Naviter Wealth, LLC Incresed Positions in Q4 2024

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HTGC
Hercules Capital, Inc.

Financial Services
20.2K
+ 14.61%
$18.53 - $20.22 $373K - $408K
158K $3.18M
PAYX
Paychex Inc

Industrials
2.74K
+ 39.57%
$135.86 - $148.73 $372K - $407K
9.65K $1.35M
CPT
Camden Property Trust

Real Estate
3.74K
+ 175.36%
$112.52 - $127.03 $420K - $475K
5.87K $680K
SAP
Sap Se

Technology
36
+ 0.17%
$218.13 - $255.54 $7.85K - $9.2K
21.4K $5.26M
INTU
Intuit Inc

Technology
544
+ 18.95%
$602.01 - $706.25 $327K - $384K
3.41K $2.15M
TXN
Texas Instruments Inc

Technology
1.77K
+ 17.19%
N/A
12K $2.34M
JNJ
Johnson & Johnson

Healthcare
4.67K
+ 23.62%
$143.34 - $165.86 $669K - $774K
24.4K $3.53M
ABT
Abbott Laboratories

Healthcare
3.09K
+ 14.18%
$111.93 - $119.39 $346K - $369K
24.9K $2.81M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.67K
+ 3.38%
$12.27 - $15.41 $57.3K - $72K
143K $2.07M
ACN
Accenture PLC

Technology
939
+ 14.53%
$343.9 - $376.86 $323K - $354K
7.4K $2.6M
SPG
Simon Property Group Inc

Real Estate
1.29K
+ 5.88%
$167.23 - $183.84 $215K - $236K
23.1K $3.98M
KO
Coca Cola CO

Consumer Defensive
10.4K
+ 27.33%
$61.74 - $71.71 $641K - $745K
48.4K $3.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
433
+ 100.0%
$563.99 - $620.12 $244K - $269K
866 $493K
SO
Southern CO

Utilities
5.34K
+ 21.8%
$81.5 - $94.15 $435K - $502K
29.8K $2.45M
IEMG
Ishares Inc

ETFs
4K
+ 71.77%
N/A
9.56K $513K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.81K
+ 12.89%
$50.62 - $52.07 $243K - $250K
42.1K $2.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.01K
+ 29.81%
$501.29 - $612.85 $507K - $620K
4.4K $2.29M
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 21.05%
$485.52 - $625.25 $682K - $878K
8.07K $4.08M
QCOM
Qualcomm Inc

Technology
2.33K
+ 21.78%
$150.4 - $178.04 $350K - $414K
13K $2M
INFY
Infosys LTD

Technology
9.3K
+ 11.53%
$20.71 - $23.42 $193K - $218K
89.9K $1.97M
ADBE
Adobe Inc.

Technology
1.17K
+ 23.85%
$437.39 - $552.96 $513K - $649K
6.1K $2.71M
BX
Blackstone Inc.

Financial Services
151
+ 2.37%
$148.45 - $199.05 $22.4K - $30.1K
6.53K $1.13M
AVB
Avalonbay Communities Inc

Real Estate
867
+ 9.52%
$216.28 - $237.81 $188K - $206K
9.97K $2.19M
AMGN
Amgen Inc

Healthcare
1.79K
+ 33.71%
$258.78 - $328.31 $463K - $588K
7.1K $1.85M
FCX
Freeport Mcmoran Inc

Basic Materials
4.9K
+ 114.65%
$38.08 - $50.82 $187K - $249K
9.17K $349K
TDW
Tidewater Inc

Energy
41.6K
+ 33.01%
$47.0 - $73.31 $1.96M - $3.05M
168K $9.17M
PFE
Pfizer Inc

Healthcare
9.41K
+ 18.58%
$24.8 - $30.19 $233K - $284K
60K $1.59M
IBM
International Business Machines Corp

Technology
552
+ 5.53%
$204.9 - $238.04 $113K - $131K
10.5K $2.31M
KIM
Kimco Realty Corp

Real Estate
4.19K
+ 10.13%
$22.75 - $25.78 $95.3K - $108K
45.5K $1.07M
EQR
Equity Residential

Real Estate
2.21K
+ 9.93%
$69.12 - $77.48 $152K - $171K
24.4K $1.75M
ESS
Essex Property Trust, Inc.

Real Estate
326
+ 8.04%
N/A
4.38K $1.2M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
4.4K
+ 12.22%
$20.05 - $20.15 $88.2K - $88.6K
40.4K $811K
AMD
Advanced Micro Devices Inc

Technology
5.26K
+ 41.52%
$118.88 - $172.8 $625K - $909K
17.9K $2.16M
MAA
Mid America Apartment Communities Inc.

Real Estate
768
+ 9.97%
$149.17 - $165.2 $115K - $127K
8.47K $1.31M
MDT
Medtronic PLC

Healthcare
3.12K
+ 19.08%
$79.61 - $92.24 $248K - $288K
19.5K $1.56M
APH
Amphenol Corp

Technology
129
+ 0.76%
$62.07 - $75.35 $8.01K - $9.72K
17K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
107
+ 8.82%
$481.22 - $538.17 $51.5K - $57.6K
1.32K $674K
SFNC
Simmons First National Corp

Financial Services
3.25K
+ 24.24%
$21.01 - $25.53 $68.3K - $83K
16.7K $369K
KKR
Kkr & Co. Inc.

Financial Services
268
+ 11.78%
$129.87 - $162.87 $34.8K - $43.6K
2.54K $376K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.49K
+ 17.4%
$57.53 - $60.83 $85.5K - $90.4K
10K $576K
COP
Conocophillips

Energy
2.06K
+ 8.88%
$95.12 - $114.72 $195K - $236K
25.2K $2.5M
IBN
Icici Bank LTD

Financial Services
1.18K
+ 2.11%
$28.69 - $31.9 $33.8K - $37.6K
57K $1.7M
VUG
Vanguard Growth ETF

ETFs
31
+ 4.05%
$378.79 - $428.11 $11.7K - $13.3K
796 $326K
IRM
Iron Mountain Inc

Real Estate
2.53K
+ 14.48%
$101.62 - $128.14 $257K - $324K
20K $2.1M
TEF
Telefonica S A

Communication Services
9.01K
+ 50.08%
$4.02 - $4.88 $36.2K - $44K
27K $108K
VTR
Ventas, Inc.

Real Estate
2.79K
+ 10.27%
$57.73 - $66.48 $161K - $186K
30K $1.76M
PRCT
Procept Bio Robotics Corp

Healthcare
176
+ 6.04%
$67.27 - $99.45 $11.8K - $17.5K
3.09K $248K
SPGI
S&P Global Inc.

Financial Services
50
+ 8.61%
$480.36 - $529.17 $24K - $26.5K
631 $314K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.5K
+ 200.0%
$22.01 - $66.82 $318K - $966K
21.7K $492K
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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