Alteri Wealth LLC Reduced Holdings in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-815
- 1.13%
$172.42 - $223.89 $141K - $182K
71.2K $14.6B
XOM
Exxon Mobil Corp

Energy
-231
- 0.4%
$99.93 - $119.04 $23.1K - $27.5K
57.7K $6.22B
UNH
Unitedhealth Group Inc

Healthcare
-863
- 54.55%
$274.35 - $599.47 $237K - $517K
719 $224M
GOOG
Alphabet Inc.

Communication Services
-5.17K
- 34.37%
$146.58 - $180.01 $758K - $931K
9.88K $1.75B
PEP
Pepsico Inc

Consumer Defensive
-2.93K
- 50.93%
$128.02 - $151.37 $375K - $444K
2.83K $373M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-20.7K
- 34.09%
$22.54 - $23.17 $466K - $479K
39.9K $918M
AMGN
Amgen Inc

Healthcare
-266
- 2.23%
$262.28 - $309.85 $69.8K - $82.4K
11.6K $3.25B
ABBV
Abb Vie Inc.

Healthcare
-1.53K
- 21.66%
$170.16 - $206.27 $260K - $315K
5.53K $1.03B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.11K
- 29.06%
$285.55 - $321.23 $316K - $355K
2.7K $788M
CVX
Chevron Corp

Energy
-1.03K
- 15.95%
$133.73 - $168.51 $138K - $174K
5.43K $777M
PGR
Progressive Corp

Financial Services
-550
- 16.24%
$255.27 - $288.74 $140K - $159K
2.84K $757M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.97K
- 52.9%
$99.48 - $124.46 $196K - $245K
1.75K $208M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.23K
- 15.7%
$166.82 - $194.23 $205K - $239K
6.61K $1.28B
AJG
Arthur J. Gallagher & Co.

Financial Services
-105
- 1.74%
$310.86 - $348.77 $32.6K - $36.6K
5.92K $1.89B
LLY
Eli Lilly & CO

Healthcare
-49
- 1.61%
$713.71 - $898.95 $35K - $44K
2.99K $2.33B
WELL
Welltower Inc.

Real Estate
-1.15K
- 16.59%
$136.49 - $155.22 $157K - $178K
5.77K $887M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.09K
- 30.36%
$152.93 - $181.74 $167K - $198K
2.5K $454M
MRK
Merck & Co., Inc.

Healthcare
-1.36K
- 28.05%
$73.47 - $87.12 $100K - $119K
3.49K $277M
ED
Consolidated Edison Inc

Utilities
-951
- 24.03%
$98.05 - $113.3 $93.2K - $108K
3.01K $302M
NEE
Nextera Energy Inc

Utilities
-1.7K
- 23.95%
$64.11 - $75.0 $109K - $128K
5.4K $375M
JNJ
Johnson & Johnson

Healthcare
-203
- 2.79%
$146.36 - $159.82 $29.7K - $32.4K
7.08K $1.08B
HCA
Hca Healthcare, Inc.

Healthcare
-457
- 32.09%
$317.61 - $387.52 $145K - $177K
967 $370M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 1.83%
$483.48 - $539.8 $18.9K - $21.1K
2.09K $1.01B
HD
Home Depot, Inc.

Consumer Cyclical
-322
- 9.64%
$335.24 - $380.78 $108K - $123K
3.02K $1.11B
COST
Costco Wholesale Corp

Consumer Defensive
-194
- 10.64%
$908.13 - $1056.85 $176K - $205K
1.63K $1.61B
V
Visa Inc.

Financial Services
-367
- 7.19%
$308.27 - $373.31 $113K - $137K
4.74K $1.68B
IEMG
Ishares Inc

ETFs
-3.14K
- 21.72%
N/A
11.3K $679M
ETR
Entergy Corp

Utilities
-944
- 15.21%
$79.01 - $86.61 $74.6K - $81.8K
5.26K $438M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-653
- 30.25%
$201.28 - $266.34 $131K - $174K
1.51K $401M
PFE
Pfizer Inc

Healthcare
-2.81K
- 14.33%
$21.59 - $24.84 $60.6K - $69.7K
16.8K $407M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-222
- 15.98%
$212.1 - $244.27 $47.1K - $54.2K
1.17K $255M
XLE
Energy Sector Spdr

ETFs
-550
- 13.39%
$76.44 - $94.13 $42K - $51.8K
3.56K $302M
SBUX
Starbucks Corp

Consumer Cyclical
-553
- 14.59%
$79.69 - $99.41 $44.1K - $55K
3.24K $297M
XLV
Select Sector Spdr Fund Health

ETFs
-366
- 16.17%
$128.77 - $144.3 $47.1K - $52.8K
1.9K $256M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-418
- 25.6%
$149.76 - $186.42 $62.6K - $77.9K
1.22K $226M
VB
Vanguard Small Cap ETF

ETFs
-376
- 16.7%
$193.73 - $237.37 $72.8K - $89.3K
1.88K $445M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-174
- 14.38%
$376.48 - $440.65 $65.5K - $76.7K
1.04K $456M
VFH
Vanguard Financial ETF

ETFs
-463
- 20.45%
$104.87 - $127.3 $48.6K - $58.9K
1.8K $229M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-1.35K
- 1.78%
$10.09 - $10.88 $13.6K - $14.6K
74.1K $767M
CRM
Salesforce, Inc.

Technology
-156
- 10.45%
$236.26 - $291.15 $36.9K - $45.4K
1.34K $365M
VCIT
Vanguard Intermediate Term Cor

ETFs
-592
- 4.51%
$79.56 - $82.92 $47.1K - $49.1K
12.5K $1.04B
ABC
Amerisourcebergen Corp

Healthcare
-200
- 15.31%
N/A
1.11K $332M
WMB
Williams Companies, Inc.

Energy
-1.13K
- 8.44%
$54.33 - $62.87 $61.5K - $71.2K
12.3K $771M
VONG
Vanguard Russell 1000 Growth E

ETFs
-951
- 19.99%
$82.51 - $109.2 $78.5K - $104K
3.81K $416M
PH
Parker Hannifin Corp

Industrials
-275
- 14.91%
$517.23 - $700.54 $142K - $193K
1.57K $1.1B
XLY
Select Sector Spdr Consumer Di

ETFs
-238
- 17.44%
$176.34 - $218.59 $42K - $52K
1.13K $245M
SPGI
S&P Global Inc.

Financial Services
-108
- 6.2%
$438.31 - $527.29 $47.3K - $56.9K
1.63K $861M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-493
- 17.04%
$73.0 - $85.5 $36K - $42.2K
2.4K $202M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.86K
- 14.72%
$20.42 - $25.3 $38K - $47.1K
10.8K $273M
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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