Naviter Wealth, LLC - Portfolio overview

Naviter Wealth, LLC has 295 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AMLP - ALPS ETF TR, 8.73%
2. JPST - J P MORGAN EXCHANGE TRADED F, 4.83%
3. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 3.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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