Naviter Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlittle rock, AR
- CIK0001855567
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
274 | $825.06 M | AMLP, DBMF, AAPL, JPST | 13F-HR | Apr 25, 2025 | 000195175725000456 | ||
278 | $829.16 M | AMLP, DBMF, AAPL, MSFT | 13F-HR | Feb 7, 2025 | 000195175725000201 | ||
243 | $718.44 M | DBMF, AMLP, AAPL, JPST | 13F-HR | Oct 16, 2024 | 000195175724001052 | ||
231 | $669.88 M | DBMF, AMLP, JPST, AAPL | 13F-HR | Aug 2, 2024 | 000195175724000612 | ||
232 | $611.27 M | DBMF, AMLP, TIDEWATER INC NEW, MSFT | 13F-HR | Apr 18, 2024 | 000195175724000326 | ||
218 | $496.93 M | AMLP, TIDEWATER INC NEW, ARCC, ACWI | 13F-HR | Feb 5, 2024 | 000195175724000183 | ||
210 | $414.36 M | DBMF, TIDEWATER INC NEW, AMLP, JPST | 13F-HR | Nov 14, 2023 | 000195175723000704 | ||
231 | $393.39 M | DBMF, JPST, AMLP, XOM | 13F-HR | Jul 20, 2023 | 000195175723000408 | ||
194 | $285.91 M | AMLP, ARCC, XOM, KMLM | 13F-HR | Apr 12, 2023 | 000195175723000147 | ||
193 | $364.33 M | AMLP, DBMF, ARCC, XOM | 13F-HR | Jan 31, 2023 | 000195175723000086 | ||
180 | $245.17 M | AMLP, IAU, ARCC, XOM | 13F-HR | Oct 27, 2022 | 000185556722000005 | ||
182 | $243.78 M | AMLP, IAU, PDBC, ARCC | 13F-HR | Jul 18, 2022 | 000185556722000004 | ||
92 | $299.71 M | AMLP, GEM, IAU, FLJP | 13F-HR | Apr 21, 2022 | 000185556722000003 | ||
98 | $334.59 M | IAU, GEM, AMLP, DIAL | 13F-HR | Feb 3, 2022 | 000185556722000002 |