Stock Taper

NAVITER WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Palo Alto Networks, Inc.PANW8.29K$2.83M
Amgen Inc.AMGN7.88K$2.85M
Danaher CorporationDHR7.87K$1.5M
Booking Holdings Inc.BKNG7.86K$1.4M
Philip Morris International Inc.PM7.68K$1.4M
Linde plcLIN7.6K$3.94M
The Charles Schwab CorporationSCHW7.32K$675.51K
Salesforce, Inc.CRM7.32K$1.15M
Applied Materials, Inc.AMAT7.19K$5.2M
Home Bancshares, Inc.HOMB7.04K$200.88K
Blackstone Inc.BX6.84K$804.86K
The Goldman Sachs Group, Inc.GS6.76K$6.84M
KB Financial Group Inc.KB6.41K$672.56K
Western Midstream Partners, LPWES6.4K$280.06K
Essex Property Trust, Inc.ESS6.18K$1.82M
Bristol-Myers Squibb CompanyBMY5.48K$315.53K
NextEra Energy, Inc.NEE5.47K$480.54K
Honeywell International Inc.HON5.43K$1.22M
The Boeing CompanyBA5.06K$1.1M
UnitedHealth Group IncorporatedUNH4.96K$2.06M