NAVITER WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PANW | 7K | $1.34M |
 | ACN | 6K | $1.60M |
 | NEE | 6K | $485.85K |
 | GS | 6K | $5.12M |
 | ARE | 6K | $528.47K |
 | PGR | 6K | $1.52M |
 | BMY | 6K | $274.84K |
 | PM | 6K | $926.70K |
 | UNH | 5K | $1.87M |
 | ADBE | 5K | $1.88M |
 | KB | 5K | $418.45K |
 | ESS | 5K | $1.36M |
 | BXP | 5K | $357.86K |
 | PHM | 4K | $587.50K |
 | COST | 4K | $4.08M |
 | ETN | 4K | $1.60M |
 | BA | 4K | $917.71K |
 | RBA | 4K | $450.78K |
 | HIG | 4K | $543.33K |
 | TMO | 4K | $1.72M |
Palo Alto Networks, Inc.
PANW
Shares Held
7K
Value
$1.34M
Accenture plc
ACN
Shares Held
6K
Value
$1.60M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$485.85K
The Goldman Sachs Group, Inc.
GS
Shares Held
6K
Value
$5.12M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
6K
Value
$528.47K
The Progressive Corporation
PGR
Shares Held
6K
Value
$1.52M
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$274.84K
Philip Morris International Inc.
PM
Shares Held
6K
Value
$926.70K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.87M
Adobe Inc.
ADBE
Shares Held
5K
Value
$1.88M
KB Financial Group Inc.
KB
Shares Held
5K
Value
$418.45K
Essex Property Trust, Inc.
ESS
Shares Held
5K
Value
$1.36M
BXP, Inc.
BXP
Shares Held
5K
Value
$357.86K
PulteGroup, Inc.
PHM
Shares Held
4K
Value
$587.50K
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$4.08M
Eaton Corporation plc
ETN
Shares Held
4K
Value
$1.60M
The Boeing Company
BA
Shares Held
4K
Value
$917.71K
RB Global, Inc.
RBA
Shares Held
4K
Value
$450.78K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
4K
Value
$543.33K
Thermo Fisher Scientific Inc.
TMO
Shares Held
4K
Value
$1.72M