Alteri Wealth LLC Portfolio Holdings

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025

Alteri Wealth LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.6B, Apple Inc. with a value of $14.6B, Broadcom Inc. with a value of $10.7B, Microsoft Corp with a value of $9.66B, and Walmart Inc. with a value of $8.28B.

Examining the 13F form we can see an increase of $30.4B in the current position value, from $227B to 258B.

Alteri Wealth LLC is based out at Westlake Village, CA

Below you can find more details about Alteri Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Billion
Technology: $69 Billion
ETFs: $57.2 Billion
Financial Services: $30.6 Billion
Communication Services: $16.6 Billion
Consumer Defensive: $15.8 Billion
Industrials: $15.5 Billion
Healthcare: $14.9 Billion
Consumer Cyclical: $12.9 Billion
Other: $17.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.33 Billion 1.29% of portfolio
80,158
Q2 2025 Added 11.14%
$0
$2.79 Billion 1.08% of portfolio
4,494
Q2 2025 Added 0.42%
$0
$1.83 Billion 0.71% of portfolio
10,026
Q2 2025 Added 0.83%
$0
$1.6 Billion 0.62% of portfolio
50,045
Q2 2025 Added 130.64%
$0
$1.55 Billion 0.6% of portfolio
16,555
Q2 2025 Added 4.49%
$0
$1.48 Billion 0.57% of portfolio
2,676
Q2 2025 Reduced 2.55%
$106B
$1.41 Billion 0.55% of portfolio
4,629
Q2 2025 Reduced 3.76%
$0
$1.41 Billion 0.55% of portfolio
3,313
Q2 2025 Reduced 14.5%
$0
$1.3 Billion 0.5% of portfolio
26,240
Q2 2025 Added 5.73%
$0
$1.28 Billion 0.5% of portfolio
6,611
Q2 2025 Reduced 15.7%
$0
$1.23 Billion 0.48% of portfolio
6,312
Q2 2025 Added 0.16%
$0
$1.2 Billion 0.46% of portfolio
2,106
Q2 2025 Reduced 4.71%
$0
$1.18 Billion 0.46% of portfolio
14,188
Q2 2025 Added 15.59%
$0
$1.14 Billion 0.44% of portfolio
10,361
Q2 2025 Added 16.6%
$0
$1.12 Billion 0.43% of portfolio
45,850
Q2 2025 Added 8.96%
$0
$1.09 Billion 0.42% of portfolio
20,909
Q2 2025 Added 0.47%
$0
$1.04 Billion 0.4% of portfolio
12,529
Q2 2025 Reduced 4.51%
$0
$1.01 Billion 0.39% of portfolio
15,750
Q2 2025 Added 2.51%
$0
$983 Million 0.38% of portfolio
4,118
Q2 2025 Added 0.78%
$0
$982 Million 0.38% of portfolio
11,126
Q2 2025 Added 4.49%
$0
$918 Million 0.36% of portfolio
39,934
Q2 2025 Reduced 34.09%
$0
$902 Million 0.35% of portfolio
47,906
Q2 2025 Added 7.36%
$0
$882 Million 0.34% of portfolio
11,094
Q2 2025 Added 6.71%
$0
$792 Million 0.31% of portfolio
1,807
Q2 2025 Added 3.67%
$0
$783 Million 0.3% of portfolio
13,559
Q2 2025 Added 19.15%
$0
$762 Million 0.3% of portfolio
10,078
Q2 2025 Added 2.15%
$0
$763 Million 0.3% of portfolio
1,150
Q2 2025 Reduced 13.47%
$0
$749 Million 0.29% of portfolio
19,296
Q2 2025 Added 2.36%
$0
$734 Million 0.28% of portfolio
7,395
Q2 2025 Added 81.07%
$0
$679 Million 0.26% of portfolio
11,305
Q2 2025 Reduced 21.72%
$0
$641 Million 0.25% of portfolio
3,134
Q1 2025 Added 17.73%
$0
$649 Million 0.25% of portfolio
5,343
Q4 2024 New
$0
$640 Million 0.25% of portfolio
1,036
Q2 2025 Added 10.1%
$0
$649 Million 0.25% of portfolio
10,849
Q2 2025 Added 1.74%
$0
$622 Million 0.24% of portfolio
22,652
Q2 2025 Added 22.21%
$0
$583 Million 0.23% of portfolio
3,299
Q2 2025 Added 1.7%
$0
$573 Million 0.22% of portfolio
12,374
Q2 2025 Added 5.02%
$0
$562 Million 0.22% of portfolio
2,474
Q2 2025 Added 18.09%
$0
$553 Million 0.21% of portfolio
16,941
Q2 2025 Added 0.02%
$0
$544 Million 0.21% of portfolio
10,434
Q2 2025 Added 20.01%
$0
$522 Million 0.2% of portfolio
9,978
Q2 2025 Added 19.53%
$0
$519 Million 0.2% of portfolio
3,521
Q2 2025 Reduced 6.06%
$0
$471 Million 0.18% of portfolio
8,255
Q2 2025 Added 3.11%
$0
$454 Million 0.18% of portfolio
2,498
Q2 2025 Reduced 30.36%
$0
$456 Million 0.18% of portfolio
1,036
Q2 2025 Reduced 14.38%
$0
$445 Million 0.17% of portfolio
1,876
Q2 2025 Reduced 16.7%
$0
$440 Million 0.17% of portfolio
4,799
Q2 2025 Added 115.98%
$0
$430 Million 0.17% of portfolio
5,660
Q2 2025 Reduced 13.56%
$0
$421 Million 0.16% of portfolio
15,193
Q2 2025 Added 18.13%

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $258 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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