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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 $1,102,163,392
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alps Etf Trust
 AMLP 1,639,760 $85,021,543 7.71%
2.
Ishares Tr - MSCI ACWI ETF
 384,843 $60,408,806 5.48%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 1,099,150 $55,583,996 5.04%
4.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 113,327 $54,226,892 4.92%
5.
Nvidia Corp
 NVDA 191,813 $38,379,768 3.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.