Holdings
Naviter Wealth, LLC
As of Jun 30, 2026, Naviter Wealth, LLC reported 232 positions worth US$800M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 113K | US$54.2M | +22,257 | Jun 30, 2026 |
| Nvidia Corporation | 192K | US$38.4M | +37,822 | Jun 30, 2026 |
| Apple Inc | 124K | US$36M | +21,436 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 97,795 | US$34.9M | +18,662 | Jun 30, 2026 |
| Amazon.com, Inc. | 86,798 | US$20.7M | +20,172 | Jun 30, 2026 |
| Asml Holding Nv | 9,088 | US$18.1M | +1,236 | Jun 30, 2026 |
| Microsoft Corp. | 46,317 | US$17.3M | −550 | Jun 30, 2026 |
| Broadcom Inc. | 42,982 | US$16.2M | +7,648 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 28,087 | US$14.1M | +13,065 | Jun 30, 2026 |
| Welltower Inc. | 61,832 | US$14M | +12,519 | Jun 30, 2026 |