Naviter Wealth, LLC Reduced Holdings in Q3 2025

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-137K
- 14.35%
$50.47 - $50.74 $6.94M - $6.98M
821K $41.6M
FSK
Fs Kkr Capital Corp

Financial Services
-76.6K
- 31.19%
$14.93 - $22.48 $1.14M - $1.72M
169K $2.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-23.7K
- 74.2%
$91.44 - $91.77 $2.16M - $2.17M
8.23K $755K
TDW
Tidewater Inc

Energy
-63.1K
- 34.61%
$46.32 - $63.19 $2.92M - $3.99M
119K $6.35M
NVO
Novo Nordisk A S

Healthcare
-15.2K
- 25.42%
$45.38 - $71.7 $689K - $1.09M
44.6K $2.47M
ARCC
Ares Capital Corp

Financial Services
-14.2K
- 2.14%
$20.41 - $23.25 $289K - $329K
648K $13.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
-13.4K
- 8.54%
$26.07 - $32.55 $350K - $438K
144K $3.75M
AMT
American Tower Corp

Real Estate
-205
- 0.62%
$192.32 - $232.35 $39.4K - $47.6K
33K $6.34M
ORCC
Owl Rock Capital Corp

Financial Services
-66.5K
- 16.31%
N/A
342K $4.57M
PSEC
Prospect Capital Corp

Financial Services
-184K
- 27.03%
$2.59 - $3.47 $476K - $638K
496K $1.36M
ACN
Accenture PLC

Technology
-562
- 7.97%
$232.56 - $304.78 $131K - $171K
6.49K $1.6M
LLY
Eli Lilly & CO

Healthcare
-391
- 3.65%
$625.65 - $812.69 $245K - $318K
10.3K $7.87M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-501
- 0.15%
$14.94 - $16.82 $7.48K - $8.43K
337K $5.03M
CRM
Salesforce, Inc.

Technology
-229
- 2.45%
$231.66 - $273.65 $53.1K - $62.7K
9.13K $2.16M
ADBE
Adobe Inc.

Technology
-509
- 8.74%
$333.65 - $392.1 $170K - $200K
5.32K $1.88M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-14K
- 7.54%
$10.17 - $11.97 $142K - $167K
171K $1.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.49K
- 40.73%
$97.75 - $100.75 $341K - $351K
5.08K $508K
INFY
Infosys LTD

Technology
-6.32K
- 6.96%
$15.98 - $18.96 $101K - $120K
84.5K $1.37M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.17K
- 0.42%
$13.69 - $15.48 $16K - $18.1K
278K $3.81M
DEO
Diageo PLC

Consumer Defensive
-2.26K
- 19.4%
$93.64 - $115.33 $212K - $261K
9.4K $896K
ELV
Elevance Health, Inc.

Healthcare
-436
- 22.12%
$274.66 - $395.76 $120K - $173K
1.54K $495K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.15K
- 5.75%
$57.1 - $70.52 $65.4K - $80.8K
18.8K $1.12M
PM
Philip Morris International Inc.

Consumer Defensive
-699
- 10.9%
$157.77 - $183.27 $110K - $128K
5.71K $926K
NMFC
New Mountain Finance Corp

Financial Services
-2.67K
- 1.3%
$9.64 - $10.84 $25.8K - $29K
203K $1.96M
IEMG
Ishares Inc

ETFs
-3.8K
- 46.9%
N/A
4.3K $230K
DHR
Danaher Corp

Healthcare
-848
- 9.77%
$181.46 - $212.2 $154K - $180K
7.83K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
-245
- 1.26%
$150.47 - $161.22 $36.9K - $39.5K
19.2K $2.95M
TRIN
Trinity Capital Inc.

Financial Services
-10.2K
- 46.38%
$14.03 - $16.47 $143K - $168K
11.8K $182K
BXP
Boston Properties Inc

Real Estate
-2.23K
- 31.9%
$62.11 - $78.93 $139K - $176K
4.77K $354K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-561
- 0.62%
$12.5 - $14.2 $7.01K - $7.97K
90.4K $1.13M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.36K
- 27.47%
$71.86 - $87.45 $170K - $207K
6.24K $520K
MRK
Merck & Co., Inc.

Healthcare
-2.55K
- 10.72%
$77.6 - $87.37 $198K - $223K
21.2K $1.78M
SBUX
Starbucks Corp

Consumer Cyclical
-37
- 0.32%
$81.9 - $96.86 $3.03K - $3.58K
11.7K $989K
PEP
Pepsico Inc

Consumer Defensive
-1.4K
- 9.99%
$133.81 - $152.16 $187K - $213K
12.6K $1.77M
AMH
American Homes 4 Rent

Real Estate
-416
- 2.26%
$32.47 - $36.74 $13.5K - $15.3K
18K $598K
CRWD
Crowd Strike Holdings, Inc.

Technology
-34
- 1.5%
$412.46 - $514.1 $14K - $17.5K
2.23K $1.1M
ELS
Equity Lifestyle Properties Inc

Real Estate
-713
- 6.73%
$58.43 - $62.12 $41.7K - $44.3K
9.88K $599K
WY
Weyerhaeuser CO

Real Estate
-92
- 0.2%
$24.1 - $26.83 $2.22K - $2.47K
45.8K $1.14M
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.17K
- 4.84%
N/A
42.6K $807K
VO
Vanguard Mid Cap ETF

ETFs
-190
- 14.77%
$279.83 - $293.74 $53.2K - $55.8K
1.1K $321K
COP
Conocophillips

Energy
-1.33K
- 7.25%
$91.0 - $98.99 $121K - $132K
17.1K $1.61M
MO
Altria Group, Inc.

Consumer Defensive
-456
- 12.6%
$57.75 - $67.68 $26.3K - $30.9K
3.16K $208K
AMGN
Amgen Inc

Healthcare
-85
- 1.17%
$271.18 - $309.22 $23.1K - $26.3K
7.17K $2.02M
NET
Cloudflare, Inc.

Technology
-107
- 9.72%
$181.39 - $228.28 $19.4K - $24.4K
994 $213K
SPYI
Shp ETF Tr Neos S&P 500 High I
-1K
- 18.78%
N/A
4.33K $0
Ishares Bitcoin Trust ETF
-859
- 10.08%
N/A
7.67K $0
Oaktree Specialty Lending CO
-15K
- 8.52%
N/A
161K $0
Morgan Stanley Direct Lendin
-19K
- 10.53%
N/A
161K $0
CRDO
Credo Technology Group Holding LTD

Technology
-872
- 32.89%
$87.59 - $172.31 $76.4K - $150K
1.78K $259K
Activity Summary
Buys All Purchases 179 New Holdings 13 Increased Positions 166 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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