LINDE PLC | 6K | $1M+ | SH |
| IYR | ISHARES TR | 26K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 12K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| SO | SOUTHERN CO | 27K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 28K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 17K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 40K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 99K | $1M+ | SH |
| DIS | DISNEY WALT CO | 19K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 20K | $1M+ | SH |
| MSDL | MORGAN STANLEY DIRECT LENDIN | 122K | $1M+ | SH |
| GSK | GSK PLC | 42K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| CRM | SALESFORCE INC | 8K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 22K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| UNP | UNION PAC CORP | 8K | $1M+ | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 261K | $1M+ | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 167K | $1M+ | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 41K | $1M+ | SH |
| ING | ING GROEP N.V. | 68K | $1M+ | SH |
| LYG | LLOYDS BANKING GROUP PLC | 356K | $1M+ | SH |
| QCOM | QUALCOMM INC | 11K | $1M+ | SH |