Alteri Wealth LLC Sells in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-31.7K
- 68.69%
$148.15 - $186.25 $4.7M - $5.9M
14.4K $2.46B
AVGO
Broadcom Inc.

Technology
-1.06K
- 2.55%
$167.43 - $244.7 $177K - $259K
40.5K $6.78B
UAL
United Airlines Holdings, Inc.

Industrials
-8
- 0.05%
$69.05 - $110.52 $552 - $884
17.6K $1.21B
VGT
Vanguard Information Technolog

ETFs
-458
- 25.63%
$542.38 - $646.34 $248K - $296K
1.33K $721M
ZTS
Zoetis Inc.

Healthcare
-1.9K
- 57.01%
$156.48 - $175.67 $298K - $334K
1.44K $236M
Blackrock Inc Com
-160
- 10.65%
N/A
1.34K $1.27B
VB
Vanguard Small Cap ETF

ETFs
-898
- 28.51%
$217.89 - $252.64 $196K - $227K
2.25K $499M
BX
Blackstone Inc.

Financial Services
-40
- 0.53%
$136.53 - $186.74 $5.46K - $7.47K
7.44K $1.04B
AXP
American Express CO

Financial Services
-650
- 29.31%
$255.39 - $325.87 $166K - $212K
1.57K $422M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-178
- 4.39%
$360.07 - $417.26 $64.1K - $74.3K
3.88K $1.4B
BAC
Bank Of America Corp

Financial Services
-971
- 1.19%
$39.61 - $47.74 $38.5K - $46.4K
80.5K $3.36B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.03K
- 22.29%
$169.43 - $182.84 $174K - $188K
3.59K $621M
SYF
Synchrony Financial

Financial Services
-2.1K
- 34.4%
$51.9 - $70.63 $109K - $148K
4.01K $212M
CMCSA
Comcast Corp

Communication Services
-4.65K
- 27.84%
$33.19 - $38.23 $154K - $178K
12K $444M
LMT
Lockheed Martin Corp

Industrials
-46
- 1.24%
$423.19 - $506.29 $19.5K - $23.3K
3.65K $1.63B
XLY
Select Sector Spdr Consumer Di

ETFs
-540
- 28.35%
$192.6 - $233.2 $104K - $126K
1.37K $270M
VBR
Vanguard Small Cap Value ETF

ETFs
-411
- 6.12%
$183.02 - $207.75 $75.2K - $85.4K
6.3K $1.17B
IEMG
Ishares Inc

ETFs
-3.25K
- 18.35%
N/A
14.4K $779M
EMR
Emerson Electric CO

Industrials
-639
- 13.6%
$108.64 - $131.17 $69.4K - $83.8K
4.06K $445M
VFH
Vanguard Financial ETF

ETFs
-1.12K
- 33.14%
$114.07 - $127.34 $128K - $143K
2.26K $270M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.59K
- 8.45%
$22.25 - $23.0 $124K - $129K
60.6K $1.39B
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-1.5K
- 7.69%
$27.98 - $33.9 $41.9K - $50.7K
18K $503M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.16K
- 29.14%
$94.84 - $105.31 $110K - $122K
2.83K $273M
SRE
Sempra Energy

Utilities
-321
- 5.91%
$67.85 - $87.67 $21.8K - $28.1K
5.11K $364M
YEAR
Ab Active Etfs Inc Ultra Short
-2.13K
- 30.06%
N/A
4.96K $251M
WMB
Williams Companies, Inc.

Energy
-3.34K
- 19.96%
$54.02 - $61.09 $181K - $204K
13.4K $801M
MRK
Merck & Co., Inc.

Healthcare
-540
- 10.01%
$83.01 - $101.02 $44.8K - $54.6K
4.86K $436M
URA
Global X Uranium ETF

ETFs
-1.01K
- 5.08%
$22.92 - $30.98 $23.1K - $31.3K
18.9K $432M
XLV
Select Sector Spdr Fund Health

ETFs
-835
- 26.94%
$137.61 - $149.68 $115K - $125K
2.26K $331M
TFC
Truist Financial Corp

Financial Services
-1.53K
- 10.58%
$39.48 - $48.15 $60.5K - $73.8K
13K $533M
USB
Us Bancorp \De\

Financial Services
-1.23K
- 16.49%
$40.92 - $50.9 $50.5K - $62.8K
6.25K $264M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-989
- 27.76%
$90.0 - $96.32 $89K - $95.3K
2.57K $238M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-950
- 4.62%
$23.71 - $27.77 $22.5K - $26.4K
19.6K $466M
CAT
Caterpillar Inc

Industrials
-113
- 7.07%
$326.75 - $407.63 $36.9K - $46.1K
1.49K $490M
VUG
Vanguard Growth ETF

ETFs
-49
- 2.73%
$369.1 - $427.61 $18.1K - $21K
1.74K $646M
Kenvue Inc Com
-5.21K
- 37.96%
N/A
8.51K $204M
VONG
Vanguard Russell 1000 Growth E

ETFs
-251
- 5.01%
$92.71 - $107.38 $23.3K - $27K
4.76K $441M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-238
- 12.72%
$168.84 - $202.89 $40.2K - $48.3K
1.63K $287M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-138
- 9.89%
$211.47 - $267.17 $29.2K - $36.9K
1.26K $266M
ACN
Accenture PLC

Technology
-112
- 12.27%
$300.91 - $398.25 $33.7K - $44.6K
801 $250M
VTV
Vanguard Value ETF

ETFs
-481
- 12.91%
$167.73 - $179.21 $80.7K - $86.2K
3.24K $560M
SKYY
First Trust Cloud Computing Et

ETFs
-207
- 7.6%
$102.23 - $131.18 $21.2K - $27.2K
2.52K $257M
COP
Conocophillips

Energy
-842
- 17.15%
$88.6 - $105.85 $74.6K - $89.1K
4.07K $427M
KMI
Kinder Morgan, Inc.

Energy
-2.9K
- 13.36%
$26.1 - $31.22 $75.7K - $90.6K
18.8K $537M
OWL
Blue Owl Capital Inc.

Financial Services
-810
- 6.49%
$18.49 - $26.68 $15K - $21.6K
11.7K $234M
NXPI
Nxp Semiconductors N.V.

Technology
-117
- 6.14%
$189.99 - $245.86 $22.2K - $28.8K
1.79K $340M
XLI
Industrial Sector Spdr

ETFs
-387
- 9.36%
$128.78 - $141.67 $49.8K - $54.8K
3.75K $491M
IWD
Ishares Russell 1000 Val ETF

ETFs
-408
- 4.95%
$182.82 - $196.21 $74.6K - $80.1K
7.84K $1.48B
PFE
Pfizer Inc

Healthcare
-1.01K
- 4.91%
$25.01 - $27.13 $25.3K - $27.4K
19.6K $496M
Activity Summary
Buys All Purchases 148 New Holdings 22 Increased Positions 126 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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