Alteri Wealth LLC Incresed Positions in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
28.4K
+ 65.06%
$41.02 - $41.99 $1.17M - $1.19M
72.1K $2.97B
XOM
Exxon Mobil Corp

Energy
969
+ 1.7%
$105.44 - $118.93 $102K - $115K
57.9K $6.89B
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.76K
+ 318.16%
$105.1 - $109.61 $711K - $741K
8.89K $966M
AMGN
Amgen Inc

Healthcare
11
+ 0.09%
$258.59 - $327.36 $2.84K - $3.6K
11.9K $3.71B
T
At&T Inc.

Communication Services
16.7K
+ 79.4%
$21.56 - $28.28 $359K - $471K
37.7K $1.06B
BNDX
Vanguard Total International B

ETFs
8.86K
+ 55.56%
$48.33 - $49.5 $428K - $439K
24.8K $1.21B
RTX
Raytheon Technologies Corp

Industrials
1.96K
+ 19.75%
$114.1 - $135.66 $224K - $266K
11.9K $1.58B
AJG
Arthur J. Gallagher & Co.

Financial Services
63
+ 1.06%
$275.89 - $345.24 $17.4K - $21.8K
6.02K $2.08B
WFC
Wells Fargo & Company

Financial Services
5.05K
+ 68.41%
$66.78 - $81.42 $337K - $411K
12.4K $893M
OMFL
Invesco Exchange Traded Self I

ETFs
6.09K
+ 115.0%
$52.19 - $57.45 $318K - $350K
11.4K $607M
MBB
Ishares Tr

ETFs
2.84K
+ 21.86%
$90.37 - $94.08 $257K - $267K
15.8K $1.49B
SCHO
Schwab Short Term Us Treasury

ETFs
11.3K
+ 36.75%
$24.1 - $24.34 $273K - $275K
42.1K $1.02B
ABBV
Abb Vie Inc.

Healthcare
208
+ 3.04%
$169.2 - $216.66 $35.2K - $45.1K
7.05K $1.48B
XEL
Xcel Energy Inc

Utilities
3.26K
+ 106.32%
$63.37 - $72.1 $207K - $235K
6.33K $448M
UNH
Unitedhealth Group Inc

Healthcare
415
+ 35.56%
$461.52 - $548.18 $192K - $227K
1.58K $829M
V
Visa Inc.

Financial Services
192
+ 3.91%
$306.92 - $362.71 $58.9K - $69.6K
5.1K $1.79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.21K
+ 26.18%
$85.29 - $92.57 $188K - $204K
10.6K $969M
GLD
Spdr Gold Trust

ETFs
39
+ 0.82%
$243.19 - $288.14 $9.48K - $11.2K
4.81K $1.39B
AZN
Astrazeneca PLC

Healthcare
2.53K
+ 64.58%
$65.37 - $77.96 $165K - $197K
6.45K $474M
GILD
Gilead Sciences, Inc.

Healthcare
1.34K
+ 40.4%
$89.14 - $117.41 $119K - $157K
4.65K $521M
LLY
Eli Lilly & CO

Healthcare
52
+ 1.74%
$725.72 - $929.72 $37.7K - $48.3K
3.04K $2.51B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11.3K
+ 34.02%
$19.04 - $20.15 $216K - $228K
44.6K $850M
MCD
Mcdonalds Corp

Consumer Cyclical
384
+ 11.23%
$279.74 - $321.29 $107K - $123K
3.8K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 2.75%
$442.66 - $534.52 $25.2K - $30.5K
2.13K $1.13B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.49K
+ 106.61%
$45.72 - $51.73 $205K - $232K
8.69K $400M
MDT
Medtronic PLC

Healthcare
1.28K
+ 18.78%
$79.84 - $94.5 $102K - $121K
8.07K $725M
JNJ
Johnson & Johnson

Healthcare
187
+ 2.63%
$142.06 - $167.7 $26.6K - $31.4K
7.29K $1.21B
ICE
Intercontinental Exchange, Inc.

Financial Services
535
+ 15.81%
$142.8 - $176.36 $76.4K - $94.4K
3.92K $676M
PEG
Public Service Enterprise Group Inc

Utilities
2.12K
+ 48.12%
$78.2 - $90.39 $166K - $192K
6.53K $538M
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.68K
+ 47.36%
$49.78 - $53.19 $134K - $143K
8.35K $426M
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
IDV
Ishares Tr

ETFs
1.69K
+ 10.65%
$27.0 - $31.7 $45.7K - $53.6K
17.6K $545M
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
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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