Alteri Wealth LLC Purchases in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
469
+ 8.2%
$56.17 - $59.71 $26.3K - $28K
6.19K $354M
IGR
Cbre Global Real Estate Income Fund

Financial Services
950
+ 1.96%
$4.79 - $5.34 $4.55K - $5.07K
49.3K $255M
APH
Amphenol Corp

Technology
805
+ 9.57%
$61.62 - $78.55 $49.6K - $63.2K
9.22K $605M
BOTZ
Global X Fds

ETFs
2.33K
+ 15.91%
$28.46 - $34.53 $66.2K - $80.3K
16.9K $482M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.73K
+ 14.18%
$11.85 - $13.1 $20.4K - $22.6K
13.9K $169M
C
Citigroup Inc

Financial Services
133
+ 1.66%
$67.23 - $84.63 $8.94K - $11.3K
8.16K $579M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
289
+ 3.02%
$62.72 - $71.92 $18.1K - $20.8K
9.87K $622M
STWD
Starwood Property Trust, Inc.

Real Estate
57
+ 0.42%
$18.41 - $20.53 $1.05K - $1.17K
13.7K $271M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
2.48K
+ 4.4%
$8.24 - $8.68 $20.4K - $21.5K
58.9K $486M
VVR
Invesco Senior Income Trust

Financial Services
4.6K
+ 11.71%
$3.55 - $4.15 $16.3K - $19.1K
43.9K $165M
DSL
Double Line Income Solutions Fund

Financial Services
589
+ 3.14%
$12.53 - $12.88 $7.38K - $7.59K
19.4K $244M
URI
United Rentals, Inc.

Industrials
68
+ 15.14%
$594.17 - $789.56 $40.4K - $53.7K
517 $324M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.2K
+ 7.95%
$12.94 - $14.29 $41.3K - $45.7K
43.4K $569M
PAVE
Global X Fds Us Infrastructure

ETFs
790
+ 8.45%
$37.31 - $43.82 $29.5K - $34.6K
10.1K $383M
VTI
Vanguard Total Stock Market Et

ETFs
69
+ 7.12%
$271.18 - $303.12 $18.7K - $20.9K
1.04K $285M
MLM
Martin Marietta Materials Inc

Basic Materials
46
+ 8.46%
$460.39 - $552.64 $21.2K - $25.4K
590 $282M
QCOM
Qualcomm Inc

Technology
3
+ 0.04%
$151.94 - $175.86 $456 - $528
7.11K $1.09B
FTF
Franklin LTD Duration Income Trust

Financial Services
600
+ 2.58%
$6.43 - $6.7 $3.86K - $4.02K
23.8K $154M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
194
+ 15.57%
$165.25 - $224.62 $32.1K - $43.6K
1.44K $239M
META
Meta Platforms, Inc.

Communication Services
45
+ 1.1%
$576.36 - $736.67 $25.9K - $33.2K
4.14K $2.38B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
121
+ 5.94%
$221.78 - $273.45 $26.8K - $33.1K
2.16K $491M
AMAT
Applied Materials Inc

Technology
121
+ 6.91%
$145.06 - $195.51 $17.6K - $23.7K
1.87K $272M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 7.86%
$468.34 - $539.52 $93.7K - $108K
2.75K $1.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 1.95%
$551.42 - $612.93 $9.93K - $11K
941 $526M
PANW
Palo Alto Networks Inc

Technology
136
+ 4.0%
$167.82 - $208.28 $22.8K - $28.3K
3.54K $603M
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 4.44%
$347.25 - $424.87 $49.3K - $60.3K
3.34K $1.22B
HPQ
Hp Inc

Technology
1.1K
+ 9.91%
$27.69 - $34.72 $30.5K - $38.3K
12.2K $339M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.24K
+ 9.64%
$20.63 - $25.57 $25.5K - $31.6K
14K $290M
ROST
Ross Stores, Inc.

Consumer Cyclical
300
+ 10.47%
$123.3 - $154.95 $37K - $46.5K
3.16K $404M
BFOR
Alps ETF Tr Barrons 400 ETF
20
+ 0.2%
N/A
10.2K $711M
DIS
Walt Disney CO

Communication Services
1.46K
+ 10.45%
$96.87 - $114.0 $141K - $166K
15.4K $1.52B
AMD
Advanced Micro Devices Inc

Technology
3
+ 0.09%
$96.63 - $129.55 $290 - $389
3.44K $353M
WDC
Western Digital Corp

Technology
1.17K
+ 18.55%
$40.43 - $72.03 $47.2K - $84.1K
7.47K $302M
HPE
Hewlett Packard Enterprise CO

Technology
1.64K
+ 9.41%
$14.77 - $24.42 $24.1K - $39.9K
19K $293M
CRM
Salesforce, Inc.

Technology
24
+ 1.63%
$268.36 - $359.95 $6.44K - $8.64K
1.49K $401M
ORCL
Oracle Corp

Technology
31
+ 0.75%
$139.81 - $186.47 $4.33K - $5.78K
4.15K $580M
ETN
Eaton Corp PLC

Industrials
77
+ 3.46%
$271.83 - $371.23 $20.9K - $28.6K
2.3K $625M
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.2%
$554.06 - $615.85 $4.99K - $5.54K
4.48K $2.51B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
67
+ 0.35%
$18.53 - $29.07 $1.24K - $1.95K
19K $360M
NOW
Service Now, Inc.

Technology
79
+ 10.37%
$783.83 - $1170.39 $61.9K - $92.5K
841 $670M
GOOG
Alphabet Inc.

Communication Services
82
+ 0.55%
$156.06 - $207.71 $12.8K - $17K
15.1K $2.35B
MSFT
Microsoft Corp

Technology
610
+ 3.2%
$375.39 - $447.2 $229K - $273K
19.7K $7.39B
AMZN
Amazon Com Inc

Consumer Cyclical
325
+ 1.28%
$190.26 - $242.06 $61.8K - $78.7K
25.7K $4.89B
GOOGL
Alphabet Inc.

Communication Services
545
+ 2.03%
$154.33 - $206.19 $84.1K - $112K
27.4K $4.24B
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 0.56%
$222.15 - $428.22 $9.33K - $18K
7.5K $1.94B
AAPL
Apple Inc.

Technology
1.25K
+ 1.77%
$209.68 - $247.1 $263K - $310K
72K $16B
NVDA
Nvidia Corp

Technology
701
+ 0.72%
$106.98 - $149.43 $75K - $105K
98.4K $10.7B
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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