Naviter Wealth, LLC Diversified Active

Location: Little Rock, AR

CIK: 0001855567 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value: $245M (100.0% shares, 0.0% debt)

Holdings (180)

AMLP Alerian MLP ETF 8.3%
Value $20.4M Shares 557,884 Est. Cost $32.85 Unrealized
IAU iShares Gold Trust 8.1%
Value $19.89M Shares 630,873 Est. Cost $34.22 Unrealized
ARCC Ares Capital Corp 5.0%
Value $12.27M Shares 726,701 Est. Cost $14.01 Unrealized -0.6%
XOM Exxon Mobil Corp 4.4%
Value $10.78M Shares 123,461 Est. Cost $57.26 Unrealized +42.1%
AGG iShares Core US Aggregate Bond 4.2%
Value $10.36M Shares 107,483 Est. Cost $96.34 Unrealized
MEG Montrose Environmental Group Inc 3.1%
Value $7.642M Shares 227,103 Est. Cost $46.08 Unrealized -14.0%
PDBC Invesco Optm Yd Dvrs Cdty Stra No K1 ETF 2.8%
Value $6.869M Shares 424,545 Est. Cost $17.64 Unrealized
AAPL Apple Inc 2.8%
Value $6.774M Shares 49,013 Est. Cost $149.19 Unrealized +3.4%
JPST JPMorgan Ultra-Short Income ETF 2.7%
Value $6.659M Shares 132,748 Est. Cost $50.31 Unrealized
MSFT Microsoft Corp 2.3%
Value $5.683M Shares 24,400 Est. Cost $289.04 Unrealized -11.1%
GOOG Alphabet Inc C 1.5%
Value $3.588M Shares 37,313 Est. Cost $111.11 Unrealized -0.3%
AMT American Tower Corp 1.5%
Value $3.565M Shares 16,604 Est. Cost $232.72 Unrealized -1.7%
AMZN Amazon.com Inc 1.3%
Value $3.227M Shares 28,557 Est. Cost $125.13 Unrealized +1.0%
TDW Tidewater Inc 1.2%
Value $3.051M Shares 140,577 Est. Cost $11.75 Unrealized +81.4%
TSM Taiwan Semiconductor Manufacturing Co Ltd 1.2%
Value $2.831M Shares 41,041 Est. Cost $80.54 Unrealized
TSLA Tesla Motors Inc 1.1%
Value $2.608M Shares 9,832 Est. Cost $290.79 Unrealized -4.0%
BRK/B Berkshire Hathaway Inc B 0.9%
Value $2.178M Shares 8,156 Est. Cost $307.97 Unrealized -7.6%
CCI Crown Castle Inc 0.8%
Value $1.939M Shares 13,415 Est. Cost $147.61 Unrealized -3.4%
EQIX Equinix Inc 0.8%
Value $1.869M Shares 3,284 Est. Cost $703.82 Unrealized -13.4%
PLD Prologis Inc 0.8%
Value $1.855M Shares 18,261 Est. Cost $111.47 Unrealized 0.0%
ASML ASML Holding NV 0.7%
Value $1.827M Shares 4,399 Est. Cost $467.56 Unrealized
NVS Novartis Ag 0.7%
Value $1.81M Shares 23,816 Est. Cost $83.87 Unrealized
SHEL SHELL ADR EACH REP 2 ORD 0.7%
Value $1.786M Shares 35,891 Est. Cost $52.01 Unrealized
TM Toyota Motor Corporation Ads 0.7%
Value $1.77M Shares 13,584 Est. Cost $151.89 Unrealized
NVO Novo Nordisk A/S 0.7%
Value $1.679M Shares 16,850 Est. Cost $110.76 Unrealized
JNJ Johnson & Johnson 0.6%
Value $1.56M Shares 9,551 Est. Cost $158.66 Unrealized -3.6%
BABA Alibaba Group Holding Ltd ADR 0.6%
Value $1.514M Shares 18,925 Est. Cost $104.53 Unrealized
NVDA NVIDIA Corp 0.6%
Value $1.512M Shares 12,459 Est. Cost $25.24 Unrealized -37.5%
COP ConocoPhillips 0.6%
Value $1.507M Shares 14,528 Est. Cost $63.43 Unrealized +39.0%
BHP Bhp Billiton Ltd 0.6%
Value $1.45M Shares 28,971 Est. Cost $55.02 Unrealized
CVX Chevron Corp 0.6%
Value $1.39M Shares 9,673 Est. Cost $141.43 Unrealized -6.1%
JPM JPMorgan Chase & Co 0.5%
Value $1.348M Shares 12,900 Est. Cost $111.97 Unrealized -5.7%
WMT Wal-Mart Stores Inc 0.5%
Value $1.339M Shares 10,322 Est. Cost $44.59 Unrealized -5.8%
UNH UnitedHealth Group Inc 0.5%
Value $1.323M Shares 2,620 Est. Cost $472.34 Unrealized +4.8%
IYR iShares US Real Estate 0.5%
Value $1.293M Shares 15,879 Est. Cost $115.29 Unrealized
PSA Public Storage 0.5%
Value $1.239M Shares 4,232 Est. Cost $277.41 Unrealized +1.4%
Pioneer Natural Resources Co 0.5%
Value $1.214M Shares 5,605 Est. Cost $182.50 Unrealized
BAC Bank of America Corporation 0.5%
Value $1.196M Shares 39,614 Est. Cost $32.53 Unrealized -6.0%
Linde plc 0.5%
Value $1.167M Shares 4,327 Est. Cost $284.21 Unrealized
KO Coca-Cola Co 0.5%
Value $1.15M Shares 20,362 Est. Cost $56.68 Unrealized -1.1%
COST Costco Wholesale Corp 0.5%
Value $1.143M Shares 2,421 Est. Cost $488.88 Unrealized +1.9%
META Meta Platforms Inc Class A 0.5%
Value $1.134M Shares 8,361 Est. Cost $187.76 Unrealized -14.3%
WFC Wells Fargo & Co 0.5%
Value $1.129M Shares 28,070 Est. Cost $39.93 Unrealized -1.4%
Unilever PLC ADR 0.5%
Value $1.123M Shares 25,618 Est. Cost $45.82 Unrealized
PG Procter & Gamble Co 0.4%
Value $1.1M Shares 8,711 Est. Cost $136.59 Unrealized -4.4%
ABT Abbott Laboratories 0.4%
Value $1.073M Shares 11,092 Est. Cost $117.14 Unrealized -14.6%
V Visa Inc Class A 0.4%
Value $1.05M Shares 5,912 Est. Cost $200.79 Unrealized -1.2%
DEO Diageo PLC 0.4%
Value $1.047M Shares 6,085 Est. Cost $173.96 Unrealized
HD The Home Depot Inc 0.4%
Value $1.046M Shares 3,792 Est. Cost $269.14 Unrealized +0.6%
MCD McDonald's Corp 0.4%
Value $1.045M Shares 4,530 Est. Cost $227.32 Unrealized +3.9%
PEP PepsiCo Inc 0.4%
Value $1.039M Shares 6,366 Est. Cost $150.23 Unrealized +2.8%
AVGO Broadcom Inc Com 0.4%
Value $1.033M Shares 2,326 Est. Cost $51.83 Unrealized -7.2%
HSBC HSBC Holdings PLC ADR 0.4%
Value $1.001M Shares 38,407 Est. Cost $32.12 Unrealized
WELL Welltower Inc Com 0.4%
Value $981K Shares 15,258 Est. Cost $73.70 Unrealized -2.5%
O Realty Income Corp 0.4%
Value $948K Shares 16,222 Est. Cost $57.30 Unrealized 0.0%
DIS Walt Disney Co 0.4%
Value $929K Shares 9,849 Est. Cost $150.58 Unrealized -30.6%
SAP SAP SE ADR 0.4%
Value $920K Shares 11,320 Est. Cost $89.87 Unrealized
GSK GlaxoSmithKline PLC ADR 0.4%
Value $906K Shares 30,653 Est. Cost $29.56 Unrealized
CSCO Cisco Systems Inc 0.4%
Value $900K Shares 22,496 Est. Cost $42.53 Unrealized -5.8%
DLR Digital Realty Trust Inc 0.4%
Value $875K Shares 8,821 Est. Cost $120.43 Unrealized -9.9%
ABBV AbbVie Inc 0.4%
Value $862K Shares 6,423 Est. Cost $133.31 Unrealized -4.6%
MA Mastercard Inc A 0.3%
Value $857K Shares 3,015 Est. Cost $336.06 Unrealized -3.2%
SBAC SBA Communications Corp 0.3%
Value $851K Shares 2,988 Est. Cost $314.39 Unrealized -2.5%
MRK Merck & Co Inc 0.3%
Value $848K Shares 9,770 Est. Cost $79.29 Unrealized +1.4%
RTX Raytheon Technologies Ord 0.3%
Value $838K Shares 10,242 Est. Cost $87.83 Unrealized -4.5%
VICI VICI Properties Inc 0.3%
Value $838K Shares 27,724 Est. Cost $24.24 Unrealized +13.0%
SPG Simon Property Group Inc 0.3%
Value $835K Shares 9,303 Est. Cost $110.31 Unrealized -23.3%
TMO Thermo Fisher Scientific Inc 0.3%
Value $833K Shares 1,641 Est. Cost $545.52 Unrealized +1.6%
ADBE Adobe Systems Inc 0.3%
Value $828K Shares 3,008 Est. Cost $403.40 Unrealized -6.2%
CRM Salesforce Inc 0.3%
Value $816K Shares 5,675 Est. Cost $174.57 Unrealized -4.0%
BTI British American Tobacco PLC 0.3%
Value $816K Shares 22,537 Est. Cost $42.09 Unrealized
VZ Verizon Communications Inc 0.3%
Value $814K Shares 21,433 Est. Cost $38.97 Unrealized -8.2%
APH Amphenol Corp 0.3%
Value $807K Shares 12,017 Est. Cost $38.83 Unrealized -9.3%
BP BP PLC ADR 0.3%
Value $799K Shares 27,990 Est. Cost $28.36 Unrealized
SONY Sony Group Corp 0.3%
Value $792K Shares 12,371 Est. Cost $79.91 Unrealized
PFE Pfizer Inc 0.3%
Value $752K Shares 17,177 Est. Cost $41.70 Unrealized -3.1%
HON Honeywell International Inc 0.3%
Value $744K Shares 4,455 Est. Cost $165.85 Unrealized -2.2%
AVB AvalonBay Communities Inc 0.3%
Value $721K Shares 3,880 Est. Cost $178.22 Unrealized 0.0%
LLY Eli Lilly and Co 0.3%
Value $719K Shares 2,223 Est. Cost $292.03 Unrealized +5.5%
IVV iShares Core S&P 500 0.3%
Value $717K Shares 2,000 Est. Cost $476.91 Unrealized
FLJP Franklin FTSE Japan ETF 0.3%
Value $710K Shares 32,767 Est. Cost $28.50 Unrealized
NEE Nextera Energy Inc 0.3%
Value $708K Shares 9,031 Est. Cost $69.26 Unrealized +11.3%
BMY Bristol-Myers Squibb Company 0.3%
Value $707K Shares 9,943 Est. Cost $64.69 Unrealized -3.7%
BX Blackstone Inc 0.3%
Value $703K Shares 8,398 Est. Cost $115.57 Unrealized -24.5%
UNP Union Pacific Corp 0.3%
Value $682K Shares 3,500 Est. Cost $208.36 Unrealized -2.0%
C Citigroup Inc 0.3%
Value $682K Shares 16,359 Est. Cost $43.76 Unrealized -0.2%
SPY SPDR S&P 500 ETF 0.3%
Value $676K Shares 1,883 Est. Cost $475.57 Unrealized
SBUX Starbucks Corp 0.3%
Value $671K Shares 7,963 Est. Cost $70.74 Unrealized +10.8%
RIO Rio Tinto PLC ADR 0.3%
Value $671K Shares 12,179 Est. Cost $59.78 Unrealized
MDT Medtronic PLC 0.3%
Value $668K Shares 8,200 Est. Cost $89.31 Unrealized -9.5%
DHR Danaher Corp 0.3%
Value $662K Shares 2,560 Est. Cost $269.08 Unrealized -10.6%
ARE Alexandria Real Estate Equities Inc 0.3%
Value $657K Shares 4,650 Est. Cost $160.48 Unrealized -19.2%
GEM Goldman Sachs ActiveBeta EMkts Eq ETF 0.3%
Value $652K Shares 25,247 Est. Cost $36.76 Unrealized
IWC iShares Micro-Cap 0.3%
Value $644K Shares 6,232 Est. Cost $130.99 Unrealized
WY Weyerhaeuser Co 0.3%
Value $638K Shares 22,356 Est. Cost $31.35 Unrealized -3.9%
INFY Infosys Ltd 0.3%
Value $632K Shares 37,232 Est. Cost $18.44 Unrealized
CVS CVS Health Corp 0.3%
Value $631K Shares 6,617 Est. Cost $86.01 Unrealized +1.9%
NFLX Netflix Inc 0.3%
Value $627K Shares 2,662 Est. Cost $22.17 Unrealized +0.2%
MMM 3M Co 0.3%
Value $626K Shares 5,664 Est. Cost $104.16 Unrealized -7.4%
TGT Target Corp 0.3%
Value $613K Shares 4,134 Est. Cost $168.25 Unrealized -15.0%
LOW Lowe's Companies Inc 0.2%
Value $608K Shares 3,239 Est. Cost $179.72 Unrealized +1.5%
QCOM QUALCOMM Inc 0.2%
Value $602K Shares 5,329 Est. Cost $125.09 Unrealized +1.6%
VALE Vale SA 0.2%
Value $601K Shares 45,137 Est. Cost $14.37 Unrealized
INVH Invitation Homes Inc 0.2%
Value $597K Shares 17,690 Est. Cost $35.03 Unrealized -6.2%
USB US Bancorp 0.2%
Value $595K Shares 14,587 Est. Cost $41.60 Unrealized -5.7%
EQR Equity Residential 0.2%
Value $588K Shares 8,661 Est. Cost $64.07 Unrealized 0.0%
EXR Extra Space Storage Inc 0.2%
Value $587K Shares 3,397 Est. Cost $165.32 Unrealized -1.2%
CMCSA Comcast Corp Class A 0.2%
Value $586K Shares 19,970 Est. Cost $37.36 Unrealized -9.9%
NOW ServiceNow Inc 0.2%
Value $582K Shares 1,540 Est. Cost $94.74 Unrealized -4.9%
MUFG Mitsubishi UFJ Financial Group Inc 0.2%
Value $564K Shares 125,385 Est. Cost $5.28 Unrealized
ACWI iShares MSCI ACWI 0.2%
Value $558K Shares 7,171 Est. Cost $77.81 Unrealized
JD JD.com Inc ADR 0.2%
Value $558K Shares 11,092 Est. Cost $61.85 Unrealized
INTC Intel Corp 0.2%
Value $554K Shares 21,480 Est. Cost $38.45 Unrealized -16.0%
CPT Camden Property Trust 0.2%
Value $542K Shares 4,501 Est. Cost $142.38 Unrealized -17.7%
AMGN Amgen Inc 0.2%
Value $541K Shares 2,400 Est. Cost $218.52 Unrealized -0.3%
T AT&T Inc 0.2%
Value $519K Shares 33,856 Est. Cost $16.09 Unrealized -6.2%
KRP Kimbell Royalty Partners LP 0.2%
Value $514K Shares 30,250 Est. Cost $13.63 Unrealized
AMAT Applied Materials Inc 0.2%
Value $510K Shares 6,229 Est. Cost $104.79 Unrealized -10.8%
TJX TJX Companies Inc 0.2%
Value $508K Shares 8,182 Est. Cost $57.55 Unrealized +4.1%
GOOS Canada Goose Holdings Inc 0.2%
Value $504K Shares 33,040 Est. Cost $40.94 Unrealized -54.3%
VRSN VeriSign Inc 0.2%
Value $500K Shares 2,878 Est. Cost $228.54 Unrealized -19.8%
MAA Mid-America Apartment Communities Inc 0.2%
Value $500K Shares 3,225 Est. Cost $150.98 Unrealized 0.0%
IBN ICICI Bank Ltd 0.2%
Value $489K Shares 23,315 Est. Cost $17.75 Unrealized
RELX Relx Plc American Depositary Shares 0.2%
Value $485K Shares 19,950 Est. Cost $26.81 Unrealized
VTR Ventas Inc 0.2%
Value $483K Shares 11,889 Est. Cost $45.87 Unrealized -5.2%
EWY iShares MSCI South Korea ETF 0.2%
Value $483K Shares 10,200 Est. Cost $60.18 Unrealized
NKE Nike Inc B 0.2%
Value $481K Shares 5,765 Est. Cost $109.99 Unrealized -7.7%
UPS United Parcel Service Inc Class B 0.2%
Value $477K Shares 2,950 Est. Cost $153.87 Unrealized +4.3%
AMD Advanced Micro Devices Inc 0.2%
Value $468K Shares 7,394 Est. Cost $92.63 Unrealized -8.1%
ELS Equity Lifestyle Properties Inc 0.2%
Value $464K Shares 7,328 Est. Cost $88.01 Unrealized
ESS Essex Property Trust Inc 0.2%
Value $463K Shares 1,893 Est. Cost $281.57 Unrealized -16.0%
PYPL PayPal Holdings Inc 0.2%
Value $459K Shares 5,335 Est. Cost $86.55 Unrealized +2.2%
Duke Realty Corp 0.2%
Value $454K Shares 9,418 Est. Cost $48.21 Unrealized
ABBNY ABB Ltd 0.2%
Value $450K Shares 17,535 Est. Cost $26.67 Unrealized
GLPI Gaming and Leisure Properties Inc 0.2%
Value $448K Shares 10,132 Est. Cost $48.76 Unrealized
SUI Sun Communities Inc 0.2%
Value $441K Shares 3,235 Est. Cost $136.32 Unrealized
GE General Electric Co 0.2%
Value $430K Shares 6,942 Est. Cost $47.21 Unrealized -8.5%
UBER Uber Technologies Inc 0.2%
Value $428K Shares 16,165 Est. Cost $26.55 Unrealized +4.1%
HST Host Hotels & Resorts Inc 0.2%
Value $427K Shares 26,642 Est. Cost $14.02 Unrealized +3.3%
IBM International Business Machines Corp 0.2%
Value $415K Shares 3,495 Est. Cost $117.28 Unrealized -1.4%
SAN Banco Santander SA ADR 0.2%
Value $413K Shares 177,985 Est. Cost $2.71 Unrealized
NGG National Grid PLC ADR 0.2%
Value $409K Shares 7,940 Est. Cost $65.56 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.2%
Value $402K Shares 30,959 Est. Cost $14.00 Unrealized
BUD Anheuser-Busch InBev SA/NV 0.2%
Value $401K Shares 8,876 Est. Cost $53.29 Unrealized
BXP Boston Properties Inc 0.2%
Value $399K Shares 5,251 Est. Cost $90.62 Unrealized -23.2%
BA Boeing Co 0.2%
Value $394K Shares 3,255 Est. Cost $147.90 Unrealized +3.7%
AMH American Homes 4 Rent 0.2%
Value $379K Shares 11,561 Est. Cost $43.21 Unrealized
HMC Honda Motor Co Ltd 0.2%
Value $375K Shares 17,365 Est. Cost $24.03 Unrealized
WPC W.P. Carey Inc 0.1%
Value $365K Shares 5,153 Est. Cost $70.83 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc 0.1%
Value $357K Shares 64,893 Est. Cost $5.89 Unrealized
HIG The Hartford Financial Services Group Inc 0.1%
Value $353K Shares 5,660 Est. Cost $64.54 Unrealized -5.8%
BBEU JPMorgan BetaBuilders Europe ETF 0.1%
Value $349K Shares 8,646 Est. Cost $57.59 Unrealized
PSX Phillips 66 0.1%
Value $347K Shares 4,296 Est. Cost $80.94 Unrealized -6.9%
UDR UDR Inc 0.1%
Value $330K Shares 7,908 Est. Cost $39.97 Unrealized 0.0%
DOC Healthpeak Properties Ord 0.1%
Value $322K Shares 14,038 Est. Cost $21.59 Unrealized 0.0%
IRM Iron Mountain Inc 0.1%
Value $319K Shares 7,153 Est. Cost $44.49 Unrealized 0.0%
EQNR Equinor Asa Sponsored Adr 0.1%
Value $316K Shares 9,553 Est. Cost $34.70 Unrealized
LYG Lloyds Banking Group PLC 0.1%
Value $314K Shares 175,361 Est. Cost $2.03 Unrealized
MNDY MONDAYCOM ORD 0.1%
Value $310K Shares 2,739 Est. Cost $239.69 Unrealized -50.6%
SPYG SPDR S&P 500 Growth 0.1%
Value $291K Shares 5,800 Est. Cost $50.17 Unrealized
BIDU Baidu Inc 0.1%
Value $291K Shares 2,476 Est. Cost $146.36 Unrealized
VOD Vodafone Group PLC ADR 0.1%
Value $290K Shares 25,620 Est. Cost $15.58 Unrealized
ING ING Groep NV 0.1%
Value $289K Shares 33,950 Est. Cost $9.78 Unrealized
KIM Kimco Realty Corp 0.1%
Value $288K Shares 15,661 Est. Cost $17.91 Unrealized 0.0%
CUBE CubeSmart 0.1%
Value $286K Shares 7,070 Est. Cost $55.20 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA ADR 0.1%
Value $284K Shares 63,840 Est. Cost $4.51 Unrealized
PUK Prudential PLC 0.1%
Value $266K Shares 13,342 Est. Cost $24.72 Unrealized
NTES NetEase Inc 0.1%
Value $260K Shares 3,442 Est. Cost $92.28 Unrealized
SPGI S&Pglobal Inc Com 0.1%
Value $245K Shares 801 Est. Cost $391.41 Unrealized -11.2%
EGP EastGroup Properties Inc 0.1%
Value $240K Shares 1,648 Est. Cost $228.95 Unrealized
CRH PLC 0.1%
Value $238K Shares 7,333 Est. Cost $34.65 Unrealized
Life Storage Inc Com 0.1%
Value $238K Shares 2,149 Est. Cost $110.75 Unrealized
MNST Monster Beverage Corp 0.1%
Value $235K Shares 2,701 Est. Cost $44.25 Unrealized +4.1%
XYZ Block Inc 0.1%
Value $225K Shares 4,088 Est. Cost $90.59 Unrealized -21.8%
TRNO Terreno Realty Corp 0.1%
Value $219K Shares 4,097 Est. Cost $85.66 Unrealized
REG Regency Centers Corp 0.1%
Value $218K Shares 4,008 Est. Cost $53.07 Unrealized 0.0%
REXR Rexford Industrial Realty Inc 0.1%
Value $209K Shares 3,990 Est. Cost $52.38 Unrealized
FR First Industrial Realty Trust Inc 0.1%
Value $203K Shares 4,501 Est. Cost $66.43 Unrealized
SLI Standard Lithium 0.0%
Value $87,000 Shares 20,000 Est. Cost $6.77 Unrealized -22.7%
JOBY Joby Aviation Inc 0.0%
Value $79,000 Shares 18,143 Est. Cost $7.07 Unrealized -22.5%