Naviter Wealth, LLC Top Holdings and 13F Report (2025) About Naviter Wealth, LLCInvestment ActivityNaviter Wealth, LLC has $812.06 million in total holdings as of June 30, 2025.Naviter Wealth, LLC owns shares of 273 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 12.03% of the portfolio was purchased this quarter.About 19.12% of the portfolio was sold this quarter.This quarter, Naviter Wealth, LLC has purchased 274 new stocks and bought additional shares in 121 stocks.Naviter Wealth, LLC sold shares of 91 stocks and completely divested from 37 stocks this quarter.Largest Holdings Alerian MLP ETF $64,064,695JPMorgan Ultra-Short Income ETF $48,561,345iShares MSCI ACWI ETF $35,506,846NVIDIA $24,623,953Microsoft $23,964,941 Largest New Holdings this Quarter 872280102 - Carlyle Secured Lending $1,277,216 Holding69608A108 - PALANTIR TECHNOLOGIES INC $1,116,324 Holding639057207 - NatWest Group $686,317 Holding02665T306 - American Homes 4 Rent $664,409 Holding758849103 - Regency Centers $615,157 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 505,738 shares (about $25.63M)iShares MSCI ACWI ETF 121,562 shares (about $15.63M)Alerian MLP ETF 194,949 shares (about $9.53M)VanEck BDC Income ETF 277,663 shares (about $4.52M)Tidewater 75,280 shares (about $3.47M) Largest Sales this Quarter Microsoft 7,031 shares (about $3.50M)Apple 14,380 shares (about $2.95M)NVIDIA 10,807 shares (about $1.71M)Broadcom 4,534 shares (about $1.25M)Alphabet 5,675 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNaviter Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMLPAlerian MLP ETF$64,064,695$9,525,208 ▲17.5%1,311,1897.9%ETFJPSTJPMorgan Ultra-Short Income ETF$48,561,345$25,630,814 ▲111.8%958,1956.0%ETFACWIiShares MSCI ACWI ETF$35,506,846$15,632,873 ▲78.7%276,1034.4%ManufacturingNVDANVIDIA$24,623,953$1,707,504 ▼-6.5%155,8483.0%Computer and TechnologyMSFTMicrosoft$23,964,941$3,497,322 ▼-12.7%48,1793.0%Computer and TechnologyAAPLApple$21,481,764$2,950,352 ▼-12.1%104,7022.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$21,307,603$983,494 ▼-4.4%93,7672.6%Computer and TechnologyXOMExxon Mobil$16,073,442$482,190 ▼-2.9%149,1042.0%EnergyAMZNAmazon.com$15,975,980$302,978 ▼-1.9%72,8202.0%Retail/WholesaleGOOGLAlphabet$15,199,339$1,000,107 ▼-6.2%86,2471.9%Computer and TechnologyARCCAres Capital$14,537,941$467,353 ▼-3.1%662,0191.8%FinanceMETAMeta Platforms$11,765,167$691,591 ▼-5.6%15,9401.4%Computer and TechnologyAVGOBroadcom$9,669,284$1,249,801 ▼-11.4%35,0781.2%Computer and TechnologyTSLATesla$9,422,749$17,154 ▲0.2%29,6631.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$8,685,762$202,938 ▲2.4%29,9601.1%FinanceTDWTidewater$8,406,085$3,472,666 ▲70.4%182,2261.0%EnergyLLYEli Lilly and Company$8,342,281$77,171 ▼-0.9%10,7021.0%MedicalWMTWalmart$8,143,033$859,879 ▼-9.6%83,2791.0%Retail/WholesaleBRK.BBerkshire Hathaway$8,093,900$44,691 ▲0.6%16,6621.0%FinanceAMTAmerican Tower$7,387,322$675,035 ▲10.1%33,1920.9%FinanceSAPSAP$6,977,879$357,926 ▲5.4%22,9460.9%Computer and TechnologyPLDPrologis$6,722,304$559,763 ▲9.1%63,9490.8%FinanceWELLWelltower$6,613,643$756,662 ▲12.9%43,0210.8%FinanceASMLASML$6,522,513$152,264 ▼-2.3%8,1390.8%Computer and TechnologyOBDCBlue Owl Capital$5,998,351$877,391 ▲17.1%408,0410.7%FinanceVVisa$5,597,729$170,779 ▲3.1%15,7660.7%Business ServicesEQIXEquinix$5,493,541$1,035,707 ▲23.2%6,9060.7%FinanceBIZDVanEck BDC Income ETF$5,492,888$4,520,353 ▲464.8%337,4010.7%ETFFSKFS KKR Capital$5,253,361$283,196 ▲5.7%245,5870.6%FinanceHSBCHSBC$5,110,858$155,622 ▲3.1%84,0740.6%FinanceNVSNovartis$5,092,464$252,911 ▲5.2%42,0830.6%MedicalBXSLBlackstone Secured Lending Fund$4,957,242$309,444 ▲6.7%157,3470.6%FinanceAZNAstraZeneca$4,858,550$177,146 ▲3.8%69,5270.6%MedicalMAINMain Street Capital$4,531,659$397,151 ▲9.6%76,6780.6%FinanceGSThe Goldman Sachs Group$4,477,965$70,068 ▼-1.5%6,3270.6%FinanceSHELShell$4,475,155$101,249 ▲2.3%63,5590.6%EnergyMAMastercard$4,406,172$266,922 ▼-5.7%7,8410.5%Business ServicesNFLXNetflix$4,342,799$273,183 ▼-5.9%3,2430.5%Consumer DiscretionaryCOSTCostco Wholesale$4,286,459$30,688 ▲0.7%4,3300.5%Retail/WholesaleDLRDigital Realty Trust$4,127,463$273,002 ▲7.1%23,6760.5%FinanceNVONovo Nordisk A/S$4,122,841$370,016 ▲9.9%59,7340.5%MedicalTMToyota Motor$4,113,913$66,148 ▼-1.6%23,8820.5%Auto/Tires/TrucksGBDCGolub Capital BDC$4,093,924$619,856 ▲17.8%279,4490.5%FinanceHDHome Depot$4,092,105$32,998 ▼-0.8%11,1610.5%Retail/WholesaleSPGSimon Property Group$4,032,064$167,835 ▲4.3%25,0810.5%FinanceBACBank of America$3,830,902$67,621 ▲1.8%80,9570.5%FinanceSONYSony$3,752,485$138,480 ▲3.8%144,1600.5%Consumer DiscretionaryHTGCHercules Capital$3,723,477$351,653 ▲10.4%203,6910.5%FinanceMUFGMitsubishi UFJ Financial Group$3,669,094$142,733 ▲4.0%262,6120.5%FinancePSAPublic Storage$3,616,728$264,667 ▲7.9%12,3260.4%FinanceULUnilever$3,588,902$104,111 ▲3.0%58,6710.4%Consumer StaplesIYRiShares U.S. Real Estate ETF$3,509,830$1,582,669 ▲82.1%37,0350.4%ETFABBVAbbVie$3,498,984$9,467 ▲0.3%18,8500.4%MedicalMORGAN STANLEY DIRECT LENDIN$3,464,691$115,493 ▲3.4%180,3250.4%COM SHSABTAbbott Laboratories$3,459,598$62,837 ▲1.8%25,4360.4%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$3,439,665$3,197,609 ▲1,321.0%54,8940.4%ETFKOCocaCola$3,400,045$9,690 ▼-0.3%47,7180.4%Consumer StaplesLINDE PLC$3,366,854$98,059 ▲3.0%7,1760.4%SHSJNJJohnson & Johnson$3,278,979$404,488 ▼-11.0%21,4660.4%MedicalTSLXSixth Street Specialty Lending$3,278,833$523,845 ▲19.0%137,7080.4%FinanceCATCaterpillar$3,249,338$80,360 ▼-2.4%8,3700.4%IndustrialsORealty Income$3,245,608$113,664 ▲3.6%56,3380.4%FinanceHONHoneywell International$3,213,766$109,920 ▼-3.3%13,8000.4%Multi-Sector ConglomeratesCCitigroup$3,179,102$58,308 ▲1.9%37,3480.4%Financial ServicesPGProcter & Gamble$3,103,042$9,240 ▼-0.3%19,4770.4%Consumer StaplesHDBHDFC Bank$3,092,791$147,896 ▲5.0%40,3390.4%FinanceCSCOCisco Systems$3,026,448$61,194 ▼-2.0%43,6210.4%Computer and TechnologyRTXRTX$2,944,955$50,669 ▲1.8%20,1680.4%AerospaceBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,926,370$728,886 ▲33.2%31,9020.4%ETFWFCWells Fargo & Company$2,876,514$24,597 ▲0.9%35,9030.4%FinanceGEGE Aerospace$2,871,443$117,370 ▼-3.9%11,1560.4%AerospaceIBMInternational Business Machines$2,870,928$253,222 ▼-8.1%9,7390.4%Computer and TechnologySANBanco Santander$2,864,073$120,151 ▲4.4%345,0690.4%FinanceVOOVanguard S&P 500 ETF$2,854,501$262,090 ▲10.1%5,0100.4%ETFSOSouthern$2,829,911$75,759 ▲2.8%30,8170.3%UtilitiesMCDMcDonald's$2,775,643$21,621 ▲0.8%9,5000.3%Retail/WholesaleINTUIntuit$2,671,641$7,876 ▼-0.3%3,3920.3%Computer and TechnologyCVXChevron$2,669,692$117,848 ▼-4.2%18,6440.3%EnergyCCICrown Castle$2,650,566$299,050 ▲12.7%25,8010.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,609,8190.0%18,8190.3%ETFDISWalt Disney$2,594,026$193,478 ▼-6.9%20,8350.3%Consumer DiscretionaryMFICMidCap Financial Investment$2,565,129$72,754 ▲2.9%203,2590.3%FinanceUNHUnitedHealth Group$2,560,053$61,771 ▼-2.4%8,2060.3%MedicalCRMSalesforce$2,555,996$34,958 ▲1.4%9,3590.3%Computer and TechnologyAMDAdvanced Micro Devices$2,537,881$51,510 ▲2.1%17,8850.3%Computer and TechnologyTXNTexas Instruments$2,498,944$12,250 ▲0.5%12,0360.3%Computer and TechnologyBHPBHP Group$2,429,699$48,042 ▼-1.9%50,5240.3%Basic MaterialsOCSLOaktree Specialty Lending$2,401,936$270,332 ▲12.7%175,8370.3%FinanceRELXRelx$2,365,040$107,213 ▲4.7%43,5230.3%Computer and TechnologyVICIVICI Properties$2,345,627$266,597 ▲12.8%71,1000.3%FinanceBTIBritish American Tobacco$2,343,725$60,761 ▲2.7%48,7560.3%Consumer StaplesORCLOracle$2,340,434$83,298 ▼-3.4%10,7050.3%Computer and TechnologyIRMIron Mountain$2,307,874$162,391 ▲7.6%22,3410.3%Business ServicesNOWServiceNow$2,296,731$90,471 ▲4.1%2,2340.3%Computer and TechnologySMFGSumitomo Mitsui Financial Group$2,282,078$89,315 ▲4.1%151,0310.3%FinanceIVViShares Core S&P 500 ETF$2,281,807$252,085 ▼-9.9%3,6750.3%ETFAVBAvalonBay Communities$2,276,816$175,061 ▲8.3%11,0940.3%FinanceADBEAdobe$2,254,350$13,541 ▼-0.6%5,8270.3%Computer and TechnologyUNPUnion Pacific$2,227,423$173,022 ▼-7.2%9,6810.3%TransportationEXRExtra Space Storage$2,221,937$210,104 ▲10.4%15,0700.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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