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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$767 Million 0.3% of portfolio
74,083
Q2 2025 Reduced 1.78%
$0
$666 Million 0.26% of portfolio
47,955
Q2 2025 Added 10.48%
$0
$548 Million 0.21% of portfolio
18,010
Q2 2025 Added 0.26%
$0
$527 Million 0.2% of portfolio
48,216
Q2 2025 Added 17.8%
$0
$509 Million 0.2% of portfolio
58,827
Q2 2025 Reduced 0.04%
$0
$520 Million 0.2% of portfolio
19,643
Q2 2025 Added 0.15%
$0
$392 Million 0.15% of portfolio
15,795
Q2 2025 Added 12.46%
$0
$392 Million 0.15% of portfolio
38,183
Q2 2025 Added 0.26%
$0
$270 Million 0.1% of portfolio
30,000
Q2 2025 Added 3.45%
$0
$261 Million 0.1% of portfolio
49,327
Q1 2025 Added 1.96%
$0
$234 Million 0.09% of portfolio
19,121
Q2 2025 Reduced 1.19%
$0
$168 Million 0.07% of portfolio
10,176
Q2 2025 New
$0
$172 Million 0.07% of portfolio
13,893
Q1 2025 Added 14.18%
$0
$153 Million 0.06% of portfolio
23,835
Q1 2025 Added 2.58%
$0
$167 Million 0.06% of portfolio
43,875
Q1 2025 Added 11.71%
$0
$142 Million 0.06% of portfolio
11,405
Q2 2025 Reduced 2.56%
$0
$129 Million 0.05% of portfolio
13,104
Q2 2025 Added 0.32%
$0
$89.5 Million 0.03% of portfolio
14,225
Q4 2024 New

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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