Stock Taper

NAVITER WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Walt Disney CompanyDIS21.97K$2.13M
W. P. Carey Inc.WPC21.75K$1.58M
Anheuser-Busch InBev SA/NVBUD21.45K$1.77M
Energy Transfer LPET21.1K$403.41K
AbbVie Inc.ABBV21.07K$5.3M
Chevron CorporationCVX20.55K$3.41M
ORIX CorporationIX20.46K$778.16K
Meta Platforms, Inc.META20.13K$11.34M
SAP SESAP19.65K$3.03M
The Procter & Gamble CompanyPG19.34K$2.84M
Advanced Micro Devices, Inc.AMD19.1K$11.1M
Visa Inc.V18.93K$6.5M
Extra Space Storage Inc.EXR17.91K$2.6M
Gold Fields LimitedGFI16.5K$554.2K
Oracle CorporationORCL15.93K$2.33M
Omega Healthcare Investors, Inc.OHI15.76K$751.58K
C3.ai, Inc.AI15K$136.35K
Amphenol CorporationAPH14.48K$2.56M
Medtronic plcMDT14.35K$1.13M
ConocoPhillipsCOP14.11K$1.47M