Naviter Wealth, LLC - Q42025 Holdings

Naviter Wealth, LLC holds 275 stocks with a total portfolio value of $ 767.17M as of Q42025. In Q42025, Naviter Wealth, LLC added 31 new positions, increased stakes in 21 stocks, reduced 196 holdings, and fully exited 16 positions. The largest holding is Alps Etf Tr (AMLP), representing 7.34% of the total portfolio.