Alteri Wealth LLC Portfolio Holdings

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025

Alteri Wealth LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Nvidia Corp with a value of $10.7B, Walmart Inc. with a value of $7.6B, Microsoft Corp with a value of $7.39B, and Exxon Mobil Corp with a value of $6.89B.

Examining the 13F form we can see an decrease of $134B in the current position value, from $361B to 227B.

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 $227 Billion
Technology: $55 Billion
ETFs: $50.4 Billion
Financial Services: $27.4 Billion
Healthcare: $16.3 Billion
Consumer Defensive: $15.8 Billion
Industrials: $14 Billion
Communication Services: $13.7 Billion
Consumer Cyclical: $11.8 Billion
Other: $18.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.2B
$1.06 Billion 0.47% of portfolio
6,920
Q1 2025 Reduced 3.57%
$0
$1.07 Billion 0.47% of portfolio
13,121
Q1 2025 Added 8.82%
$194B
$1.06 Billion 0.47% of portfolio
37,654
Q1 2025 Added 79.4%
$0
$1.04 Billion 0.46% of portfolio
20,811
Q1 2025 Added 5.46%
$116B
$1.04 Billion 0.46% of portfolio
7,439
Q1 2025 Reduced 0.53%
$149B
$1.02 Billion 0.45% of portfolio
10,074
Q1 2025 Added 1.3%
$0
$1.02 Billion 0.45% of portfolio
42,080
Q1 2025 Added 36.75%
$0
$969 Million 0.43% of portfolio
10,648
Q1 2025 Added 26.18%
$0
$949 Million 0.42% of portfolio
15,364
Q1 2025 Added 14.83%
$145B
$958 Million 0.42% of portfolio
3,386
Q1 2025 Reduced 4.3%
$0
$966 Million 0.42% of portfolio
8,886
Q1 2025 Added 318.16%
$0
$928 Million 0.41% of portfolio
12,274
Q1 2025 Reduced 11.08%
$173B
$885 Million 0.39% of portfolio
1,742
Q1 2025 Added 5.38%
$317B
$893 Million 0.39% of portfolio
12,439
Q1 2025 Added 68.41%
$187B
$863 Million 0.38% of portfolio
5,759
Q1 2025 Added 5.24%
$0
$850 Million 0.37% of portfolio
44,620
Q1 2025 Added 34.02%
$281B
$829 Million 0.36% of portfolio
1,582
Q1 2025 Added 35.56%
$0
$808 Million 0.36% of portfolio
75,429
Q1 2025 Added 15.04%
$212B
$796 Million 0.35% of portfolio
1,297
Q1 2025 Reduced 0.61%
$71.9B
$801 Million 0.35% of portfolio
13,406
Q1 2025 Reduced 19.96%
$0
$779 Million 0.34% of portfolio
14,441
Q1 2025 Reduced 18.35%
$0
$769 Million 0.34% of portfolio
4,086
Q1 2025 Added 24.99%
$143B
$729 Million 0.32% of portfolio
3,086
Q1 2025 Reduced 0.68%
$0
$721 Million 0.32% of portfolio
1,329
Q1 2025 Reduced 25.63%
$119B
$725 Million 0.32% of portfolio
8,069
Q1 2025 Added 18.78%
-
$711 Million 0.31% of portfolio
-
Q1 2025 Added 0.2%
$101B
$683 Million 0.3% of portfolio
6,112
Q1 2025 Reduced 3.75%
$102B
$676 Million 0.3% of portfolio
3,920
Q1 2025 Added 15.81%
$0
$653 Million 0.29% of portfolio
21,698
Q1 2025 New
$194B
$670 Million 0.29% of portfolio
841
Q1 2025 Added 10.37%
$278B
$660 Million 0.29% of portfolio
10,692
Q1 2025 Added 1.14%
$42B
$634 Million 0.28% of portfolio
12,835
Q1 2025 Reduced 0.27%
$144B
$625 Million 0.28% of portfolio
2,301
Q1 2025 Added 3.46%
$0
$633 Million 0.28% of portfolio
10,663
Q1 2025 Added 24.93%
$0
$646 Million 0.28% of portfolio
1,743
Q1 2025 Reduced 2.73%
$51.7B
$625 Million 0.27% of portfolio
9,232
Q1 2025 Reduced 0.36%
$0
$608 Million 0.27% of portfolio
3,134
Q1 2025 Added 17.73%
$0
$621 Million 0.27% of portfolio
3,587
Q1 2025 Reduced 22.29%
$57.1B
$603 Million 0.27% of portfolio
3,536
Q1 2025 Added 4.0%
$59.6B
$605 Million 0.27% of portfolio
9,221
Q1 2025 Added 9.57%
$0
$607 Million 0.27% of portfolio
11,380
Q1 2025 Added 115.0%
$0
$622 Million 0.27% of portfolio
9,866
Q1 2025 Added 3.02%
$618B
$580 Million 0.26% of portfolio
4,150
Q1 2025 Added 0.75%
$160B
$595 Million 0.26% of portfolio
2,808
Q1 2025 Added 14.85%
$0
$588 Million 0.26% of portfolio
5,343
Q4 2024 New
$0
$569 Million 0.25% of portfolio
43,405
Q1 2025 Added 7.95%
$0
$560 Million 0.25% of portfolio
3,244
Q1 2025 Reduced 12.91%
$169B
$579 Million 0.25% of portfolio
8,158
Q1 2025 Added 1.66%
$177B
$576 Million 0.25% of portfolio
3,203
Q1 2025 Added 13.54%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $227 Billion
  • Prior Value $361 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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