Alteri Wealth LLC Purchases in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
2.34K
New
$66.4 - $89.42 $155K - $209K
2.34K $209M
IWM
Ishares Russell 2000 ETF

ETFs
958
New
$174.82 - $215.79 $167K - $207K
958 $207M
UBER
Uber Technologies, Inc

Technology
2.2K
New
$64.62 - $93.3 $142K - $206K
2.2K $206M
RTX
Raytheon Technologies Corp

Industrials
302
+ 2.54%
$113.75 - $148.48 $34.4K - $44.8K
12.2K $1.78B
SONY
Sony Group Corp

Technology
7.83K
New
$21.24 - $26.88 $166K - $210K
7.83K $204M
EWJ
Ishares Msci Japan ETF

ETFs
2.71K
New
$61.32 - $75.28 $166K - $204K
2.71K $203M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.02K
New
$32.62 - $33.58 $196K - $202K
6.02K $202M
UAL
United Airlines Holdings, Inc.

Industrials
94
+ 0.53%
$56.15 - $84.23 $5.28K - $7.92K
17.7K $1.41B
AMD
Advanced Micro Devices Inc

Technology
394
+ 11.47%
$78.21 - $143.81 $30.8K - $56.7K
3.83K $543M
SYF
Synchrony Financial

Financial Services
1.97K
+ 49.14%
$43.81 - $66.74 $86.3K - $131K
5.98K $399M
C
Citigroup Inc

Financial Services
725
+ 8.89%
$58.13 - $85.12 $42.1K - $61.7K
8.88K $756M
OMFL
Invesco Exchange Traded Self I

ETFs
2.18K
+ 19.15%
$48.43 - $57.78 $106K - $126K
13.6K $783M
TJX
Tjx Companies Inc

Consumer Cyclical
1.36K
+ 56.42%
$119.13 - $135.03 $162K - $183K
3.76K $465M
TXN
Texas Instruments Inc

Technology
395
+ 12.33%
N/A
3.6K $747M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.48K
+ 16.6%
$105.23 - $109.61 $155K - $162K
10.4K $1.14B
IFN
India Fund Inc

Financial Services
10.2K
New
$13.8 - $16.82 $140K - $171K
10.2K $168M
MDT
Medtronic PLC

Healthcare
2.12K
+ 26.26%
$80.68 - $88.86 $171K - $188K
10.2K $888M
Ge Vernova Inc Com
25
+ 3.81%
N/A
682 $361M
GE
General Electric CO

Industrials
89
+ 3.73%
$166.81 - $257.39 $14.8K - $22.9K
2.47K $637M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
379
+ 18.09%
$171.4 - $227.1 $65K - $86.1K
2.47K $562M
BK
Bank Of New York Mellon Corp

Financial Services
1.43K
+ 44.0%
$73.31 - $91.62 $104K - $131K
4.66K $425M
CSCO
Cisco Systems, Inc.

Technology
1.01K
+ 9.41%
$53.19 - $69.38 $53.5K - $69.8K
11.7K $812M
AXP
American Express CO

Financial Services
217
+ 13.84%
$231.39 - $318.98 $50.2K - $69.2K
1.79K $569M
VUG
Vanguard Growth ETF

ETFs
64
+ 3.67%
$329.49 - $438.4 $21.1K - $28.1K
1.81K $792M
BFOR
Alps ETF Tr Barrons 400 ETF
864
+ 8.44%
N/A
11.1K $855M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.74K
+ 20.01%
$40.94 - $52.1 $71.2K - $90.7K
10.4K $544M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
237
+ 16.46%
$141.37 - $228.57 $33.5K - $54.2K
1.68K $380M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
212
+ 2.15%
$57.46 - $75.58 $12.2K - $16K
10.1K $762M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
10.3K
New
N/A
10.3K $139M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
193
+ 15.35%
$179.95 - $278.88 $34.7K - $53.8K
1.45K $404M
QUAL
Ishares Msci Usa Quality Facto

ETFs
83
+ 0.83%
$152.42 - $182.82 $12.7K - $15.2K
10K $1.83B
DLR
Digital Realty Trust, Inc.

Real Estate
224
+ 8.15%
$136.11 - $177.69 $30.5K - $39.8K
2.97K $518M
PEG
Public Service Enterprise Group Inc

Utilities
1.3K
+ 19.93%
$77.13 - $84.18 $100K - $110K
7.83K $659M
CRWD
Crowd Strike Holdings, Inc.

Technology
18
+ 2.51%
$321.63 - $509.31 $5.79K - $9.17K
735 $374M
MLM
Martin Marietta Materials Inc

Basic Materials
132
+ 22.37%
$452.51 - $568.19 $59.7K - $75K
722 $396M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 10.1%
$496.48 - $617.85 $47.2K - $58.7K
1.04K $640M
PLW
Invesco 1 30 Laddered Treasury

ETFs
4.12K
+ 22.21%
N/A
22.7K $622M
GD
General Dynamics Corp

Industrials
239
+ 12.94%
$247.68 - $291.66 $59.2K - $69.7K
2.09K $608M
FCX
Freeport Mcmoran Inc

Basic Materials
1.3K
+ 14.77%
$29.15 - $44.46 $37.8K - $57.7K
10.1K $437M
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.33K
+ 18.13%
$22.43 - $27.68 $52.3K - $64.5K
15.2K $421M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
72
+ 0.95%
$144.63 - $179.53 $10.4K - $12.9K
7.63K $1.26B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.75K
+ 12.46%
$17.61 - $24.82 $30.8K - $43.4K
15.8K $392M
CAT
Caterpillar Inc

Industrials
37
+ 2.49%
$273.94 - $388.21 $10.1K - $14.4K
1.52K $591M
SPG
Simon Property Group Inc

Real Estate
712
+ 26.8%
$140.37 - $171.44 $99.9K - $122K
3.37K $542M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
4.55K
+ 10.48%
$11.71 - $13.88 $53.3K - $63.2K
48K $666M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.63K
+ 19.53%
$45.11 - $52.34 $73.5K - $85.3K
9.98K $522M
SCHO
Schwab Short Term Us Treasury

ETFs
3.77K
+ 8.96%
$24.19 - $24.45 $91.2K - $92.2K
45.9K $1.12B
Global X Defense Tech ETF
524
+ 12.18%
N/A
4.83K $291M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.29K
+ 17.8%
$9.86 - $10.92 $71.8K - $79.6K
48.2K $527M
Activity Summary
Buys All Purchases 161 New Holdings 34 Increased Positions 127 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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