Naviter Wealth, LLC Q3 2024 Filing
Filed October 16, 2024
Portfolio Value
$718.4M
Holdings
243
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (243 positions)
| Stock | Value |
|---|---|
LQDISHARES TR | $273K |
DWDMORGAN STANLEY | $271K |
CPTCAMDEN PPTY TR | $265K |
OXLCLOXFORD LANE CAP CORP | $255K |
ETNEATON CORP PLC | $252K |
MDYSPDR S&P MIDCAP 400 ETF TR | $247K |
FVDFIRST TR VALUE LINE DIVID IN | $247K |
ISRGINTUITIVE SURGICAL INC | $247K |
PRCTPROCEPT BIOROBOTICS CORP | $233K |
IBITISHARES BITCOIN TRUST ETF | $231K |
IXNISHARES TR | $223K |
IWVISHARES TR | $222K |
AHHARMADA HOFFLER PPTYS INC | $214K |
FCXFREEPORT-MCMORAN INC | $213K |
GEGE AEROSPACE | $213K |
FNOVFIRST TR EXCHNG TRADED FD VI | $206K |
FJANFIRST TR EXCHNG TRADED FD VI | $206K |
GEMGOLDMAN SACHS ETF TR | $204K |
TRVTRAVELERS COMPANIES INC | $203K |
HRHEALTHCARE RLTY TR | $185K |
WSRWHITESTONE REIT | $183K |
PAXPATRIA INVESTMENTS LIMITED | $183K |
MDVMODIV INDUSTRIAL INC | $177K |
ECCEAGLE POINT CREDIT COMPANY I | $163K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $155K |
MITTAG MTG INVT TR INC | $143K |
TRYBARINGS BDC INC | $108K |
SBSAFE BULKERS INC | $93K |
RCREADY CAPITAL CORP | $89K |
TELFYTELEFONICA S A | $87K |
—ETERNA THERAPEUTICS INC | $83K |
GPMTGRANITE PT MTG TR INC | $68K |
MAIAMAIA BIOTECHNOLOGY INC | $62K |
KOSKOSMOS ENERGY LTD | $48K |
ASMLASML HOLDING N V | $6K |
EQIXEQUINIX INC | $5K |
METAMETA PLATFORMS INC | $5K |
LLYELI LILLY & CO | $4K |
IVVISHARES TR | $2K |
COSTCOSTCO WHSL CORP NEW | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
NOWSERVICENOW INC | $1K |
BKNGBOOKING HOLDINGS INC | $1K |
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