Naviter Wealth, LLC 13F Holdings
CIK 0001855567 · LITTLE ROCK, AR
As of Sep 30, 2025, Naviter Wealth, LLC reported 260 positions worth $840.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALERIAN MLP ETF | AMLP | — | 1,397,127 | $65.6M | 7.80% |
| ISHARES MSCI ACWI ETF | ACWI | — | 311,799 | $43.1M | 5.13% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 820,700 | $41.6M | 4.96% |
| NVIDIA CORP | NVDA | Technology | 163,029 | $30.4M | 3.62% |
| APPLE INC | AAPL | Technology | 110,352 | $28.1M | 3.34% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 98,410 | $27.6M | 3.28% |
| MICROSOFT CORP | MSFT | Technology | 51,055 | $26.4M | 3.15% |
| ALPHABET INC | GOOGL | Equity | 87,686 | $21.3M | 2.54% |
| EXXON MOBIL CORP | XOM | Energy | 148,988 |