Alteri Wealth LLC Purchases and Sells in Q2 2025

Alteri Wealth LLC

$258 Billion
Q2 2025

Top Buys

Incresed Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	308 + 0.31%	$94.31 - $157.99 $29K - $48.7K	98.7K $15.6B
META	1.05K + 25.34%	$484.66 - $738.09 $508K - $774K	5.18K $3.83B
ZECP	28.3K + 130.64%	$27.11 - $31.91 $768K - $905K	50K $1.6B
AMZN	832 + 3.23%	$167.32 - $223.3 $139K - $186K	26.6K $5.83B
JPM	428 + 2.88%	$210.28 - $289.91 $90K - $124K	15.3K $4.43B
YEAR	14.9K + 301.01%	N/A	19.9K $1.01B

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TORTOISE ENERGY FUND	146K New	N/A	146K $1.34B
GS	772 New	$462.22 - $707.75 $357K - $546K	772 $547M
CAH	2.15K New	$125.0 - $168.0 $269K - $361K	2.15K $361M
MU	2.89K New	$64.72 - $127.91 $187K - $370K	2.89K $356M
STX	2.34K New	$66.54 - $144.33 $156K - $338K	2.34K $338M
SSNC	3.79K New	$71.96 - $83.42 $273K - $316K	3.79K $314M

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-815 - 1.13%	$172.42 - $223.89 $141K - $182K	71.2K $14.6B
XOM	-231 - 0.4%	$99.93 - $119.04 $23.1K - $27.5K	57.7K $6.22B
UNH	-863 - 54.55%	$274.35 - $599.47 $237K - $517K	719 $224M
GOOG	-5.17K - 34.37%	$146.58 - $180.01 $758K - $931K	9.88K $1.75B
PEP	-2.93K - 50.93%	$128.02 - $151.37 $375K - $444K	2.83K $373M
GOVT	-20.7K - 34.09%	$22.54 - $23.17 $466K - $479K	39.9K $918M

Activity Summary All Purchases 161 New Holdings 34 Increased Positions 127 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.