Alteri Wealth LLC Incresed Positions in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
409
+ 2.17%
$25.21 - $29.4 $10.3K - $12K
19.2K $565M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
592
+ 5.02%
$45.2 - $46.6 $26.8K - $27.6K
12.4K $573M
TIP
Ishares Tr Tips Bd ETF

ETFs
275
+ 10.99%
$107.93 - $110.97 $29.7K - $30.5K
2.78K $306M
CI
Cigna Corp

Healthcare
66
+ 8.2%
$301.89 - $340.04 $19.9K - $22.4K
871 $288M
VTV
Vanguard Value ETF

ETFs
55
+ 1.7%
$153.67 - $176.74 $8.45K - $9.72K
3.3K $583M
MLPA
Global X Mlp ETF

ETFs
578
+ 14.36%
$46.47 - $54.16 $26.9K - $31.3K
4.6K $231M
VGIT
Vanguard Intermediate Term Tre

ETFs
186
+ 1.74%
$58.63 - $59.9 $10.9K - $11.1K
10.8K $649M
AZN
Astrazeneca PLC

Healthcare
546
+ 8.47%
$64.87 - $75.0 $35.4K - $41K
7K $489M
TLT
Ishares Barclays 20+ Year Trea

ETFs
478
+ 4.49%
$83.97 - $92.85 $40.1K - $44.4K
11.1K $982M
F
Ford Motor CO

Consumer Cyclical
50
+ 0.37%
$8.69 - $10.85 $435 - $543
13.6K $148M
JEF
Jefferies Financial Group Inc.

Financial Services
6
+ 0.08%
$41.06 - $56.09 $246 - $337
7.57K $414M
SO
Southern CO

Utilities
78
+ 3.03%
$84.91 - $92.56 $6.62K - $7.22K
2.66K $244M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$81.46 - $94.63 $81.5 - $94.6
2.58K $244M
O
Realty Income Corp

Real Estate
104
+ 1.47%
$52.27 - $58.52 $5.44K - $6.09K
7.18K $414M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16
+ 0.26%
$51.14 - $57.0 $818 - $912
6.21K $353M
NOC
Northrop Grumman Corp

Industrials
4
+ 0.95%
$456.3 - $540.39 $1.83K - $2.16K
426 $213M
MO
Altria Group, Inc.

Consumer Defensive
28
+ 0.64%
$55.56 - $60.91 $1.56K - $1.71K
4.4K $258M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
42
+ 0.32%
$9.7 - $10.52 $407 - $442
13.1K $129M
ACN
Accenture PLC

Technology
11
+ 1.37%
$279.23 - $323.21 $3.07K - $3.56K
812 $243M
ALL
Allstate Corp

Financial Services
21
+ 0.79%
$180.53 - $212.64 $3.79K - $4.47K
2.67K $538M
COP
Conocophillips

Energy
564
+ 13.87%
$82.66 - $106.1 $46.6K - $59.8K
4.63K $416M
INTC
Intel Corp

Technology
508
+ 0.43%
$18.13 - $22.69 $9.21K - $11.5K
118K $2.64B
HPQ
Hp Inc

Technology
507
+ 4.15%
$21.88 - $29.32 $11.1K - $14.9K
12.7K $312M
EPD
Enterprise Products Partners L.P.

Energy
4
+ 0.03%
$28.95 - $34.22 $116 - $137
13.9K $430M
THW
Tekla World Healthcare Fund

Financial Services
100
+ 0.26%
$10.05 - $11.31 $1.01K - $1.13K
38.2K $392M
OXY
Occidental Petroleum Corp

Energy
22
+ 0.17%
$36.11 - $49.33 $794 - $1.09K
12.9K $540M
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
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