Alteri Wealth LLC Portfolio Holdings
Alteri Wealth LLC
- $258 Billion
- Q2 2025
Alteri Wealth LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Billion distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.6B, Apple Inc. with a value of $14.6B, Broadcom Inc. with a value of $10.7B, Microsoft Corp with a value of $9.66B, and Walmart Inc. with a value of $8.28B.
Examining the 13F form we can see an increase of $30.4B in the current position value, from $227B to 258B.
Alteri Wealth LLC is based out at Westlake Village, CA
Below you can find more details about Alteri Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$258 Billion
Technology: $69 Billion
ETFs: $57.2 Billion
Financial Services: $30.6 Billion
Communication Services: $16.6 Billion
Consumer Defensive: $15.8 Billion
Industrials: $15.5 Billion
Healthcare: $14.9 Billion
Consumer Cyclical: $12.9 Billion
Other: $17.4 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 271
- Current Value $258 Billion
- Prior Value $227 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 34 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks