Alteri Wealth LLC Incresed Positions in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.39K
+ 22.11%
$16.46 - $17.1 $55.8K - $58K
18.7K $318M
SHEL
Shell PLC

Energy
801
+ 21.89%
$69.82 - $73.93 $55.9K - $59.2K
4.46K $319M
TFC
Truist Financial Corp

Financial Services
495
+ 3.52%
$42.83 - $47.07 $21.2K - $23.3K
14.6K $666M
BFOR
Alps ETF Tr Barrons 400 ETF
178
+ 1.6%
N/A
11.3K $916M
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.19K
+ 14.38%
$26.82 - $28.12 $58.6K - $61.4K
17.4K $481M
Ge Vernova Inc Com
3
+ 0.44%
N/A
685 $421M
ALL
Allstate Corp

Financial Services
109
+ 4.08%
$192.0 - $214.65 $20.9K - $23.4K
2.78K $597M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.13K
+ 4.43%
$13.87 - $14.46 $29.5K - $30.7K
50.1K $723M
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 3.32%
N/A
3.24K $699M
XLF
Financial Sector Spdr

ETFs
481
+ 2.3%
$51.37 - $54.25 $24.7K - $26.1K
21.4K $1.15B
VTI
Vanguard Total Stock Market Et

ETFs
91
+ 9.0%
$303.93 - $329.86 $27.7K - $30K
1.1K $362M
DLR
Digital Realty Trust, Inc.

Real Estate
338
+ 11.37%
$161.21 - $180.02 $54.5K - $60.8K
3.31K $572M
NOC
Northrop Grumman Corp

Industrials
12
+ 2.82%
$498.9 - $609.32 $5.99K - $7.31K
438 $267M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
976
+ 7.89%
$45.72 - $47.27 $44.6K - $46.1K
13.4K $627M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 1.63%
$459.11 - $506.91 $15.6K - $17.2K
2.12K $1.07B
UNH
Unitedhealth Group Inc

Healthcare
83
+ 11.54%
$237.77 - $353.61 $19.7K - $29.3K
802 $277M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.09K
+ 30.02%
N/A
13.4K $190M
VEA
Vanguard Ftse Developed Market

ETFs
417
+ 5.05%
$56.02 - $60.3 $23.4K - $25.1K
8.67K $520M
TIP
Ishares Tr Tips Bd ETF

ETFs
410
+ 14.76%
$109.11 - $111.88 $44.7K - $45.9K
3.19K $355M
HCA
Hca Healthcare, Inc.

Healthcare
13
+ 1.34%
$334.32 - $426.2 $4.35K - $5.54K
980 $418M
AMAT
Applied Materials Inc

Technology
38
+ 2.1%
$156.25 - $204.95 $5.94K - $7.79K
1.85K $378M
MS
Morgan Stanley

Financial Services
25
+ 1.1%
$139.09 - $161.16 $3.48K - $4.03K
2.3K $366M
GILD
Gilead Sciences, Inc.

Healthcare
374
+ 7.22%
$108.22 - $120.47 $40.5K - $45.1K
5.56K $617M
MO
Altria Group, Inc.

Consumer Defensive
92
+ 2.09%
$57.75 - $67.68 $5.31K - $6.23K
4.49K $297M
ITA
Ishares Tr

ETFs
40
+ 2.83%
$184.73 - $209.26 $7.39K - $8.37K
1.45K $304M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
638
+ 3.25%
$26.16 - $27.65 $16.7K - $17.6K
20.3K $557M
O
Realty Income Corp

Real Estate
217
+ 3.02%
$56.13 - $60.79 $12.2K - $13.2K
7.4K $450M
CVS
Cvs Health Corp

Healthcare
131
+ 3.22%
$58.75 - $76.5 $7.7K - $10K
4.2K $316M
LYV
Live Nation Entertainment, Inc.

Communication Services
89
+ 5.08%
$143.56 - $174.06 $12.8K - $15.5K
1.84K $301M
XLI
Industrial Sector Spdr

ETFs
52
+ 1.48%
$147.94 - $154.99 $7.69K - $8.06K
3.57K $551M
UBER
Uber Technologies, Inc

Technology
209
+ 9.48%
$86.91 - $99.57 $18.2K - $20.8K
2.41K $236M
SYF
Synchrony Financial

Financial Services
65
+ 1.09%
$67.53 - $76.86 $4.39K - $5K
6.04K $429M
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 1.98%
$214.92 - $244.84 $4.08K - $4.65K
977 $236M
MRK
Merck & Co., Inc.

Healthcare
150
+ 4.29%
$77.6 - $87.37 $11.6K - $13.1K
3.64K $306M
WMB
Williams Companies, Inc.

Energy
336
+ 2.74%
$56.52 - $64.01 $19K - $21.5K
12.6K $799M
PEG
Public Service Enterprise Group Inc

Utilities
400
+ 5.11%
$79.99 - $90.14 $32K - $36.1K
8.23K $687M
COP
Conocophillips

Energy
45
+ 0.97%
$91.0 - $98.99 $4.1K - $4.45K
4.68K $442M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.6K
+ 10.13%
$23.75 - $25.0 $38K - $40K
17.4K $418M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
484
+ 9.9%
$50.53 - $50.82 $24.5K - $24.6K
5.37K $273M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.63K
+ 3.38%
$10.81 - $11.15 $17.6K - $18.2K
49.8K $551M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
116
+ 2.15%
$57.15 - $62.12 $6.63K - $7.21K
5.52K $343M
COF
Capital One Financial Corp

Financial Services
92
+ 9.0%
$207.29 - $229.74 $19.1K - $21.1K
1.11K $237M
F
Ford Motor CO

Consumer Cyclical
322
+ 2.36%
$10.82 - $12.09 $3.48K - $3.89K
14K $167M
VFH
Vanguard Financial ETF

ETFs
87
+ 4.83%
$125.23 - $132.78 $10.9K - $11.6K
1.89K $248M
USB
Us Bancorp \De\

Financial Services
28
+ 0.5%
$43.94 - $50.41 $1.23K - $1.41K
5.61K $271M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
864
+ 8.48%
$20.84 - $21.03 $18K - $18.2K
11.1K $231M
IBM
International Business Machines Corp

Technology
270
+ 5.55%
$234.77 - $292.47 $63.4K - $79K
5.13K $1.45B
SO
Southern CO

Utilities
67
+ 2.52%
$90.83 - $96.0 $6.09K - $6.43K
2.72K $258M
DUK
Duke Energy Corp

Utilities
18
+ 1.01%
$116.31 - $125.93 $2.09K - $2.27K
1.8K $222M
Activity Summary
Buys All Purchases 189 New Holdings 19 Increased Positions 170 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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