Alteri Wealth LLC New Holdings in Q4 2024

Alteri Wealth LLC

  • $361 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
8.03K
New
$61.31 - $72.5 $492K - $582K
8.03K $565M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
40.2K
New
$13.54 - $14.25 $544K - $573K
40.2K $563M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
20.6K
New
$24.76 - $27.53 $509K - $566K
20.6K $556M
HON
Honeywell International Inc

Industrials
2.45K
New
$202.84 - $236.0 $496K - $577K
2.45K $552M
NEE
Nextera Energy Inc

Utilities
7.65K
New
$69.77 - $85.43 $534K - $654K
7.65K $549M
PFE
Pfizer Inc

Healthcare
20.6K
New
$24.8 - $30.19 $511K - $622K
20.6K $546M
XLI
Industrial Sector Spdr

ETFs
4.14K
New
$131.76 - $143.99 $545K - $595K
4.14K $545M
ZTS
Zoetis Inc.

Healthcare
3.34K
New
$162.24 - $194.42 $542K - $649K
3.34K $544M
MDT
Medtronic PLC

Healthcare
6.79K
New
$79.61 - $92.24 $541K - $627K
6.79K $543M
SPY
Spdr S&P 500 ETF Trust

ETFs
923
New
$567.81 - $607.81 $524K - $561K
923 $541M
URA
Global X Uranium ETF

ETFs
19.9K
New
$26.78 - $33.46 $532K - $665K
19.9K $532M
TXN
Texas Instruments Inc

Technology
2.82K
New
N/A
2.82K $529M
VIG
Vanguard Dividend Appreciation

ETFs
2.66K
New
N/A
2.66K $521M
WFC
Wells Fargo & Company

Financial Services
7.39K
New
$54.98 - $77.35 $406K - $571K
7.39K $519M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.01K
New
$95.27 - $107.82 $477K - $540K
5.01K $517M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.39K
New
$148.29 - $166.93 $502K - $565K
3.39K $504M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.04K
New
$229.83 - $258.46 $468K - $527K
2.04K $504M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11K
New
$45.17 - $47.23 $496K - $519K
11K $498M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.54K
New
$57.78 - $60.4 $493K - $516K
8.54K $495M
ALL
Allstate Corp

Financial Services
2.55K
New
$181.25 - $208.2 $463K - $531K
2.55K $492M
CRM
Salesforce, Inc.

Technology
1.47K
New
$270.87 - $367.87 $398K - $540K
1.47K $491M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
18.9K
New
$19.44 - $28.35 $368K - $537K
18.9K $487M
COP
Conocophillips

Energy
4.91K
New
$95.12 - $114.72 $467K - $563K
4.91K $487M
T
At&T Inc.

Communication Services
21K
New
$21.22 - $23.88 $445K - $501K
21K $478M
SRE
Sempra Energy

Utilities
5.43K
New
$80.81 - $94.77 $439K - $514K
5.43K $476M
MA
Mastercard Inc

Financial Services
901
New
$491.3 - $536.15 $443K - $483K
901 $475M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
56.4K
New
$8.36 - $8.71 $471K - $491K
56.4K $475M
HWM
Howmet Aerospace Inc.

Industrials
4.28K
New
$99.72 - $120.09 $427K - $514K
4.28K $468M
BOTZ
Global X Fds

ETFs
14.6K
New
$31.11 - $34.18 $455K - $499K
14.6K $467M
JCI
Johnson Controls International PLC

Industrials
5.67K
New
$74.23 - $86.6 $421K - $491K
5.67K $448M
GE
General Electric CO

Industrials
2.62K
New
$159.95 - $194.23 $419K - $509K
2.62K $437M
IDV
Ishares Tr

ETFs
15.9K
New
$27.03 - $29.92 $429K - $475K
15.9K $435M
EPD
Enterprise Products Partners L.P.

Energy
13.9K
New
$28.66 - $34.43 $397K - $478K
13.9K $435M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.72K
New
$64.18 - $70.42 $431K - $473K
6.72K $433M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.86K
New
$138.59 - $156.61 $397K - $449K
2.86K $433M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.02K
New
$417.69 - $450.94 $424K - $458K
1.02K $432M
HCA
Hca Healthcare, Inc.

Healthcare
1.43K
New
$297.52 - $415.61 $426K - $596K
1.43K $430M
GD
General Dynamics Corp

Industrials
1.62K
New
$260.28 - $314.03 $423K - $510K
1.62K $428M
XLY
Select Sector Spdr Consumer Di

ETFs
1.91K
New
$194.8 - $239.43 $371K - $456K
1.91K $427M
XLV
Select Sector Spdr Fund Health

ETFs
3.1K
New
$136.28 - $154.74 $422K - $480K
3.1K $426M
ETR
Entergy Corp

Utilities
5.59K
New
$73.19 - $156.4 $409K - $874K
5.59K $424M
KO
Coca Cola CO

Consumer Defensive
6.73K
New
$61.74 - $71.71 $416K - $483K
6.73K $419M
RACE
Ferrari N.V.

Consumer Cyclical
986
New
$422.83 - $490.34 $417K - $483K
986 $419M
AMD
Advanced Micro Devices Inc

Technology
3.43K
New
$118.88 - $172.8 $408K - $593K
3.43K $415M
TGT
Target Corp

Consumer Defensive
3.03K
New
$121.59 - $160.69 $369K - $487K
3.03K $410M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
38.8K
New
$10.39 - $11.25 $404K - $437K
38.8K $406M
VFH
Vanguard Financial ETF

ETFs
3.39K
New
$108.87 - $126.2 $369K - $427K
3.39K $400M
SYF
Synchrony Financial

Financial Services
6.11K
New
$49.01 - $68.55 $300K - $419K
6.11K $397M
NXPI
Nxp Semiconductors N.V.

Technology
1.91K
New
$207.27 - $255.58 $395K - $487K
1.91K $396M
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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