Alteri Wealth LLC Purchases in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
4.26K
+ 5.18%
$84.5 - $105.05 $360K - $447K
86.5K $7.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.13K
+ 24.93%
$57.44 - $59.4 $122K - $126K
10.7K $633M
Virtus Convertible & Income Fd Com New
10.7K
New
N/A
10.7K $138M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.68K
+ 47.36%
$49.78 - $53.19 $134K - $143K
8.35K $426M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
13.1K
New
$10.14 - $10.82 $132K - $141K
13.1K $136M
O
Realty Income Corp

Real Estate
1.88K
+ 36.25%
$51.67 - $58.49 $97.3K - $110K
7.08K $411M
DGRO
Ishares Core Dividend Growth E

ETFs
1.98K
+ 14.83%
$60.46 - $64.42 $120K - $128K
15.4K $949M
BSX
Boston Scientific Corp

Healthcare
129
+ 1.3%
$89.38 - $106.18 $11.5K - $13.7K
10.1K $1.02B
PH
Parker Hannifin Corp

Industrials
267
+ 16.92%
$591.65 - $707.05 $158K - $189K
1.85K $1.12B
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
9.86K
+ 15.04%
$10.55 - $11.13 $104K - $110K
75.4K $808M
ETR
Entergy Corp

Utilities
619
+ 11.08%
$75.26 - $87.89 $46.6K - $54.4K
6.21K $531M
ED
Consolidated Edison Inc

Utilities
234
+ 6.28%
$88.0 - $110.59 $20.6K - $25.9K
3.96K $438M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
673
+ 47.33%
$192.82 - $222.1 $130K - $149K
2.1K $404M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.06K
+ 8.82%
$79.17 - $82.04 $84.2K - $87.2K
13.1K $1.07B
PFG
Principal Financial Group Inc

Financial Services
907
+ 27.11%
$76.34 - $89.04 $69.2K - $80.8K
4.25K $359M
ABC
Amerisourcebergen Corp

Healthcare
84
+ 6.87%
N/A
1.31K $363M
PM
Philip Morris International Inc.

Consumer Defensive
121
+ 6.87%
$117.15 - $158.79 $14.2K - $19.2K
1.88K $299M
VIG
Vanguard Dividend Appreciation

ETFs
472
+ 17.73%
N/A
3.13K $608M
JCI
Johnson Controls International PLC

Industrials
963
+ 16.97%
$76.12 - $90.6 $73.3K - $87.2K
6.64K $532M
XLF
Financial Sector Spdr

ETFs
1.08K
+ 5.46%
$47.32 - $52.19 $51K - $56.2K
20.8K $1.04B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
894
+ 9.41%
$77.7 - $78.94 $69.5K - $70.6K
10.4K $821M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
194
+ 19.09%
$408.78 - $448.82 $79.3K - $87.1K
1.21K $508M
GD
General Dynamics Corp

Industrials
223
+ 13.73%
$241.94 - $272.58 $54K - $60.8K
1.85K $504M
FCX
Freeport Mcmoran Inc

Basic Materials
2.02K
+ 29.91%
$34.5 - $43.01 $69.8K - $87.1K
8.79K $333M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.28%
$890.62 - $1076.86 $20.5K - $24.8K
1.82K $1.73B
KO
Coca Cola CO

Consumer Defensive
140
+ 2.08%
$60.81 - $72.32 $8.51K - $10.1K
6.87K $492M
THW
Tekla World Healthcare Fund

Financial Services
4.8K
+ 14.42%
$11.09 - $12.2 $53.2K - $58.6K
38.1K $439M
SOXX
Ishares Semiconductor ETF

ETFs
817
+ 24.99%
$188.17 - $235.81 $154K - $193K
4.09K $769M
SPG
Simon Property Group Inc

Real Estate
461
+ 20.99%
$159.48 - $187.78 $73.5K - $86.6K
2.66K $441M
PG
Procter & Gamble CO

Consumer Defensive
191
+ 1.79%
$158.56 - $176.26 $30.3K - $33.7K
10.8K $1.85B
SPGI
S&P Global Inc.

Financial Services
89
+ 5.38%
$478.26 - $543.77 $42.6K - $48.4K
1.74K $885M
ALL
Allstate Corp

Financial Services
101
+ 3.96%
$180.99 - $210.18 $18.3K - $21.2K
2.65K $549M
IAU
Ishares Gold Trust

ETFs
150
+ 3.55%
$49.74 - $58.96 $7.46K - $8.84K
4.38K $258M
VZ
Verizon Communications Inc

Communication Services
169
+ 2.26%
$37.81 - $46.49 $6.39K - $7.86K
7.66K $347M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
794
+ 7.23%
$44.68 - $46.49 $35.5K - $36.9K
11.8K $546M
TXN
Texas Instruments Inc

Technology
382
+ 13.54%
N/A
3.2K $576M
MO
Altria Group, Inc.

Consumer Defensive
200
+ 4.8%
$50.81 - $60.02 $10.2K - $12K
4.37K $262M
HON
Honeywell International Inc

Industrials
363
+ 14.85%
$202.75 - $226.52 $73.6K - $82.2K
2.81K $595M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
180
+ 8.87%
$507.05 - $563.67 $91.3K - $101K
2.21K $1.14B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
591
+ 7.52%
N/A
8.45K $301M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.02%
$31.75 - $34.14 $95.3 - $102
13.9K $474M
QUAL
Ishares Msci Usa Quality Facto

ETFs
604
+ 6.47%
$168.16 - $186.21 $102K - $112K
9.94K $1.7B
RACE
Ferrari N.V.

Consumer Cyclical
76
+ 7.71%
$413.73 - $508.15 $31.4K - $38.6K
1.06K $454M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.04%
$47.66 - $57.45 $95.3 - $115
5.48K $298M
CSCO
Cisco Systems, Inc.

Technology
120
+ 1.14%
$58.74 - $64.87 $7.05K - $7.78K
10.7K $660M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.09K
+ 5.38%
$10.47 - $10.92 $21.9K - $22.8K
40.9K $439M
PEP
Pepsico Inc

Consumer Defensive
287
+ 5.24%
$142.64 - $156.42 $40.9K - $44.9K
5.76K $863M
Linde PLC Shs
6
+ 1.13%
N/A
536 $249M
CL
Colgate Palmolive CO

Consumer Defensive
153
+ 3.72%
$85.68 - $97.5 $13.1K - $14.9K
4.27K $400M
Activity Summary
Buys All Purchases 148 New Holdings 22 Increased Positions 126 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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