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 151–200 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WPC | WP CAREY INC | 16K | $1M+ | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 16K | $1M+ | SH |
| PSX | PHILLIPS 66 | 8K | $1M+ | SH |
| HMC | HONDA MOTOR LTD | 35K | $1M+ | SH |
| PSEC | PROSPECT CAP CORP | 384K | $1M+ | SH |
| AI | C3 AI INC | 75K | $1M+ | SH |
| CGBD | CARLYLE SECURED LENDING INC | 76K | $500K+ | SH |
| KIM | KIMCO RLTY CORP | 48K | $500K+ | SH |
| SUI | SUN CMNTYS INC | 8K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| INVH | INVITATION HOMES INC | 34K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| — | NVIDIA CORPORATION | 6K | $500K+ | PRN (Call) |
| WY | WEYERHAEUSER CO MTN BE | 37K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| NWG | NATWEST GROUP PLC | 47K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| MLPX | GLOBAL X FDS | 13K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| SFNC | SIMMONS 1ST NATL CORP | 39K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 9K | $500K+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 16K | $500K+ | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 7K | $500K+ | SH |
| IVOV | VANGUARD ADMIRAL FDS INC | 7K | $500K+ | SH |
| TRIN | TRINITY CAP INC | 45K | $500K+ | SH |
| CPT | CAMDEN PPTY TR | 6K | $500K+ | SH |
| FIX | COMFORT SYS USA INC | 702 | $500K+ | SH |
| JUST | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| VALE | VALE S A | 48K | $500K+ | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 40K | $500K+ | SH |
| REG | REGENCY CTRS CORP | 9K | $500K+ | SH |
| UDR | UDR INC | 16K | $500K+ | SH |
| PBDC | PUTNAM ETF TRUST | 19K | $500K+ | SH |
| ARGX | ARGENX SE | 694 | $500K+ | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 35K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 4K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| DEO | DIAGEO PLC | 6K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 2K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 866 | $500K+ | SH |
| PHM | PULTE GROUP INC | 4K | $500K+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 8K | $500K+ | SH |
| ITUB | ITAU UNIBANCO HLDG S A | 72K | $500K+ | SH |
| AGG | ISHARES TR | 5K | $500K+ | SH |
| PUK | PRUDENTIAL PLC | 16K | $500K+ | SH |