Naviter Wealth, LLC Portfolio Holdings
Naviter Wealth, LLC
- $742 Million
- Q4 2025
Naviter Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $742 Million distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alps ETF Tr Alerian Mlp ETF with a value of $56.3M, Jp Morgan ETF Tr Ultra Short I with a value of $29.3M, Nvidia Corp with a value of $27.8M, Ishares Msci Acwi ETF with a value of $26.7M, and Apple Inc. with a value of $26.6M.
Examining the 13F form we can see an decrease of $100M in the current position value, from $842M to 742M.
Below you can find more details about Naviter Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$742 Million
Technology: $176 Million
ETFs: $159 Million
Financial Services: $119 Million
Real Estate: $64.9 Million
Healthcare: $47.7 Million
Communication Services: $41.5 Million
Consumer Cyclical: $41.5 Million
Energy: $38 Million
Other: $53.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 275
- Current Value $742 Million
- Prior Value $842 Million
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 31 stocks
- Additional Purchases 21 stocks
- Sold out of 0 stocks
- Reduced holdings in 195 stocks