Naviter Wealth, LLC Top Holdings and 13F Report (2025) About Naviter Wealth, LLCInvestment ActivityNaviter Wealth, LLC has $825.06 million in total holdings as of March 31, 2025.Naviter Wealth, LLC owns shares of 274 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Naviter Wealth, LLC has purchased 278 new stocks and bought additional shares in 141 stocks.Naviter Wealth, LLC sold shares of 75 stocks and completely divested from 21 stocks this quarter.Largest Holdings Alerian MLP ETF $58,122,624iMGP DBi Managed Futures Strategy ETF $47,233,927Apple $25,948,051JPMorgan Ultra-Short Income ETF $22,903,390Microsoft $20,913,578 Largest New Holdings this Quarter 81752T528 - Panagram BBB-B CLO ETF $1,090,288 Holding38149W630 - GOLDMAN SACHS ETF TR $345,112 Holding718172109 - Philip Morris International $327,134 Holding896442308 - Trinity Capital $294,438 Holding29273V100 - Energy Transfer $293,747 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 92,131 shares (about $4.66M)Alerian MLP ETF 43,833 shares (about $2.28M)Walmart 18,560 shares (about $1.58M)Panagram BBB-B CLO ETF 41,050 shares (about $1.09M)Tesla 3,434 shares (about $905.03K) Largest Sales this Quarter Tidewater 60,719 shares (about $2.64M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 23,117 shares (about $2.12M)Microsoft 2,080 shares (about $787.91K)Apple 2,706 shares (about $589.64K)Elevance Health 1,193 shares (about $515.38K) 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$58,122,624$2,282,385 ▲4.1%1,116,2407.0%ETFDBMFiMGP DBi Managed Futures Strategy ETF$47,233,927$139,730 ▼-0.3%1,851,7645.7%ETFAAPLApple$25,948,051$589,639 ▼-2.2%119,0823.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$22,903,390$4,663,675 ▲25.6%452,4572.8%ETFMSFTMicrosoft$20,913,578$787,905 ▼-3.6%55,2102.5%Computer and TechnologyNVDANVIDIA$18,278,703$257,638 ▼-1.4%166,6552.2%Computer and TechnologyXOMExxon Mobil$18,080,587$7,535 ▲0.0%153,5772.2%EnergyACWIiShares MSCI ACWI ETF$17,963,846$467,634 ▼-2.5%154,5412.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$16,276,949$283,243 ▲1.8%98,0952.0%Computer and TechnologyARCCAres Capital$15,403,237$193,549 ▲1.3%683,3011.9%FinanceAMZNAmazon.com$14,300,017$99,829 ▼-0.7%74,2011.7%Retail/WholesaleGOOGLAlphabet$14,186,322$141,058 ▼-1.0%91,9221.7%Computer and TechnologyACIOAptus Collared Investment Opportunity ETF$13,860,225$880,969 ▲6.8%358,8841.7%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$10,358,971$593,508 ▲6.1%177,7321.3%ManufacturingMETAMeta Platforms$9,733,641$94,585 ▼-1.0%16,8771.2%Computer and TechnologyLLYEli Lilly and Company$8,883,649$643,182 ▲7.8%10,8011.1%MedicalBRK.BBerkshire Hathaway$8,720,957$366,838 ▲4.4%16,5701.1%FinanceBUFRFT Vest Laddered Buffer ETF$8,511,907$544,045 ▲6.8%288,0511.0%ETFWMTWalmart$7,861,650$1,584,745 ▲25.2%92,0731.0%Retail/WholesaleTSLATesla$7,803,452$905,031 ▲13.1%29,6090.9%Auto/Tires/TrucksDRSKAptus Defined Risk ETF$7,470,375$585,793 ▲8.5%270,9540.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,354,167$564,907 ▲8.3%90,0480.9%ETFJPMJPMorgan Chase & Co.$7,105,840$130,411 ▲1.9%29,2600.9%FinanceAVGOBroadcom$6,722,528$230,635 ▼-3.3%39,6120.8%Computer and TechnologyPLDPrologis$6,534,134$121,378 ▲1.9%58,6240.8%FinanceAMTAmerican Tower$6,501,074$293,162 ▼-4.3%30,1590.8%FinanceBABAAlibaba Group$6,218,118$6,621 ▲0.1%46,9540.8%Retail/WholesaleFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$5,935,325$410,472 ▲7.4%312,3450.7%ETFWELLWelltower$5,845,149$201,134 ▲3.6%38,0990.7%FinanceSAPSAP$5,834,092$106,932 ▲1.9%21,7690.7%Computer and TechnologyASMLASML$5,618,577$111,980 ▼-2.0%8,3290.7%Computer and TechnologyVVisa$5,240,462$11,657 ▲0.2%15,2850.6%Business ServicesOBDCBlue Owl Capital$5,239,271$493,372 ▲10.4%348,3560.6%FinanceFSKFS KKR Capital$5,039,302$221,202 ▲4.6%232,3480.6%FinanceAZNAstraZeneca$4,943,343$89,434 ▼-1.8%66,9920.6%MedicalBXSLBlackstone Secured Lending Fund$4,857,998$252,672 ▲5.5%147,5250.6%FinanceHSBCHSBC$4,854,030$25,963 ▲0.5%81,5140.6%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,767,097$343,562 ▲7.8%142,0990.6%ETFNVSNovartis$4,659,327$61,980 ▼-1.3%39,9930.6%MedicalTDWTidewater$4,647,873$2,638,848 ▼-36.2%106,9460.6%EnergySHELShell$4,518,067$26,619 ▲0.6%62,1210.5%EnergyEQIXEquinix$4,500,012$220,825 ▲5.2%5,6040.5%FinanceMAMastercard$4,495,741$65,955 ▲1.5%8,3160.5%Business ServicesFPEFirst Trust Preferred Securities and Income ETF$4,452,333$299,754 ▲7.2%251,7930.5%ETFTMToyota Motor$4,345,313$384,463 ▲9.7%24,2660.5%Auto/Tires/TrucksUNHUnitedHealth Group$4,336,800$170,809 ▲4.1%8,4040.5%MedicalHDHome Depot$4,029,546$36,173 ▲0.9%11,2510.5%Retail/WholesaleSPGSimon Property Group$3,998,545$149,216 ▲3.9%24,0370.5%FinanceCOSTCostco Wholesale$3,996,662$18,593 ▲0.5%4,2990.5%Retail/WholesaleMAINMain Street Capital$3,963,820$214,741 ▲5.7%69,9580.5%FinanceJNJJohnson & Johnson$3,947,703$48,786 ▼-1.2%24,1140.5%MedicalABBVAbbVie$3,859,252$52,760 ▼-1.3%18,7990.5%MedicalNVONovo Nordisk A/S$3,768,049$504,851 ▼-11.8%54,3730.5%MedicalGBDCGolub Capital BDC$3,616,354$418,033 ▲13.1%237,1380.4%FinanceMORGAN STANLEY DIRECT LENDIN$3,603,070$263,604 ▲7.9%174,3140.4%COM SHSHTGCHercules Capital$3,552,584$507,828 ▲16.7%184,4540.4%FinanceMUFGMitsubishi UFJ Financial Group$3,528,496$36,208 ▲1.0%252,3960.4%FinanceGSThe Goldman Sachs Group$3,490,089$65,174 ▲1.9%6,4260.4%FinanceSONYSony Group$3,483,496$13,298 ▲0.4%138,8400.4%Consumer StaplesKOCoca-Cola$3,391,861$39,055 ▼-1.1%47,8540.4%Consumer StaplesULUnilever$3,371,428$24,796 ▲0.7%56,9690.4%Consumer StaplesPSAPublic Storage$3,362,883$46,216 ▲1.4%11,4240.4%FinancePGProcter & Gamble$3,282,545$15,627 ▼-0.5%19,5350.4%Consumer StaplesBACBank of America$3,280,550$68,228 ▲2.1%79,5280.4%FinanceABTAbbott Laboratories$3,267,127$12,820 ▲0.4%24,9740.4%MedicalCVXChevron$3,233,274$35,875 ▼-1.1%19,4670.4%EnergyNFLXNetflix$3,218,981$93,385 ▲3.0%3,4470.4%Consumer DiscretionaryLINDE PLC$3,198,619$21,119 ▼-0.7%6,9670.4%SHSDLRDigital Realty Trust$3,168,715$85,416 ▲2.8%22,1100.4%FinanceORealty Income$3,077,607$63,573 ▲2.1%54,3650.4%FinanceHMOPHartford Municipal Opportunities ETF$3,056,188$645,350 ▲26.8%79,4130.4%ETFHONHoneywell International$3,001,972$31,761 ▼-1.0%14,2720.4%Multi-Sector ConglomeratesMCDMcDonald's$2,894,635$4,913 ▲0.2%9,4260.4%Retail/WholesaleCATCaterpillar$2,827,751$13,188 ▲0.5%8,5770.3%IndustrialsSOSouthern$2,733,195$15,674 ▲0.6%29,9920.3%UtilitiesCSCOCisco Systems$2,708,422$17,223 ▲0.6%44,5030.3%Computer and TechnologyJMUBJPMorgan Municipal ETF$2,686,469$717,117 ▲36.4%53,8480.3%ETFTSLXSixth Street Specialty Lending$2,637,664$221,669 ▲9.2%115,7070.3%FinanceRTXRTX$2,610,822$9,879 ▲0.4%19,8210.3%AerospaceIBMInternational Business Machines$2,585,911$16,836 ▲0.7%10,5980.3%Computer and TechnologyCCitigroup$2,578,509$40,088 ▲1.6%36,6630.3%FinanceMFICMidCap Financial Investment$2,575,322$143,297 ▲5.9%197,4940.3%FinanceHDBHDFC Bank$2,540,053$31,015 ▼-1.2%38,4100.3%FinanceBHPBHP Group$2,520,505$24,313 ▲1.0%51,5230.3%Basic MaterialsWFCWells Fargo & Company$2,516,295$488,471 ▼-16.3%35,5960.3%FinanceCRMSalesforce$2,492,093$11,339 ▲0.5%9,2310.3%Computer and TechnologyOCSLOaktree Specialty Lending$2,491,525$36,978 ▲1.5%156,0470.3%FinanceUNPUnion Pacific$2,435,781$19,611 ▲0.8%10,4330.3%TransportationCCICrown Castle$2,407,089$46,270 ▼-1.9%22,8900.3%FinanceFMBFirst Trust Managed Municipal ETF$2,404,731$279,380 ▲13.1%47,6160.3%ManufacturingVOOVanguard S&P 500 ETF$2,332,169$89,186 ▲4.0%4,5500.3%ETFGEGE Aerospace$2,325,112$67,479 ▲3.0%11,6120.3%IndustrialsUSRTiShares Core U.S. REIT ETF$2,300,932$481,903 ▲26.5%40,3460.3%ETFPEPPepsiCo$2,297,433$207,831 ▼-8.3%15,2550.3%Consumer StaplesSMFGSumitomo Mitsui Financial Group$2,285,640$36,288 ▲1.6%145,1200.3%FinanceIVViShares Core S&P 500 ETF$2,277,688$196,458 ▲9.4%4,0810.3%ETFADBEAdobe$2,261,032$90,642 ▼-3.9%5,8620.3%Computer and TechnologyACNAccenture$2,259,955$7,913 ▲0.4%7,4260.3%Computer and TechnologyNMFCNew Mountain Finance$2,251,157$97,345 ▲4.5%197,6770.3%FinanceSANBanco Santander$2,244,726$83,510 ▼-3.6%330,5930.3%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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