Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Naviter Wealth, Llc > Profile

Instuitional Investor - Naviter Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Naviter Wealth, Llc
Portfolio Value $800,611,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alps Etf Trust
 1,345,764 $70,841,000 8.85%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 773,899 $39,167,014 4.89%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 91,070 $30,862,528 3.85%
4.
Nvidia Corp
 NVDA 153,991 $26,857,571 3.35%
5.
Apple Inc.
 AAPL 102,986 $26,136,851 3.26%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.