SEC Form 13F

Naviter Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$1,102,163,392
Positions305

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPS ETF TRAMLPALERIAN MLP$85,021,5431,639,760
ISHARES TRACWIMSCI ACWI ETF$60,408,806384,843
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$55,583,9961,099,150
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$54,226,892113,327
NVIDIA CORPORATIONNVDACOM$38,379,768191,813
APPLE INCAAPLCOM$36,002,705124,422
ALPHABET INCGOOGLCAP STK CL A$33,451,54093,605
AMAZON COM INCAMZNCOM$20,687,53186,798
ASML HLDG NVASMLN Y REGISTRY SHS$18,080,0319,088
MICROSOFT CORPMSFTCOM$17,277,28346,317

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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