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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.6B
$414 Million 0.16% of portfolio
7,181
Q2 2025 Added 1.47%
$111B
$416 Million 0.16% of portfolio
4,631
Q2 2025 Added 13.87%
$69.6B
$401 Million 0.16% of portfolio
1,506
Q2 2025 Reduced 30.25%
$11.2B
$414 Million 0.16% of portfolio
7,568
Q2 2025 Added 0.08%
$86.3B
$425 Million 0.16% of portfolio
4,664
Q2 2025 Added 44.0%
$167B
$375 Million 0.15% of portfolio
5,399
Q2 2025 Reduced 23.95%
$1.55T
$380 Million 0.15% of portfolio
1,677
Q2 2025 Added 16.46%
$104B
$374 Million 0.15% of portfolio
735
Q2 2025 Added 2.51%
$9.63B
$385 Million 0.15% of portfolio
18,993
Q2 2025 Reduced 0.08%
$31.7B
$399 Million 0.15% of portfolio
5,979
Q2 2025 Added 49.14%
$0
$392 Million 0.15% of portfolio
15,795
Q2 2025 Added 12.46%
$0
$392 Million 0.15% of portfolio
38,183
Q2 2025 Added 0.26%
$28.6B
$381 Million 0.15% of portfolio
5,023
Q2 2025 Reduced 1.63%
$65.1B
$381 Million 0.15% of portfolio
4,189
Q2 2025 Reduced 1.78%
$38.9B
$396 Million 0.15% of portfolio
722
Q2 2025 Added 22.37%
$120B
$370 Million 0.14% of portfolio
967
Q2 2025 Reduced 32.09%
$23.5B
$363 Million 0.14% of portfolio
1,500
Q4 2024 New
$220B
$356 Million 0.14% of portfolio
2,890
Q2 2025 New
$246B
$365 Million 0.14% of portfolio
1,337
Q2 2025 Reduced 10.45%
$210B
$373 Million 0.14% of portfolio
2,826
Q2 2025 Reduced 50.93%
$57.1B
$358 Million 0.14% of portfolio
1,638
Q2 2025 Reduced 8.44%
$196B
$331 Million 0.13% of portfolio
1,808
Q2 2025 Reduced 3.42%
$38.4B
$332 Million 0.13% of portfolio
1,106
Q2 2025 Reduced 15.31%
$46.7B
$338 Million 0.13% of portfolio
2,340
Q2 2025 New
$54.4B
$308 Million 0.12% of portfolio
1,228
Q2 2025 New
$35.8B
$302 Million 0.12% of portfolio
3,007
Q2 2025 Reduced 24.03%
$28.1B
$312 Million 0.12% of portfolio
12,735
Q2 2025 Added 4.15%
$20.3B
$314 Million 0.12% of portfolio
3,787
Q2 2025 New
$224B
$307 Million 0.12% of portfolio
2,258
Q2 2025 Reduced 8.55%
$242B
$301 Million 0.12% of portfolio
1,651
Q2 2025 Reduced 12.27%
$95.1B
$297 Million 0.12% of portfolio
3,237
Q2 2025 Reduced 14.59%
$271B
$321 Million 0.12% of portfolio
2,277
Q2 2025 Added 3.78%
$9.96B
$301 Million 0.12% of portfolio
1,950
Q2 2025 Added 1.56%
$5.67B
$274 Million 0.11% of portfolio
13,651
Q2 2025 Reduced 0.53%
$115B
$272 Million 0.11% of portfolio
5,756
Q2 2025 Added 16.4%
$88.8B
$288 Million 0.11% of portfolio
871
Q2 2025 Added 8.2%
$24.6B
$290 Million 0.11% of portfolio
148
Q2 2025 New
$350B
$281 Million 0.11% of portfolio
2,059
Q2 2025 New
$107B
$280 Million 0.11% of portfolio
4,064
Q2 2025 New
$213B
$277 Million 0.11% of portfolio
3,493
Q2 2025 Reduced 28.05%
$67.8B
$253 Million 0.1% of portfolio
5,583
Q2 2025 Reduced 10.61%
$254B
$258 Million 0.1% of portfolio
3,660
Q2 2025 New
$34.9B
$265 Million 0.1% of portfolio
1,752
Q2 2025 New
$115B
$258 Million 0.1% of portfolio
4,398
Q2 2025 Added 0.64%
$5.34B
$269 Million 0.1% of portfolio
5,528
Q2 2025 New
$92.5B
$255 Million 0.1% of portfolio
1,167
Q2 2025 Reduced 15.98%
$154B
$252 Million 0.1% of portfolio
464
Q2 2025 Reduced 4.72%
$0
$270 Million 0.1% of portfolio
30,000
Q2 2025 Added 3.45%
$138B
$256 Million 0.1% of portfolio
504
Q2 2025 Reduced 4.18%

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
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