Naviter Wealth, LLC Reduced Holdings in Q4 2024

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-76.7K
- 17.54%
$50.37 - $50.6 $3.86M - $3.88M
360K $18.1M
PLD
Prologis, Inc.

Real Estate
-14K
- 19.56%
$101.4 - $126.96 $1.42M - $1.78M
57.5K $6.08M
NVO
Novo Nordisk A S

Healthcare
-931
- 1.49%
$85.0 - $120.04 $79.1K - $112K
61.7K $5.3M
ARCC
Ares Capital Corp

Financial Services
-127K
- 15.82%
$20.74 - $22.27 $2.63M - $2.82M
675K $14.8M
CCI
Crown Castle International Corp

Real Estate
-11.1K
- 32.18%
$89.78 - $119.11 $994K - $1.32M
23.3K $2.12M
AMT
American Tower Corp

Real Estate
-1.58K
- 4.78%
$179.4 - $232.01 $284K - $367K
31.5K $5.78M
NVS
Novartis Ag

Healthcare
-9.84K
- 19.53%
$96.78 - $117.18 $952K - $1.15M
40.5K $3.94M
BHP
Bhp Group LTD

Basic Materials
-15.1K
- 22.78%
$48.78 - $62.43 $734K - $940K
51K $2.49M
SHEL
Shell PLC

Energy
-20.7K
- 25.15%
$60.63 - $70.23 $1.26M - $1.46M
61.8K $3.87M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.22K
- 76.22%
$244.52 - $284.07 $1.28M - $1.48M
1.63K $401K
NEE
Nextera Energy Inc

Utilities
-12.7K
- 67.44%
$69.77 - $85.43 $888K - $1.09M
6.15K $440K
BMY
Bristol Myers Squibb CO

Healthcare
-22.7K
- 69.86%
$51.92 - $59.94 $1.18M - $1.36M
9.81K $554K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-36K
- 81.99%
$27.51 - $29.16 $991K - $1.05M
7.91K $222K
VALE
Vale S.A.

Basic Materials
-87.4K
- 88.79%
$8.74 - $11.78 $764K - $1.03M
11K $97K
TM
Toyota Motor Corp

Consumer Cyclical
-7.82K
- 26.11%
$169.2 - $199.52 $1.32M - $1.56M
22.1K $4.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-355
- 0.75%
$82.28 - $117.52 $29.2K - $41.7K
46.9K $3.98M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-68.2K
- 79.85%
$13.01 - $14.43 $888K - $985K
17.2K $228K
AZN
Astrazeneca PLC

Healthcare
-1.38K
- 1.98%
$63.2 - $79.58 $87K - $110K
68.2K $4.47M
NKE
Nike, Inc.

Consumer Cyclical
-9.74K
- 76.13%
$73.36 - $89.13 $715K - $868K
3.05K $231K
SBAC
Sba Communications Corp

Real Estate
-2.74K
- 31.6%
$198.24 - $249.31 $542K - $682K
5.92K $1.21M
PDD
Pinduoduo Inc.

Consumer Cyclical
-2.6K
- 16.29%
$94.39 - $154.27 $245K - $401K
13.3K $1.29M
DE
Deere & CO

Industrials
-2.05K
- 78.09%
$389.45 - $466.0 $797K - $953K
574 $243K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-5.01K
- 37.53%
$97.29 - $122.68 $487K - $614K
8.34K $813K
EQIX
Equinix Inc

Real Estate
-1.19K
- 18.24%
$865.69 - $985.0 $1.03M - $1.17M
5.33K $5.02M
VICI
Vici Properties Inc.

Real Estate
-12.7K
- 17.2%
$28.27 - $33.19 $360K - $422K
61.2K $1.79M
UL
Unilever PLC

Consumer Defensive
-1.34K
- 2.32%
$56.7 - $64.64 $76K - $86.7K
56.6K $3.21M
BP
Bp PLC

Energy
-14.3K
- 21.03%
$28.16 - $33.14 $402K - $473K
53.6K $1.58M
INTC
Intel Corp

Technology
-17.3K
- 31.09%
$19.07 - $26.23 $330K - $453K
38.3K $768K
WPC
W. P. Carey Inc.

Real Estate
-6.49K
- 29.06%
$53.44 - $61.33 $347K - $398K
15.8K $862K
CMCSA
Comcast Corp

Communication Services
-11.5K
- 64.71%
$37.39 - $45.14 $429K - $518K
6.26K $234K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.44K
- 10.94%
$49.78 - $66.55 $121K - $162K
19.9K $994K
WY
Weyerhaeuser CO

Real Estate
-5.83K
- 12.39%
$27.21 - $33.7 $159K - $196K
41.2K $1.16M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-13.5K
- 9.08%
$12.1 - $13.76 $164K - $186K
136K $1.64M
RIO
Rio Tinto PLC

Basic Materials
-1.91K
- 8.03%
$58.59 - $71.15 $112K - $136K
21.9K $1.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.28K
- 1.52%
$80.13 - $83.77 $103K - $107K
83.1K $6.67M
JD
Jd.Com, Inc.

Consumer Cyclical
-5.9K
- 17.23%
$33.35 - $47.1 $197K - $278K
28.4K $983K
VTV
Vanguard Value ETF

ETFs
-2.12K
- 44.57%
$168.32 - $181.87 $357K - $386K
2.64K $446K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-15.9K
- 6.36%
$17.65 - $18.18 $281K - $290K
235K $4.16M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-5.79K
- 2.27%
$27.43 - $28.44 $159K - $165K
250K $6.85M
OZK
Bank Ozk

Financial Services
-10K
- 19.43%
$41.39 - $50.55 $414K - $506K
41.5K $1.85M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-9.39K
- 16.6%
$34.25 - $37.94 $321K - $356K
47.2K $1.71M
SUI
Sun Communities Inc

Real Estate
-1.98K
- 22.1%
$119.89 - $139.05 $237K - $275K
6.96K $855K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.88K
- 12.96%
$50.02 - $51.24 $294K - $301K
39.5K $1.98M
INVH
Invitation Homes Inc.

Real Estate
-5.64K
- 14.3%
$31.4 - $34.69 $177K - $196K
33.8K $1.08M
HMOP
Hartford Fds Exchange Traded T

ETFs
-6.1K
- 8.88%
$38.56 - $39.45 $235K - $241K
62.6K $2.42M
VZ
Verizon Communications Inc

Communication Services
-1.15K
- 2.42%
$39.6 - $45.21 $45.6K - $52K
46.4K $1.86M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-5.3K
- 44.33%
$45.35 - $47.21 $240K - $250K
6.66K $309K
FSIG
First Tr ETF Iv LTD Duration I
-7.33K
- 2.46%
$18.8 - $19.23 $138K - $141K
291K $5.49M
NGG
National Grid PLC

Utilities
-285
- 1.37%
$57.68 - $70.03 $16.4K - $20K
20.4K $1.22M
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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