Naviter Wealth, LLC Purchases in Q4 2024

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
104K
+ 190.4%
$117.05 - $123.03 $12.2M - $12.8M
159K $18.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
195K
+ 22.27%
$46.48 - $51.32 $9.08M - $10M
1.07M $51.6M
GOOGL
Alphabet Inc.

Communication Services
35.9K
+ 62.97%
$161.86 - $196.66 $5.81M - $7.05M
92.8K $17.6M
NVDA
Nvidia Corp

Technology
39.8K
+ 30.75%
$117.0 - $148.88 $4.65M - $5.92M
169K $22.7M
AMZN
Amazon Com Inc

Consumer Cyclical
22.6K
+ 43.28%
$180.88 - $232.93 $4.08M - $5.26M
74.7K $16.4M
AAPL
Apple Inc.

Technology
18.9K
+ 18.4%
$221.69 - $259.02 $4.2M - $4.9M
122K $30.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19.2K
+ 24.91%
$172.07 - $207.36 $3.31M - $3.99M
96.4K $19M
AVGO
Broadcom Inc.

Technology
14.7K
+ 55.84%
$159.67 - $250.0 $2.34M - $3.67M
41K $9.5M
MSFT
Microsoft Corp

Technology
12K
+ 26.37%
$406.35 - $454.46 $4.86M - $5.43M
57.3K $24.1M
META
Meta Platforms, Inc.

Communication Services
7.29K
+ 74.73%
$554.08 - $632.68 $4.04M - $4.61M
17K $10.1M
LLY
Eli Lilly & CO

Healthcare
4.53K
+ 82.36%
$727.2 - $932.06 $3.29M - $4.22M
10K $7.73M
JPM
Jpmorgan Chase & CO

Financial Services
8.82K
+ 44.28%
$205.18 - $250.29 $1.81M - $2.21M
28.7K $6.89M
IWP
Ishares Russell Mid Cap Growth

ETFs
18.8K
New
$116.4 - $138.52 $2.19M - $2.61M
18.8K $2.39M
WMT
Walmart Inc.

Consumer Defensive
20K
+ 37.26%
$79.1 - $95.7 $1.58M - $1.91M
73.5K $6.64M
PSEC
Prospect Capital Corp

Financial Services
509K
New
$4.16 - $5.34 $2.12M - $2.72M
509K $2.19M
NMFC
New Mountain Finance Corp

Financial Services
189K
New
$10.68 - $11.94 $2.02M - $2.26M
189K $2.13M
AINV
Apollo Investment Corp

Financial Services
187K
New
N/A
187K $2.07M
CSWC
Capital Southwest Corp

Financial Services
83.5K
New
$20.85 - $25.85 $1.74M - $2.16M
83.5K $1.82M
GE
General Electric CO

Industrials
10.1K
+ 899.56%
$159.95 - $194.23 $1.62M - $1.97M
11.3K $1.88M
ISRG
Intuitive Surgical Inc

Healthcare
3.09K
+ 616.14%
$471.27 - $550.62 $1.46M - $1.7M
3.6K $1.88M
GS
Goldman Sachs Group Inc

Financial Services
2.27K
+ 56.28%
$486.1 - $608.57 $1.1M - $1.38M
6.31K $3.61M
V
Visa Inc.

Financial Services
3.55K
+ 30.36%
$273.87 - $320.91 $973K - $1.14M
15.3K $4.82M
IWS
Ishares Russell Midcap Value E

ETFs
11.4K
New
$128.08 - $140.32 $1.46M - $1.6M
11.4K $1.48M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27.5K
New
$50.62 - $50.97 $1.39M - $1.4M
27.5K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.1K
+ 24.31%
$442.29 - $483.08 $1.37M - $1.5M
15.9K $7.19M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.56K
New
$278.19 - $315.36 $1.27M - $1.44M
4.56K $1.31M
ELV
Elevance Health, Inc.

Healthcare
3.52K
New
$365.96 - $514.62 $1.29M - $1.81M
3.52K $1.3M
PGR
Progressive Corp

Financial Services
5.24K
New
$239.6 - $268.88 $1.26M - $1.41M
5.24K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
1.26K
+ 41.55%
$873.59 - $994.69 $1.1M - $1.25M
4.28K $3.92M
IYR
Ishares Tr

ETFs
13.9K
+ 215.17%
$90.74 - $102.87 $1.26M - $1.43M
20.3K $1.89M
PANW
Palo Alto Networks Inc

Technology
6.62K
New
$181.96 - $405.9 $1.21M - $2.69M
6.62K $1.21M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
173K
+ 10.25%
$26.01 - $28.19 $4.49M - $4.87M
1.86M $48.6M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
12.8K
New
$89.88 - $101.38 $1.15M - $1.3M
12.8K $1.2M
MLPA
Global X Mlp ETF

ETFs
23.9K
+ 385.8%
$47.44 - $52.61 $1.14M - $1.26M
30.1K $1.49M
USRT
Ishares Core U.S. Reit ETF

ETFs
21.6K
+ 208.56%
$55.97 - $62.75 $1.21M - $1.35M
31.9K $1.83M
MCD
Mcdonalds Corp

Consumer Cyclical
4.33K
+ 85.24%
$288.47 - $316.54 $1.25M - $1.37M
9.41K $2.73M
ETN
Eaton Corp PLC

Industrials
3.3K
+ 434.17%
$326.96 - $377.52 $1.08M - $1.25M
4.07K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
3.15K
+ 39.31%
$385.02 - $431.37 $1.21M - $1.36M
11.2K $4.34M
XLK
Technology Sector Spdr

ETFs
4.51K
New
$220.26 - $241.44 $994K - $1.09M
4.51K $1.05M
NFLX
Netflix Inc

Communication Services
570
+ 20.53%
$687.65 - $936.56 $392K - $534K
3.35K $2.98M
SCHO
Schwab Short Term Us Treasury

ETFs
41.8K
New
$24.06 - $48.88 $1.01M - $2.04M
41.8K $1.01M
UNP
Union Pacific Corp

Industrials
4.75K
+ 84.94%
$223.15 - $249.32 $1.06M - $1.19M
10.3K $2.36M
BCS
Barclays PLC

Financial Services
71.5K
New
$11.65 - $13.67 $833K - $978K
71.5K $950K
MA
Mastercard Inc

Financial Services
1.35K
+ 19.67%
$491.3 - $536.15 $662K - $722K
8.19K $4.31M
CAT
Caterpillar Inc

Industrials
2.79K
+ 48.47%
$360.37 - $416.88 $1M - $1.16M
8.54K $3.1M
MU
Micron Technology Inc

Technology
10K
New
$84.16 - $113.41 $842K - $1.13M
10K $841K
MAIN
Main Street Capital Corp

Financial Services
4.77K
+ 7.76%
$49.95 - $58.58 $238K - $279K
66.2K $3.88M
HON
Honeywell International Inc

Industrials
2.48K
+ 20.8%
$202.84 - $236.0 $504K - $586K
14.4K $3.26M
DIS
Walt Disney CO

Communication Services
4.58K
+ 25.72%
$92.39 - $117.6 $423K - $538K
22.4K $2.49M
Activity Summary
Buys All Purchases 181 New Holdings 64 Increased Positions 117 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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