Alteri Wealth LLC Incresed Positions in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
1.3K
+ 19.93%
$77.13 - $84.18 $100K - $110K
7.83K $659M
CRWD
Crowd Strike Holdings, Inc.

Technology
18
+ 2.51%
$321.63 - $509.31 $5.79K - $9.17K
735 $374M
MLM
Martin Marietta Materials Inc

Basic Materials
132
+ 22.37%
$452.51 - $568.19 $59.7K - $75K
722 $396M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 10.1%
$496.48 - $617.85 $47.2K - $58.7K
1.04K $640M
PLW
Invesco 1 30 Laddered Treasury

ETFs
4.12K
+ 22.21%
N/A
22.7K $622M
GD
General Dynamics Corp

Industrials
239
+ 12.94%
$247.68 - $291.66 $59.2K - $69.7K
2.09K $608M
FCX
Freeport Mcmoran Inc

Basic Materials
1.3K
+ 14.77%
$29.15 - $44.46 $37.8K - $57.7K
10.1K $437M
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.33K
+ 18.13%
$22.43 - $27.68 $52.3K - $64.5K
15.2K $421M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
72
+ 0.95%
$144.63 - $179.53 $10.4K - $12.9K
7.63K $1.26B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.75K
+ 12.46%
$17.61 - $24.82 $30.8K - $43.4K
15.8K $392M
SPG
Simon Property Group Inc

Real Estate
712
+ 26.8%
$140.37 - $171.44 $99.9K - $122K
3.37K $542M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
4.55K
+ 10.48%
$11.71 - $13.88 $53.3K - $63.2K
48K $666M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.63K
+ 19.53%
$45.11 - $52.34 $73.5K - $85.3K
9.98K $522M
SCHO
Schwab Short Term Us Treasury

ETFs
3.77K
+ 8.96%
$24.19 - $24.45 $91.2K - $92.2K
45.9K $1.12B
Global X Defense Tech ETF
524
+ 12.18%
N/A
4.83K $291M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.29K
+ 17.8%
$9.86 - $10.92 $71.8K - $79.6K
48.2K $527M
BNDX
Vanguard Total International B

ETFs
1.42K
+ 5.73%
$48.77 - $49.55 $69.3K - $70.4K
26.2K $1.3B
BX
Blackstone Inc.

Financial Services
58
+ 0.78%
$120.07 - $151.11 $6.96K - $8.76K
7.5K $1.12B
ROST
Ross Stores, Inc.

Consumer Cyclical
633
+ 20.01%
$126.62 - $154.26 $80.2K - $97.6K
3.8K $484M
Pgim Aaa Clo ETF
1.51K
+ 23.72%
N/A
7.86K $404M
T
At&T Inc.

Communication Services
1.79K
+ 4.74%
$26.33 - $28.94 $47K - $51.7K
39.4K $1.14B
TFC
Truist Financial Corp

Financial Services
1.13K
+ 8.69%
$34.79 - $42.99 $39.2K - $48.4K
14.1K $605M
BOTZ
Global X Fds

ETFs
4
+ 0.02%
$24.51 - $32.65 $98 - $131
16.9K $553M
SKYY
First Trust Cloud Computing Et

ETFs
182
+ 7.23%
$89.46 - $121.64 $16.3K - $22.1K
2.7K $328M
MBB
Ishares Tr

ETFs
712
+ 4.49%
$91.41 - $94.22 $65.1K - $67.1K
16.6K $1.55B
BTI
British American Tobacco P.L.C.

Consumer Defensive
811
+ 16.4%
$39.43 - $49.34 $32K - $40K
5.76K $272M
PFG
Principal Financial Group Inc

Financial Services
1.12K
+ 26.22%
$69.56 - $86.19 $77.6K - $96.1K
5.37K $426M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
820
+ 12.92%
$39.89 - $49.46 $32.7K - $40.6K
7.17K $355M
CMCSA
Comcast Corp

Communication Services
2.25K
+ 18.71%
$32.84 - $36.72 $74K - $82.7K
14.3K $510M
MS
Morgan Stanley

Financial Services
83
+ 3.78%
$99.83 - $140.86 $8.29K - $11.7K
2.28K $321M
VEA
Vanguard Ftse Developed Market

ETFs
249
+ 3.11%
$45.65 - $57.01 $11.4K - $14.2K
8.26K $471M
ICE
Intercontinental Exchange, Inc.

Financial Services
105
+ 2.68%
$151.62 - $183.47 $15.9K - $19.3K
4.03K $738M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
698
+ 6.71%
$77.94 - $79.5 $54.4K - $55.5K
11.1K $882M
XLF
Financial Sector Spdr

ETFs
98
+ 0.47%
$43.92 - $52.37 $4.3K - $5.13K
20.9K $1.09B
DGRO
Ishares Core Dividend Growth E

ETFs
386
+ 2.51%
$55.22 - $63.94 $21.3K - $24.7K
15.8K $1.01B
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.16%
$162.76 - $195.77 $1.63K - $1.96K
6.31K $1.23B
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
30
+ 0.15%
$20.94 - $26.47 $628 - $794
19.6K $520M
GILD
Gilead Sciences, Inc.

Healthcare
535
+ 11.52%
$96.91 - $113.0 $51.8K - $60.5K
5.18K $574M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.29K
+ 7.36%
$18.11 - $18.97 $59.5K - $62.3K
47.9K $902M
ENSG
Ensign Group, Inc

Healthcare
30
+ 1.56%
$119.93 - $156.36 $3.6K - $4.69K
1.95K $301M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.27K
+ 20.38%
$32.91 - $35.38 $41.7K - $44.8K
7.49K $264M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
46
+ 0.26%
$24.54 - $30.41 $1.13K - $1.4K
18K $548M
GTO
Invesco Actively Managed ETF T

ETFs
922
+ 15.83%
$45.73 - $47.2 $42.2K - $43.5K
6.75K $316M
KO
Coca Cola CO

Consumer Defensive
673
+ 9.79%
$68.37 - $73.9 $46K - $49.7K
7.55K $534M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.27K
+ 16.21%
$27.29 - $29.28 $34.5K - $37.1K
9.08K $266M
XEL
Xcel Energy Inc

Utilities
826
+ 13.05%
$65.65 - $72.39 $54.2K - $59.8K
7.16K $487M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.17%
N/A
8.46K $336M
UNP
Union Pacific Corp

Industrials
229
+ 7.42%
$208.27 - $238.46 $47.7K - $54.6K
3.32K $763M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
636
+ 14.95%
$49.79 - $50.75 $31.7K - $32.3K
4.89K $248M
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