Notify me when Naviter Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 274 | $766,269,508 | +$30,406,035 | -$140,114,208 | -$109,708,173 | AMLP, JPST, NVDA, AAPL, ACWI | 13F-HR | 21 Jan 2026, 14:16 |
| Q3 2025 | 260 | $859,150,043 | +$38,013,452 | -$29,946,922 | +$8,066,530 | AMLP, ACWI, JPST, NVDA, AAPL | 13F-HR | 06 Nov 2025, 16:55 |
| Q2 2025 | 273 | $812,064,442 | +$97,706,954 | -$155,270,401 | -$57,563,447 | AMLP, JPST, ACWI, NVDA, MSFT | 13F-HR | 28 Jul 2025, 08:57 |
| Q1 2025 | 274 | $825,056,313 | +$29,704,345 | -$21,860,012 | +$7,844,333 | AMLP, DBMF, AAPL, JPST, MSFT | 13F-HR | 25 Apr 2025, 09:16 |
| Q4 2024 | 278 | $829,164,630 | +$169,826,165 | -$46,898,495 | +$122,927,670 | AMLP, DBMF, AAPL, MSFT, NVDA | 13F-HR | 07 Feb 2025, 09:32 |
| Q3 2024 | 243 | $718,441,274 | +$65,243,183 | -$34,390,897 | +$30,852,286 | DBMF, AMLP, AAPL, JPST, MSFT | 13F-HR | 16 Oct 2024, 17:12 |
| Q2 2024 | 231 | $669,883,882 | +$80,388,248 | -$24,891,901 | +$55,496,347 | DBMF, AMLP, JPST, AAPL, MSFT | 13F-HR | 01 Aug 2024, 19:02 |
| Q1 2024 | 232 | $611,269,999 | +$149,085,748 | -$68,238,400 | +$80,847,348 | DBMF, AMLP, TDW, MSFT, XOM | 13F-HR | 18 Apr 2024, 12:34 |
| Q4 2023 | 218 | $496,933,858 | +$87,983,521 | -$30,716,712 | +$57,266,809 | AMLP, TDW, ARCC, ACWI, JPST | 13F-HR | 05 Feb 2024, 10:10 |
| Q3 2023 | 210 | $414,363,908 | +$40,500,267 | -$13,924,043 | +$26,576,224 | DBMF, TDW, AMLP, JPST, XOM | 13F-HR | 14 Nov 2023, 17:19 |
| Q2 2023 | 231 | $393,385,040 | +$113,212,441 | -$18,319,335 | +$94,893,106 | DBMF, JPST, AMLP, XOM, ARCC | 13F-HR | 20 Jul 2023, 09:34 |
| Q1 2023 | 194 | $285,911,957 | +$46,082,267 | -$117,290,363 | -$71,208,096 | AMLP, ARCC, XOM, KMLM, JPST | 13F-HR | 12 Apr 2023, 11:36 |
| Q4 2022 | 193 | $348,026,312 | +$114,196,241 | -$35,688,726 | +$78,507,515 | AMLP, DBMF, ARCC, XOM, AGG | 13F-HR | 31 Jan 2023, 09:49 |
| Q3 2022 | 180 | $245,167,000 | +$48,292,578 | -$29,128,650 | +$19,163,928 | AMLP, IAU, ARCC, XOM, AGG | 13F-HR | 27 Oct 2022, 17:23 |
| Q2 2022 | 182 | $243,775,000 | +$109,241,526 | -$131,255,126 | -$22,013,600 | AMLP, IAU, PDBC, ARCC, XOM | 13F-HR | 18 Jul 2022, 14:14 |
| Q1 2022 | 92 | $299,492,000 | +$45,426,438 | -$70,820,781 | -$25,394,343 | AMLP, GEM, IAU, FLJP, PDBC | 13F-HR | 21 Apr 2022, 16:14 |
| Q4 2021 | 98 | $334,580,000 | $0 | $0 | $0 | IAU, GEM, AMLP, DIAL, IWC | 13F-HR | 03 Feb 2022, 08:32 |