Alteri Wealth LLC Reduced Holdings in Q2 2025

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
-888
- 13.56%
$61.79 - $76.67 $54.9K - $68.1K
5.66K $430M
ABT
Abbott Laboratories

Healthcare
-211
- 8.55%
$123.95 - $138.08 $26.2K - $29.1K
2.26K $307M
XLC
Select Sector Spdr Tr Communic

ETFs
-490
- 17.35%
$86.13 - $108.53 $42.2K - $53.2K
2.34K $253M
CL
Colgate Palmolive CO

Consumer Defensive
-76
- 1.78%
$87.57 - $96.0 $6.66K - $7.3K
4.19K $381M
DUK
Duke Energy Corp

Utilities
-57
- 3.1%
$112.46 - $124.05 $6.41K - $7.07K
1.78K $210M
Linde PLC Shs
-29
- 5.41%
N/A
507 $238M
USB
Us Bancorp \De\

Financial Services
-663
- 10.61%
$36.4 - $45.76 $24.1K - $30.3K
5.58K $253M
DSL
Double Line Income Solutions Fund

Financial Services
-230
- 1.19%
$11.15 - $12.57 $2.56K - $2.89K
19.1K $234M
BSX
Boston Scientific Corp

Healthcare
-673
- 6.68%
$89.7 - $107.41 $60.4K - $72.3K
9.4K $1.01B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-300
- 2.56%
$10.82 - $12.71 $3.25K - $3.81K
11.4K $142M
PM
Philip Morris International Inc.

Consumer Defensive
-231
- 12.27%
$149.23 - $184.95 $34.5K - $42.7K
1.65K $301M
STWD
Starwood Property Trust, Inc.

Real Estate
-73
- 0.53%
$17.28 - $20.41 $1.26K - $1.49K
13.7K $274M
MA
Mastercard Inc

Financial Services
-16
- 1.83%
$479.92 - $590.74 $7.68K - $9.45K
859 $483M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-562
- 14.5%
$320.42 - $424.58 $180K - $239K
3.31K $1.41B
DE
Deere & CO

Industrials
-22
- 4.18%
$412.99 - $531.48 $9.09K - $11.7K
504 $256M
Virtus Convertible & Income Fd Com New
-250
- 2.35%
N/A
10.4K $148M
ISRG
Intuitive Surgical Inc

Healthcare
-23
- 4.72%
$451.58 - $565.94 $10.4K - $13K
464 $252M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.07K
- 10.56%
$33.78 - $43.68 $36.2K - $46.8K
9.07K $395M
HON
Honeywell International Inc

Industrials
-189
- 6.73%
$182.86 - $232.88 $34.6K - $44K
2.62K $610M
SRE
Sempra Energy

Utilities
-83
- 1.63%
$63.78 - $78.91 $5.29K - $6.55K
5.02K $381M
NXPI
Nxp Semiconductors N.V.

Technology
-151
- 8.44%
$153.5 - $218.72 $23.2K - $33K
1.64K $358M
LMT
Lockheed Martin Corp

Industrials
-90
- 2.46%
$430.82 - $486.45 $38.8K - $43.8K
3.56K $1.65B
VTI
Vanguard Total Stock Market Et

ETFs
-27
- 2.6%
$243.75 - $303.93 $6.58K - $8.21K
1.01K $307M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-25
- 0.04%
$7.2 - $8.65 $180 - $216
58.8K $509M
RACE
Ferrari N.V.

Consumer Cyclical
-87
- 8.19%
$397.86 - $499.02 $34.6K - $43.4K
975 $478M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-78
- 1.42%
$48.22 - $60.41 $3.76K - $4.71K
5.4K $323M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-15
- 0.08%
$15.5 - $20.28 $233 - $304
19K $385M
GLD
Spdr Gold Trust

ETFs
-181
- 3.76%
$273.71 - $316.29 $49.5K - $57.2K
4.63K $1.41B
XLI
Industrial Sector Spdr

ETFs
-227
- 6.06%
$116.42 - $147.52 $26.4K - $33.5K
3.52K $519M
ITA
Ishares Tr

ETFs
-122
- 7.96%
$135.31 - $188.64 $16.5K - $23K
1.41K $266M
VGT
Vanguard Information Technolog

ETFs
-179
- 13.47%
$470.37 - $663.28 $84.2K - $119K
1.15K $763M
HWM
Howmet Aerospace Inc.

Industrials
-984
- 23.99%
$112.33 - $186.13 $111K - $183K
3.12K $580M
AMAT
Applied Materials Inc

Technology
-64
- 3.42%
$126.95 - $183.52 $8.12K - $11.7K
1.81K $331M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-104
- 4.71%
$456.74 - $568.03 $47.5K - $59.1K
2.11K $1.2B
JCI
Johnson Controls International PLC

Industrials
-879
- 13.24%
$71.14 - $105.62 $62.5K - $92.8K
5.76K $608M
PANW
Palo Alto Networks Inc

Technology
-56
- 1.58%
$152.44 - $204.64 $8.54K - $11.5K
3.48K $712M
APH
Amphenol Corp

Technology
-1.96K
- 21.3%
$59.09 - $98.75 $116K - $194K
7.26K $717M
FTNT
Fortinet, Inc.

Technology
-346
- 2.18%
$84.71 - $108.69 $29.3K - $37.6K
15.6K $1.64B
ETN
Eaton Corp PLC

Industrials
-181
- 7.87%
$246.52 - $356.99 $44.6K - $64.6K
2.12K $757M
IBM
International Business Machines Corp

Technology
-368
- 7.04%
$221.03 - $294.78 $81.3K - $108K
4.86K $1.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-70
- 2.55%
$416.06 - $551.64 $29.1K - $38.6K
2.68K $1.48B
INTU
Intuit Inc

Technology
-6
- 0.46%
$544.07 - $787.63 $3.26K - $4.73K
1.29K $1.02B
GOOGL
Alphabet Inc.

Communication Services
-1.45K
- 5.3%
$144.7 - $178.6 $210K - $260K
26K $4.58B
NFLX
Netflix Inc

Communication Services
-142
- 9.82%
$855.86 - $1339.13 $122K - $190K
1.3K $1.75B
BA
Boeing CO

Industrials
-312
- 2.16%
$136.59 - $217.51 $42.6K - $67.9K
14.1K $2.96B
WMT
Walmart Inc.

Consumer Defensive
-1.84K
- 2.12%
$81.79 - $99.98 $150K - $184K
84.7K $8.28B
MSFT
Microsoft Corp

Technology
-285
- 1.45%
$354.56 - $497.45 $101K - $142K
19.4K $9.66B
AVGO
Broadcom Inc.

Technology
-1.54K
- 3.81%
$146.29 - $275.65 $226K - $426K
39K $10.7B
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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