Naviter Wealth, LLC

Q1 2025 13F Holdings

  • Location
    little rock, AR
  • Num holdings

    274

  • Value ($000)

    $825,056

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0001855567
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$58.12M
7 %

1,116,240

DBMF
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MANAGED
53700T827
$47.23M
6 %

1,851,764

AAPL
AAPL

APPLE INC

COM
037833100
$25.95M
3 %

119,082

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$22.90M
3 %

452,457

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$20.91M
3 %

55,210

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.28M
2 %

166,655

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$18.08M
2 %

153,577

ACWI
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$17.96M
2 %

154,541

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$16.28M
2 %

98,095

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$15.40M
2 %

683,301

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