Alteri Wealth LLC New Holdings in Q4 2024

Alteri Wealth LLC

  • $361 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AME
Ametek Inc

Industrials
637K
New
$165.89 - $197.38 $106M - $126M
637K $115B
AAPL
Apple Inc.

Technology
70.8K
New
$221.69 - $259.02 $15.7M - $18.3M
70.8K $17.7B
NVDA
Nvidia Corp

Technology
97.7K
New
$117.0 - $148.88 $11.4M - $14.5M
97.7K $13.1B
AVGO
Broadcom Inc.

Technology
41.6K
New
$159.67 - $250.0 $6.64M - $10.4M
41.6K $9.64B
BA
Boeing CO

Industrials
46.1K
New
$138.14 - $180.72 $6.37M - $8.34M
46.1K $8.17B
MSFT
Microsoft Corp

Technology
19.1K
New
$406.35 - $454.46 $7.76M - $8.67M
19.1K $8.05B
WMT
Walmart Inc.

Consumer Defensive
82.3K
New
$79.1 - $95.7 $6.51M - $7.87M
82.3K $7.43B
KEYS
Keysight Technologies, Inc.

Technology
43.6K
New
$149.01 - $172.53 $6.49M - $7.52M
43.6K $7B
XOM
Exxon Mobil Corp

Energy
56.9K
New
$105.51 - $125.37 $6.01M - $7.14M
56.9K $6.13B
AMZN
Amazon Com Inc

Consumer Cyclical
25.4K
New
$180.88 - $232.93 $4.59M - $5.92M
25.4K $5.57B
A
Agilent Technologies, Inc.

Healthcare
37.8K
New
$125.69 - $146.56 $4.75M - $5.54M
37.8K $5.08B
JPM
Jpmorgan Chase & CO

Financial Services
15.2K
New
$205.18 - $250.29 $3.11M - $3.79M
15.2K $3.63B
BAC
Bank Of America Corp

Financial Services
81.5K
New
$39.22 - $47.77 $3.2M - $3.89M
81.5K $3.58B
AMGN
Amgen Inc

Healthcare
11.9K
New
$258.78 - $328.31 $3.08M - $3.91M
11.9K $3.1B
TSLA
Tesla, Inc.

Consumer Cyclical
7.46K
New
$213.65 - $479.86 $1.59M - $3.58M
7.46K $3.01B
GOOG
Alphabet Inc.

Communication Services
15K
New
$163.08 - $198.16 $2.44M - $2.97M
15K $2.85B
IVV
Ishares Core S&P 500 ETF

ETFs
4.47K
New
$570.51 - $610.59 $2.55M - $2.73M
4.47K $2.63B
META
Meta Platforms, Inc.

Communication Services
4.09K
New
$554.08 - $632.68 $2.27M - $2.59M
4.09K $2.39B
INTC
Intel Corp

Technology
119K
New
$19.07 - $26.23 $2.26M - $3.11M
119K $2.38B
LLY
Eli Lilly & CO

Healthcare
2.99K
New
$727.2 - $932.06 $2.18M - $2.79M
2.99K $2.31B
SRLN
Ssga Active Trust

ETFs
43.7K
New
$41.48 - $42.08 $1.81M - $1.84M
43.7K $1.82B
LMT
Lockheed Martin Corp

Industrials
3.7K
New
$479.66 - $614.62 $1.77M - $2.27M
3.7K $1.8B
PG
Procter & Gamble CO

Consumer Defensive
10.6K
New
$161.05 - $179.7 $1.72M - $1.91M
10.6K $1.79B
UAL
United Airlines Holdings, Inc.

Industrials
17.6K
New
$55.62 - $102.44 $979K - $1.8M
17.6K $1.71B
AJG
Arthur J. Gallagher & Co.

Financial Services
5.96K
New
$278.49 - $315.16 $1.66M - $1.88M
5.96K $1.69B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.34K
New
$176.42 - $186.91 $1.65M - $1.75M
9.34K $1.66B
COST
Costco Wholesale Corp

Consumer Defensive
1.8K
New
$873.59 - $994.69 $1.57M - $1.79M
1.8K $1.65B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.05K
New
$370.24 - $418.94 $1.5M - $1.7M
4.05K $1.63B
V
Visa Inc.

Financial Services
4.91K
New
$273.87 - $320.91 $1.35M - $1.58M
4.91K $1.55B
DIS
Walt Disney CO

Communication Services
13.9K
New
$92.39 - $117.6 $1.29M - $1.64M
13.9K $1.55B
Blackrock Inc Com
1.5K
New
N/A
1.5K $1.54B
IWD
Ishares Russell 1000 Val ETF

ETFs
8.25K
New
$183.23 - $199.79 $1.51M - $1.65M
8.25K $1.53B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
66.2K
New
$22.39 - $23.45 $1.48M - $1.55M
66.2K $1.52B
FTNT
Fortinet, Inc.

Technology
15.9K
New
$76.49 - $99.21 $1.22M - $1.58M
15.9K $1.5B
VBR
Vanguard Small Cap Value ETF

ETFs
6.71K
New
$197.36 - $217.3 $1.32M - $1.46M
6.71K $1.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.55K
New
$481.22 - $538.17 $1.23M - $1.37M
2.55K $1.3B
NFLX
Netflix Inc

Communication Services
1.45K
New
$687.65 - $936.56 $999K - $1.36M
1.45K $1.3B
BX
Blackstone Inc.

Financial Services
7.48K
New
$148.45 - $199.05 $1.11M - $1.49M
7.48K $1.29B
HD
Home Depot, Inc.

Consumer Cyclical
3.2K
New
$385.02 - $431.37 $1.23M - $1.38M
3.2K $1.24B
ABBV
Abb Vie Inc.

Healthcare
6.85K
New
$164.99 - $203.87 $1.13M - $1.4M
6.85K $1.22B
MBB
Ishares Tr

ETFs
13K
New
$91.26 - $95.82 $1.19M - $1.25M
13K $1.19B
IBM
International Business Machines Corp

Technology
5.35K
New
$204.9 - $238.04 $1.1M - $1.27M
5.35K $1.18B
GLD
Spdr Gold Trust

ETFs
4.77K
New
$236.59 - $257.5 $1.13M - $1.23M
4.77K $1.16B
RTX
Raytheon Technologies Corp

Industrials
9.94K
New
$114.45 - $127.21 $1.14M - $1.26M
9.94K $1.15B
VGT
Vanguard Information Technolog

ETFs
1.79K
New
$571.78 - $647.97 $1.02M - $1.16M
1.79K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.03K
New
$521.84 - $558.82 $1.06M - $1.13M
2.03K $1.09B
QCOM
Qualcomm Inc

Technology
7.11K
New
$150.4 - $178.04 $1.07M - $1.26M
7.11K $1.09B
CVX
Chevron Corp

Energy
7.36K
New
$141.15 - $162.53 $1.04M - $1.2M
7.36K $1.07B
JNJ
Johnson & Johnson

Healthcare
7.1K
New
$143.34 - $165.86 $1.02M - $1.18M
7.1K $1.03B
Activity Summary
Buys All Purchases 246 New Holdings 246 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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