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Naviter Wealth, LLC

All holdings · as of Jun 30, 2026

304 positions

CompanyClassValueShares% of portfolio
ALPS ETF TR—$85.02M1,639,7607.7%
ISHARES TR—$60.41M384,8435.5%
J P MORGAN EXCHANGE TRADED F—$55.58M1,099,1505.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$54.23M113,3274.9%
NVIDIA Corp—$38.38M191,8133.5%
Apple Inc.—$36.00M124,4223.3%
Alphabet Inc.—$33.45M93,6053.0%
Amazon.com Inc—$20.69M86,7981.9%
ASML HLDG NV—$18.08M9,0881.6%
MICROSOFT CORP—$17.28M46,3171.6%
Broadcom Inc.—$16.24M42,9821.5%
Welltower, Inc.—$14.03M61,8321.3%
ELI LILLY & Co—$13.32M11,1091.2%
ARES CAPITAL CORPARCCCommon Stock$13.21M712,6651.2%
JPMORGAN CHASE & CO—$11.63M35,5261.1%
MICRON TECHNOLOGY INC—$11.44M9,9151.0%
Meta Platforms Inc—$11.34M20,1311.0%
ADVANCED MICRO DEVICES INC—$11.10M19,1001.0%
Warren E. Buffett—$11.06M22,1011.0%
Prologis Inc—$11.03M81,4361.0%
Tesla Inc—$10.90M25,9261.0%
GLOBAL X FDS—$10.68M201,1191.0%
CATERPILLAR INC—$10.66M10,0111.0%
Walmart Inc.—$10.31M91,0650.9%
VANECK ETF TRUST—$9.35M738,8970.8%
HSBC HOLDINGS PLCHSBCADR$9.01M94,7810.8%
Equinix Inc—$8.66M8,3100.8%
NOVARTIS AG—$7.49M47,7930.7%
Simon Property Group Inc—$7.44M33,2830.7%
ASTRAZENECA PLC—$7.25M38,2410.7%
THE GOLDMAN SACHS GROUP, INC.—$6.84M6,7630.6%
Visa Inc—$6.50M18,9320.6%
JOHNSON & JOHNSON—$6.35M25,0110.6%
TIDEWATER INC—$6.03M90,4810.5%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$6.00M297,3000.5%
BANCO SANTANDER SA—$5.95M431,0700.5%
American Tower Corp—$5.92M35,8000.5%
CITIGROUP INC—$5.69M40,6890.5%
SHELL PLC—$5.68M73,3170.5%
CISCO SYSTEMS, INC.—$5.64M48,0580.5%
INTEL CORP—$5.43M38,9120.5%
BANK OF AMERICA CORP /DE—$5.43M95,2170.5%
Digital Realty Trust Inc—$5.39M30,0100.5%
AbbVie Inc.—$5.30M21,0650.5%
Main Street Capital CORPMAINCommon Stock$5.23M100,8620.5%
APPLIED MATERIALS INC /DE—$5.20M7,1860.5%
REALTY INCOME CORP—$4.87M78,3120.4%
BHP Group LtdBHPADR$4.77M57,2850.4%
GENERAL ELECTRIC CO—$4.77M12,7600.4%
Mastercard Inc—$4.69M9,1300.4%
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