Naviter Wealth, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $4.67M | 0.4% |
| GLOBAL X FDS | $4.67M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $4.42M | 0.4% |
| Public Storage | $4.41M | 0.4% |
| ISHARES TR | $4.38M | 0.4% |
| LAM RESEARCH CORP | $4.36M | 0.4% |
| VANGUARD INDEX FDS | $4.36M | 0.4% |
| RTX Corp | $4.33M | 0.4% |
| COCA COLA CO | $4.29M | 0.4% |
| BANCO BILBAO VIZCAYA ARGENTA | $4.16M | 0.4% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG | $4.12M | 0.4% |
| Toyota Motor CorporationTM | $4.10M | 0.4% |
| CAPITAL SOUTHWEST CORPCSWC | $3.99M | 0.4% |
| LINDE PLC | $3.94M | 0.4% |
| Blackstone Secured Lending FundBXSL | $3.92M | 0.4% |
| Ventas, Inc. | $3.92M | 0.4% |
| HOME DEPOT, INC. | $3.86M | 0.4% |
| Blue Owl Capital CorpOBDC | $3.86M | 0.4% |
| TEXAS INSTRUMENTS INC | $3.74M | 0.3% |
| UNILEVER PLC | $3.48M | 0.3% |
| GOLUB CAP BDC INC | $3.45M | 0.3% |
| Iron Mountain Inc | $3.44M | 0.3% |
| Hercules Capital, Inc.HTGC | $3.43M | 0.3% |
| CHEVRON CORP | $3.41M | 0.3% |
| WELLS FARGO & COMPANY/MN | $3.40M | 0.3% |
| SOUTHERN CO | $3.35M | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $3.26M | 0.3% |
| Sony Group CorpSONY | $3.25M | 0.3% |
| Mizuho Financial Group, Inc.MFG | $3.24M | 0.3% |
| BRITISH AMERN TOB PLC | $3.21M | 0.3% |
| Merck & Co., Inc. | $3.10M | 0.3% |
| SAP SE | $3.03M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $3.00M | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.98M | 0.3% |
| ISHARES TR | $2.97M | 0.3% |
| GSK PLC | $2.93M | 0.3% |
| Trinity Capital Inc.TRIN | $2.90M | 0.3% |
| Union Pacific Corp | $2.89M | 0.3% |
| AMGEN INC | $2.85M | 0.3% |
| PROCTER & GAMBLE Co | $2.84M | 0.3% |
| Palo Alto Networks Inc | $2.83M | 0.3% |
| Bank OZK | $2.80M | 0.3% |
| ISHARES TR | $2.75M | 0.2% |
| Morgan Stanley Direct Lending FundMSDL | $2.75M | 0.2% |
| ING GROEP N.V. | $2.74M | 0.2% |
| LLOYDS BANKING GROUP PLC | $2.63M | 0.2% |
| AVALONBAY COMMUNITIES INC | $2.61M | 0.2% |
| Netflix Inc | $2.61M | 0.2% |
| Extra Space Storage Inc | $2.60M | 0.2% |
| Sixth Street Specialty Lending, Inc.TSLX | $2.60M | 0.2% |