Alteri Wealth LLC New Holdings in Q4 2024

Alteri Wealth LLC

  • $361 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
4.62K
New
$83.32 - $97.27 $385K - $450K
4.62K $396M
XLC
Select Sector Spdr Tr Communic

ETFs
3.99K
New
$89.66 - $102.16 $357K - $407K
3.99K $386M
SPG
Simon Property Group Inc

Real Estate
2.2K
New
$167.23 - $183.84 $367K - $404K
2.2K $378M
PAVE
Global X Fds Us Infrastructure

ETFs
9.35K
New
$40.41 - $45.95 $378K - $430K
9.35K $378M
SBUX
Starbucks Corp

Consumer Cyclical
4.14K
New
$87.44 - $102.5 $362K - $424K
4.14K $378M
WDC
Western Digital Corp

Technology
6.3K
New
$59.62 - $73.43 $375K - $462K
6.3K $376M
CL
Colgate Palmolive CO

Consumer Defensive
4.11K
New
$90.22 - $102.31 $371K - $421K
4.11K $374M
PEG
Public Service Enterprise Group Inc

Utilities
4.41K
New
$81.87 - $94.51 $361K - $417K
4.41K $373M
HPE
Hewlett Packard Enterprise CO

Technology
17.4K
New
$19.31 - $23.95 $335K - $416K
17.4K $371M
THW
Tekla World Healthcare Fund

Financial Services
33.3K
New
$10.96 - $13.33 $365K - $444K
33.3K $366M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.87K
New
$178.39 - $215.0 $334K - $402K
1.87K $361M
TMO
Thermo Fisher Scientific Inc.

Healthcare
689
New
$501.29 - $612.85 $345K - $422K
689 $358M
USB
Us Bancorp \De\

Financial Services
7.48K
New
$43.98 - $53.66 $329K - $401K
7.48K $358M
YEAR
Ab Active Etfs Inc Ultra Short
7.09K
New
N/A
7.09K $357M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.3K
New
$25.33 - $51.16 $336K - $678K
13.3K $343M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.6K
New
$209.89 - $233.24 $335K - $372K
1.6K $339M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.4K
New
$238.25 - $261.28 $332K - $364K
1.4K $338M
ED
Consolidated Edison Inc

Utilities
3.72K
New
$88.87 - $107.38 $331K - $400K
3.72K $332M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.56K
New
$91.94 - $100.02 $328K - $356K
3.56K $330M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.72K
New
$57.53 - $60.83 $329K - $348K
5.72K $329M
SKYY
First Trust Cloud Computing Et

ETFs
2.72K
New
$99.98 - $130.46 $272K - $355K
2.72K $324M
ACN
Accenture PLC

Technology
913
New
$343.9 - $376.86 $314K - $344K
913 $321M
URI
United Rentals, Inc.

Industrials
449
New
$704.44 - $880.32 $316K - $395K
449 $316M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12.8K
New
$21.71 - $25.45 $278K - $326K
12.8K $316M
GILD
Gilead Sciences, Inc.

Healthcare
3.31K
New
$83.95 - $97.9 $278K - $324K
3.31K $306M
MS
Morgan Stanley

Financial Services
2.43K
New
$104.42 - $134.99 $253K - $327K
2.43K $305M
VZ
Verizon Communications Inc

Communication Services
7.49K
New
$39.6 - $45.21 $296K - $338K
7.49K $299M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.42K
New
$198.04 - $221.51 $282K - $315K
1.42K $299M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.97K
New
$59.25 - $72.99 $294K - $363K
4.97K $297M
Kenvue Inc Com
13.7K
New
N/A
13.7K $293M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.1K
New
$129.96 - $144.97 $273K - $304K
2.1K $293M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.72K
New
$75.99 - $88.85 $283K - $331K
3.72K $291M
OWL
Blue Owl Capital Inc.

Financial Services
12.5K
New
$19.51 - $24.81 $243K - $310K
12.5K $290M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.67K
New
$51.09 - $55.27 $289K - $313K
5.67K $290M
OMFL
Invesco Exchange Traded Self I

ETFs
5.29K
New
$52.49 - $56.58 $278K - $299K
5.29K $287M
AMAT
Applied Materials Inc

Technology
1.75K
New
$161.44 - $213.89 $283K - $375K
1.75K $285M
ABT
Abbott Laboratories

Healthcare
2.5K
New
$111.93 - $119.39 $280K - $299K
2.5K $283M
MLM
Martin Marietta Materials Inc

Basic Materials
544
New
$516.5 - $619.58 $281K - $337K
544 $281M
VTI
Vanguard Total Stock Market Et

ETFs
969
New
$280.04 - $302.45 $271K - $293K
969 $281M
CSX
Csx Corp

Industrials
8.62K
New
$31.58 - $36.88 $272K - $318K
8.62K $278M
KHC
Kraft Heinz CO

Consumer Defensive
9.04K
New
$30.1 - $36.02 $272K - $326K
9.04K $278M
O
Realty Income Corp

Real Estate
5.19K
New
$51.76 - $64.71 $269K - $336K
5.19K $277M
BGNE
Bei Gene, Ltd.

Healthcare
1.5K
New
$174.72 - $246.04 $262K - $369K
1.5K $277M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.89K
New
$70.1 - $76.53 $272K - $297K
3.89K $275M
ABC
Amerisourcebergen Corp

Healthcare
1.22K
New
N/A
1.22K $275M
ADP
Automatic Data Processing Inc

Industrials
930
New
$280.08 - $307.97 $260K - $286K
930 $272M
ACWI
Ishares Msci Acwi ETF

ETFs
2.31K
New
$117.05 - $123.03 $271K - $285K
2.31K $272M
DHI
Horton D R Inc

Consumer Cyclical
1.92K
New
$137.24 - $194.56 $264K - $374K
1.92K $269M
ITA
Ishares Tr

ETFs
1.83K
New
$144.31 - $157.31 $265K - $288K
1.83K $266M
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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