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Naviter Wealth, LLC

Q2 2026 13F filing

Updated 34 days ago

305 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
305
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

A

ALPS ETF TR

Value
$85M
Shares
1.64M
% Port
7.71%
B
2.BLK

ISHARES TR

Value
$60.4M
Shares
384.8K
% Port
5.48%
J

J P MORGAN EXCHANGE TRADED F

Value
$55.6M
Shares
1.10M
% Port
5.04%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$54.2M
Shares
113.3K
% Port
4.92%
N

NVIDIA CORPORATION

Value
$38.4M
Shares
191.8K
% Port
3.48%
A

APPLE INC

Value
$36M
Shares
124.4K
% Port
3.27%
G

ALPHABET INC

Value
$33.5M
Shares
93.6K
% Port
3.04%
A

AMAZON COM INC

Value
$20.7M
Shares
86.8K
% Port
1.88%
A

ASML HLDG NV

Value
$18.1M
Shares
9.1K
% Port
1.64%
M
10.MSFT

MICROSOFT CORP

Value
$17.3M
Shares
46.3K
% Port
1.57%
A
11.AVGO

BROADCOM INC

Value
$16.2M
Shares
43.0K
% Port
1.47%
W
12.WELL

WELLTOWER INC

Value
$14M
Shares
61.8K
% Port
1.27%
L
13.LLY

ELI LILLY & CO

Value
$13.3M
Shares
11.1K
% Port
1.21%
A
14.ARCC

ARES CAPITAL CORP

Value
$13.2M
Shares
712.7K
% Port
1.20%
J

JPMORGAN CHASE & CO

Value
$11.6M
Shares
35.5K
% Port
1.06%
M
16.MU

MICRON TECHNOLOGY INC

Value
$11.4M
Shares
9.9K
% Port
1.04%
M
17.META

META PLATFORMS INC

Value
$11.3M
Shares
20.1K
% Port
1.03%
A
18.AMD

ADVANCED MICRO DEVICES INC

Value
$11.1M
Shares
19.1K
% Port
1.01%
B

BERKSHIRE HATHAWAY INC DEL

Value
$11.1M
Shares
22.1K
% Port
1.00%
P

PROLOGIS INC.

Value
$11M
Shares
81.4K
% Port
1.00%
T
21.TSLA

TESLA INC

Value
$10.9M
Shares
25.9K
% Port
0.99%
?
22.N/A

GLOBAL X FDS

Value
$10.7M
Shares
201.1K
% Port
0.97%
C
23.CAT

CATERPILLAR INC

Value
$10.7M
Shares
10.0K
% Port
0.97%
W
24.WMT

WALMART INC

Value
$10.3M
Shares
91.1K
% Port
0.94%
H
25.HODL

VANECK ETF TRUST

Value
$9.4M
Shares
738.9K
% Port
0.85%
H

HSBC HLDGS PLC

Value
$9M
Shares
94.8K
% Port
0.82%
E
27.EQIX

EQUINIX INC

Value
$8.7M
Shares
8.3K
% Port
0.79%
N

NOVARTIS AG

Value
$7.5M
Shares
47.8K
% Port
0.68%
S

SIMON PPTY GROUP INC NEW

Value
$7.4M
Shares
33.3K
% Port
0.68%
A
30.AZN

ASTRAZENECA PLC

Value
$7.3M
Shares
38.2K
% Port
0.66%
G

GOLDMAN SACHS GROUP INC

Value
$6.8M
Shares
6.8K
% Port
0.62%
V
32.V

VISA INC

Value
$6.5M
Shares
18.9K
% Port
0.59%
J
33.JNJ

JOHNSON & JOHNSON

Value
$6.4M
Shares
25.0K
% Port
0.58%
T

TIDEWATER INC NEW

Value
$6M
Shares
90.5K
% Port
0.55%
M

MITSUBISHI UFJ FINANCIAL GRO

Value
$6M
Shares
297.3K
% Port
0.54%
B
36.BSBR

BANCO SANTANDER SA

Value
$5.9M
Shares
431.1K
% Port
0.54%
A
37.AMT

AMERICAN TOWER CORP

Value
$5.9M
Shares
35.8K
% Port
0.54%
C
38.C-PR

CITIGROUP INC

Value
$5.7M
Shares
40.7K
% Port
0.52%
R

SHELL PLC

Value
$5.7M
Shares
73.3K
% Port
0.52%
C
40.CSCO

CISCO SYS INC

Value
$5.6M
Shares
48.1K
% Port
0.51%
I
41.INTC

INTEL CORP

Value
$5.4M
Shares
38.9K
% Port
0.49%
B

BANK OF AMER CORP

Value
$5.4M
Shares
95.2K
% Port
0.49%
D

DIGITAL RLTY TR INC

Value
$5.4M
Shares
30.0K
% Port
0.49%
A
44.ABBV

ABBVIE INC

Value
$5.3M
Shares
21.1K
% Port
0.48%
M
45.MAIN

MAIN STR CAP CORP

Value
$5.2M
Shares
100.9K
% Port
0.47%
A
46.AMAT

APPLIED MATLS INC

Value
$5.2M
Shares
7.2K
% Port
0.47%
O
47.O

REALTY INCOME CORP

Value
$4.9M
Shares
78.3K
% Port
0.44%
B

BHP BILLITON LIMITED

Value
$4.8M
Shares
57.3K
% Port
0.43%
G
49.GE

GE AEROSPACE

Value
$4.8M
Shares
12.8K
% Port
0.43%
M
50.MA

MASTERCARD INCORPORATED

Value
$4.7M
Shares
9.1K
% Port
0.43%