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Home > Institutional Investor > Naviter Wealth, Llc > Profile

Instuitional Investor - Naviter Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Naviter Wealth, Llc
Portfolio Value $496,933,858
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alps Etf Trust
 556,286 $23,653,291 4.75%
2.
Tidewater Inc
 TDW 295,814 $21,331,148 4.29%
3.
Ares Capital Corp
 ARCC 973,272 $19,494,644 3.92%
4.
Ishares Tr
 157,154 $15,993,563 3.21%
5.
J P Morgan Exchange Traded F
 304,912 $15,387,635 3.09%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)