Alteri Wealth LLC Incresed Positions in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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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