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 251–275 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEM | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| EWY | ISHARES INC | 2K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 254 | $100K–$500K | SH |
| EQNR | EQUINOR ASA | 10K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| DDS | DILLARDS INC | 343 | $100K–$500K | SH |
| CLS | CELESTICA INC | 736 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 1K | $100K–$500K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 4K | $100K–$500K | SH |
| PFLT | PENNANTPARK FLOATING RATE CA | 21K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 18K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 10K | $100K–$500K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 13K | $100K–$500K | SH |
| SLI | STANDARD LITHIUM LTD | 30K | $100K–$500K | SH |
| INV | INNVENTURE INC | 29K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 12K | $100K–$500K | SH |
| CHMI | CHERRY HILL MTG INVT CORP | 11K | $15K–$50K | SH |