HoldingsChannel.com
Naviter Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the Naviter Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Naviter Wealth LLC. In the Naviter Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Naviter Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Naviter Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ALPS ETF TR (AMLP) 621,528 -74,407 $21,412
     AMLP621,528-74,407$21,412
ISHARES GOLD TR (IAU) 517,165 -47,036 $17,744
     IAU517,165-47,036$17,744
INVESCO ACTVELY MNGD ETC FD 757,755 -120,143 $13,670
     PDBC757,755-120,143$13,670
ARES CAPITAL CORP 692,593 -10,446 $12,418
     ARCC692,593-10,446$12,418
EXXON MOBIL CORP 120,640 +13,104 $10,332
     XOM120,640+13,104$10,332
MONTROSE ENVIRONMENTAL GROUP 229,603 +177,416 $7,751
     MEG229,603+177,416$7,751
APPLE INC 50,856 +46,300 $6,953
     AAPL50,856+46,300$6,953
MICROSOFT CORP 22,374 +9,434 $5,746
     MSFT22,374+9,434$5,746
USA TRUCK INC 177,943 +110,588 $5,591
     USAK177,943+110,588$5,591
ALPHABET INC 1,632 +1,632 $3,570
     GOOG1,632+1,632$3,570
AMAZON COM INC 32,752 +32,752 $3,479
     AMZN32,752+32,752$3,479
ISHARES TR (IYR) 34,732 -22,224 $3,195
     IYR34,732-22,224$3,195
TESLA INC 4,702 +2,412 $3,166
     TSLA4,702+2,412$3,166
TIDEWATER INC NEW 140,577 -113 $2,965
     TDW140,577-113$2,965
J P MORGAN EXCHANGE TRADED F (JPST) 59,073 -970 $2,959
     JPST59,073-970$2,959
TAIWAN SEMICONDUCTOR MFG LTD 35,830 +35,830 $2,946
     TSM35,830+35,830$2,946
AMERICAN TOWER CORP NEW 11,077 +3,086 $2,842
     AMT11,077+3,086$2,842
SPDR S&P 500 ETF TR (SPY) 7,297 -303 $2,764
     SPY7,297-303$2,764
BERKSHIRE HATHAWAY INC DEL      $1,977
     BRK.B7,241+6,500$1,977
TOYOTA MOTOR CORP 12,270 +12,270 $1,892
     TM12,270+12,270$1,892
ASTRAZENECA PLC 28,107 +28,107 $1,857
     AZN28,107+28,107$1,857
NOVARTIS AG 21,916 +21,916 $1,853
     NVS21,916+21,916$1,853
ASML HOLDING N V 3,800 +3,800 $1,808
     ASML3,800+3,800$1,808
NOVO NORDISK A S 15,873 +15,873 $1,769
     NVO15,873+15,873$1,769
SHELL PLC 32,039 +32,039 $1,675
     SHEL32,039+32,039$1,675
EQUINIX INC 2,497 -57 $1,641
     EQIX2,497-57$1,641
ALIBABA GROUP HLDG LTD 13,797 +13,797 $1,568
     BABA13,797+13,797$1,568
NVIDIA CORPORATION 10,130 -4,566 $1,536
     NVDA10,130-4,566$1,536
CROWN CASTLE INTL CORP NEW 9,088 +166 $1,530
     CCI9,088+166$1,530
JOHNSON & JOHNSON 7,824 +7,824 $1,389
     JNJ7,824+7,824$1,389
BHP GROUP LTD 23,557 +23,557 $1,323
     BHP23,557+23,557$1,323
PIONEER NAT RES CO 5,931 -17,936 $1,323
     PXD5,931-17,936$1,323
CONOCOPHILLIPS 14,076 -27,184 $1,274
     COP14,076-27,184$1,274
UNITEDHEALTH GROUP INC 2,480 +2,480 $1,274
     UNH2,480+2,480$1,274
JPMORGAN CHASE & CO 11,066 +11,066 $1,246
     JPM11,066+11,066$1,246
CHEVRON CORP NEW 8,432 +8,432 $1,221
     CVX8,432+8,432$1,221
WALMART INC 10,030 +4,500 $1,219
     WMT10,030+4,500$1,219
META PLATFORMS INC 7,320 +7,320 $1,180
     FB7,320+7,320$1,180
UNILEVER PLC 25,324 +25,324 $1,161
     UL25,324+25,324$1,161
HSBC HLDGS PLC 35,240 +35,240 $1,151
     HSBC35,240+35,240$1,151
COCA COLA CO 18,053 +18,053 $1,136
     KO18,053+18,053$1,136
PROCTER AND GAMBLE CO 7,802 +7,802 $1,122
     PG7,802+7,802$1,122
ABBOTT LABS 10,284 -19,353 $1,117
     ABT10,284-19,353$1,117
BK OF AMERICA CORP 35,862 +35,862 $1,116
     BAC35,862+35,862$1,116
SALESFORCE INC 6,485 +6,485 $1,070
     CRM6,485+6,485$1,070
COSTCO WHSL CORP NEW 2,231 -2,817 $1,069
     COST2,231-2,817$1,069
WELLS FARGO CO NEW 27,189 +27,189 $1,065
     WFC27,189+27,189$1,065
VISA INC 5,311 +5,311 $1,046
     V5,311+5,311$1,046
GSK PLC 23,887 +23,887 $1,040
     GSK23,887+23,887$1,040
EASTGROUP PPTYS INC 6,581 -141 $1,023
     EGP6,581-141$1,023

See Full List: All Stocks Held By Naviter Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Naviter Wealth LLC

Size ($ in 1000's)
At 06/30/2022: $243,775
At 03/31/2022: $299,711

Naviter Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Naviter Wealth LLC 13F filings. Link to 13F filings: SEC filings

Naviter Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.