Naviter Wealth, LLC
Top Portfolio Positions
231 positions ·
$624,884,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
91,070 | $30,777,106 | 4.93% | |
| NVDA |
Nvidia Corp
Technology
|
153,991 | $26,856,030 | 4.30% | |
| AAPL |
Apple Inc.
Technology
|
102,986 | $26,136,816 | 4.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,820 | $24,061,181 | 3.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
76,600 | $22,027,096 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
46,867 | $17,348,757 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,626 | $13,876,197 | 2.22% | |
| ARCC |
Ares Capital Corp
Financial Services
|
708,827 | $12,773,062 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
35,334 | $10,936,226 | 1.75% | |
| ASML |
Asml Holding NV
Technology
|
7,852 | $10,371,157 | 1.66% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,628,902 | 183,435 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,203,551 | 129,693 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,741,612 | 171,250 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,083,590 | 185,208 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,714,843 | 147,450 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,639,888 | 135,528 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,051,106 | 149,063 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,972,552 | 131,241 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,265,525 | 84,481 | Shares | Sole | 2024-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||