Alteri Wealth LLC Purchases in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
1.42K
+ 5.73%
$48.77 - $49.55 $69.3K - $70.4K
26.2K $1.3B
BX
Blackstone Inc.

Financial Services
58
+ 0.78%
$120.07 - $151.11 $6.96K - $8.76K
7.5K $1.12B
ROST
Ross Stores, Inc.

Consumer Cyclical
633
+ 20.01%
$126.62 - $154.26 $80.2K - $97.6K
3.8K $484M
Pgim Aaa Clo ETF
1.51K
+ 23.72%
N/A
7.86K $404M
T
At&T Inc.

Communication Services
1.79K
+ 4.74%
$26.33 - $28.94 $47K - $51.7K
39.4K $1.14B
TFC
Truist Financial Corp

Financial Services
1.13K
+ 8.69%
$34.79 - $42.99 $39.2K - $48.4K
14.1K $605M
BOTZ
Global X Fds

ETFs
4
+ 0.02%
$24.51 - $32.65 $98 - $131
16.9K $553M
SKYY
First Trust Cloud Computing Et

ETFs
182
+ 7.23%
$89.46 - $121.64 $16.3K - $22.1K
2.7K $328M
MBB
Ishares Tr

ETFs
712
+ 4.49%
$91.41 - $94.22 $65.1K - $67.1K
16.6K $1.55B
BTI
British American Tobacco P.L.C.

Consumer Defensive
811
+ 16.4%
$39.43 - $49.34 $32K - $40K
5.76K $272M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
820
+ 12.92%
$39.89 - $49.46 $32.7K - $40.6K
7.17K $355M
CMCSA
Comcast Corp

Communication Services
2.25K
+ 18.71%
$32.84 - $36.72 $74K - $82.7K
14.3K $510M
MS
Morgan Stanley

Financial Services
83
+ 3.78%
$99.83 - $140.86 $8.29K - $11.7K
2.28K $321M
VEA
Vanguard Ftse Developed Market

ETFs
249
+ 3.11%
$45.65 - $57.01 $11.4K - $14.2K
8.26K $471M
ICE
Intercontinental Exchange, Inc.

Financial Services
105
+ 2.68%
$151.62 - $183.47 $15.9K - $19.3K
4.03K $738M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
698
+ 6.71%
$77.94 - $79.5 $54.4K - $55.5K
11.1K $882M
XLF
Financial Sector Spdr

ETFs
98
+ 0.47%
$43.92 - $52.37 $4.3K - $5.13K
20.9K $1.09B
DGRO
Ishares Core Dividend Growth E

ETFs
386
+ 2.51%
$55.22 - $63.94 $21.3K - $24.7K
15.8K $1.01B
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.16%
$162.76 - $195.77 $1.63K - $1.96K
6.31K $1.23B
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
30
+ 0.15%
$20.94 - $26.47 $628 - $794
19.6K $520M
GILD
Gilead Sciences, Inc.

Healthcare
535
+ 11.52%
$96.91 - $113.0 $51.8K - $60.5K
5.18K $574M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.29K
+ 7.36%
$18.11 - $18.97 $59.5K - $62.3K
47.9K $902M
ENSG
Ensign Group, Inc

Healthcare
30
+ 1.56%
$119.93 - $156.36 $3.6K - $4.69K
1.95K $301M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.27K
+ 20.38%
$32.91 - $35.38 $41.7K - $44.8K
7.49K $264M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
46
+ 0.26%
$24.54 - $30.41 $1.13K - $1.4K
18K $548M
GTO
Invesco Actively Managed ETF T

ETFs
922
+ 15.83%
$45.73 - $47.2 $42.2K - $43.5K
6.75K $316M
KO
Coca Cola CO

Consumer Defensive
673
+ 9.79%
$68.37 - $73.9 $46K - $49.7K
7.55K $534M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.27K
+ 16.21%
$27.29 - $29.28 $34.5K - $37.1K
9.08K $266M
XEL
Xcel Energy Inc

Utilities
826
+ 13.05%
$65.65 - $72.39 $54.2K - $59.8K
7.16K $487M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.17%
N/A
8.46K $336M
UNP
Union Pacific Corp

Industrials
229
+ 7.42%
$208.27 - $238.46 $47.7K - $54.6K
3.32K $763M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
636
+ 14.95%
$49.79 - $50.75 $31.7K - $32.3K
4.89K $248M
CLOV
Clover Health Investments, Corp.

Healthcare
10.6K
New
$2.74 - $3.77 $29K - $39.9K
10.6K $29.6M
KMI
Kinder Morgan, Inc.

Energy
409
+ 2.17%
$25.21 - $29.4 $10.3K - $12K
19.2K $565M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
592
+ 5.02%
$45.2 - $46.6 $26.8K - $27.6K
12.4K $573M
TIP
Ishares Tr Tips Bd ETF

ETFs
275
+ 10.99%
$107.93 - $110.97 $29.7K - $30.5K
2.78K $306M
CI
Cigna Corp

Healthcare
66
+ 8.2%
$301.89 - $340.04 $19.9K - $22.4K
871 $288M
VTV
Vanguard Value ETF

ETFs
55
+ 1.7%
$153.67 - $176.74 $8.45K - $9.72K
3.3K $583M
MLPA
Global X Mlp ETF

ETFs
578
+ 14.36%
$46.47 - $54.16 $26.9K - $31.3K
4.6K $231M
VGIT
Vanguard Intermediate Term Tre

ETFs
186
+ 1.74%
$58.63 - $59.9 $10.9K - $11.1K
10.8K $649M
AZN
Astrazeneca PLC

Healthcare
546
+ 8.47%
$64.87 - $75.0 $35.4K - $41K
7K $489M
TLT
Ishares Barclays 20+ Year Trea

ETFs
478
+ 4.49%
$83.97 - $92.85 $40.1K - $44.4K
11.1K $982M
F
Ford Motor CO

Consumer Cyclical
50
+ 0.37%
$8.69 - $10.85 $435 - $543
13.6K $148M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
1K
+ 3.45%
$7.75 - $9.2 $7.75K - $9.2K
30K $270M
JEF
Jefferies Financial Group Inc.

Financial Services
6
+ 0.08%
$41.06 - $56.09 $246 - $337
7.57K $414M
SO
Southern CO

Utilities
78
+ 3.03%
$84.91 - $92.56 $6.62K - $7.22K
2.66K $244M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$81.46 - $94.63 $81.5 - $94.6
2.58K $244M
O
Realty Income Corp

Real Estate
104
+ 1.47%
$52.27 - $58.52 $5.44K - $6.09K
7.18K $414M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16
+ 0.26%
$51.14 - $57.0 $818 - $912
6.21K $353M
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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