Naviter Wealth, LLC holdings history

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323 is the total number of securities Naviter Wealth, LLC has owned. The longest Naviter Wealth, LLC has owned a single stock is 8 quarters.

Naviter Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMLP ALPS ETF TR884.02%6.77%8.89%Q4 2021Q3 20238
ARCC ARES CAPITAL CORP883.44%4.42%5.11%Q4 2021Q3 20238
IAU iShares Gold Trust880.27%4.39%8.69%Q4 2021Q3 20238
XOM EXXON MOBIL CORP881.97%3.71%4.83%Q4 2021Q3 20238
JPST JPMorgan Ultra-Short I...881.01%2.76%4.20%Q4 2021Q3 20238
AAPL APPLE INC880.24%2.09%2.95%Q4 2021Q3 20238
TDW TIDEWATER INC NEW880.45%1.94%5.42%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.18%1.90%2.42%Q4 2021Q3 20238
MEG Montrose Environmental...880.18%1.17%3.18%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NEW880.67%1.08%1.45%Q4 2021Q3 20238
TSLA Tesla Motors Inc880.63%0.85%1.30%Q4 2021Q3 20238
EQIX EQUINIX INC880.61%0.81%1.15%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.57%0.80%1.34%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.12%0.79%2.98%Q4 2021Q3 20238
COP CONOCOPHILLIPS880.41%0.74%1.38%Q4 2021Q3 20238
PXD Pioneer Natural Resour...880.26%0.71%1.99%Q4 2021Q3 20238
CCI CROWN CASTLE INTL CORP...880.54%0.67%0.94%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.07%0.62%0.89%Q4 2021Q3 20238
ABT ABBOTT LABS880.33%0.59%1.17%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.19%0.58%1.37%Q4 2021Q3 20238
APH AMPHENOL CORP NEW880.19%0.57%1.52%Q4 2021Q3 20238
BX BLACKSTONE INC880.16%0.53%1.55%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.32%0.52%0.97%Q4 2021Q3 20238
VRSN VERISIGN INC880.11%0.49%1.51%Q4 2021Q3 20238
DIS Walt Disney Co880.23%0.48%1.10%Q4 2021Q3 20238
PSA PUBLIC STORAGE880.35%0.48%0.72%Q4 2021Q3 20238
WMT Wal-Mart Stores Inc880.24%0.46%0.62%Q4 2021Q3 20238
HIG The Hartford Financial...880.06%0.44%1.55%Q4 2021Q3 20238
SPG Simon Property Group Inc880.26%0.41%0.65%Q4 2021Q3 20238
WELL Welltower Inc Com880.24%0.39%0.50%Q4 2021Q3 20238
VICI VICI Properties Inc880.18%0.34%0.54%Q4 2021Q3 20238
DLR DIGITAL RLTY TR INC880.18%0.32%0.47%Q4 2021Q3 20238
ARE Alexandria Real Estate...880.17%0.26%0.39%Q4 2021Q3 20238
WY WEYERHAEUSER CO MTN BE880.20%0.26%0.36%Q4 2021Q3 20238
SBAC SBA COMMUNICATIONS COR...880.12%0.26%0.45%Q4 2021Q3 20238
INVH INVITATION HOMES INC880.17%0.23%0.31%Q4 2021Q3 20238
GOOS Canada Goose Holdings Inc880.11%0.22%0.37%Q4 2021Q3 20238
CPT Camden Property Trust880.15%0.21%0.26%Q4 2021Q3 20238
GLPI GAMING & LEISURE PPTYS...880.14%0.20%0.27%Q4 2021Q3 20238
ELS Equity Lifestyle Prope...880.13%0.20%0.27%Q4 2021Q3 20238
EXR EXTRA SPACE STORAGE INC880.12%0.19%0.31%Q4 2021Q3 20238
ESS Essex Property Trust Inc880.14%0.18%0.21%Q4 2021Q3 20238
HST HOST HOTELS & RESORTS INC880.12%0.18%0.24%Q4 2021Q3 20238
KRP KIMBELL RTY PARTNERS LP880.11%0.15%0.21%Q4 2021Q3 20238
BXP BOSTON PROPERTIES INC880.10%0.15%0.21%Q4 2021Q3 20238
AMH AMERICAN HOMES 4 RENT880.10%0.14%0.16%Q4 2021Q3 20238
JOBY AVIATION INC880.02%0.04%0.08%Q4 2021Q3 20238
GEM GOLDMAN SACHS ETF TR770.08%2.20%7.02%Q4 2021Q2 20237
IYR iShares US Real Estate770.05%1.17%2.22%Q4 2021Q2 20237
IWC ISHARES TR770.05%0.96%5.29%Q4 2021Q2 20237
AGG ISHARES TR510.15%1.55%4.22%Q4 2021Q3 20236
BBEU J P MORGAN EXCHANGE-TR...510.10%1.27%4.07%Q4 2021Q2 20236
GOOG Alphabet Inc C660.99%1.19%1.46%Q2 2022Q3 20236
TSM TAIWAN SEMICONDUCTOR M...660.98%1.15%1.25%Q2 2022Q3 20236
AMZN AMAZON COM INC660.93%1.11%1.43%Q2 2022Q3 20236
ASML ASML HOLDING N V660.69%0.80%0.96%Q2 2022Q3 20236
NVO NOVO-NORDISK A S660.65%0.79%1.00%Q2 2022Q3 20236
NVS NOVARTIS AG660.66%0.77%0.86%Q2 2022Q3 20236
TM Toyota Motor Corporati...660.59%0.75%0.86%Q2 2022Q3 20236
SHELL PLC660.58%0.74%0.86%Q2 2022Q3 20236
BABA Alibaba Group Holding ...660.51%0.65%0.83%Q2 2022Q3 20236
JPM JPMORGAN CHASE & CO660.51%0.58%0.64%Q2 2022Q3 20236
JNJ JOHNSON & JOHNSON660.42%0.58%0.65%Q2 2022Q3 20236
BHP BHP GROUP LTD660.48%0.56%0.64%Q2 2022Q3 20236
UNH UNITEDHEALTH GROUP INC660.41%0.54%0.62%Q2 2022Q3 20236
CVX CHEVRON CORP NEW660.41%0.50%0.57%Q2 2022Q3 20236
HSBC HSBC Holdings PLC ADR660.41%0.47%0.53%Q2 2022Q3 20236
PEP PEPSICO INC660.33%0.47%0.57%Q2 2022Q3 20236
PG Procter & Gamble Co660.42%0.46%0.55%Q2 2022Q3 20236
UL Unilever PLC ADR660.38%0.46%0.54%Q2 2022Q3 20236
BAC BK OF AMERICA CORP660.41%0.45%0.49%Q2 2022Q3 20236
KO COCA COLA CO660.36%0.45%0.54%Q2 2022Q3 20236
V Visa Inc Class A660.43%0.45%0.49%Q2 2022Q3 20236
AVGO Broadcom Inc Com660.40%0.44%0.56%Q2 2022Q3 20236
FB Meta Platforms Inc Cla...660.38%0.43%0.48%Q2 2022Q3 20236
SAP SAP SE ADR660.37%0.41%0.50%Q2 2022Q3 20236
WFC WELLS FARGO CO NEW660.37%0.41%0.46%Q2 2022Q3 20236
HD The Home Depot Inc660.37%0.40%0.43%Q2 2022Q3 20236
MA MASTERCARD INCORPORATED660.35%0.40%0.46%Q2 2022Q3 20236
DEO DIAGEO PLC660.30%0.38%0.46%Q2 2022Q3 20236
MRK MERCK & CO INC660.31%0.38%0.48%Q2 2022Q3 20236
CSCO Cisco Systems Inc660.34%0.37%0.41%Q2 2022Q3 20236
BP BP PLC ADR660.31%0.37%0.46%Q2 2022Q3 20236
SONY SONY GROUP CORPORATION660.32%0.36%0.45%Q2 2022Q3 20236
HON HONEYWELL INTL INC660.28%0.35%0.42%Q2 2022Q3 20236
LLY LILLY ELI & CO660.27%0.35%0.43%Q2 2022Q3 20236
ABBV ABBVIE INC660.30%0.34%0.41%Q2 2022Q3 20236
ADBE ADOBE SYSTEMS INCORPOR...660.31%0.34%0.40%Q2 2022Q3 20236
TMO THERMO FISHER SCIENTIF...660.29%0.33%0.40%Q2 2022Q3 20236
IVV ISHARES TR420.10%0.32%0.78%Q4 2021Q3 20236
RTX RTX CORPORATION660.21%0.32%0.40%Q2 2022Q3 20236
VZ VERIZON COMMUNICATIONS...660.26%0.31%0.37%Q2 2022Q3 20236
CRM SALESFORCE INC660.23%0.31%0.44%Q2 2022Q3 20236
MUFG MITSUBISHI UFJ FINL GR...660.23%0.31%0.39%Q2 2022Q3 20236
BTI BRITISH AMERN TOB PLC660.18%0.29%0.38%Q2 2022Q3 20236
BMY Bristol-Myers Squibb C...660.23%0.28%0.34%Q2 2022Q3 20236
C CITIGROUP INC660.24%0.28%0.33%Q2 2022Q3 20236
SBUX STARBUCKS CORP660.24%0.27%0.33%Q2 2022Q3 20236
RIO Rio Tinto PLC ADR660.23%0.26%0.30%Q2 2022Q3 20236
PFE PFIZER INC660.20%0.26%0.32%Q2 2022Q3 20236
INFY INFOSYS LTD660.20%0.24%0.27%Q2 2022Q3 20236
LOW LOWES COS INC660.21%0.24%0.28%Q2 2022Q3 20236
NEE NEXTERA ENERGY INC660.16%0.24%0.29%Q2 2022Q3 20236
NKE Nike Inc B660.20%0.24%0.30%Q2 2022Q3 20236
MDT MEDTRONIC PLC660.19%0.24%0.27%Q2 2022Q3 20236
NFLX NETFLIX INC660.18%0.23%0.26%Q2 2022Q3 20236
VALE VALE S A660.19%0.23%0.27%Q2 2022Q3 20236
INTC INTEL CORP660.19%0.23%0.27%Q2 2022Q3 20236
UNP Union Pacific Corp660.18%0.23%0.28%Q2 2022Q3 20236
T AT&T INC660.18%0.22%0.28%Q2 2022Q3 20236
VTR VENTAS INC660.11%0.21%0.26%Q2 2022Q3 20236
QCOM QUALCOMM INC660.15%0.21%0.26%Q2 2022Q3 20236
RELX Relx Plc American Depo...660.18%0.21%0.25%Q2 2022Q3 20236
NOW SERVICENOW INC660.16%0.21%0.27%Q2 2022Q3 20236
GENERAL ELECTRIC CO660.17%0.21%0.26%Q2 2022Q3 20236
JD JD.com Inc ADR660.14%0.20%0.24%Q2 2022Q3 20236
AMD ADVANCED MICRO DEVICES...660.17%0.20%0.24%Q2 2022Q3 20236
IBN ICICI Bank Ltd660.15%0.20%0.24%Q2 2022Q3 20236
AMGN AMGEN INC660.15%0.20%0.22%Q2 2022Q3 20236
IBM INTERNATIONAL BUSINESS...660.16%0.19%0.22%Q2 2022Q3 20236
BUD ANHEUSER BUSCH INBEV S...660.16%0.19%0.25%Q2 2022Q3 20236
TAK TAKEDA PHARMACEUTICAL ...660.15%0.19%0.24%Q2 2022Q3 20236
NGG National Grid PLC ADR660.16%0.18%0.22%Q2 2022Q3 20236
SMFG SUMITOMO MITSUI FINL G...660.15%0.18%0.22%Q2 2022Q3 20236
SAN Banco Santander SA ADR660.17%0.18%0.21%Q2 2022Q3 20236
BA BOEING CO660.15%0.18%0.22%Q2 2022Q3 20236
HMC HONDA MOTOR LTD660.12%0.16%0.19%Q2 2022Q3 20236
BBVA Banco Bilbao Vizcaya A...660.11%0.14%0.17%Q2 2022Q3 20236
PYPL PayPal Holdings Inc660.10%0.14%0.19%Q2 2022Q3 20236
LYG LLOYDS BANKING GROUP PLC660.12%0.13%0.16%Q2 2022Q3 20236
EQNR Equinor Asa Sponsored Adr660.06%0.13%0.17%Q2 2022Q3 20236
BIDU BAIDU INC660.11%0.13%0.17%Q2 2022Q3 20236
PSX PHILLIPS 66660.10%0.13%0.15%Q2 2022Q3 20236
PUK PRUDENTIAL PLC660.10%0.12%0.15%Q2 2022Q3 20236
FLJP FRANKLIN TEMPLETON ETF TR550.29%1.88%5.22%Q4 2021Q4 20225
PLD PROLOGIS INC.550.76%1.21%1.68%Q3 2022Q3 20235
ACWI ISHARES TR550.23%0.91%2.30%Q3 2022Q3 20235
AZN Astrazeneca Plc Each A...410.64%0.73%0.83%Q2 2022Q3 20235
GOOGL ALPHABET INC320.14%0.59%1.26%Q4 2021Q3 20235
O REALTY INCOME CORP550.39%0.46%0.64%Q3 2022Q3 20235
GSK PLC550.30%0.33%0.37%Q3 2022Q3 20235
AVB AvalonBay Communities Inc550.24%0.31%0.37%Q3 2022Q3 20235
EQR EQUITY RESIDENTIAL550.20%0.26%0.31%Q3 2022Q3 20235
MAA Mid-America Apartment ...550.17%0.22%0.28%Q3 2022Q3 20235
SUI Sun Communities Inc550.18%0.21%0.27%Q3 2022Q3 20235
ABB ABB LTD550.18%0.20%0.24%Q2 2022Q2 20235
WPC WP CAREY INC550.15%0.18%0.25%Q3 2022Q3 20235
IRM IRON MTN INC DEL550.12%0.18%0.23%Q3 2022Q3 20235
PEAK Healthpeak Properties Ord550.13%0.16%0.20%Q3 2022Q3 20235
KIM KIMCO RLTY CORP550.10%0.15%0.20%Q3 2022Q3 20235
CVS CVS HEALTH CORP320.05%0.14%0.26%Q2 2022Q3 20235
UDR UDR INC550.11%0.14%0.18%Q3 2022Q3 20235
ING ING GROEP N.V.320.12%0.14%0.16%Q2 2022Q3 20235
REG REGENCY CTRS CORP550.09%0.12%0.15%Q3 2022Q3 20235
REXR Rexford Industrial Rea...550.08%0.11%0.15%Q3 2022Q3 20235
CUBE CUBESMART550.10%0.11%0.12%Q4 2021Q4 20225
LITMAN GREGORY FDS TR443.22%5.79%7.41%Q4 2022Q3 20234
PDBC Invesco Optm Yd Dvrs C...440.42%3.50%5.61%Q1 2022Q4 20224
MNST MONSTER BEVERAGE CORP NEW440.10%0.72%1.38%Q4 2021Q3 20224
USRT ISHARES TR440.42%0.63%0.82%Q4 2022Q3 20234
MNDY MONDAYCOM ORD440.12%0.51%1.12%Q4 2021Q3 20224
EGP EastGroup Properties Inc440.10%0.37%0.51%Q4 2021Q3 20224
TRNO TERRENO RLTY CORP440.09%0.33%0.44%Q4 2021Q3 20224
FR First Industrial Realt...440.08%0.30%0.40%Q4 2021Q3 20224
SPGI S&Pglobal Inc Com310.05%0.30%0.95%Q1 2022Q2 20234
GS GOLDMAN SACHS GROUP INC310.12%0.28%0.38%Q2 2022Q3 20234
EWY iShares MSCI South Kor...440.10%0.13%0.20%Q4 2021Q3 20224
ETERNA THERAPEUTICS ORD440.04%0.07%0.11%Q4 2022Q3 20234
OXLC Oxford Lane Capital Corp440.02%0.05%0.07%Q4 2022Q3 20234
XFLT XAI Octagon FR & Alt I...440.03%0.04%0.05%Q4 2022Q3 20234
SLI STANDARD LITHIUM LTD440.01%0.03%0.06%Q1 2022Q4 20224
TEF TELEFONICA S A440.01%0.02%0.03%Q4 2022Q3 20234
SB SAFE BULKERS INC440.01%0.02%0.02%Q4 2022Q3 20234
KMLM KRANESHARES TR330.10%1.78%4.54%Q4 2022Q2 20233
BTX BROOKLYN IMMUNOTHERAPE...330.33%1.12%1.94%Q4 2021Q2 20223
USAK USA TRUCK INC330.26%1.01%2.29%Q4 2021Q2 20223
EWBC EAST WEST BANCORP INC330.08%0.76%1.18%Q4 2021Q2 20223
LINDE PLC330.44%0.47%0.52%Q1 2023Q3 20233
LIN LINDE PLC330.39%0.43%0.48%Q2 2022Q4 20223
MCD MCDONALDS CORP330.38%0.40%0.43%Q2 2022Q4 20223
HDB HDFC BANK LTD330.25%0.33%0.40%Q1 2023Q3 20233
CAT CATERPILLAR INC330.31%0.33%0.35%Q1 2023Q3 20233
ACN ACCENTURE PLC IRELAND330.29%0.32%0.35%Q1 2023Q3 20233
OZK BANK OZK LITTLE ROCK ARK210.12%0.31%0.42%Q4 2022Q3 20233
TXN TEXAS INSTRS INC330.22%0.30%0.37%Q1 2023Q3 20233
SO SOUTHERN CO330.25%0.28%0.33%Q1 2023Q3 20233
KRG KITE RLTY GROUP TR330.25%0.26%0.28%Q4 2021Q2 20223
CMCSA COMCAST CORP NEW330.24%0.25%0.26%Q2 2022Q4 20223
NXRT NEXPOINT RESIDENTIAL T...330.23%0.25%0.28%Q4 2021Q2 20223
USB US BANCORP DEL330.22%0.24%0.25%Q2 2022Q4 20223
TGT TARGET CORP330.21%0.23%0.25%Q2 2022Q4 20223
AEP AMERICAN ELEC PWR CO INC330.18%0.21%0.28%Q1 2023Q3 20233
INTU INTUIT330.20%0.21%0.23%Q1 2023Q3 20233
AMAT APPLIED MATLS INC330.21%0.21%0.22%Q2 2022Q4 20223
MMM 3M CO330.09%0.20%0.26%Q2 2022Q4 20223
UPS United Parcel Service ...330.18%0.19%0.20%Q2 2022Q4 20223
TJX TJX COS INC NEW330.18%0.19%0.21%Q2 2022Q4 20223
BIZD VANECK ETF TRUST330.04%0.19%0.29%Q4 2022Q2 20233
DE DEERE & CO330.16%0.18%0.22%Q1 2023Q3 20233
AIRC APARTMENT INCOME REIT ...330.18%0.18%0.19%Q4 2021Q2 20223
WOPEY WOODSIDE ENERGY GROUP LTD330.16%0.17%0.19%Q1 2023Q3 20233
CI THE CIGNA GROUP330.17%0.17%0.18%Q1 2023Q3 20233
ANTM ELEVANCE HEALTH INC330.15%0.16%0.19%Q1 2023Q3 20233
MFG MIZUHO FINANCIAL GROUP...330.15%0.16%0.16%Q1 2023Q3 20233
CSR CENTERSPACE330.15%0.16%0.16%Q4 2021Q2 20223
UBER UBER TECHNOLOGIES INC330.14%0.15%0.18%Q2 2022Q4 20223
BKNG BOOKING HOLDINGS INC330.14%0.15%0.17%Q1 2023Q3 20233
HR HEALTHCARE RLTY TR330.13%0.14%0.16%Q4 2021Q2 20223
GLD SPDR GOLD TR330.07%0.13%0.23%Q4 2021Q2 20223
VOD VODAFONE GROUP PLC NEW330.10%0.12%0.15%Q2 2022Q4 20223
NTES NETEASE INC330.11%0.11%0.12%Q2 2022Q4 20223
CRH CRH PLC330.10%0.10%0.10%Q2 2022Q4 20223
SQ BLOCK INC330.09%0.10%0.10%Q2 2022Q4 20223
PSTL POSTAL REALTY TRUST INC330.08%0.09%0.09%Q4 2021Q2 20223
STAR ISTAR INC210.03%0.09%0.12%Q4 2021Q4 20223
PCH POTLATCHDELTIC CORPORA...330.08%0.09%0.09%Q4 2021Q2 20223
AIV APARTMENT INVT & MGMT CO330.06%0.07%0.07%Q4 2021Q2 20223
ORCC OWL ROCK CAPITAL CORPO...330.06%0.06%0.08%Q1 2023Q3 20233
OAKTREE SPECIALTY LEND...330.06%0.06%0.08%Q1 2023Q3 20233
CTO CTO RLTY GROWTH INC NEW330.05%0.06%0.08%Q1 2023Q3 20233
GBDC GOLUB CAP BDC INC330.05%0.06%0.07%Q1 2023Q3 20233
GMRE GLOBAL MED REIT INC330.05%0.06%0.07%Q1 2023Q3 20233
ECC EAGLE POINT CREDIT COM...330.04%0.05%0.07%Q1 2023Q3 20233
LADR LADDER CAP CORP330.05%0.05%0.06%Q1 2023Q3 20233
OWL BLUE OWL CAPITAL INC330.03%0.04%0.04%Q1 2023Q3 20233
BRSP BRIGHTSPIRE CAPITAL INC330.02%0.03%0.03%Q1 2023Q3 20233
SNDL SUNDIAL GROWERS INC330.00%0.00%0.00%Q4 2021Q2 20223
DIAL COLUMBIA ETF TR I223.86%5.20%6.53%Q4 2021Q1 20222
FTSM FIRST TR EXCHANGE-TRAD...222.56%2.57%2.58%Q2 2023Q3 20232
RDVY FIRST TR EXCHANGE-TRAD...221.72%1.80%1.89%Q2 2023Q3 20232
ALGN ALIGN TECHNOLOGY INC221.65%1.68%1.71%Q4 2021Q1 20222
JEPI J P MORGAN EXCHANGE TR...221.51%1.56%1.61%Q2 2023Q3 20232
URI UNITED RENTALS INC221.07%1.25%1.42%Q4 2021Q1 20222
FNOV FIRST TR EXCHNG TRADED...221.18%1.21%1.25%Q2 2023Q3 20232
VCIT VANGUARD SCOTTSDALE FDS221.19%1.19%1.20%Q2 2023Q3 20232
DKS DICKS SPORTING GOODS INC221.02%1.12%1.21%Q4 2021Q1 20222
FVD FIRST TR VALUE LINE DI...221.05%1.10%1.16%Q2 2023Q3 20232
DTE DTE ENERGY CO220.85%1.01%1.17%Q4 2021Q1 20222
IPG INTERPUBLIC GROUP COS INC220.93%0.97%1.01%Q4 2021Q1 20222
IWF ISHARES TR220.10%0.90%1.70%Q4 2022Q1 20232
OSK OSHKOSH CORP220.70%0.90%1.09%Q4 2021Q1 20222
SDVY FIRST TR EXCHANGE-TRAD...220.87%0.89%0.91%Q2 2023Q3 20232
FPE FIRST TR EXCH TRADED F...220.76%0.76%0.77%Q2 2023Q3 20232
GM GENERAL MTRS CO220.64%0.74%0.84%Q4 2021Q1 20222
FUMB FIRST TR EXCH TRADED F...220.37%0.40%0.44%Q2 2023Q3 20232
SAFE SAFEHOLD INC220.23%0.26%0.28%Q4 2021Q1 20222
FAUG FIRST TR EXCHNG TRADED...220.22%0.23%0.24%Q2 2023Q3 20232
PAYX PAYCHEX INC220.22%0.23%0.23%Q2 2023Q3 20232
JMST J P MORGAN EXCHANGE TR...220.22%0.22%0.22%Q2 2023Q3 20232
FEDERAL RLTY INVT TR NEW220.15%0.16%0.16%Q1 2022Q2 20222
BND Vanguard Total Bond Ma...110.10%0.15%0.20%Q4 2022Q2 20232
FDEC FIRST TR EXCHNG TRADED...220.05%0.15%0.25%Q2 2023Q3 20232
FSMB FIRST TR EXCH TRADED F...220.14%0.15%0.16%Q2 2023Q3 20232
CIO CITY OFFICE REIT INC220.10%0.11%0.12%Q1 2022Q2 20222
LSI Life Storage Inc Com220.08%0.09%0.10%Q3 2022Q4 20222
QQQ INVESCO QQQ TR220.08%0.09%0.09%Q2 2023Q3 20232
ADC AGREE RLTY CORP110.07%0.08%0.08%Q4 2021Q2 20222
EPR EPR PPTYS220.07%0.08%0.08%Q1 2023Q2 20232
SCHG SCHWAB STRATEGIC TR220.07%0.07%0.08%Q2 2023Q3 20232
FAPR FIRST TR EXCHNG TRADED...220.05%0.07%0.09%Q2 2023Q3 20232
ROCK GIBRALTAR INDS INC220.06%0.06%0.06%Q2 2023Q3 20232
FJAN FIRST TR EXCHNG TRADED...220.06%0.06%0.07%Q2 2023Q3 20232
STZ CONSTELLATION BRANDS INC220.06%0.06%0.06%Q2 2023Q3 20232
SCHV SCHWAB STRATEGIC TR220.05%0.05%0.06%Q2 2023Q3 20232
MPW MEDICAL PPTYS TRUST INC220.05%0.05%0.06%Q1 2023Q2 20232
ET ENERGY TRANSFER L P220.04%0.05%0.06%Q1 2023Q2 20232
HGBL HERITAGE GLOBAL INC110.02%0.03%0.03%Q1 2023Q3 20232
OSG Overseas Shipholding G...220.01%0.02%0.02%Q4 2022Q1 20232
BKCC BLACKROCK CAP INVT CORP220.01%0.02%0.02%Q1 2023Q2 20232
MAIA BIOTECHNOLOGY INC220.01%0.01%0.01%Q2 2023Q3 20232
SHY iShares 1-3 Year Treas...112.88%2.88%2.88%Q4 2022Q4 20221
IWD iShares Russell 1000 V...112.18%2.18%2.18%Q4 2022Q4 20221
IWV iShares Russell 3000111.74%1.74%1.74%Q4 2022Q4 20221
EWJ ISHARES INC111.61%1.61%1.61%Q4 2021Q4 20211
IEV ISHARES TR111.30%1.30%1.30%Q4 2021Q4 20211
INFO IHS MARKIT LTD110.95%0.95%0.95%Q4 2021Q4 20211
FDM FIRST TR DOW JONES SEL...110.70%0.70%0.70%Q4 2021Q4 20211
GSK GSK PLC110.43%0.43%0.43%Q2 2022Q2 20221
EEM ISHARES TR110.39%0.39%0.39%Q4 2021Q4 20211
CHAD DIREXION SHS ETF TR110.31%0.31%0.31%Q1 2022Q1 20221
PFF iShares Preferred&Inco...110.24%0.24%0.24%Q4 2022Q4 20221
AMJ JPMORGAN CHASE & CO110.24%0.24%0.24%Q4 2021Q4 20211
MLPA GLOBAL X FDS110.22%0.22%0.22%Q2 2023Q2 20231
DRE Duke Realty Corp110.18%0.18%0.18%Q3 2022Q3 20221
HYZD WISDOMTREE TR110.18%0.18%0.18%Q4 2021Q4 20211
IVE ISHARES TR110.16%0.16%0.16%Q2 2023Q2 20231
IVW ISHARES TR110.15%0.15%0.15%Q2 2023Q2 20231
ALB ALBEMARLE CORP110.14%0.14%0.14%Q2 2023Q2 20231
FFEB FIRST TR EXCHNG TRADED...110.13%0.13%0.13%Q3 2023Q3 20231
BNDX VANGUARD CHARLOTTE FDS110.13%0.13%0.13%Q2 2023Q2 20231
VOO VANGUARD INDEX FDS110.13%0.13%0.13%Q2 2023Q2 20231
SPYG SPDR S&P 500 Growth110.12%0.12%0.12%Q3 2022Q3 20221
DOC PHYSICIANS RLTY TR110.11%0.11%0.11%Q4 2021Q4 20211
SL GREEN RLTY CORP110.10%0.10%0.10%Q1 2022Q1 20221
BXMX NUVEEN S&P 500 BUY-WRI...110.10%0.10%0.10%Q2 2023Q2 20231
FS CREDIT OPPORTUNITIE...110.09%0.09%0.09%Q2 2023Q2 20231
BKLN INVESCO EXCH TRADED FD...110.09%0.09%0.09%Q4 2021Q4 20211
IEUR ISHARES TR110.09%0.09%0.09%Q1 2023Q1 20231
FSLR FIRST SOLAR INC110.08%0.08%0.08%Q2 2022Q2 20221
EFA ISHARES TR110.08%0.08%0.08%Q4 2021Q4 20211
VNQ VANGUARD INDEX FDS110.08%0.08%0.08%Q4 2021Q4 20211
PGRE PARAMOUNT GROUP INC110.08%0.08%0.08%Q2 2022Q2 20221
FDL FIRST TR MORNINGSTAR D...110.08%0.08%0.08%Q2 2023Q2 20231
BKAG BNY MELLON ETF TRUST110.08%0.08%0.08%Q1 2023Q1 20231
LTC LTC PPTYS INC110.07%0.07%0.07%Q4 2021Q4 20211
COIN COINBASE GLOBAL INC110.07%0.07%0.07%Q1 2022Q1 20221
EXAS EXACT SCIENCES CORP110.07%0.07%0.07%Q2 2023Q2 20231
MRNA Moderna Inc110.07%0.07%0.07%Q4 2022Q4 20221
BLK BlackRock Inc110.07%0.07%0.07%Q4 2022Q4 20221
BBJP J P MORGAN EXCHANGE TR...110.06%0.06%0.06%Q2 2023Q2 20231
DSEP FIRST TR EXCHNG TRADED...110.06%0.06%0.06%Q2 2023Q2 20231
SFNC Simmons First National...110.06%0.06%0.06%Q4 2022Q4 20221
BBCA J P MORGAN EXCHANGE TR...110.06%0.06%0.06%Q2 2023Q2 20231
FSK FS KKR CAP CORP110.05%0.05%0.05%Q3 2023Q3 20231
SAFEHOLD INC110.05%0.05%0.05%Q3 2023Q3 20231
BCAT BLACKROCK CAPITAL ALLO...110.05%0.05%0.05%Q4 2022Q4 20221
DIV GLOBAL X FDS110.05%0.05%0.05%Q2 2023Q2 20231
BDRY ETF MANAGERS GRP COMMD...110.04%0.04%0.04%Q1 2023Q1 20231
TFSL TFS FINL CORP110.03%0.03%0.03%Q3 2023Q3 20231
ACRE ARES COML REAL ESTATE ...110.03%0.03%0.03%Q3 2023Q3 20231
CLPR CLIPPER RLTY INC110.02%0.02%0.02%Q3 2023Q3 20231
HTBK Heritage Global Inc110.01%0.01%0.01%Q4 2022Q4 20221
GASS STEALTHGAS INC110.01%0.01%0.01%Q2 2023Q2 20231
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The securities at the top of the list , including ALPS ETF TR, ARES CAPITAL CORP, and iShares Gold Trust, are the highest-conviction holdings of Naviter Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Naviter Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Naviter Wealth, LLC owns currently or has owned in the past.