Naviter Wealth, LLC
RIA/Wealth
Naviter Wealth, LLC is a RIA/Wealth based in Little Rock, AR led by Bentley Edward Blackmon, reporting $1.6B in AUM as of Q3 2025 with AMLP as the largest holding (8% allocation).
CEOBentley Edward Blackmon
- Portfolio Value
- $858.6M
- Positions
- 258
- Top Holding
- AMLP at 7.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Naviter Wealth, LLC's portfolio (37% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $65.6M | 7.64% | +$4.0M Bought | — 1.4M shares | |
ETF ETF | $43.1M | 5.02% | +$4.9M Bought | — 311.8K shares | |
ETF ETF | $41.6M | 4.85% | -$7.0M Sold | — 820.7K shares | |
Semiconductors Technology | $30.4M | 3.54% | +$1.3M Bought | 0.00% 163.0K shares | |
Consumer Electronics Technology | $28.1M | 3.27% | +$1.4M Bought | 0.00% 110.4K shares | |
Semiconductors Technology | $27.6M | 3.21% | +$1.3M Bought | — 98.4K shares | |
Software - Infrastructure Technology | $26.4M | 3.08% | +$1.5M Bought | 0.00% 51.1K shares | |
Internet Content & Information Communication Services | $21.3M | 2.48% | +$349.8K Bought | 0.00% 87.7K shares | |
Oil & Gas Integrated Energy | $16.8M | 1.96% | -$13.1K Sold | 0.00% 149.0K shares | |
Specialty Retail Consumer Cyclical | $16.6M | 1.94% | +$651.0K Bought | 0.00% 75.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Naviter Wealth, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Naviter Wealth, LLC
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