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Temp26.9°C
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Feels29.9°C
Humidity78%
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Sunrise05:57 AM
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Time6:11 AM
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Cayman Journal
1 May 2026
13F HOLDINGS REPORT

Naviter Wealth, LLC

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001951757-25-000971

Total Value
$812.1M
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPS ETF TR00162Q4521,311,189$64.1M7.89%
2J P MORGAN EXCHANGE TRADED F46641Q837958,195$48.6M5.98%
3ISHARES TR464288257276,103$35.5M4.37%
4NVIDIA CORPORATIONNVDA155,848$24.6M3.03%
5MICROSOFT CORPMSFT48,179$24.0M2.95%
6APPLE INCAAPL104,702$21.5M2.65%
7TAIWAN SEMICONDUCTOR MFG LTD87403910093,767$21.3M2.62%
8EXXON MOBIL CORPXOM149,104$16.1M1.98%
9AMAZON COM INCAMZN72,820$16.0M1.97%
10ALPHABET INCGOOG86,247$15.2M1.87%
11ARES CAPITAL CORPARCC662,019$14.5M1.79%
12META PLATFORMS INCMETA15,940$11.8M1.45%
13BROADCOM INCAVGO35,078$9.7M1.19%
14TESLA INCTSLA29,663$9.4M1.16%
15JPMORGAN CHASE & CO.VYLD29,960$8.7M1.07%
16TIDEWATER INC NEWTDGMW182,226$8.4M1.04%
17ELI LILLY & COLLY10,702$8.3M1.03%
18WALMART INCWMT83,279$8.1M1.00%
19BERKSHIRE HATHAWAY INC DELBRK-A16,662$8.1M1.00%
20AMERICAN TOWER CORP NEW03027X10033,192$7.4M0.91%
21SAP SESAPGF22,946$7.0M0.86%
22PROLOGIS INC.PLDGP63,949$6.7M0.83%
23WELLTOWER INCWELL43,021$6.6M0.81%
24ASML HOLDING N VASMLF8,139$6.5M0.80%
25BLUE OWL CAPITAL CORPORATIONOWL408,041$6.0M0.74%
26VISA INCV15,766$5.6M0.69%
27EQUINIX INCEQIX6,906$5.5M0.68%
28VANECK ETF TRUST92189F411337,401$5.5M0.68%
29FS KKR CAP CORPFSK245,587$5.3M0.65%
30HSBC HLDGS PLCHBCYF84,074$5.1M0.63%
31NOVARTIS AGNVSEF42,083$5.1M0.63%
32BLACKSTONE SECD LENDING FDBX157,347$5.0M0.61%
33ASTRAZENECA PLCAZN69,527$4.9M0.60%
34MAIN STR CAP CORP56035L10476,678$4.5M0.56%
35GOLDMAN SACHS GROUP INCGSCE6,327$4.5M0.55%
36SHELL PLCRYDAF63,559$4.5M0.55%
37MASTERCARD INCORPORATEDMA7,841$4.4M0.54%
38NETFLIX INCNFLX3,243$4.3M0.53%
39COSTCO WHSL CORP NEW22160K1054,330$4.3M0.53%
40DIGITAL RLTY TR INC25386810323,676$4.1M0.51%
41NOVO-NORDISK A SNONOF59,734$4.1M0.51%
42TOYOTA MOTOR CORPTOYOF23,882$4.1M0.51%
43GOLUB CAP BDC INC38173M102279,449$4.1M0.50%
44HOME DEPOT INCHD11,161$4.1M0.50%
45SIMON PPTY GROUP INC NEW82880610925,081$4.0M0.50%
46BANK AMERICA CORP06050510480,957$3.8M0.47%
47SONY GROUP CORPSNEJF144,160$3.8M0.46%
48HERCULES CAPITAL INCHCXY203,691$3.7M0.46%
49MITSUBISHI UFJ FINL GROUP IN606822104262,612$3.7M0.45%
50PUBLIC STORAGE OPER COPSA-PS12,326$3.6M0.45%
51UNILEVER PLCUNLYF58,671$3.6M0.44%
52ISHARES TR46428773937,035$3.5M0.43%
53ABBVIE INCABBV18,850$3.5M0.43%
54MORGAN STANLEY DIRECT LENDIN61774A103180,325$3.5M0.43%
55ABBOTT LABSABLZF25,436$3.5M0.43%
56GLOBAL X FDS37954Y29354,894$3.4M0.42%
57COCA COLA COKO47,718$3.4M0.42%
58LINDE PLCLIN7,176$3.4M0.41%
59JOHNSON & JOHNSONJNJ21,466$3.3M0.40%
60SIXTH STREET SPECIALTY LENDITSLX137,708$3.3M0.40%
61CATERPILLAR INCCAT8,370$3.2M0.40%
62REALTY INCOME CORPO56,338$3.2M0.40%
63HONEYWELL INTL INC43851610613,800$3.2M0.40%
64CITIGROUP INCC-PR37,348$3.2M0.39%
65PROCTER AND GAMBLE CO74271810919,477$3.1M0.38%
66HDFC BANK LTDHDB40,339$3.1M0.38%
67CISCO SYS INCCSCO43,621$3.0M0.37%
68RTX CORPORATIONRTX20,168$2.9M0.36%
69SPDR SERIES TRUST78468R66331,902$2.9M0.36%
70WELLS FARGO CO NEW94974610135,903$2.9M0.35%
71GE AEROSPACE36960430111,156$2.9M0.35%
72INTERNATIONAL BUSINESS MACHSINTR9,739$2.9M0.35%
73BANCO SANTANDER S.A.BCDRF345,069$2.9M0.35%
74VANGUARD INDEX FDS9229083635,010$2.9M0.35%
75SOUTHERN COSOMN30,817$2.8M0.35%
76MCDONALDS CORPMCD9,500$2.8M0.34%
77INTUITINTU3,392$2.7M0.33%
78CHEVRON CORP NEWCVX18,644$2.7M0.33%
79CROWN CASTLE INCCCI25,801$2.7M0.33%
80ISHARES TR46428748118,819$2.6M0.32%
81DISNEY WALT CO25468710620,835$2.6M0.32%
82MIDCAP FINANCIAL INVSTMNT CO03761U502203,259$2.6M0.32%
83UNITEDHEALTH GROUP INCUNH8,206$2.6M0.32%
84SALESFORCE INCCRM9,359$2.6M0.31%
85ADVANCED MICRO DEVICES INCAMD17,885$2.5M0.31%
86TEXAS INSTRS INC88250810412,036$2.5M0.31%
87BHP GROUP LTDBHPLF50,524$2.4M0.30%
88OAKTREE SPECIALTY LENDING COOCSL175,837$2.4M0.30%
89RELX PLCRLXXF43,523$2.4M0.29%
90VICI PPTYS INC92565210971,100$2.3M0.29%
91BRITISH AMERN TOB PLC11044810748,756$2.3M0.29%
92ORACLE CORPORCL-PD10,705$2.3M0.29%
93IRON MTN INC DEL46284V10122,341$2.3M0.28%
94SERVICENOW INCNOW2,234$2.3M0.28%
95SUMITOMO MITSUI FINL GROUP I86562M209151,031$2.3M0.28%
96ISHARES TR4642872003,675$2.3M0.28%
97AVALONBAY CMNTYS INCAWX11,094$2.3M0.28%
98ADOBE INCADBE5,827$2.3M0.28%
99UNION PAC CORPUNP9,681$2.2M0.27%
100EXTRA SPACE STORAGE INCEXR15,070$2.2M0.27%
101CAPITAL SOUTHWEST CORPCSWC100,105$2.2M0.27%
102PROSPECT CAP CORPPSEC-PA680,135$2.2M0.27%
103BOOKING HOLDINGS INCBKNG375$2.2M0.27%
104NEW MTN FIN CORP647551100205,757$2.2M0.27%
105GOLDMAN SACHS BDC INCGSBD185,208$2.2M0.27%
106BANCO BILBAO VIZCAYA ARGENTABBVXF139,672$2.1M0.26%
107VENTAS INCVTR33,238$2.1M0.26%
108ACCENTURE PLC IRELANDACN7,050$2.1M0.26%
109SPDR S&P 500 ETF TRSPY3,361$2.1M0.26%
110QUALCOMM INCQCOM12,857$2.0M0.25%
111AMGEN INCAMGN7,258$2.0M0.25%
112ICICI BANK LIMITEDIBN60,225$2.0M0.25%
113ISHARES GOLD TRIAU31,180$1.9M0.24%
114MERCK & CO INCMRK23,797$1.9M0.23%
115GSK PLCGLAXF48,852$1.9M0.23%
116EQUITY RESIDENTIALEQR27,372$1.9M0.23%
117UBER TECHNOLOGIES INCUBER19,908$1.9M0.23%
118VERIZON COMMUNICATIONS INCVZ42,852$1.9M0.23%
119PEPSICO INCPEP14,010$1.8M0.23%
120INTUITIVE SURGICAL INCISRG3,373$1.8M0.23%
121MEDTRONIC PLCMDT19,853$1.7M0.21%
122ISHARES TR46428852130,446$1.7M0.21%
123DANAHER CORPORATION2358511028,682$1.7M0.21%
124NATIONAL GRID PLCNMPWP22,373$1.7M0.21%
125INFOSYS LTDINFY90,811$1.7M0.21%
126ING GROEP N.V.INGVF77,880$1.7M0.21%
127MIZUHO FINANCIAL GROUP INCMZHOF300,138$1.7M0.21%
128AMPHENOL CORP NEW03209510116,769$1.7M0.20%
129CONOCOPHILLIPSCOP18,388$1.7M0.20%
130BP PLCBPPFF53,960$1.6M0.20%
131SBA COMMUNICATIONS CORP NEWSBAC6,866$1.6M0.20%
132LLOYDS BANKING GROUP PLCLLOBF379,011$1.6M0.20%
133THERMO FISHER SCIENTIFIC INCTMO3,854$1.6M0.19%
134PROGRESSIVE CORP7433151035,810$1.6M0.19%
135ISHARES TR46428747311,211$1.5M0.18%
136BANK OZK LITTLE ROCK ARKOZKAP31,457$1.5M0.18%
137BARCLAYS PLCBCLYF78,290$1.5M0.18%
138EATON CORP PLCETN4,027$1.4M0.18%
139VANGUARD TAX-MANAGED FDS92194385825,161$1.4M0.18%
140APPLIED MATLS INC0382221057,766$1.4M0.18%
141ESSEX PPTY TR INC2971781054,888$1.4M0.17%
142MID-AMER APT CMNTYS INC59522J1039,321$1.4M0.17%
143ANHEUSER BUSCH INBEV SA/NVBUDFF19,941$1.4M0.17%
144PFIZER INCPFE53,958$1.3M0.16%
145ISHARES TR4642876484,560$1.3M0.16%
146INVITATION HOMES INCINVH38,858$1.3M0.16%
147CARLYLE SECURED LENDING INCCGBD90,991$1.3M0.16%
148RIO TINTO PLCRTNTF21,845$1.3M0.16%
149PALO ALTO NETWORKS INCPANW5,948$1.2M0.15%
150WEYERHAEUSER CO MTN BEWY45,887$1.2M0.15%
151DIAGEO PLCDGEAF11,658$1.2M0.14%
152PHILIP MORRIS INTL INC7181721096,412$1.2M0.14%
153MICRON TECHNOLOGY INCMU9,486$1.2M0.14%
154SELECT SECTOR SPDR TR81369Y8034,614$1.2M0.14%
155CROWDSTRIKE HLDGS INCCRWD2,267$1.2M0.14%
156GLOBAL X FDS37954Y34322,549$1.1M0.14%
157PALANTIR TECHNOLOGIES INCPLTR8,189$1.1M0.14%
158ISHARES TR4642876142,618$1.1M0.14%
159WP CAREY INC92936U10917,536$1.1M0.14%
160HONDA MOTOR LTDHNDAF38,422$1.1M0.14%
161VANGUARD ADMIRAL FDS INC92193277812,814$1.1M0.14%
162BLACKSTONE INCBX7,309$1.1M0.13%
163STARBUCKS CORPSBUX11,733$1.1M0.13%
164KIMCO RLTY CORP49446R10949,690$1.0M0.13%
165SUN CMNTYS INC8666741048,132$1.0M0.13%
166INVESCO QQQ TRIVZ1,874$1.0M0.13%
167PHILLIPS 66PSX8,255$984,8220.12%
168BOEING COBA-PA4,290$898,8840.11%
169ISHARES TR4642872268,564$849,5810.10%
170GAMING & LEISURE PPTYS INC36467J10818,129$846,2840.10%
171INTEL CORPINTC36,197$810,8150.10%
172CAMDEN PPTY TR1331311027,125$810,2550.10%
173LAM RESEARCH CORPLRCX8,190$799,0980.10%
174HEALTHPEAK PROPERTIES INCDOC44,727$783,1780.10%
175UDR INCUDR19,102$779,9350.10%
176ELEVANCE HEALTH INCELV1,971$766,6530.09%
177TAKEDA PHARMACEUTICAL CO LTDTKPHF46,560$723,4850.09%
178ISHARES TR4642876304,439$700,2970.09%
179NATWEST GROUP PLCRBSPF48,503$686,3170.08%
180AMERICAN HOMES 4 RENTAMH-PG18,420$664,4090.08%
181VANGUARD ADMIRAL FDS INC9219327945,778$662,6390.08%
182EQUITY LIFESTYLE PPTYS INC29472R10810,589$658,4780.08%
183VANGUARD ADMIRAL FDS INC9219328446,851$654,0650.08%
184ALEXANDRIA REAL ESTATE EQ IN0152711098,606$636,4140.08%
185SCHWAB CHARLES CORPSCHW-PJ6,947$633,8440.08%
186REGENCY CTRS CORP7588491038,612$615,1570.08%
187VERISIGN INCVRSN2,069$597,5270.07%
188WASTE MGMT INC DEL94106L1092,445$559,4650.07%
189ISHARES BITCOIN TRUST ETFIBIT8,524$521,7540.06%
190SCHWAB STRATEGIC TR80852410221,696$517,0160.06%
191HARTFORD INSURANCE GROUP INCHIG-PG4,049$515,8570.06%
192SPDR S&P MIDCAP 400 ETF TRMDY866$492,1330.06%
193ISHARES INC46434G1038,103$486,4330.06%
194MORNINGSTAR INCMORN1,540$483,4520.06%
195BXP INCBXP7,003$479,3440.06%
196HALEON PLCHLNCF46,014$477,1650.06%
197PULTE GROUP INC7458671014,430$468,1620.06%
198ITAU UNIBANCO HLDG S A46556210667,899$461,5050.06%
199VALE S AVALE47,154$457,8650.06%
200ARGENX SEARGX800$440,9760.05%
201TELEFONICA S ATELFY83,094$440,0920.05%
202RB GLOBAL INCRBA4,143$439,9450.05%
203STERLING INFRASTRUCTURE INCSTRL1,834$423,1590.05%
204PRUDENTIAL PLCPUKPF16,858$421,7870.05%
205EOG RES INCEOG3,506$419,3530.05%
206KIMBELL RTY PARTNERS LP49435R10230,000$418,8000.05%
207VANGUARD INDEX FDS9229087442,309$410,3420.05%
208MORGAN STANLEYMS-PQ2,824$397,7890.05%
209FREEPORT-MCMORAN INCFCX9,174$397,6930.05%
210ALPHABET INCGOOG2,200$390,2580.05%
211ENERGY TRANSFER L PET-PI21,500$389,7950.05%
212GOLDMAN SACHS ETF TRNVGLF7,731$385,0810.05%
213COMFORT SYS USA INC199908104700$375,3470.05%
214KB FINL GROUP INC48241A1054,507$372,2330.05%
215KKR & CO INCKKRT2,797$372,0850.05%
216S&P GLOBAL INCSPGI704$371,2120.05%
217WOODSIDE ENERGY GROUP LTDWOPEF23,706$365,7840.05%
218BLACKROCK INCBLK348$365,1390.04%
219VANGUARD INDEX FDS9229086291,286$361,2920.04%
220VANGUARD INDEX FDS922908736820$360,0670.04%
221AT&T INCT-PC12,180$352,4830.04%
222NOKIA CORPNOKBF67,104$347,5990.04%
223PIMCO DYNAMIC INCOME OPRNTS69355M10725,500$347,0010.04%
224ISHARES TR4642875075,587$346,5060.04%
225PETROLEO BRASILEIRO SA PETRO71654V10128,807$333,4130.04%
226SHERWIN WILLIAMS COSHW971$333,4030.04%
227ENTERPRISE PRODS PARTNERS L29379210710,739$333,0160.04%
228NEXTERA ENERGY INCNEE-PW4,774$331,4110.04%
229ORIX CORPORXCF14,699$331,0210.04%
230CHUBB LIMITEDCB1,110$322,5980.04%
231TRINITY CAP INCTRINZ21,970$320,3230.04%
232VANGUARD ADMIRAL FDS INC921932505797$316,1940.04%
233VERTIV HOLDINGS COVRT2,289$293,9300.04%
234VODAFONE GROUP PLC NEW92857W30827,473$293,6130.04%
235GOLD FIELDS LTDGFIOF12,384$293,1290.04%
236FOMENTO ECONOMICO MEXICANO S3444191062,845$292,9780.04%
237TELEFONAKTIEBOLAGET LM ERICS29482160834,459$292,2120.04%
238PETROLEO BRASILEIRO SA PETRO71654V40823,231$291,3880.04%
239ZOETIS INCZTS1,826$284,7650.04%
240BRISTOL-MYERS SQUIBB COCELG-RI6,014$278,3880.03%
241EQUINOR ASASTOHF11,070$278,3000.03%
242EMCOR GROUP INCEME520$278,1430.03%
243PLAINS ALL AMERN PIPELINE L72650310514,763$270,4580.03%
244CRANE COMPANYCR1,413$268,3150.03%
245NEOS ETF TRUST78433H3035,325$267,9540.03%
246VANGUARD INDEX FDS922908769864$263,3850.03%
247ISHARES TR4642872422,373$260,1050.03%
248ISHARES TR4642872912,700$249,3180.03%
249CREDO TECHNOLOGY GROUP HOLDICRDO2,651$245,4560.03%
250GOLDMAN SACHS ETF TRNVGLF2,415$241,8620.03%
251FIRST SOLAR INCFSLR1,450$240,0330.03%
252ISHARES TR464287689680$238,6800.03%
253TRAVELERS COMPANIES INCTRV882$235,9700.03%
254SIMMONS 1ST NATL CORP82873020011,658$223,5130.03%
255GOLDMAN SACHS ETF TRNVGLF5,813$216,3020.03%
256ALTRIA GROUP INCMO3,619$215,8770.03%
257CLOUDFLARE INCNET1,101$215,6090.03%
258LOWES COS INC548661107919$203,8990.03%
259J P MORGAN EXCHANGE TRADED F46641Q3323,582$203,6370.03%
260MONDELEZ INTL INC6092071052,994$203,3230.03%
261FS CREDIT OPPORTUNITIES CORPFSCO27,800$201,8280.02%
262HOME BANCSHARES INCHOMB7,036$200,2450.02%
263CARLYLE CREDIT INCOME FUNDCCID30,102$195,0610.02%
264WESTERN ASSET DIVERSIFIED INWDI10,300$154,3820.02%
265EAGLE POINT INCOME COMPANY IEICC10,500$143,5350.02%
266WHITESTONE REITWSR11,462$143,0460.02%
267INNVENTURE INCINVLW29,471$141,4610.02%
268ABRDN TOTAL DYNAMIC DIVIDENDAOD15,104$133,8210.02%
269FRANKLIN BSP RLTY TR INC35243J10111,920$131,6560.02%
270OFS CREDIT COMPANY INCOCCIO20,591$128,2820.02%
271HIGH INCOME SECS FD42968F10815,169$96,3230.01%
272VIRTUS STONE HBR EMRG MKTS I86164T10718,608$93,9700.01%
273XAI OCTAGN FLT RAT & ALT INM98400T10610,000$57,2000.01%