Alteri Wealth LLC Purchases in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
28.4K
+ 65.06%
$41.02 - $41.99 $1.17M - $1.19M
72.1K $2.97B
XOM
Exxon Mobil Corp

Energy
969
+ 1.7%
$105.44 - $118.93 $102K - $115K
57.9K $6.89B
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.76K
+ 318.16%
$105.1 - $109.61 $711K - $741K
8.89K $966M
ZECP
Zacks Tr Earnings Constant Por

ETFs
21.7K
New
$29.24 - $32.07 $634K - $696K
21.7K $653M
AMGN
Amgen Inc

Healthcare
11
+ 0.09%
$258.59 - $327.36 $2.84K - $3.6K
11.9K $3.71B
T
At&T Inc.

Communication Services
16.7K
+ 79.4%
$21.56 - $28.28 $359K - $471K
37.7K $1.06B
BNDX
Vanguard Total International B

ETFs
8.86K
+ 55.56%
$48.33 - $49.5 $428K - $439K
24.8K $1.21B
RTX
Raytheon Technologies Corp

Industrials
1.96K
+ 19.75%
$114.1 - $135.66 $224K - $266K
11.9K $1.58B
VEA
Vanguard Ftse Developed Market

ETFs
8.01K
New
$47.4 - $52.99 $379K - $424K
8.01K $407M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.08K
New
$95.85 - $99.25 $391K - $405K
4.08K $404M
WFC
Wells Fargo & Company

Financial Services
5.05K
+ 68.41%
$66.78 - $81.42 $337K - $411K
12.4K $893M
Pgim Aaa Clo ETF
6.35K
New
N/A
6.35K $326M
OMFL
Invesco Exchange Traded Self I

ETFs
6.09K
+ 115.0%
$52.19 - $57.45 $318K - $350K
11.4K $607M
IMFL
Invesco Ex Tr Self Indx Fd Tr
12.9K
New
$23.3 - $25.76 $300K - $331K
12.9K $317M
PLW
Invesco 1 30 Laddered Treasury

ETFs
10.9K
+ 143.32%
N/A
18.5K $516M
Zacks Small/Mid Cap ETF
9.81K
New
N/A
9.81K $297M
MBB
Ishares Tr

ETFs
2.84K
+ 21.86%
$90.37 - $94.08 $257K - $267K
15.8K $1.49B
TJX
Tjx Companies Inc

Consumer Cyclical
2.41K
New
$112.81 - $126.16 $271K - $303K
2.41K $293M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.35K
New
$42.5 - $46.71 $270K - $297K
6.35K $287M
SCHO
Schwab Short Term Us Treasury

ETFs
11.3K
+ 36.75%
$24.1 - $24.34 $273K - $275K
42.1K $1.02B
TIP
Ishares Tr Tips Bd ETF

ETFs
2.5K
New
$106.22 - $111.09 $266K - $278K
2.5K $278M
GTO
Invesco Actively Managed ETF T

ETFs
5.83K
New
$45.9 - $47.37 $267K - $276K
5.83K $273M
BK
Bank Of New York Mellon Corp

Financial Services
3.24K
New
$75.42 - $88.95 $244K - $288K
3.24K $272M
ABBV
Abb Vie Inc.

Healthcare
208
+ 3.04%
$169.2 - $216.66 $35.2K - $45.1K
7.05K $1.48B
CRWD
Crowd Strike Holdings, Inc.

Technology
717
New
$308.86 - $455.36 $221K - $326K
717 $253M
XEL
Xcel Energy Inc

Utilities
3.26K
+ 106.32%
$63.37 - $72.1 $207K - $235K
6.33K $448M
UNH
Unitedhealth Group Inc

Healthcare
415
+ 35.56%
$461.52 - $548.18 $192K - $227K
1.58K $829M
V
Visa Inc.

Financial Services
192
+ 3.91%
$306.92 - $362.71 $58.9K - $69.6K
5.1K $1.79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.21K
+ 26.18%
$85.29 - $92.57 $188K - $204K
10.6K $969M
GLD
Spdr Gold Trust

ETFs
39
+ 0.82%
$243.19 - $288.14 $9.48K - $11.2K
4.81K $1.39B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.81K
New
$28.55 - $29.09 $223K - $227K
7.81K $225M
AZN
Astrazeneca PLC

Healthcare
2.53K
+ 64.58%
$65.37 - $77.96 $165K - $197K
6.45K $474M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.25K
New
$50.48 - $51.04 $215K - $217K
4.25K $216M
GILD
Gilead Sciences, Inc.

Healthcare
1.34K
+ 40.4%
$89.14 - $117.41 $119K - $157K
4.65K $521M
MLPA
Global X Mlp ETF

ETFs
4.03K
New
$49.83 - $54.53 $201K - $220K
4.03K $214M
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.22K
New
$33.94 - $35.62 $211K - $221K
6.22K $212M
SLB
Schlumberger Limited

Energy
5.02K
New
$38.4 - $43.74 $193K - $220K
5.02K $210M
LLY
Eli Lilly & CO

Healthcare
52
+ 1.74%
$725.72 - $929.72 $37.7K - $48.3K
3.04K $2.51B
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.95K
New
$35.35 - $42.74 $175K - $211K
4.95K $205M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.22K
New
$91.45 - $91.75 $203K - $204K
2.22K $204M
Global X Defense Tech ETF
4.3K
New
N/A
4.3K $200M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11.3K
+ 34.02%
$19.04 - $20.15 $216K - $228K
44.6K $850M
MCD
Mcdonalds Corp

Consumer Cyclical
384
+ 11.23%
$279.74 - $321.29 $107K - $123K
3.8K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 2.75%
$442.66 - $534.52 $25.2K - $30.5K
2.13K $1.13B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.49K
+ 106.61%
$45.72 - $51.73 $205K - $232K
8.69K $400M
MDT
Medtronic PLC

Healthcare
1.28K
+ 18.78%
$79.84 - $94.5 $102K - $121K
8.07K $725M
JNJ
Johnson & Johnson

Healthcare
187
+ 2.63%
$142.06 - $167.7 $26.6K - $31.4K
7.29K $1.21B
ICE
Intercontinental Exchange, Inc.

Financial Services
535
+ 15.81%
$142.8 - $176.36 $76.4K - $94.4K
3.92K $676M
PEG
Public Service Enterprise Group Inc

Utilities
2.12K
+ 48.12%
$78.2 - $90.39 $166K - $192K
6.53K $538M
Activity Summary
Buys All Purchases 148 New Holdings 22 Increased Positions 126 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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