Alteri Wealth LLC New Holdings in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Energy Fund
146K
New
N/A
146K $1.34B
GS
Goldman Sachs Group Inc

Financial Services
772
New
$462.22 - $707.75 $357K - $546K
772 $547M
CAH
Cardinal Health Inc

Healthcare
2.15K
New
$125.0 - $168.0 $269K - $361K
2.15K $361M
MU
Micron Technology Inc

Technology
2.89K
New
$64.72 - $127.91 $187K - $370K
2.89K $356M
STX
Seagate Technology Holdings PLC

Technology
2.34K
New
$66.54 - $144.33 $156K - $338K
2.34K $338M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.79K
New
$71.96 - $83.42 $273K - $316K
3.79K $314M
VGSH
Vanguard

ETFs
5.27K
New
$58.32 - $58.95 $308K - $311K
5.27K $310M
LHX
L3 Harris Technologies, Inc.

Industrials
1.23K
New
$200.21 - $256.99 $246K - $316K
1.23K $308M
FCNCA
First Citizens Bancshares Inc

Financial Services
148
New
$1561.69 - $1966.55 $231K - $291K
148 $290M
PLTR
Palantir Technologies Inc.

Technology
2.06K
New
$74.01 - $144.25 $152K - $297K
2.06K $281M
CRSP
Crispr Therapeutics Ag

Healthcare
5.53K
New
$31.27 - $48.64 $173K - $269K
5.53K $269M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.75K
New
$118.81 - $151.28 $208K - $265K
1.75K $265M
SHEL
Shell PLC

Energy
3.66K
New
$59.75 - $73.05 $219K - $267K
3.66K $258M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.3K
New
$14.97 - $16.79 $229K - $257K
15.3K $256M
Zacks Focus Growth ETF
9.44K
New
N/A
9.44K $250M
DG
Dollar General Corp

Consumer Defensive
2.12K
New
$86.02 - $114.95 $182K - $244K
2.12K $243M
BP
Bp PLC

Energy
7.91K
New
$26.11 - $33.81 $206K - $267K
7.91K $237M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.52K
New
$113.67 - $150.4 $173K - $229K
1.52K $229M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.5K
New
$24.38 - $30.18 $183K - $226K
7.5K $226M
SCHW
Schwab Charles Corp

Financial Services
2.43K
New
$69.06 - $91.24 $168K - $222K
2.43K $221M
COF
Capital One Financial Corp

Financial Services
1.02K
New
$150.57 - $212.76 $154K - $217K
1.02K $217M
JPIE
J P Morgan Exchange Traded Fd
4.65K
New
$45.12 - $46.32 $210K - $215K
4.65K $215M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10.2K
New
$20.12 - $21.0 $205K - $214K
10.2K $213M
ELV
Elevance Health, Inc.

Healthcare
543
New
$372.27 - $452.69 $202K - $246K
543 $211M
NDAQ
Nasdaq, Inc.

Financial Services
2.34K
New
$66.4 - $89.42 $155K - $209K
2.34K $209M
IWM
Ishares Russell 2000 ETF

ETFs
958
New
$174.82 - $215.79 $167K - $207K
958 $207M
UBER
Uber Technologies, Inc

Technology
2.2K
New
$64.62 - $93.3 $142K - $206K
2.2K $206M
SONY
Sony Group Corp

Technology
7.83K
New
$21.24 - $26.88 $166K - $210K
7.83K $204M
EWJ
Ishares Msci Japan ETF

ETFs
2.71K
New
$61.32 - $75.28 $166K - $204K
2.71K $203M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.02K
New
$32.62 - $33.58 $196K - $202K
6.02K $202M
IFN
India Fund Inc

Financial Services
10.2K
New
$13.8 - $16.82 $140K - $171K
10.2K $168M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
10.3K
New
N/A
10.3K $139M
CLOV
Clover Health Investments, Corp.

Healthcare
10.6K
New
$2.74 - $3.77 $29K - $39.9K
10.6K $29.6M
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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