Naviter Wealth, LLC Purchases in Q3 2024

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
339K
New
$36.82 - $39.74 $12.5M - $13.5M
339K $13.5M
DRSK
ETF Ser Solutions Aptus Define

ETFs
255K
New
$26.97 - $28.55 $6.89M - $7.29M
255K $7.23M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
109K
+ 14.16%
$44.66 - $49.15 $4.86M - $5.35M
877K $41.3M
TSLA
Tesla, Inc.

Consumer Cyclical
5.76K
+ 25.91%
$191.76 - $263.26 $1.11M - $1.52M
28K $7.33M
RDVY
First Trust Rising Dividend Ac

ETFs
38.2K
+ 29.42%
$53.68 - $59.24 $2.05M - $2.26M
168K $9.96M
FSIG
First Tr ETF Iv LTD Duration I
94.8K
+ 46.64%
$18.72 - $19.32 $1.77M - $1.83M
298K $5.72M
NVDA
Nvidia Corp

Technology
16.5K
+ 14.65%
$98.91 - $134.91 $1.63M - $2.23M
129K $15.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
959
+ 2.07%
$72.18 - $107.33 $69.2K - $103K
47.3K $5.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.3K
+ 20.37%
$79.29 - $84.02 $1.13M - $1.2M
84.4K $7.07M
PLD
Prologis, Inc.

Real Estate
3.1K
+ 4.53%
$111.95 - $132.43 $347K - $411K
71.5K $9.03M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27.3K
+ 25.74%
$32.65 - $36.69 $890K - $1M
133K $4.84M
FMB
First Tr Exchange Traded Fd Ii

ETFs
18.5K
+ 98.03%
$51.0 - $52.05 $941K - $961K
37.3K $1.94M
TDW
Tidewater Inc

Energy
41.3K
+ 48.65%
$69.32 - $106.47 $2.86M - $4.39M
126K $9.04M
WMT
Walmart Inc.

Consumer Defensive
3.87K
+ 7.78%
$66.91 - $81.4 $259K - $315K
53.6K $4.32M
HMOP
Hartford Fds Exchange Traded T

ETFs
20.4K
+ 42.19%
$38.61 - $39.46 $788K - $805K
68.7K $2.71M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.7K
+ 7.61%
$28.1 - $29.89 $525K - $559K
264K $7.9M
LLY
Eli Lilly & CO

Healthcare
969
+ 21.41%
$772.14 - $960.02 $748K - $930K
5.49K $4.87M
BMY
Bristol Myers Squibb CO

Healthcare
10.4K
+ 47.07%
$39.66 - $51.75 $413K - $539K
32.5K $1.68M
FSLR
First Solar, Inc.

Technology
2.9K
New
$205.36 - $255.78 $596K - $742K
2.9K $723K
META
Meta Platforms, Inc.

Communication Services
68
+ 0.7%
$453.41 - $572.44 $30.8K - $38.9K
9.75K $5.58M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12K
+ 36.01%
$50.15 - $51.27 $602K - $616K
45.4K $2.33M
SBUX
Starbucks Corp

Consumer Cyclical
2.86K
+ 15.34%
$72.51 - $98.6 $207K - $282K
21.5K $2.09M
SAP
Sap Se

Technology
168
+ 0.79%
$197.21 - $231.0 $33.1K - $38.8K
21.3K $4.89M
GBDC
Golub Capital Bdc, Inc.

Financial Services
46.1K
+ 26.49%
$14.36 - $16.0 $663K - $738K
220K $3.33M
VTI
Vanguard Total Stock Market Et

ETFs
2.07K
New
$255.18 - $283.2 $527K - $585K
2.07K $585K
JD
Jd.Com, Inc.

Consumer Cyclical
2.27K
+ 7.09%
$24.95 - $40.01 $56.6K - $90.7K
34.3K $1.37M
CRM
Salesforce, Inc.

Technology
1.5K
+ 18.71%
$238.42 - $276.53 $358K - $415K
9.53K $2.61M
SONY
Sony Group Corp

Technology
1.95K
+ 6.69%
$81.61 - $98.65 $159K - $192K
31.1K $3.01M
SBAC
Sba Communications Corp

Real Estate
711
+ 8.95%
$189.0 - $245.01 $134K - $174K
8.66K $2.08M
BHP
Bhp Group LTD

Basic Materials
2.96K
+ 4.69%
$51.32 - $62.11 $152K - $184K
66.1K $4.1M
ACN
Accenture PLC

Technology
583
+ 9.92%
$295.44 - $355.81 $172K - $207K
6.46K $2.28M
IAU
Ishares Gold Trust

ETFs
7.23K
+ 30.98%
$44.06 - $50.5 $319K - $365K
30.6K $1.52M
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 6.41%
$145.48 - $167.38 $173K - $199K
19.7K $3.2M
NVS
Novartis Ag

Healthcare
531
+ 1.07%
$106.13 - $120.89 $56.4K - $64.2K
50.4K $5.79M
VICI
Vici Properties Inc.

Real Estate
3.62K
+ 5.14%
$27.64 - $34.08 $100K - $123K
74K $2.46M
NGG
National Grid PLC

Utilities
3.14K
+ 17.83%
$57.14 - $70.48 $179K - $221K
20.7K $1.44M
IYR
Ishares Tr

ETFs
3.79K
+ 141.92%
$86.93 - $103.61 $329K - $392K
6.45K $657K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.47K
+ 60.38%
$96.25 - $101.98 $334K - $353K
9.2K $932K
SO
Southern CO

Utilities
536
+ 2.24%
$77.0 - $90.52 $41.3K - $48.5K
24.5K $2.21M
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 0.26%
$213.3 - $270.78 $3.84K - $4.87K
6.85K $1.85M
WPC
W. P. Carey Inc.

Real Estate
3.08K
+ 16.0%
$54.63 - $63.96 $168K - $197K
22.3K $1.39M
BTI
British American Tobacco P.L.C.

Consumer Defensive
33
+ 0.06%
$31.07 - $39.36 $1.03K - $1.3K
56.5K $2.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.11K
New
$217.89 - $392.15 $241K - $433K
1.11K $309K
DHR
Danaher Corp

Healthcare
267
+ 3.23%
$239.25 - $280.76 $63.9K - $75K
8.54K $2.37M
SPGI
S&P Global Inc.

Financial Services
581
New
$446.32 - $527.38 $259K - $306K
581 $300K
KKR
Kkr & Co. Inc.

Financial Services
2.28K
New
$104.51 - $133.23 $238K - $303K
2.28K $297K
CSCO
Cisco Systems, Inc.

Technology
1.51K
+ 4.03%
$44.74 - $53.22 $67.6K - $80.4K
39K $2.08M
SFNC
Simmons First National Corp

Financial Services
13.4K
New
$17.05 - $22.07 $229K - $296K
13.4K $288K
MAIN
Main Street Capital Corp

Financial Services
6.03K
+ 10.88%
$47.05 - $52.25 $284K - $315K
61.4K $3.08M
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email