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 101–150 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| AVB | AVALONBAY CMNTYS INC | 10K | $1M+ | SH |
| VICI | VICI PPTYS INC | 61K | $1M+ | SH |
| BP | BP PLC | 50K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| BCS | BARCLAYS PLC | 67K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 318 | $1M+ | SH |
| IRM | IRON MTN INC DEL | 20K | $1M+ | SH |
| RIO | RIO TINTO PLC | 21K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 20K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 6K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 32K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 108K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 12K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 17K | $1M+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 124K | $1M+ | SH |
| IWS | ISHARES TR | 11K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 16K | $1M+ | SH |
| IBN | ICICI BANK LIMITED | 52K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 24K | $1M+ | SH |
| PEP | PEPSICO INC | 11K | $1M+ | SH |
| NGG | NATIONAL GRID PLC | 19K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 16K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 102K | $1M+ | SH |
| NOW | SERVICENOW INC | 10K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 36K | $1M+ | SH |
| IWO | ISHARES TR | 5K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| NMFC | NEW MTN FIN CORP | 158K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| RELX | RELX PLC | 33K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| INFY | INFOSYS LTD | 73K | $1M+ | SH |
| INTC | INTEL CORP | 34K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 13K | $1M+ | SH |
| GSBD | GOLDMAN SACHS BDC INC | 130K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 9K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 4K | $1M+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 6K | $1M+ | SH |
| PFE | PFIZER INC | 45K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |