Alteri Wealth LLC Incresed Positions in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
500
+ 1.75%
$8.4 - $9.45 $4.2K - $4.73K
29K $261M
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
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
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