Naviter Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Little Rock, AR
CIK
0001855567
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 218 496,933 AMLP, TDW, ARCC, ACWI 13F-HR 2/5/2024 000195175724000183
Q3 2023 210 414,363 DBMF, TDW, AMLP, JPST 13F-HR 11/14/2023 000195175723000704
Q2 2023 231 393,385 DBMF, JPST, AMLP, XOM 13F-HR 7/20/2023 000195175723000408
Q1 2023 194 285,911 AMLP, ARCC, XOM, KMLM 13F-HR 4/12/2023 000195175723000147
Q4 2022 193 364,325 AMLP, DBMF, ARCC, XOM 13F-HR 1/31/2023 000195175723000086
Q3 2022 180 245,167 AMLP, IAU, ARCC, XOM 13F-HR 10/27/2022 000185556722000005
Q2 2022 182 243,775 AMLP, IAU, PDBC, ARCC 13F-HR 7/18/2022 000185556722000004
Q1 2022 92 299,711 AMLP, GEM, IAU, FLJP 13F-HR 4/21/2022 000185556722000003
Q4 2021 98 334,586 IAU, GEM, AMLP, DIAL 13F-HR 2/3/2022 000185556722000002