Naviter Wealth, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$825.1M
Holdings
274
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (274 positions)
| Stock | Value |
|---|---|
MRKMERCK & CO INC | $2.2M |
IWPISHARES TR | $2.2M |
BILSPDR SER TR | $2.2M |
DISDISNEY WALT CO | $2.2M |
AVBAVALONBAY CMNTYS INC | $2.2M |
AMGNAMGEN INC | $2.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.1M |
TXNTEXAS INSTRS INC | $2.1M |
BACVERIZON COMMUNICATIONS INC | $2.1M |
RELXRELX PLC | $2.1M |
COPCONOCOPHILLIPS | $2.1M |
VENVENTAS INC | $2.1M |
VICIVICI PPTYS INC | $2.0M |
INTUINTUIT | $2.0M |
EXREXTRA SPACE STORAGE INC | $2.0M |
QCOMQUALCOMM INC | $2.0M |
BMTABRITISH AMERN TOB PLC | $2.0M |
IYRISHARES TR | $1.9M |
DHRDANAHER CORPORATION | $1.9M |
BPBP PLC | $1.9M |
PSECPROSPECT CAP CORP | $1.9M |
CSWCCAPITAL SOUTHWEST CORP | $1.9M |
SPYSPDR S&P 500 ETF TR | $1.9M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $1.8M |
GSKGSK PLC | $1.8M |
IBNICICI BANK LIMITED | $1.8M |
AMDADVANCED MICRO DEVICES INC | $1.8M |
IAU*ISHARES GOLD TR | $1.8M |
ISRGINTUITIVE SURGICAL INC | $1.8M |
GSBDGOLDMAN SACHS BDC INC | $1.8M |
IRMIRON MTN INC DEL | $1.8M |
EQREQUITY RESIDENTIAL | $1.8M |
BKNGBOOKING HOLDINGS INC | $1.8M |
MDTMEDTRONIC PLC | $1.7M |
NOWSERVICENOW INC | $1.7M |
INFYINFOSYS LTD | $1.7M |
MFGMIZUHO FINANCIAL GROUP INC | $1.6M |
MLPAGLOBAL X FDS | $1.6M |
PDDPDD HOLDINGS INC | $1.6M |
ORCLORACLE CORP | $1.6M |
PGRPROGRESSIVE CORP | $1.5M |
INGING GROEP N.V. | $1.5M |
UBERUBER TECHNOLOGIES INC | $1.5M |
PAYXPAYCHEX INC | $1.5M |
IWSISHARES TR | $1.4M |
MAAMID-AMER APT CMNTYS INC | $1.4M |
NGGNATIONAL GRID PLC | $1.4M |
LYGLLOYDS BANKING GROUP PLC | $1.4M |
OZKBANK OZK LITTLE ROCK ARK | $1.4M |
ESSESSEX PPTY TR INC | $1.4M |
RIORIO TINTO PLC | $1.4M |
PFEPFIZER INC | $1.3M |
DEODIAGEO PLC | $1.3M |
SBACSBA COMMUNICATIONS CORP NEW | $1.3M |
VEAVANGUARD TAX-MANAGED FDS | $1.3M |
WYWEYERHAEUSER CO MTN BE | $1.2M |
JDJD.COM INC | $1.2M |
INVHINVITATION HOMES INC | $1.2M |
IWOISHARES TR | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
PANWPALO ALTO NETWORKS INC | $1.2M |
BCSBARCLAYS PLC | $1.1M |
BUDANHEUSER BUSCH INBEV SA/NV | $1.1M |
APHAMPHENOL CORP NEW | $1.1M |
ETNEATON CORP PLC | $1.1M |
PSXPHILLIPS 66 | $1.1M |
CLOZSERIES PORTFOLIOS TR | $1.1M |
VIOVVANGUARD ADMIRAL FDS INC | $1.1M |
HMCHONDA MOTOR LTD | $1.1M |
BXBLACKSTONE INC | $1.0M |
BIZDVANECK ETF TRUST | $1.0M |
ELVELEVANCE HEALTH INC | $1.0M |
WPCWP CAREY INC | $1.0M |
BABOEING CO | $985K |
KIMKIMCO RLTY CORP | $966K |
SUISUN CMNTYS INC | $946K |
IWFISHARES TR | $944K |
XLKSELECT SECTOR SPDR TR | $932K |
AREALEXANDRIA REAL ESTATE EQ IN | $868K |
AGGISHARES TR | $866K |
MUMICRON TECHNOLOGY INC | $853K |
GLPIGAMING & LEISURE PPTYS INC | $825K |
DOCHEALTHPEAK PROPERTIES INC | $800K |
UDRUDR INC | $768K |
KMLMKRANESHARES TRUST | $757K |
CPTCAMDEN PPTY TR | $750K |
ELSEQUITY LIFESTYLE PPTYS INC | $750K |
INTCINTEL CORP | $738K |
CRWDCROWDSTRIKE HLDGS INC | $705K |
FUMBFIRST TR EXCH TRADED FD III | $680K |
SBUXSTARBUCKS CORP | $675K |
IWNISHARES TR | $671K |
NDQINVESCO QQQ TR | $662K |
IVOVVANGUARD ADMIRAL FDS INC | $628K |
VIOGVANGUARD ADMIRAL FDS INC | $615K |
LRCXLAM RESEARCH CORP | $597K |
WMWASTE MGMT INC DEL | $597K |
VRSNVERISIGN INC | $571K |
JEPIJ P MORGAN EXCHANGE TRADED F | $564K |
VTIVANGUARD INDEX FDS | $554K |