Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
208 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464288257 Common stock | $30.47M | +194K +101.79% | 384,843 5.49% of portfolio | medium |
| Q2 2026 as of | Add | 46641Q837 Common stock | $26.33M | +521K +89.99% | 1,099,150 5.05% of portfolio | medium |
| Q2 2026 as of | Add | 00162Q452 Common stock | $22.89M | +441K +36.84% | 1,639,760 7.72% of portfolio | medium |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $13.42M | +28K +32.88% | 113,327 4.92% of portfolio | medium |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $8.56M | +43K +28.72% | 191,813 3.49% of portfolio | medium |
| Q2 2026 as of | Add | Apple Inc. Common stock | $7.20M | +25K +25.00% | 124,422 3.27% of portfolio | medium |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $6.10M | +17K +22.29% | 93,605 3.04% of portfolio | medium |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $5.32M | +22K +34.60% | 86,798 1.88% of portfolio | medium |
| Q2 2026 as of | Add | Welltower, Inc. Common stock | $4.29M | +19K +44.03% | 61,832 1.27% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $3.86M | +10K +31.23% | 42,982 1.47% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $3.86M | +8K +53.54% | 22,101 1.00% of portfolio | low |
| Q2 2026 as of | Add | 37954Y293 Common stock | $3.74M | +51K +399.94% | 63,402 0.42% of portfolio | low |
| Q2 2026 as of | Add | 37954Y343 Common stock | $3.55M | +67K +49.77% | 201,119 0.97% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $3.42M | +5K +365.32% | 6,347 0.40% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $2.95M | +9K +33.99% | 35,526 1.06% of portfolio | low |
| Q2 2026 as of | Add | N07059210 Common stock | $2.87M | +1K +18.89% | 9,088 1.64% of portfolio | low |
| Q2 2026 as of | Add | Prologis Inc Common stock | $2.86M | +21K +34.95% | 81,436 1.00% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $2.48M | +2K +30.37% | 10,011 0.97% of portfolio | low |
| Q2 2026 as of | Add | 92189F411 Common stock | $2.40M | +189K +34.46% | 738,897 0.85% of portfolio | low |
| Q2 2026 as of | Add | Equinix Inc Common stock | $2.23M | +2K +34.64% | 8,310 0.79% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $2.18M | +2K +19.57% | 11,109 1.21% of portfolio | low |
| Q2 2026 as of | Add | HSBC HSBC Holdings PLC ADR | $2.15M | +23K +31.27% | 94,781 0.82% of portfolio | low |
| Q2 2026 as of | Add | TRIN Trinity Capital Inc. Common Stock | $2.08M | +116K +256.28% | 161,870 0.26% of portfolio | low |
| Q2 2026 as of | Add | Simon Property Group Inc Common stock | $1.99M | +9K +36.53% | 33,283 0.68% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $1.81M | +5K +38.77% | 18,932 0.59% of portfolio | low |
| Q2 2026 as of | Add | American Tower Corp Common stock | $1.79M | +11K +43.51% | 35,800 0.54% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $1.73M | +24K +647.46% | 28,097 0.18% of portfolio | low |
| Q2 2026 as of | Add | 464287739 Common stock | $1.71M | +17K +63.90% | 42,882 0.40% of portfolio | low |
| Q2 2026 as of | Add | CSWC Capital Southwest Corp Common Stock | $1.63M | +68K +69.01% | 167,732 0.36% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.61M | +3K +16.52% | 20,131 1.03% of portfolio | low |
| Q2 2026 as of | Add | 66987V109 Common stock | $1.59M | +10K +26.91% | 47,793 0.68% of portfolio | low |
| Q2 2026 as of | Add | ARCC Ares Capital Corp Common Stock | $1.56M | +84K +13.44% | 712,665 1.20% of portfolio | low |
| Q2 2026 as of | Add | Digital Realty Trust Inc Common stock | $1.49M | +8K +38.28% | 30,010 0.49% of portfolio | low |
| Q2 2026 as of | Add | MUFG Mitsubishi Ufj Financial Group Inc ADR | $1.42M | +70K +30.90% | 297,300 0.55% of portfolio | low |
| Q2 2026 as of | Add | MAIN Main Street Capital CORP Common Stock | $1.40M | +27K +36.36% | 100,862 0.48% of portfolio | low |
| Q2 2026 as of | Add | 05964H105 Common stock | $1.37M | +99K +29.82% | 431,070 0.54% of portfolio | low |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $1.34M | +8K +2370.13% | 7,855 0.13% of portfolio | low |
| Q2 2026 as of | Add | Realty Income Corp Common stock | $1.33M | +21K +37.64% | 78,312 0.44% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $1.29M | +2K +13.19% | 19,100 1.01% of portfolio | low |
| Q2 2026 as of | Add | Public Storage Common stock | $1.28M | +4K +40.72% | 13,861 0.40% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $1.27M | +5K +24.87% | 25,011 0.58% of portfolio | low |
| Q2 2026 as of | Add | OBDC Blue Owl Capital Corp Common Stock | $1.23M | +110K +47.04% | 344,956 0.35% of portfolio | low |
| Q2 2026 as of | Add | GSBD Goldman Sachs BDC, Inc. Common Stock | $1.21M | +124K +95.39% | 253,413 0.23% of portfolio | low |
| Q2 2026 as of | Add | 780259305 Common stock | $1.20M | +15K +26.76% | 73,317 0.52% of portfolio | low |
| Q2 2026 as of | Add | BXSL Blackstone Secured Lending Fund Common Stock | $1.18M | +48K +42.89% | 160,290 0.36% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $1.17M | +5K +28.34% | 21,065 0.48% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $1.17M | +20K +27.42% | 95,217 0.49% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $1.17M | +2K +33.11% | 9,130 0.43% of portfolio | low |
| Q2 2026 as of | Add | FSK FS KKR Capital Corp Common Stock | $1.11M | +101K +99.22% | 203,271 0.20% of portfolio | low |
| Q2 2026 as of | Add | Ventas, Inc. Common stock | $1.07M | +12K +37.67% | 43,851 0.36% of portfolio | low |