Alteri Wealth LLC Purchases and Sells in Q3 2025

Alteri Wealth LLC

$291 Billion
Q3 2025

Top Buys

Incresed Positions

170 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.2K + 1.69%	$202.38 - $256.87 $244K - $309K	72.4K $18.4B
NVDA	600 + 0.61%	$153.3 - $186.58 $92K - $112K	99.3K $18.5B
GOOGL	649 + 2.5%	$174.36 - $254.72 $113K - $165K	26.6K $6.48B
INTC	91 + 0.08%	$19.31 - $35.5 $1.76K - $3.23K	118K $3.96B
TSLA	118 + 1.49%	$293.94 - $444.72 $34.7K - $52.5K	8.04K $3.58B
ZECP	26.1K + 52.16%	$31.92 - $33.66 $833K - $879K	76.1K $2.56B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSX	12.7K New	$32.05 - $36.52 $405K - $462K	12.7K $449M
TMO	868 New	$404.94 - $499.99 $351K - $434K	868 $421M
PFSI	3.37K New	$93.14 - $127.13 $313K - $428K	3.37K $417M
VBK	1.06K New	$276.51 - $305.12 $294K - $324K	1.06K $316M
BDX	1.49K New	$172.41 - $199.66 $257K - $298K	1.49K $279M
GM	4.29K New	$48.89 - $61.24 $210K - $263K	4.29K $262M

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOW	-524 - 61.29%	$850.86 - $1044.69 $446K - $547K	331 $305M
FTNT	-23 - 0.15%	$74.39 - $107.65 $1.71K - $2.48K	15.5K $1.31B
TORTOISE ENERGY FUND	-30.8K - 21.07%	N/A	115K $1.05B
HON	-1.05K - 39.9%	$207.7 - $240.4 $217K - $251K	1.57K $331M
NFLX	-9 - 0.69%	$1147.87 - $1297.18 $10.3K - $11.7K	1.3K $1.55B
IWD	-1.19K - 17.97%	$192.76 - $203.86 $229K - $242K	5.42K $1.1B

Activity Summary All Purchases 189 New Holdings 19 Increased Positions 170 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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