Naviter Wealth, LLC Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$829.2B

Holdings

278

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
DHRDANAHER CORPORATION
$2.2B
AVBAVALONBAY CMNTYS INC
$2.2B
IVVISHARES TR
$2.2B
AMDADVANCED MICRO DEVICES INC
$2.2B
FMBFIRST TR EXCH TRADED FD III
$2.1B
INTUINTUIT
$2.1B
NMFCNEW MTN FIN CORP
$2.1B
IRMIRON MTN INC DEL
$2.1B
8CWCROWN CASTLE INC
$2.1B
SMFGSUMITOMO MITSUI FINL GROUP I
$2.1B
EXREXTRA SPACE STORAGE INC
$2.0B
QCOMQUALCOMM INC
$2.0B
JMUBJ P MORGAN EXCHANGE TRADED F
$2.0B
INFYINFOSYS LTD
$2.0B
SPYSPDR S&P 500 ETF TR
$1.9B
IYRISHARES TR
$1.9B
GEGE AEROSPACE
$1.9B
BKNGBOOKING HOLDINGS INC
$1.9B
ISRGINTUITIVE SURGICAL INC
$1.9B
RELXRELX PLC
$1.9B
BACVERIZON COMMUNICATIONS INC
$1.9B
AMGNAMGEN INC
$1.9B
OZKBANK OZK LITTLE ROCK ARK
$1.8B
USRTISHARES TR
$1.8B
CSWCCAPITAL SOUTHWEST CORP
$1.8B
VICIVICI PPTYS INC
$1.8B
ORCLORACLE CORP
$1.8B
VENVENTAS INC
$1.8B
EQREQUITY RESIDENTIAL
$1.8B
BMTABRITISH AMERN TOB PLC
$1.7B
IBNICICI BANK LIMITED
$1.7B
GSBDGOLDMAN SACHS BDC INC
$1.7B
GSKGSK PLC
$1.6B
DEODIAGEO PLC
$1.6B
PFEPFIZER INC
$1.6B
BPBP PLC
$1.6B
MDTMEDTRONIC PLC
$1.6B
SANBANCO SANTANDER S.A.
$1.6B
IAU*ISHARES GOLD TR
$1.5B
MLPAGLOBAL X FDS
$1.5B
IWSISHARES TR
$1.5B
MFGMIZUHO FINANCIAL GROUP INC
$1.4B
JAAAJANUS DETROIT STR TR
$1.4B
PAYXPAYCHEX INC
$1.4B
ETNEATON CORP PLC
$1.3B
VEAVANGUARD TAX-MANAGED FDS
$1.3B
BBVABANCO BILBAO VIZCAYA ARGENTA
$1.3B
IWOISHARES TR
$1.3B
AMATAPPLIED MATLS INC
$1.3B
MAAMID-AMER APT CMNTYS INC
$1.3B
ELVELEVANCE HEALTH INC
$1.3B
PDDPDD HOLDINGS INC
$1.3B
RIORIO TINTO PLC
$1.3B
BABOEING CO
$1.3B
PGRPROGRESSIVE CORP
$1.3B
ESSESSEX PPTY TR INC
$1.3B
NGGNATIONAL GRID PLC
$1.2B
UBERUBER TECHNOLOGIES INC
$1.2B
SBACSBA COMMUNICATIONS CORP NEW
$1.2B
PANWPALO ALTO NETWORKS INC
$1.2B
INGING GROEP N.V.
$1.2B
VIOVVANGUARD ADMIRAL FDS INC
$1.2B
APHAMPHENOL CORP NEW
$1.2B
WYWEYERHAEUSER CO MTN BE
$1.2B
BXBLACKSTONE INC
$1.1B
INVHINVITATION HOMES INC
$1.1B
KIMKIMCO RLTY CORP
$1.1B
PSXPHILLIPS 66
$1.1B
IWFISHARES TR
$1.1B
XLKSELECT SECTOR SPDR TR
$1.0B
SCHOSCHWAB STRATEGIC TR
$1.0B
LYGLLOYDS BANKING GROUP PLC
$1.0B
BUDANHEUSER BUSCH INBEV SA/NV
$994.4M
HMCHONDA MOTOR LTD
$989.3M
JDJD.COM INC
$983.1M
BCSBARCLAYS PLC
$950.7M
CRWDCROWDSTRIKE HLDGS INC
$926.2M
AGGISHARES TR
$879.8M
WPCWP CAREY INC
$876.6M
SUISUN CMNTYS INC
$862.5M
MUMICRON TECHNOLOGY INC
$843.0M
AREALEXANDRIA REAL ESTATE EQ IN
$824.1M
FUMBFIRST TR EXCH TRADED FD III
$811.1M
GLPIGAMING & LEISURE PPTYS INC
$778.5M
DOCHEALTHPEAK PROPERTIES INC
$771.5M
INTCINTEL CORP
$768.2M
ELSEQUITY LIFESTYLE PPTYS INC
$744.7M
SBUXSTARBUCKS CORP
$744.4M
IWNISHARES TR
$728.8M
UDRUDR INC
$713.5M
CPTCAMDEN PPTY TR
$687.0M
NDQINVESCO QQQ TR
$674.9M
VIOGVANGUARD ADMIRAL FDS INC
$672.0M
IVOVVANGUARD ADMIRAL FDS INC
$654.7M
BXPBXP INC
$612.1M
VTIVANGUARD INDEX FDS
$599.1M
LRCXLAM RESEARCH CORP
$586.8M
JEPIJ P MORGAN EXCHANGE TRADED F
$580.8M
FTSMFIRST TR EXCHANGE-TRADED FD
$575.3M
BMYBRISTOL-MYERS SQUIBB CO
$554.6M
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