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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$15.6 Billion 6.05% of portfolio
98,696
Q2 2025 Added 0.31%
$3.69T
$14.6 Billion 5.67% of portfolio
71,195
Q2 2025 Reduced 1.13%
$3.95T
$9.66 Billion 3.75% of portfolio
19,412
Q2 2025 Reduced 1.45%
$281B
$8.28 Billion 3.21% of portfolio
84,695
Q2 2025 Reduced 2.12%
$442B
$6.22 Billion 2.41% of portfolio
57,686
Q2 2025 Reduced 0.4%
$2.26T
$5.83 Billion 2.26% of portfolio
26,552
Q2 2025 Added 3.23%
$1.21T
$4.58 Billion 1.78% of portfolio
25,992
Q2 2025 Reduced 5.3%
$859B
$4.43 Billion 1.72% of portfolio
15,280
Q2 2025 Added 2.88%
$381B
$3.83 Billion 1.49% of portfolio
80,947
Q2 2025 Added 0.51%
$1.78T
$3.83 Billion 1.48% of portfolio
5,183
Q2 2025 Added 25.34%
$1.08T
$2.52 Billion 0.98% of portfolio
7,925
Q2 2025 Added 5.69%
$608B
$2.33 Billion 0.91% of portfolio
2,994
Q2 2025 Reduced 1.61%
$207B
$1.97 Billion 0.77% of portfolio
15,911
Q2 2025 Added 3.37%
$229B
$1.78 Billion 0.69% of portfolio
12,209
Q2 2025 Added 2.54%
$545B
$1.75 Billion 0.68% of portfolio
1,304
Q2 2025 Reduced 9.82%
$1.24T
$1.75 Billion 0.68% of portfolio
9,879
Q2 2025 Reduced 34.37%
$439B
$1.61 Billion 0.63% of portfolio
1,630
Q2 2025 Reduced 10.64%
$368B
$1.59 Billion 0.62% of portfolio
10,005
Q2 2025 Reduced 7.7%
$210B
$1.43 Billion 0.56% of portfolio
4,861
Q2 2025 Reduced 7.04%
$302B
$1.28 Billion 0.5% of portfolio
16,014
Q2 2025 Added 28.74%
$203B
$1.14 Billion 0.44% of portfolio
39,440
Q2 2025 Added 4.74%
$405B
$1.11 Billion 0.43% of portfolio
3,019
Q2 2025 Reduced 9.64%
$452B
$1.08 Billion 0.42% of portfolio
7,084
Q2 2025 Reduced 2.79%
$351B
$1.03 Billion 0.4% of portfolio
5,526
Q2 2025 Reduced 21.66%
$201B
$1.02 Billion 0.39% of portfolio
1,291
Q2 2025 Reduced 0.46%
$621B
$1.01 Billion 0.39% of portfolio
2,088
Q2 2025 Reduced 1.83%
$684B
$928 Million 0.36% of portfolio
4,244
Q2 2025 Added 2.27%
$293B
$812 Million 0.31% of portfolio
11,698
Q2 2025 Added 9.41%
$222B
$788 Million 0.31% of portfolio
2,698
Q2 2025 Reduced 29.06%
$302B
$777 Million 0.3% of portfolio
5,427
Q2 2025 Reduced 15.95%
$306B
$637 Million 0.25% of portfolio
2,474
Q2 2025 Added 3.73%
$218B
$591 Million 0.23% of portfolio
1,522
Q2 2025 Added 2.49%
$227B
$569 Million 0.22% of portfolio
1,785
Q2 2025 Added 13.84%
$254B
$547 Million 0.21% of portfolio
772
Q2 2025 New
$306B
$534 Million 0.21% of portfolio
7,547
Q2 2025 Added 9.79%
$282B
$543 Million 0.21% of portfolio
3,829
Q2 2025 Added 11.47%
$548B
$483 Million 0.19% of portfolio
859
Q2 2025 Reduced 1.83%
$233B
$489 Million 0.19% of portfolio
6,996
Q2 2025 Added 8.47%
$1.27T
$380 Million 0.15% of portfolio
1,677
Q2 2025 Added 16.46%
$232B
$365 Million 0.14% of portfolio
1,337
Q2 2025 Reduced 10.45%
$202B
$373 Million 0.14% of portfolio
2,826
Q2 2025 Reduced 50.93%
$229B
$307 Million 0.12% of portfolio
2,258
Q2 2025 Reduced 8.55%
$261B
$301 Million 0.12% of portfolio
1,651
Q2 2025 Reduced 12.27%
$250B
$321 Million 0.12% of portfolio
2,277
Q2 2025 Added 3.78%
$367B
$281 Million 0.11% of portfolio
2,059
Q2 2025 New
$203B
$277 Million 0.11% of portfolio
3,493
Q2 2025 Reduced 28.05%
$258B
$258 Million 0.1% of portfolio
3,660
Q2 2025 New
$245B
$224 Million 0.09% of portfolio
719
Q2 2025 Reduced 54.55%

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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