Naviter Wealth, LLC
Q4 2025 13F Holdings
- Locationlittle rock, AR
- Num holdings
275
- Value ($000)
$767,168
- Date Filed01/21/2026
- Form type13F-HR
- CIK0001855567
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ALPS ETF TR | ALERIAN MLP | 00162Q452 | $56.35M | 7 % | 1,198,323 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $29.37M | 4 % | 578,520 | ||
NVIDIA CORPORATION | COM | 67066G104 | $27.79M | 4 % | 149,010 | ||
APPLE INC | COM | 037833100 | $27.06M | 4 % | 99,535 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | $26.98M | 4 % | 190,719 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $25.98M | 3 % | 85,287 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $23.96M | 3 % | 76,545 | ||
MICROSOFT CORP | COM | 594918104 | $22.12M | 3 % | 45,742 | ||
EXXON MOBIL CORP | COM | 30231G102 | $17.1M | 2 % | 142,098 | ||
AMAZON COM INC | COM | 023135106 | $14.89M | 2 % | 64,488 |
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