Long-term investor
Naviter Wealth, LLC @naviterwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001855567).
Record
- Tracked since 2025-06-30 (478 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +10.6% · 1 year +13.8% · all +13.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 00162Q452 · 7.7% · long · since 2025-06-30
- 464288257 · 5.5% · long · since 2025-06-30
- 46641Q837 · 5.0% · long · since 2025-06-30
- TSM · 4.9% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- ASML · 1.6% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- AVGO · 1.5% · long · since 2025-06-30
- WELL · 1.3% · long · since 2025-06-30