Naviter Wealth, LLC - Q12026 Holdings

Naviter Wealth, LLC holds 271 stocks with a total portfolio value of $ 800.61M as of Q12026. In Q12026, Naviter Wealth, LLC added 15 new positions, increased stakes in 177 stocks, reduced 55 holdings, and fully exited 18 positions. The largest holding is Alps Etf Tr (AMLP), representing 8.85% of the total portfolio.