NAVITER WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 648K | $13.26M |
 | PSEC | 496K | $1.39M |
 | LYG | 391K | $1.77M |
 | SAN | 356K | $3.73M |
 | OBDC | 342K | $4.49M |
 | MFG | 310K | $2.07M |
 | GBDC | 278K | $3.81M |
 | MUFG | 272K | $4.33M |
 | HTGC | 209K | $3.95M |
 | MFIC | 204K | $2.45M |
 | NMFC | 203K | $1.96M |
 | GSBD | 171K | $1.82M |
 | FSK | 169K | $2.64M |
 | NVDA | 163K | $30.42M |
 | MSDL | 161K | $2.67M |
 | OCSL | 161K | $2.10M |
 | SMFG | 157K | $2.62M |
 | TSLX | 150K | $3.42M |
 | SONY | 149K | $4.29M |
 | XOM | 149K | $16.80M |
Ares Capital Corporation
ARCC
Shares Held
648K
Value
$13.26M
Prospect Capital Corporation
PSEC
Shares Held
496K
Value
$1.39M
Lloyds Banking Group plc
LYG
Shares Held
391K
Value
$1.77M
Banco Santander, S.A.
SAN
Shares Held
356K
Value
$3.73M
Blue Owl Capital Corporation
OBDC
Shares Held
342K
Value
$4.49M
Mizuho Financial Group, Inc.
MFG
Shares Held
310K
Value
$2.07M
Golub Capital BDC, Inc.
GBDC
Shares Held
278K
Value
$3.81M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
272K
Value
$4.33M
Hercules Capital, Inc.
HTGC
Shares Held
209K
Value
$3.95M
MidCap Financial Investment Corporation
MFIC
Shares Held
204K
Value
$2.45M
New Mountain Finance Corporation
NMFC
Shares Held
203K
Value
$1.96M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
171K
Value
$1.82M
FS KKR Capital Corp.
FSK
Shares Held
169K
Value
$2.64M
NVIDIA Corporation
NVDA
Shares Held
163K
Value
$30.42M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
161K
Value
$2.67M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
161K
Value
$2.10M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
157K
Value
$2.62M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
150K
Value
$3.42M
Sony Group Corporation
SONY
Shares Held
149K
Value
$4.29M
Exxon Mobil Corporation
XOM
Shares Held
149K
Value
$16.80M