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 | Netflix Inc Common stock | $491.2K | +7K +23.23% | 36,495 0.24% of portfolio | low |
| Q2 2026 as of | Add | 464288521 Common stock | $496.9K | +7K +11.89% | 70,349 0.42% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $503.9K | +3K +24.89% | 13,685 0.23% of portfolio | low |
| Q2 2026 as of | Add | Essex Property Trust, Inc. Common stock | $507.7K | +2K +38.73% | 6,183 0.17% of portfolio | low |
| Q2 2026 as of | Add | IBN Icici Bank Ltd ADR | $510.5K | +18K +34.08% | 69,186 0.18% of portfolio | low |
| Q2 2026 as of | Add | Vici Properties Inc. Common stock | $515.0K | +19K +31.30% | 79,892 0.20% of portfolio | low |
| Q2 2026 as of | Add | 636274409 Common stock | $538.6K | +6K +32.84% | 25,630 0.20% of portfolio | low |
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $551.3K | +3K +64.94% | 7,678 0.13% of portfolio | low |
| Q2 2026 as of | Add | SBA Communications Corp Common stock | $555.1K | +3K +53.76% | 8,998 0.14% of portfolio | low |
| Q2 2026 as of | Add | 539439109 Common stock | $557.6K | +96K +26.85% | 451,862 0.24% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $575.3K | +2K +25.54% | 8,292 0.26% of portfolio | low |
| Q2 2026 as of | Add | Applied Materials Inc /De Common stock | $588.5K | +814 +12.77% | 7,186 0.47% of portfolio | low |
| Q2 2026 as of | Add | Crown Castle Inc Common stock | $602.5K | +8K +36.03% | 30,039 0.21% of portfolio | low |
| Q2 2026 as of | Add | Union Pacific Corp Common stock | $603.3K | +2K +26.40% | 10,619 0.26% of portfolio | low |
| Q2 2026 as of | Add | 456837103 Common stock | $610.7K | +19K +28.71% | 87,254 0.25% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $632.2K | +2K +73.05% | 4,238 0.14% of portfolio | low |
| Q2 2026 as of | Add | 38173M102 Common stock | $636.7K | +49K +22.63% | 267,898 0.31% of portfolio | low |
| Q2 2026 as of | Add | PSEC Prospect Capital Corp Common Stock | $638.5K | +272K +70.87% | 656,528 0.14% of portfolio | low |
| Q2 2026 as of | Add | Bank OZK Common stock | $645.1K | +12K +29.97% | 53,704 0.25% of portfolio | low |
| Q2 2026 as of | Add | 06738E204 Common stock | $646.3K | +24K +35.73% | 91,396 0.22% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $647.2K | +6K +75.26% | 12,917 0.14% of portfolio | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $662.0K | +5K +13.87% | 38,912 0.49% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $674.0K | +2K +29.24% | 10,596 0.27% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $682.2K | +591 +6.34% | 9,915 1.04% of portfolio | low |
| Q2 2026 as of | Add | Amgen Inc Common stock | $683.4K | +2K +31.50% | 7,878 0.26% of portfolio | low |
| Q2 2026 as of | Add | Equity Residential Common stock | $689.4K | +10K +41.30% | 34,367 0.21% of portfolio | low |
| Q2 2026 as of | Add | 37733W204 Common stock | $700.9K | +13K +31.52% | 55,331 0.27% of portfolio | low |
| Q2 2026 as of | Add | PFLT PennantPark Floating Rate Capital Ltd. Common Stock | $721.9K | +95K +459.32% | 116,148 0.08% of portfolio | low |
| Q2 2026 as of | Add | MFG Mizuho Financial Group, Inc. ADR | $738.9K | +77K +29.50% | 338,599 0.29% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $741.9K | +4K +27.85% | 20,546 0.31% of portfolio | low |
| Q2 2026 as of | Add | Avalonbay Communities Inc Common stock | $743.2K | +4K +39.80% | 13,705 0.24% of portfolio | low |
| Q2 2026 as of | Add | 110448107 Common stock | $756.7K | +12K +30.89% | 51,914 0.29% of portfolio | low |
| Q2 2026 as of | Add | SONY Sony Group Corp ADR | $765.3K | +38K +30.79% | 162,060 0.30% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $784.7K | +5K +38.24% | 19,345 0.26% of portfolio | low |
| Q2 2026 as of | Add | General Electric Co Common stock | $787.5K | +2K +19.78% | 12,760 0.43% of portfolio | low |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $794.4K | +10K +30.47% | 41,158 0.31% of portfolio | low |
| Q2 2026 as of | Add | Texas Instruments Inc Common stock | $796.7K | +3K +27.07% | 12,548 0.34% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $807.5K | +8K +31.76% | 35,006 0.30% of portfolio | low |
| Q2 2026 as of | Add | Extra Space Storage Inc Common stock | $808.9K | +6K +45.10% | 17,910 0.24% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $826.4K | +4K +23.62% | 22,799 0.39% of portfolio | low |
| Q2 2026 as of | Add | Lam Research Corp Common stock | $831.2K | +2K +23.54% | 10,061 0.40% of portfolio | low |
| Q2 2026 as of | Add | MSDL Morgan Stanley Direct Lending Fund Common Stock | $841.6K | +54K +44.14% | 176,534 0.25% of portfolio | low |
| Q2 2026 as of | Add | BHP BHP Group Ltd ADR | $844.3K | +10K +21.49% | 57,285 0.43% of portfolio | low |
| Q2 2026 as of | Add | 904767803 Common stock | $848.1K | +14K +32.28% | 57,809 0.32% of portfolio | low |
| Q2 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $849.5K | +840 +14.18% | 6,763 0.62% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $896.3K | +1K +37.87% | 4,358 0.30% of portfolio | low |
| Q2 2026 as of | Add | Iron Mountain Inc Common stock | $921.4K | +7K +36.61% | 27,040 0.31% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $925.2K | +989 +26.49% | 4,723 0.40% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $936.0K | +6K +66.96% | 15,925 0.21% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $938.2K | +8K +10.01% | 91,065 0.94% of portfolio | low |