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Temp26.9°C
UV0
Feels29.9°C
Humidity78%
Wind20.9 km/h
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Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time6:11 AM
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Cayman Journal
1 May 2026
13F HOLDINGS REPORT

Naviter Wealth, LLC

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001951757-26-000260

Total Value
$767.2M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPS ETF TR00162Q4521,198,323$56.3M7.34%
2J P MORGAN EXCHANGE TRADED F46641Q837578,520$29.4M3.83%
3NVIDIA CORPORATIONNVDA149,010$27.8M3.62%
4APPLE INCAAPL99,535$27.1M3.53%
5ISHARES TR464288257190,719$27.0M3.52%
6TAIWAN SEMICONDUCTOR MFG LTD87403910085,287$26.0M3.39%
7ALPHABET INCGOOG76,545$24.0M3.12%
8MICROSOFT CORPMSFT45,742$22.1M2.88%
9EXXON MOBIL CORPXOM142,098$17.1M2.23%
10AMAZON COM INCAMZN64,488$14.9M1.94%
11TESLA INCTSLA28,989$13.0M1.70%
12ARES CAPITAL CORPARCC628,224$12.7M1.66%
13META PLATFORMS INCMETA17,277$11.4M1.49%
14BROADCOM INCAVGO32,754$11.3M1.48%
15ELI LILLY & COLLY9,291$10.0M1.30%
16WALMART INCWMT82,781$9.2M1.20%
17JPMORGAN CHASE & CO.VYLD26,513$8.5M1.11%
18ASML HOLDING N VASMLF7,644$8.2M1.07%
19WELLTOWER INCWELL42,929$8.0M1.04%
20VANECK ETF TRUST92189F411549,513$7.8M1.02%
21PROLOGIS INC.PLDGP60,346$7.7M1.00%
22BERKSHIRE HATHAWAY INC DELBRK-A14,394$7.2M0.94%
23GLOBAL X FDS37954Y343134,287$6.5M0.85%
24TIDEWATER INC NEWTDGMW119,153$6.0M0.78%
25HSBC HLDGS PLCHBCYF72,202$5.7M0.74%
26ASTRAZENECA PLCAZN60,013$5.5M0.72%
27GOLDMAN SACHS GROUP INCGSCE5,923$5.2M0.68%
28NOVARTIS AGNVSEF37,658$5.2M0.68%
29TOYOTA MOTOR CORPTOYOF22,883$4.9M0.64%
30VISA INCV13,643$4.8M0.62%
31EQUINIX INCEQIX6,172$4.7M0.62%
32SAP SESAPGF18,975$4.6M0.60%
33SIMON PPTY GROUP INC NEW82880610924,378$4.5M0.59%
34MAIN STR CAP CORP56035L10473,968$4.5M0.58%
35AMERICAN TOWER CORP NEW03027X10024,946$4.4M0.58%
36CATERPILLAR INCCAT7,679$4.4M0.57%
37SHELL PLCRYDAF57,837$4.2M0.55%
38JOHNSON & JOHNSONJNJ20,030$4.1M0.54%
39BANK AMERICA CORP06050510474,727$4.1M0.54%
40MASTERCARD INCORPORATEDMA6,859$3.9M0.51%
41CITIGROUP INCC-PR33,383$3.9M0.51%
42BANCO SANTANDER SABCDRF332,041$3.9M0.51%
43ABBVIE INCABBV16,413$3.8M0.49%
44HERCULES CAPITAL INCHCXY193,963$3.7M0.48%
45ADVANCED MICRO DEVICES INCAMD16,875$3.6M0.47%
46MITSUBISHI UFJ FINL GROUP IN606822104227,118$3.6M0.47%
47ISHARES TR46428852162,871$3.6M0.47%
48DIGITAL RLTY TR INC25386810321,702$3.4M0.44%
49RTX CORPORATIONRTX18,443$3.4M0.44%
50HOME DEPOT INCHD9,727$3.3M0.44%
51GE AEROSPACE36960430110,653$3.3M0.43%
52REALTY INCOME CORPO56,896$3.2M0.42%
53COSTCO WHSL CORP NEW22160K1053,734$3.2M0.42%
54SONY GROUP CORPSNEJF123,909$3.2M0.41%
55SIXTH STREET SPECIALTY LENDITSLX141,461$3.1M0.40%
56BLACKSTONE SECD LENDING FDBX112,178$3.0M0.40%
57CISCO SYS INCCSCO39,398$3.0M0.40%
58BLUE OWL CAPITAL CORPORATIONOWL234,605$3.0M0.39%
59BANCO BILBAO VIZCAYA ARGENTABBVXF127,708$3.0M0.39%
60GOLUB CAP BDC INC38173M102218,463$3.0M0.39%
61WELLS FARGO CO NEW94974610131,545$2.9M0.38%
62UNILEVER PLCUNLYF43,703$2.9M0.37%
63BHP GROUP LTDBHPLF47,151$2.8M0.37%
64ABBOTT LABSABLZF22,382$2.8M0.37%
65NETFLIX INCNFLX29,616$2.8M0.36%
66COCA COLA COKO39,616$2.8M0.36%
67MICRON TECHNOLOGY INCMU9,324$2.7M0.35%
68ISHARES TR46428748118,819$2.6M0.34%
69PUBLIC STORAGE OPER COPSA-PS9,850$2.6M0.33%
70SUMITOMO MITSUI FINL GROUP I86562M209131,837$2.5M0.33%
71HDFC BANK LTDHDB69,184$2.5M0.33%
72VENTAS INCVTR31,853$2.5M0.32%
73LINDE PLCLIN5,764$2.5M0.32%
74ISHARES TR46428773926,164$2.5M0.32%
75CHEVRON CORP NEWCVX16,070$2.4M0.32%
76INTERNATIONAL BUSINESS MACHSINTR8,199$2.4M0.32%
77HONEYWELL INTL INC43851610612,267$2.4M0.31%
78MCDONALDS CORPMCD7,829$2.4M0.31%
79SOUTHERN COSOMN26,569$2.3M0.30%
80ISHARES GOLD TRIAU28,394$2.3M0.30%
81AMPHENOL CORP NEW03209510116,815$2.3M0.30%
82BRITISH AMERN TOB PLC11044810739,662$2.3M0.30%
83CAPITAL SOUTHWEST CORPCSWC99,245$2.2M0.29%
84DISNEY WALT CO25468710619,113$2.2M0.29%
85SPDR S&P 500 ETF TRSPY3,161$2.2M0.28%
86MERCK & CO INCMRK20,347$2.2M0.28%
87MORGAN STANLEY DIRECT LENDIN61774A103122,478$2.1M0.27%
88GSK PLCGLAXF42,072$2.1M0.27%
89PROCTER AND GAMBLE CO74271810913,994$2.0M0.26%
90SALESFORCE INCCRM7,527$2.0M0.26%
91INTUITINTU3,001$2.0M0.26%
92CROWN CASTLE INCCCI22,083$2.0M0.26%
93AMGEN INCAMGN5,991$2.0M0.26%
94UNION PAC CORPUNP8,401$1.9M0.25%
95MIZUHO FINANCIAL GROUP INCMZHOF261,471$1.9M0.25%
96MIDCAP FINANCIAL INVSTMNT CO03761U502167,014$1.9M0.25%
97BANK OZK LITTLE ROCK ARKOZKAP41,319$1.9M0.25%
98ING GROEP N.V.INGVF67,792$1.9M0.25%
99LLOYDS BANKING GROUP PLCLLOBF356,222$1.9M0.25%
100QUALCOMM INCQCOM10,958$1.9M0.24%
101ORACLE CORPORCL-PD9,538$1.9M0.24%
102THERMO FISHER SCIENTIFIC INCTMO3,135$1.8M0.24%
103AVALONBAY CMNTYS INCAWX9,803$1.8M0.23%
104VICI PPTYS INC92565210960,846$1.7M0.23%
105BP PLCBPPFF50,040$1.7M0.23%
106DANAHER CORPORATION2358511027,549$1.7M0.23%
107INTUITIVE SURGICAL INCISRG3,041$1.7M0.22%
108BARCLAYS PLCBCLYF67,335$1.7M0.22%
109TEXAS INSTRS INC8825081049,875$1.7M0.22%
110BOOKING HOLDINGS INCBKNG318$1.7M0.22%
111IRON MTN INC DEL46284V10119,794$1.7M0.22%
112RIO TINTO PLCRTNTF20,513$1.6M0.21%
113UBER TECHNOLOGIES INCUBER20,074$1.6M0.21%
114APPLIED MATLS INC0382221056,372$1.6M0.21%
115NOVO-NORDISK A SNONOF32,131$1.6M0.21%
116BLUEROCK PVT REAL ESTATE FD09631P102108,233$1.6M0.21%
117EXTRA SPACE STORAGE INCEXR12,343$1.6M0.21%
118SPDR SERIES TRUST78468R66317,436$1.6M0.21%
119OAKTREE SPECIALTY LENDING COOCSL124,473$1.6M0.21%
120ISHARES TR46428747311,211$1.6M0.21%
121MEDTRONIC PLCMDT16,285$1.6M0.21%
122ICICI BANK LIMITEDIBN51,599$1.5M0.20%
123EQUITY RESIDENTIALEQR24,322$1.5M0.20%
124PEPSICO INCPEP10,514$1.5M0.20%
125NATIONAL GRID PLCNMPWP19,294$1.5M0.20%
126CONOCOPHILLIPSCOP16,144$1.5M0.20%
127FS KKR CAP CORPFSK102,031$1.5M0.20%
128SERVICENOW INCNOW9,789$1.5M0.20%
129ACCENTURE PLC IRELANDACN5,558$1.5M0.19%
130VERIZON COMMUNICATIONS INCVZ36,170$1.5M0.19%
131ISHARES TR4642876484,560$1.5M0.19%
132ADOBE INCADBE4,189$1.5M0.19%
133NEW MTN FIN CORP647551100157,881$1.5M0.19%
134LAM RESEARCH CORPLRCX8,144$1.4M0.18%
135EATON CORP PLCETN4,311$1.4M0.18%
136SELECT SECTOR SPDR TR81369Y8039,476$1.4M0.18%
137RELX PLCRLXXF33,373$1.3M0.18%
138UNITEDHEALTH GROUP INCUNH4,064$1.3M0.17%
139PALANTIR TECHNOLOGIES INCPLTR7,370$1.3M0.17%
140INFOSYS LTDINFY73,080$1.3M0.17%
141INTEL CORPINTC34,171$1.3M0.16%
142VANGUARD ADMIRAL FDS INC92193277812,814$1.3M0.16%
143GOLDMAN SACHS BDC INCGSBD129,693$1.2M0.16%
144ISHARES TR4642876142,618$1.2M0.16%
145PALO ALTO NETWORKS INCPANW6,605$1.2M0.16%
146MID-AMER APT CMNTYS INC59522J1038,572$1.2M0.16%
147ESSEX PPTY TR INC2971781054,457$1.2M0.15%
148SBA COMMUNICATIONS CORP NEWSBAC5,852$1.1M0.15%
149PFIZER INCPFE44,646$1.1M0.14%
150BLACKSTONE INCBX7,068$1.1M0.14%
151WP CAREY INC92936U10916,215$1.1M0.14%
152ANHEUSER BUSCH INBEV SA/NVBUDFF16,451$1.1M0.14%
153PHILLIPS 66PSX7,916$1.0M0.13%
154HONDA MOTOR LTDHNDAF34,523$1.0M0.13%
155PROSPECT CAP CORPPSEC-PA384,219$1.0M0.13%
156C3 AI INCAI74,599$1.0M0.13%
157CARLYLE SECURED LENDING INCCGBD76,464$985,6210.13%
158KIMCO RLTY CORP49446R10947,924$971,4160.13%
159SUN CMNTYS INC8666741047,767$970,5030.13%
160BOEING COBA-PA4,388$952,7230.12%
161CROWDSTRIKE HLDGS INCCRWD2,011$942,6760.12%
162INVITATION HOMES INCINVH33,544$942,3560.12%
163PROGRESSIVE CORP7433151034,110$935,9310.12%
164NVIDIA CORPORATIONNVDA6,000$898,2490.12%
165WEYERHAEUSER CO MTN BEWY37,459$887,4110.12%
166VANGUARD INDEX FDS9229083631,364$855,3160.11%
167NATWEST GROUP PLCRBSPF47,020$822,8500.11%
168ISHARES TR4642876304,439$804,3910.10%
169GLOBAL X FDS37954Y29312,682$768,6760.10%
170ALPHABET INCGOOG2,449$768,5880.10%
171INVESCO QQQ TRIVZ1,244$763,9480.10%
172PHILIP MORRIS INTL INC7181721094,655$753,5110.10%
173SIMMONS 1ST NATL CORP82873020039,461$752,2250.10%
174STARBUCKS CORPSBUX8,760$737,6800.10%
175GAMING & LEISURE PPTYS INC36467J10816,303$728,5590.09%
176VANGUARD ADMIRAL FDS INC9219327945,778$700,7860.09%
177SCHWAB CHARLES CORPSCHW-PJ7,011$700,4690.09%
178VANGUARD ADMIRAL FDS INC9219328446,851$692,0200.09%
179TRINITY CAP INCTRINZ45,433$688,7640.09%
180CAMDEN PPTY TR1331311026,081$675,8850.09%
181COMFORT SYS USA INC199908104702$655,1700.09%
182GOLDMAN SACHS ETF TRNVGLF6,630$641,0830.08%
183VALE S AVALE47,670$631,9870.08%
184TAKEDA PHARMACEUTICAL CO LTDTKPHF40,408$629,9610.08%
185REGENCY CTRS CORP7588491038,764$611,5330.08%
186UDR INCUDR16,240$595,7000.08%
187PUTNAM ETF TRUST74672950819,466$595,6600.08%
188ARGENX SEARGX694$583,6190.08%
189HEALTHPEAK PROPERTIES INCDOC35,479$570,5060.07%
190HARTFORD INSURANCE GROUP INCHIG-PG4,118$569,9910.07%
191SCHWAB STRATEGIC TR80852410221,696$569,0860.07%
192WASTE MGMT INC DEL94106L1092,459$540,2670.07%
193DIAGEO PLCDGEAF6,248$538,9910.07%
194STERLING INFRASTRUCTURE INCSTRL1,741$533,1460.07%
195SPDR S&P MIDCAP 400 ETF TRMDY866$524,3320.07%
196PULTE GROUP INC7458671014,439$521,6710.07%
197EQUITY LIFESTYLE PPTYS INC29472R1088,413$514,2660.07%
198ITAU UNIBANCO HLDG S A46556210671,716$513,7090.07%
199ISHARES TR4642872265,142$513,6170.07%
200PRUDENTIAL PLCPUKPF16,419$510,9590.07%
201GOLD FIELDS LTDGFIOF11,696$510,6470.07%
202VERISIGN INCVRSN2,073$503,6350.07%
203HALEON PLCHLNCF47,461$479,8310.06%
204MORGAN STANLEYMS-PQ2,674$474,7150.06%
205FREEPORT-MCMORAN INCFCX9,232$468,8930.06%
206ELEVANCE HEALTH INC FORMERLYELV1,295$453,9990.06%
207ORIX CORPORXCF14,877$434,7060.06%
208RB GLOBAL INCRBA4,160$427,9390.06%
209ENTERPRISE PRODS PARTNERS L29379210713,239$424,4420.06%
210AMERICAN HOMES 4 RENTAMH-PG12,835$412,0040.05%
211NOKIA CORPNOKBF62,789$406,2450.05%
212KB FINL GROUP INC48241A1054,623$397,7630.05%
213WOODSIDE ENERGY GROUP LTDWOPEF24,559$382,8750.05%
214FIRST SOLAR INCFSLR1,457$380,6120.05%
215VANGUARD ADMIRAL FDS INC921932505853$379,4510.05%
216ISHARES BITCOIN TRUST ETFIBIT7,495$372,1270.05%
217KKR & CO INCKKRT2,833$361,1510.05%
218VODAFONE GROUP PLC NEW92857W30826,636$358,6940.05%
219EOG RES INCEOG3,366$353,4640.05%
220TIDAL TRUST III45259A2097,128$351,1900.05%
221NEXTERA ENERGY INCNEE-PW4,263$342,2340.04%
222TIDAL TRUST III45259A51418,130$339,7560.04%
223PETROLEO BRASILEIRO SA PETRO71654V10128,207$327,8930.04%
224CUMMINS INCCMI630$321,5840.04%
225EMCOR GROUP INCEME522$319,3540.04%
226TELEFONICA S ATELFY74,372$314,4720.04%
227TELEFONAKTIEBOLAGET LM ERICS29482160832,527$313,8860.04%
228NEOS ETF TRUST78433H6346,445$313,7430.04%
229SHERWIN WILLIAMS COSHW964$312,3650.04%
230BLACKROCK INCBLK291$311,4690.04%
231S&P GLOBAL INCSPGI591$308,8510.04%
232CHUBB LIMITEDCB962$301,1860.04%
233AT&T INCT-PC12,117$300,9940.04%
234PETROLEO BRASILEIRO SA PETRO71654V40824,224$295,6430.04%
235ISHARES INC46434G1034,303$289,2610.04%
236DEERE & CODE616$287,7890.04%
237ISHARES TR4642872912,700$283,5000.04%
238APPLOVIN CORPAPP415$279,6350.04%
239BXP INCBXP3,985$271,7000.04%
240MPLX LPMPLXP4,950$264,1820.03%
241CRANE COMPANYCR1,413$260,6000.03%
242TRAVELERS COMPANIES INCTRV876$254,0930.03%
243FOMENTO ECONOMICO MEXICANO S3444191062,510$253,6860.03%
244GE VERNOVA INCGEV388$253,5850.03%
245ISHARES TR464287689650$251,4530.03%
246PLAINS ALL AMERN PIPELINE L72650310513,858$248,8900.03%
247TIDAL TRUST I88636487612,251$248,5720.03%
248WESTERN MIDSTREAM PARTNERS LWES6,225$245,8880.03%
249BRISTOL-MYERS SQUIBB COCELG-RI4,555$245,6970.03%
250MEDPACE HLDGS INCMEDP432$242,6330.03%
251GOLDMAN SACHS ETF TRNVGLF5,813$241,9370.03%
252ISHARES TR4642874992,509$241,5410.03%
253GLOBAL X FDS37954Y8892,880$237,9740.03%
254SCHWAB STRATEGIC TR8085243007,286$237,6690.03%
255VANGUARD TAX-MANAGED FDS9219438583,759$234,8250.03%
256CAMECO CORPCCJ2,548$233,1170.03%
257SHOPIFY INCSHOP1,442$232,1190.03%
258ISHARES INC4642867722,380$231,3840.03%
259MONOLITHIC PWR SYS INC609839105254$230,6120.03%
260EQUINOR ASASTOHF9,501$224,5090.03%
261MONSTER BEVERAGE CORP NEWMNST2,860$219,2760.03%
262DILLARDS INC254067101343$218,3680.03%
263CELESTICA INCCLS736$217,5690.03%
264SPDR SERIES TRUST78464A4092,031$216,7080.03%
265NEWMONT CORPNEMCL2,099$209,5850.03%
266AGNICO EAGLE MINES LTDAEM1,227$208,0130.03%
267ALEXANDRIA REAL ESTATE EQ IN0152711094,089$203,1130.03%
268PENNANTPARK FLOATING RATE CAPFLT20,766$194,6290.03%
269ABRDN TOTAL DYNAMIC DIVIDENDAOD18,304$180,2940.02%
270ENERGY TRANSFER L PET-PI10,396$171,4300.02%
271KIMBELL RTY PARTNERS LP49435R10212,714$149,5170.02%
272STANDARD LITHIUM LTDSLI29,824$133,3130.02%
273INNVENTURE INCINVLW29,471$123,1890.02%
274EATON VANCE TAX-MANAGED GLOBETN11,661$111,1290.01%
275CHERRY HILL MTG INVT CORP16465110111,000$29,1500.00%