Naviter Wealth, LLC New Holdings in Q4 2024

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
47.1K
New
$91.29 - $91.8 $4.3M - $4.32M
47.1K $4.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
18.8K
New
$116.4 - $138.52 $2.19M - $2.61M
18.8K $2.39M
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
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
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
PANW
Palo Alto Networks Inc

Technology
6.62K
New
$181.96 - $405.9 $1.21M - $2.69M
6.62K $1.21M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
12.8K
New
$89.88 - $101.38 $1.15M - $1.3M
12.8K $1.2M
XLK
Technology Sector Spdr

ETFs
4.51K
New
$220.26 - $241.44 $994K - $1.09M
4.51K $1.05M
SCHO
Schwab Short Term Us Treasury

ETFs
41.8K
New
$24.06 - $48.88 $1.01M - $2.04M
41.8K $1.01M
BCS
Barclays PLC

Financial Services
71.5K
New
$11.65 - $13.67 $833K - $978K
71.5K $950K
MU
Micron Technology Inc

Technology
10K
New
$84.16 - $113.41 $842K - $1.13M
10K $841K
IWN
Ishares Russell2000 Val ETF

ETFs
4.44K
New
$162.69 - $181.35 $722K - $805K
4.44K $728K
PEAK
Healthpeak Properties, Inc.

Real Estate
38.1K
New
N/A
38.1K $722K
UDR
Udr, Inc.

Real Estate
16.4K
New
$41.3 - $46.33 $679K - $762K
16.4K $713K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
5.78K
New
$115.64 - $129.74 $668K - $750K
5.78K $672K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
6.85K
New
$94.54 - $104.98 $648K - $719K
6.85K $654K
BXP
Boston Properties Inc

Real Estate
8.13K
New
$73.33 - $89.72 $596K - $729K
8.13K $604K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.63K
New
$59.74 - $60.03 $575K - $578K
9.63K $575K
WM
Waste Management Inc

Industrials
2.62K
New
$201.79 - $228.46 $528K - $597K
2.62K $527K
MORN
Morningstar, Inc.

Financial Services
1.54K
New
$312.56 - $358.78 $481K - $553K
1.54K $518K
SCHW
Schwab Charles Corp

Financial Services
6.95K
New
$63.31 - $82.85 $440K - $576K
6.95K $514K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
30.6K
New
$15.9 - $17.05 $486K - $521K
30.6K $508K
EFV
Msci Eafe Value ETF

ETFs
9.39K
New
$51.78 - $57.15 $486K - $537K
9.39K $492K
PHM
Pultegroup Inc

Consumer Cyclical
4.43K
New
$108.86 - $149.04 $482K - $660K
4.43K $482K
GOOG
Alphabet Inc.

Communication Services
2.4K
New
$163.08 - $198.16 $392K - $476K
2.4K $457K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.32K
New
$77.25 - $91.3 $411K - $486K
5.32K $453K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.86K
New
$219.66 - $257.62 $409K - $480K
1.86K $411K
EOG
Eog Resources Inc

Energy
3.35K
New
$118.22 - $136.54 $396K - $457K
3.35K $410K
STRL
Sterling Construction CO Inc

Industrials
2.14K
New
$142.94 - $199.03 $305K - $425K
2.14K $359K
ZTS
Zoetis Inc.

Healthcare
2.04K
New
$162.24 - $194.42 $331K - $396K
2.04K $332K
SHW
Sherwin Williams CO

Basic Materials
956
New
$338.75 - $399.71 $324K - $382K
956 $324K
T
At&T Inc.

Communication Services
13.5K
New
$21.22 - $23.88 $287K - $323K
13.5K $308K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.46K
New
$152.04 - $211.12 $223K - $309K
1.46K $297K
FIX
Comfort Systems Usa Inc

Industrials
700
New
$370.68 - $504.12 $259K - $353K
700 $296K
CB
Chubb LTD

Financial Services
994
New
$271.57 - $301.89 $270K - $300K
994 $274K
VCIF
Vertical Capital Income Fund

Financial Services
30.1K
New
N/A
30.1K $246K
EME
Emcor Group, Inc.

Industrials
520
New
$427.96 - $526.95 $223K - $274K
520 $236K
BALL
Ball Corp

Consumer Cyclical
4.3K
New
$54.84 - $67.94 $236K - $292K
4.3K $235K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.86K
New
$54.89 - $64.32 $212K - $248K
3.86K $233K
MO
Altria Group, Inc.

Consumer Defensive
4.22K
New
$49.06 - $57.74 $207K - $244K
4.22K $220K
EXAS
Exact Sciences Corp

Healthcare
3.68K
New
$49.33 - $71.97 $181K - $265K
3.68K $206K
IEFA
Ishares Tr

ETFs
2.87K
New
$70.06 - $77.43 $201K - $222K
2.87K $201K
IWB
Ishares Tr Russell 1000 ETF

ETFs
627
New
$311.11 - $335.64 $195K - $210K
627 $201K
WEST
Westrock Coffee Holdings, LLC
23.2K
New
$5.53 - $8.26 $128K - $191K
23.2K $145K
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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