Naviter-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
274
Total Value
825056313
Accession Number
0001951757-25-000456
Form Type
13F-HR
Manager Name
Naviter-Wealth
Data Enrichment
86% identified
236 identified38 unidentified

Holdings

274 positions
Manager:
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Page 1 of 14
00162Q452
Shares:1.1M
Value:$58.1M
53700T827
Shares:1.9M
Value:$47.2M
Apple Inc.
Shares:119.1K
Value:$25.9M
46641Q837
Shares:452.5K
Value:$22.9M
MICROSOFT CORP
Shares:55.2K
Value:$20.9M
NVIDIA CORP
Shares:166.7K
Value:$18.3M
EXXON MOBIL CORP
Shares:153.6K
Value:$18.1M
464288257
Shares:154.5K
Value:$18.0M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:98.1K
Value:$16.3M
ARES CAPITAL CORP
Shares:683.3K
Value:$15.4M
AMAZON COM INC
Shares:74.2K
Value:$14.3M
Alphabet Inc.
Shares:91.9K
Value:$14.2M
26922A222
Shares:358.9K
Value:$13.9M
33738R506
Shares:177.7K
Value:$10.4M
Meta Platforms, Inc.
Shares:16.9K
Value:$9.7M
ELI LILLY & Co
Shares:10.8K
Value:$8.9M
BERKSHIRE HATHAWAY INC
Shares:16.6K
Value:$8.7M
33740F755
Shares:288.1K
Value:$8.5M
Walmart Inc.
Shares:92.1K
Value:$7.9M
Tesla, Inc.
Shares:29.6K
Value:$7.8M