Alteri Wealth LLC Sells in Q1 2025

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-991
- 25.51%
$69.81 - $78.9 $69.2K - $78.2K
2.89K $226M
MS
Morgan Stanley

Financial Services
-231
- 9.53%
$111.68 - $141.08 $25.8K - $32.6K
2.19K $256M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-62
- 9.0%
$497.6 - $606.74 $30.9K - $37.6K
627 $312M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-606
- 4.57%
$23.16 - $27.04 $14K - $16.4K
12.7K $296M
NEE
Nextera Energy Inc

Utilities
-555
- 7.25%
$66.96 - $76.16 $37.2K - $42.3K
7.1K $503M
IEFA
Ishares Tr

ETFs
-1.53K
- 11.08%
$69.57 - $78.65 $106K - $120K
12.3K $928M
Ge Vernova Inc Com
-74
- 10.12%
N/A
657 $201M
KULR
Kulr Technology Group, Inc.

Technology
-1K
- 6.25%
$1.13 - $3.47 $1.13K - $3.47K
15K $19.8M
ITA
Ishares Tr

ETFs
-300
- 16.37%
$144.84 - $159.5 $43.5K - $47.9K
1.53K $235M
INTU
Intuit Inc

Technology
-8
- 0.61%
$555.63 - $630.23 $4.45K - $5.04K
1.3K $796M
AON
Aon PLC

Financial Services
-118
- 18.04%
$348.44 - $409.32 $41.1K - $48.3K
536 $214M
ISRG
Intuitive Surgical Inc

Healthcare
-12
- 2.4%
$476.63 - $610.45 $5.72K - $7.33K
487 $241M
XLE
Energy Sector Spdr

ETFs
-514
- 11.12%
$85.7 - $93.96 $44K - $48.3K
4.11K $384M
ADP
Automatic Data Processing Inc

Industrials
-70
- 7.53%
$286.85 - $318.64 $20.1K - $22.3K
860 $263M
F
Ford Motor CO

Consumer Cyclical
-1.06K
- 7.26%
$9.12 - $10.43 $9.7K - $11.1K
13.6K $136M
SBUX
Starbucks Corp

Consumer Cyclical
-348
- 8.41%
$91.75 - $115.81 $31.9K - $40.3K
3.79K $372M
SO
Southern CO

Utilities
-357
- 12.17%
$80.96 - $92.96 $28.9K - $33.2K
2.58K $237M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-351
- 3.7%
$27.01 - $28.54 $9.48K - $10K
9.14K $255M
OXY
Occidental Petroleum Corp

Energy
-35
- 0.27%
$45.45 - $52.7 $1.59K - $1.84K
12.8K $634M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-206
- 12.92%
$208.48 - $244.03 $42.9K - $50.3K
1.39K $339M
DUK
Duke Energy Corp

Utilities
-207
- 10.13%
$105.87 - $121.97 $21.9K - $25.2K
1.84K $224M
MA
Mastercard Inc

Financial Services
-26
- 2.89%
$504.67 - $576.31 $13.1K - $15K
875 $480M
VGLT
Vanguard Long Term Treasury Et

ETFs
-65
- 1.61%
$53.99 - $58.43 $3.51K - $3.8K
3.97K $229M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-507
- 10.2%
$56.12 - $68.15 $28.5K - $34.6K
4.46K $303M
TRV
Travelers Companies, Inc.

Financial Services
-59
- 6.34%
$232.43 - $265.13 $13.7K - $15.6K
871 $230M
JPM
Jpmorgan Chase & CO

Financial Services
-298
- 1.97%
$225.19 - $279.95 $67.1K - $83.4K
14.9K $3.64B
PLD
Prologis, Inc.

Real Estate
-238
- 3.75%
$103.59 - $124.04 $24.7K - $29.5K
6.11K $683M
CVX
Chevron Corp

Energy
-898
- 12.21%
$146.71 - $167.97 $132K - $151K
6.46K $1.08B
IDEV
Ishares Core Msci Intl Develop

ETFs
-175
- 2.6%
$63.77 - $71.36 $11.2K - $12.5K
6.55K $451M
UNP
Union Pacific Corp

Industrials
-21
- 0.68%
$225.21 - $254.42 $4.73K - $5.34K
3.09K $729M
DE
Deere & CO

Industrials
-1
- 0.19%
$408.57 - $509.27 $409 - $509
526 $247M
FTNT
Fortinet, Inc.

Technology
-1
- 0.01%
$92.49 - $114.57 $92.5 - $115
15.9K $1.53B
CI
Cigna Corp

Healthcare
-35
- 4.17%
$274.49 - $329.0 $9.61K - $11.5K
805 $265M
GE
General Electric CO

Industrials
-236
- 9.0%
$168.59 - $212.13 $39.8K - $50.1K
2.39K $477M
ABT
Abbott Laboratories

Healthcare
-33
- 1.32%
$111.1 - $140.22 $3.67K - $4.63K
2.47K $327M
NFLX
Netflix Inc

Communication Services
-7
- 0.48%
$828.4 - $1058.6 $5.8K - $7.41K
1.45K $1.35B
KR
Kroger CO

Consumer Defensive
-33
- 0.36%
$58.36 - $67.72 $1.93K - $2.23K
9.23K $625M
HCA
Hca Healthcare, Inc.

Healthcare
-9
- 0.63%
$296.7 - $345.55 $2.67K - $3.11K
1.42K $492M
HWM
Howmet Aerospace Inc.

Industrials
-175
- 4.09%
$110.79 - $139.39 $19.4K - $24.4K
4.1K $532M
PGR
Progressive Corp

Financial Services
-152
- 4.3%
$235.61 - $291.22 $35.8K - $44.3K
3.39K $958M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2
- 0.05%
$79.66 - $108.41 $159 - $217
3.72K $404M
IBM
International Business Machines Corp

Technology
-117
- 2.19%
$217.4 - $264.74 $25.4K - $31K
5.23K $1.3B
WELL
Welltower Inc.

Real Estate
-256
- 3.57%
$124.05 - $156.86 $31.8K - $40.2K
6.92K $1.06B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-35
- 0.46%
$132.75 - $177.12 $4.65K - $6.2K
7.56K $1.15B
INTC
Intel Corp

Technology
-1.33K
- 1.12%
$19.1 - $27.39 $25.5K - $36.5K
117K $2.66B
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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