Alteri Wealth LLC Purchases in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
308
+ 0.31%
$94.31 - $157.99 $29K - $48.7K
98.7K $15.6B
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 25.34%
$484.66 - $738.09 $508K - $774K
5.18K $3.83B
Tortoise Energy Fund
146K
New
N/A
146K $1.34B
ZECP
Zacks Tr Earnings Constant Por

ETFs
28.3K
+ 130.64%
$27.11 - $31.91 $768K - $905K
50K $1.6B
AMZN
Amazon Com Inc

Consumer Cyclical
832
+ 3.23%
$167.32 - $223.3 $139K - $186K
26.6K $5.83B
JPM
Jpmorgan Chase & CO

Financial Services
428
+ 2.88%
$210.28 - $289.91 $90K - $124K
15.3K $4.43B
YEAR
Ab Active Etfs Inc Ultra Short
14.9K
+ 301.01%
N/A
19.9K $1.01B
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 5.69%
$221.86 - $362.89 $94.7K - $155K
7.93K $2.52B
GS
Goldman Sachs Group Inc

Financial Services
772
New
$462.22 - $707.75 $357K - $546K
772 $547M
IDV
Ishares Tr

ETFs
13.4K
+ 76.32%
$27.79 - $34.84 $373K - $467K
31K $1.07B
VZ
Verizon Communications Inc

Communication Services
11.5K
+ 149.6%
$41.67 - $45.62 $477K - $522K
19.1K $827M
BAC
Bank Of America Corp

Financial Services
411
+ 0.51%
$34.39 - $47.46 $14.1K - $19.5K
80.9K $3.83B
DIS
Walt Disney CO

Communication Services
519
+ 3.37%
$81.72 - $124.01 $42.4K - $64.4K
15.9K $1.97B
WDC
Western Digital Corp

Technology
3.59K
+ 48.14%
$30.54 - $63.99 $110K - $230K
11.1K $708M
WFC
Wells Fargo & Company

Financial Services
3.58K
+ 28.74%
$60.98 - $80.12 $218K - $286K
16K $1.28B
SRLN
Ssga Active Trust

ETFs
8.04K
+ 11.14%
$39.47 - $41.59 $317K - $334K
80.2K $3.33B
CAH
Cardinal Health Inc

Healthcare
2.15K
New
$125.0 - $168.0 $269K - $361K
2.15K $361M
MU
Micron Technology Inc

Technology
2.89K
New
$64.72 - $127.91 $187K - $370K
2.89K $356M
ORCL
Oracle Corp

Technology
94
+ 2.27%
$122.82 - $218.63 $11.5K - $20.6K
4.24K $928M
STX
Seagate Technology Holdings PLC

Technology
2.34K
New
$66.54 - $144.33 $156K - $338K
2.34K $338M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.31K
+ 81.07%
$96.84 - $99.46 $321K - $329K
7.4K $734M
URA
Global X Uranium ETF

ETFs
445
+ 2.36%
$20.26 - $38.81 $9.02K - $17.3K
19.3K $749M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.79K
New
$71.96 - $83.42 $273K - $316K
3.79K $314M
VGSH
Vanguard

ETFs
5.27K
New
$58.32 - $58.95 $308K - $311K
5.27K $310M
LHX
L3 Harris Technologies, Inc.

Industrials
1.23K
New
$200.21 - $256.99 $246K - $316K
1.23K $308M
FCNCA
First Citizens Bancshares Inc

Financial Services
148
New
$1561.69 - $1966.55 $231K - $291K
148 $290M
PLTR
Palantir Technologies Inc.

Technology
2.06K
New
$74.01 - $144.25 $152K - $297K
2.06K $281M
CVS
Cvs Health Corp

Healthcare
4.06K
New
$60.04 - $70.18 $244K - $285K
4.06K $280M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.42%
$498.8 - $620.9 $9.48K - $11.8K
4.49K $2.79B
CRSP
Crispr Therapeutics Ag

Healthcare
5.53K
New
$31.27 - $48.64 $173K - $269K
5.53K $269M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.75K
New
$118.81 - $151.28 $208K - $265K
1.75K $265M
SHEL
Shell PLC

Energy
3.66K
New
$59.75 - $73.05 $219K - $267K
3.66K $258M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.3K
New
$14.97 - $16.79 $229K - $257K
15.3K $256M
IEFA
Ishares Tr

ETFs
1.91K
+ 15.59%
$67.83 - $84.09 $130K - $161K
14.2K $1.18B
Zacks Focus Growth ETF
9.44K
New
N/A
9.44K $250M
DG
Dollar General Corp

Consumer Defensive
2.12K
New
$86.02 - $114.95 $182K - $244K
2.12K $243M
BP
Bp PLC

Energy
7.91K
New
$26.11 - $33.81 $206K - $267K
7.91K $237M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.58K
+ 115.98%
$91.43 - $91.74 $236K - $236K
4.8K $440M
EMR
Emerson Electric CO

Industrials
1K
+ 24.7%
$94.15 - $133.33 $94.4K - $134K
5.06K $675M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.52K
New
$113.67 - $150.4 $173K - $229K
1.52K $229M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.5K
New
$24.38 - $30.18 $183K - $226K
7.5K $226M
SCHW
Schwab Charles Corp

Financial Services
2.43K
New
$69.06 - $91.24 $168K - $222K
2.43K $221M
HPE
Hewlett Packard Enterprise CO

Technology
6K
+ 31.56%
$12.51 - $20.45 $75K - $123K
25K $511M
COF
Capital One Financial Corp

Financial Services
1.02K
New
$150.57 - $212.76 $154K - $217K
1.02K $217M
JPIE
J P Morgan Exchange Traded Fd
4.65K
New
$45.12 - $46.32 $210K - $215K
4.65K $215M
SOXX
Ishares Semiconductor ETF

ETFs
32
+ 0.78%
$154.86 - $239.07 $4.96K - $7.65K
4.12K $983M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10.2K
New
$20.12 - $21.0 $205K - $214K
10.2K $213M
ELV
Elevance Health, Inc.

Healthcare
543
New
$372.27 - $452.69 $202K - $246K
543 $211M
NOW
Service Now, Inc.

Technology
14
+ 1.66%
$721.65 - $1040.18 $10.1K - $14.6K
855 $879M
Activity Summary
Buys All Purchases 161 New Holdings 34 Increased Positions 127 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email