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

Naviter Wealth, LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001297

Total Value
$859.2M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPS ETF TR00162Q4521,397,127$65.6M7.63%
2ISHARES TR464288257311,799$43.1M5.02%
3J P MORGAN EXCHANGE TRADED F46641Q837820,700$41.6M4.85%
4NVIDIA CORPORATIONNVDA163,029$30.4M3.54%
5APPLE INCAAPL110,352$28.1M3.27%
6TAIWAN SEMICONDUCTOR MFG LTD87403910098,410$27.6M3.21%
7MICROSOFT CORPMSFT51,055$26.4M3.08%
8ALPHABET INCGOOG87,686$21.3M2.48%
9EXXON MOBIL CORPXOM148,988$16.8M1.96%
10AMAZON COM INCAMZN75,785$16.6M1.94%
11TESLA INCTSLA30,677$13.6M1.59%
12ARES CAPITAL CORPARCC647,864$13.3M1.54%
13META PLATFORMS INCMETA16,716$12.3M1.43%
14BROADCOM INCAVGO36,904$12.2M1.42%
15JPMORGAN CHASE & CO.VYLD31,489$9.9M1.16%
16WALMART INCWMT85,710$8.8M1.03%
17BERKSHIRE HATHAWAY INC DELBRK-A17,014$8.6M1.00%
18WELLTOWER INCWELL46,825$8.3M0.97%
19ASML HOLDING N VASMLF8,174$7.9M0.92%
20ELI LILLY & COLLY10,311$7.9M0.92%
21PROLOGIS INC.PLDGP62,757$7.2M0.84%
22AMERICAN TOWER CORP NEW03027X10032,987$6.4M0.74%
23TIDEWATER INC NEWTDGMW119,153$6.4M0.74%
24SAP SESAPGF23,312$6.2M0.73%
25HSBC HLDGS PLCHBCYF86,705$6.2M0.72%
26VISA INCV16,666$5.7M0.66%
27EQUINIX INCEQIX7,203$5.6M0.66%
28NOVARTIS AGNVSEF43,531$5.6M0.65%
29ASTRAZENECA PLCAZN72,027$5.5M0.64%
30MAIN STR CAP CORP56035L10481,730$5.2M0.60%
31GOLDMAN SACHS GROUP INCGSCE6,425$5.1M0.60%
32VANECK ETF TRUST92189F411336,900$5.0M0.59%
33SIMON PPTY GROUP INC NEW82880610926,388$5.0M0.58%
34HOME DEPOT INCHD11,665$4.7M0.55%
35SHELL PLCRYDAF65,905$4.7M0.55%
36MASTERCARD INCORPORATEDMA8,261$4.7M0.55%
37TOYOTA MOTOR CORPTOYOF24,451$4.7M0.54%
38ABBVIE INCABBV19,735$4.6M0.53%
39GLOBAL X FDS37954Y29372,821$4.6M0.53%
40BLUE OWL CAPITAL CORPORATIONOWL341,501$4.5M0.52%
41DIGITAL RLTY TR INC25386810325,060$4.3M0.50%
42MITSUBISHI UFJ FINL GROUP IN606822104271,596$4.3M0.50%
43BANK AMERICA CORP06050510483,905$4.3M0.50%
44SONY GROUP CORPSNEJF149,004$4.3M0.50%
45JOHNSON & JOHNSONJNJ22,794$4.2M0.49%
46NETFLIX INCNFLX3,410$4.1M0.48%
47COSTCO WHSL CORP NEW22160K1054,408$4.1M0.47%
48CATERPILLAR INCCAT8,451$4.0M0.47%
49HERCULES CAPITAL INCHCXY209,005$4.0M0.46%
50BLACKSTONE SECD LENDING FDBX143,905$3.9M0.45%
51CITIGROUP INCC-PR37,563$3.8M0.44%
52GOLUB CAP BDC INC38173M102278,281$3.8M0.44%
53REALTY INCOME CORPO61,434$3.7M0.43%
54BANCO SANTANDER S.A.BCDRF355,996$3.7M0.43%
55PUBLIC STORAGE OPER COPSA-PS12,747$3.7M0.43%
56LINDE PLCLIN7,606$3.6M0.42%
57RTX CORPORATIONRTX21,505$3.6M0.42%
58ISHARES TR46428773937,041$3.6M0.42%
59ABBOTT LABSABLZF26,699$3.6M0.42%
60UNILEVER PLCUNLYF59,745$3.5M0.41%
61GE AEROSPACE36960430111,629$3.5M0.41%
62SIXTH STREET SPECIALTY LENDITSLX149,764$3.4M0.40%
63COCA COLA COKO49,985$3.3M0.39%
64ORACLE CORPORCL-PD11,774$3.3M0.39%
65VANGUARD INDEX FDS9229083635,337$3.3M0.38%
66WELLS FARGO CO NEW94974610137,750$3.2M0.37%
67CISCO SYS INCCSCO44,595$3.1M0.36%
68SOUTHERN COSOMN31,670$3.0M0.35%
69PROCTER AND GAMBLE CO74271810919,232$3.0M0.34%
70HONEYWELL INTL INC43851610614,028$3.0M0.34%
71CHEVRON CORP NEWCVX18,958$2.9M0.34%
72SPDR S&P 500 ETF TRSPY4,375$2.9M0.34%
73MCDONALDS CORPMCD9,550$2.9M0.34%
74HDFC BANK LTDHDB84,267$2.9M0.34%
75ADVANCED MICRO DEVICES INCAMD17,517$2.8M0.33%
76BHP GROUP LTDBHPLF50,715$2.8M0.33%
77INTERNATIONAL BUSINESS MACHSINTR9,884$2.8M0.32%
78BANCO BILBAO VIZCAYA ARGENTABBVXF143,664$2.8M0.32%
79ISHARES TR46428748118,819$2.7M0.31%
80MORGAN STANLEY DIRECT LENDIN61774A103161,329$2.7M0.31%
81FS KKR CAP CORPFSK169,000$2.6M0.31%
82SUMITOMO MITSUI FINL GROUP I86562M209156,556$2.6M0.31%
83CROWN CASTLE INCCCI27,161$2.6M0.31%
84VENTAS INCVTR35,304$2.5M0.29%
85NOVO-NORDISK A SNONOF44,550$2.5M0.29%
86BRITISH AMERN TOB PLC11044810746,533$2.5M0.29%
87VICI PPTYS INC92565210974,558$2.5M0.29%
88ISHARES TR4642872003,675$2.5M0.29%
89MIDCAP FINANCIAL INVSTMNT CO03761U502204,109$2.4M0.28%
90DISNEY WALT CO25468710621,215$2.4M0.28%
91INTUITINTU3,532$2.4M0.28%
92ISHARES TR46428852140,373$2.4M0.28%
93IRON MTN INC DEL46284V10123,005$2.4M0.28%
94UNION PAC CORPUNP9,804$2.3M0.27%
95ISHARES GOLD TRIAU31,210$2.3M0.26%
96CAPITAL SOUTHWEST CORPCSWC102,757$2.2M0.26%
97TEXAS INSTRS INC88250810412,171$2.2M0.26%
98AVALONBAY CMNTYS INCAWX11,304$2.2M0.26%
99GSK PLCGLAXF50,325$2.2M0.26%
100SALESFORCE INCCRM9,130$2.2M0.25%
101RELX PLCRLXXF45,235$2.2M0.25%
102EXTRA SPACE STORAGE INCEXR15,107$2.1M0.25%
103BANK OZK LITTLE ROCK ARKOZKAP41,319$2.1M0.25%
104SERVICENOW INCNOW2,288$2.1M0.25%
105QUALCOMM INCQCOM12,629$2.1M0.24%
106OAKTREE SPECIALTY LENDING COOCSL160,862$2.1M0.24%
107ING GROEP N.V.INGVF80,080$2.1M0.24%
108AMPHENOL CORP NEW03209510116,815$2.1M0.24%
109MIZUHO FINANCIAL GROUP INCMZHOF309,510$2.1M0.24%
110BOOKING HOLDINGS INCBKNG380$2.1M0.24%
111UBER TECHNOLOGIES INCUBER20,768$2.0M0.24%
112AMGEN INCAMGN7,173$2.0M0.24%
113NEW MTN FIN CORP647551100203,085$2.0M0.23%
114MICRON TECHNOLOGY INCMU11,432$1.9M0.22%
115BP PLCBPPFF55,399$1.9M0.22%
116VERIZON COMMUNICATIONS INCVZ43,325$1.9M0.22%
117MEDTRONIC PLCMDT19,775$1.9M0.22%
118ICICI BANK LIMITEDIBN62,648$1.9M0.22%
119EQUITY RESIDENTIALEQR28,676$1.9M0.22%
120ADOBE INCADBE5,318$1.9M0.22%
121UNITEDHEALTH GROUP INCUNH5,406$1.9M0.22%
122GOLDMAN SACHS BDC INCGSBD171,250$1.8M0.21%
123MERCK & CO INCMRK21,245$1.8M0.21%
124LLOYDS BANKING GROUP PLCLLOBF390,555$1.8M0.21%
125PEPSICO INCPEP12,611$1.8M0.21%
126THERMO FISHER SCIENTIFIC INCTMO3,538$1.7M0.20%
127BARCLAYS PLCBCLYF81,506$1.7M0.20%
128NATIONAL GRID PLCNMPWP23,114$1.7M0.20%
129CONOCOPHILLIPSCOP17,054$1.6M0.19%
130PALANTIR TECHNOLOGIES INCPLTR8,789$1.6M0.19%
131ACCENTURE PLC IRELANDACN6,488$1.6M0.19%
132EATON CORP PLCETN4,265$1.6M0.19%
133VANGUARD TAX-MANAGED FDS92194385826,520$1.6M0.18%
134ISHARES TR46428747311,211$1.6M0.18%
135DANAHER CORPORATION2358511027,834$1.6M0.18%
136PROGRESSIVE CORP7433151036,166$1.5M0.18%
137INTUITIVE SURGICAL INCISRG3,377$1.5M0.18%
138RIO TINTO PLCRTNTF22,573$1.5M0.17%
139ISHARES TR4642876484,560$1.5M0.17%
140APPLIED MATLS INC0382221057,118$1.5M0.17%
141SBA COMMUNICATIONS CORP NEWSBAC7,361$1.4M0.17%
142PROSPECT CAP CORPPSEC-PA496,290$1.4M0.16%
143INFOSYS LTDINFY84,488$1.4M0.16%
144SELECT SECTOR SPDR TR81369Y8034,872$1.4M0.16%
145MID-AMER APT CMNTYS INC59522J1039,789$1.4M0.16%
146ESSEX PPTY TR INC2971781055,022$1.4M0.16%
147PALO ALTO NETWORKS INCPANW6,577$1.3M0.16%
148PFIZER INCPFE52,384$1.3M0.16%
149GLOBAL X FDS37954Y34327,458$1.3M0.15%
150BLACKSTONE INCBX7,215$1.2M0.14%
151VANGUARD ADMIRAL FDS INC92193277812,814$1.2M0.14%
152HONDA MOTOR LTDHNDAF39,589$1.2M0.14%
153WP CAREY INC92936U10917,663$1.2M0.14%
154INTEL CORPINTC35,411$1.2M0.14%
155INVITATION HOMES INCINVH40,095$1.2M0.14%
156CARLYLE SECURED LENDING INCCGBD90,430$1.2M0.14%
157KIMCO RLTY CORP49446R10952,912$1.2M0.13%
158WEYERHAEUSER CO MTN BEWY45,795$1.1M0.13%
159PHILLIPS 66PSX8,270$1.1M0.13%
160ANHEUSER BUSCH INBEV SA/NVBUDFF18,795$1.1M0.13%
161SUN CMNTYS INC8666741048,558$1.1M0.13%
162LAM RESEARCH CORPLRCX8,236$1.1M0.13%
163CROWDSTRIKE HLDGS INCCRWD2,233$1.1M0.13%
164STARBUCKS CORPSBUX11,696$989,4820.12%
165PHILIP MORRIS INTL INC7181721095,713$926,6990.11%
166BOEING COBA-PA4,252$917,7090.11%
167DIAGEO PLCDGEAF9,396$896,6600.10%
168GAMING & LEISURE PPTYS INC36467J10819,015$886,2880.10%
169HEALTHPEAK PROPERTIES INCDOC42,560$815,0310.09%
170CAMDEN PPTY TR1331311027,375$795,2530.09%
171ISHARES TR4642876304,439$784,8600.09%
172NATWEST GROUP PLCRBSPF54,325$768,6990.09%
173SPDR SERIES TRUST78468R6638,231$755,1940.09%
174UDR INCUDR19,257$717,5240.08%
175REGENCY CTRS CORP7588491039,587$705,5790.08%
176VANGUARD ADMIRAL FDS INC9219327945,778$705,3180.08%
177TAKEDA PHARMACEUTICAL CO LTDTKPHF48,116$704,4180.08%
178VANGUARD ADMIRAL FDS INC9219328446,851$690,3750.08%
179ALPHABET INCGOOG2,749$669,5190.08%
180SCHWAB CHARLES CORPSCHW-PJ7,011$669,3400.08%
181ARGENX SEARGX866$638,7270.07%
182EQUITY LIFESTYLE PPTYS INC29472R1089,876$604,5710.07%
183AMERICAN HOMES 4 RENTAMH-PG18,004$598,6330.07%
184PULTE GROUP INC7458671014,439$587,5020.07%
185STERLING INFRASTRUCTURE INCSTRL1,726$586,2880.07%
186COMFORT SYS USA INC199908104703$580,1020.07%
187VERISIGN INCVRSN2,073$579,5490.07%
188VALE S AVALE51,549$559,8220.07%
189SCHWAB STRATEGIC TR80852410221,696$557,8040.06%
190ITAU UNIBANCO HLDG S A46556210675,207$552,2640.06%
191HARTFORD INSURANCE GROUP INCHIG-PG4,057$543,3300.06%
192WASTE MGMT INC DEL94106L1092,459$543,0210.06%
193BLACKROCK INCBLK462$538,6320.06%
194GOLD FIELDS LTDGFIOF12,808$537,4240.06%
195MORGAN STANLEYMS-PQ3,378$536,9670.06%
196ALEXANDRIA REAL ESTATE EQ IN0152711096,242$528,4720.06%
197SPDR S&P MIDCAP 400 ETF TRMDY866$517,5640.06%
198VANGUARD INDEX FDS9229087442,729$511,5320.06%
199ISHARES TR4642872265,076$508,9020.06%
200PRUDENTIAL PLCPUKPF17,911$504,0620.06%
201ISHARES BITCOIN TRUST ETFIBIT7,665$498,2250.06%
202ELEVANCE HEALTH INC FORMERLYELV1,535$496,0120.06%
203NEXTERA ENERGY INCNEE-PW6,436$485,8540.06%
204VANGUARD ADMIRAL FDS INC9219325051,095$477,0180.06%
205RB GLOBAL INCRBA4,160$450,7780.05%
206HALEON PLCHLNCF49,663$445,4770.05%
207TELEFONICA S ATELFY85,384$433,7510.05%
208ORIX CORPORXCF16,258$424,6590.05%
209KB FINL GROUP INC48241A1055,047$418,4470.05%
210GOLDMAN SACHS ETF TRNVGLF7,731$405,5680.05%
211EMCOR GROUP INCEME610$396,2190.05%
212WOODSIDE ENERGY GROUP LTDWOPEF26,301$395,8300.05%
213EOG RES INCEOG3,526$395,3350.05%
214VANGUARD INDEX FDS922908736821$394,3870.05%
215PETROLEO BRASILEIRO SA PETRO71654V10131,785$383,4400.04%
216CHUBB LIMITEDCB1,345$380,7640.04%
217KKR & CO INCKKRT2,827$367,3690.04%
218ISHARES TR4642875075,587$364,6080.04%
219FREEPORT-MCMORAN INCFCX9,263$363,2950.04%
220BXP INCBXP4,769$357,8620.04%
221MORNINGSTAR INCMORN1,540$357,2950.04%
222AT&T INCT-PC12,513$353,3680.04%
223S&P GLOBAL INCSPGI720$350,4310.04%
224VODAFONE GROUP PLC NEW92857W30830,109$349,2650.04%
225SHERWIN WILLIAMS COSHW979$338,9890.04%
226NOKIA CORPNOKBF70,168$337,5080.04%
227ENTERPRISE PRODS PARTNERS L29379210710,739$335,8090.04%
228PETROLEO BRASILEIRO SA PETRO71654V40825,697$331,5760.04%
229VANGUARD INDEX FDS9229086291,096$323,1320.04%
230FIRST SOLAR INCFSLR1,457$321,3120.04%
231TELEFONAKTIEBOLAGET LM ERICS29482160837,892$319,1070.04%
232TIDAL TRUST III45259A51416,425$316,3460.04%
233FOMENTO ECONOMICO MEXICANO S3444191062,946$290,5640.03%
234EQUINOR ASASTOHF11,861$289,1710.03%
235ISHARES INC46434G1034,303$283,6650.03%
236ISHARES TR4642872912,700$278,6670.03%
237BRISTOL-MYERS SQUIBB COCELG-RI6,094$274,8390.03%
238ZOETIS INCZTS1,840$269,2290.03%
239TRAVELERS COMPANIES INCTRV962$268,6100.03%
240CRANE COMPANYCR1,413$260,1900.03%
241CREDO TECHNOLOGY GROUP HOLDICRDO1,779$259,0400.03%
242CELESTICA INCCLS1,014$249,8290.03%
243TIDAL TRUST III45259A46412,500$244,1250.03%
244SHOPIFY INCSHOP1,624$241,3430.03%
245LOWES COS INC548661107939$235,9800.03%
246MONOLITHIC PWR SYS INC609839105254$234,2390.03%
247NEOS ETF TRUST78433H3034,325$226,1980.03%
248SIMMONS 1ST NATL CORP82873020011,658$225,9610.03%
249MEDPACE HLDGS INCMEDP432$222,1170.03%
250CAMECO CORPCCJ2,548$213,6750.02%
251SPDR SERIES TRUST78464A8542,727$213,6330.02%
252CLOUDFLARE INCNET994$213,3020.02%
253ALTRIA GROUP INCMO3,163$212,3060.02%
254DILLARDS INC254067101343$210,8700.02%
255AGNICO EAGLE MINES LTDAEM1,227$206,8230.02%
256EAST WEST BANCORP INCEWBC1,900$202,2550.02%
257APPLOVIN CORPAPP280$201,1910.02%
258TRINITY CAP INCTRINZ11,780$188,3620.02%
259INNVENTURE INCINVLW29,471$170,6370.02%
260PENNANTPARK FLOATING RATE CAPFLT18,650$167,7100.02%