Naviter Wealth, LLC

Q2 2025 13F Holdings

  • Location
    little rock, AR
  • Num holdings

    273

  • Value ($000)

    $812,064

  • Date Filed
    07/28/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$64.06M
8 %

1,311,189

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$48.56M
6 %

958,195

ACWI
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$35.51M
4 %

276,103

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$24.62M
3 %

155,848

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.96M
3 %

48,179

AAPL
AAPL

APPLE INC

COM
037833100
$21.48M
3 %

104,702

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$21.31M
3 %

93,767

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$16.07M
2 %

149,104

AMZN
AMZN

AMAZON COM INC

COM
023135106
$15.98M
2 %

72,820

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.20M
2 %

86,247

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