$335 Million is the total value of Naviter Wealth, LLC's 98 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPS ETF TR | 8 | Q3 2023 | 8.9% |
| ARES CAPITAL CORP | 8 | Q3 2023 | 5.1% |
| iShares Gold Trust | 8 | Q3 2023 | 8.7% |
| EXXON MOBIL CORP | 8 | Q3 2023 | 4.8% |
| JPMorgan Ultra-Short Income ETF | 8 | Q3 2023 | 4.2% |
| APPLE INC | 8 | Q3 2023 | 2.9% |
| TIDEWATER INC NEW | 8 | Q3 2023 | 5.4% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.4% |
| Montrose Environmental Group Inc | 8 | Q3 2023 | 3.2% |
| AMERICAN TOWER CORP NEW | 8 | Q3 2023 | 1.5% |
View Naviter Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-03 |
View Naviter Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.