Alteri Wealth LLC Portfolio Holdings

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025

Alteri Wealth LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Nvidia Corp with a value of $10.7B, Walmart Inc. with a value of $7.6B, Microsoft Corp with a value of $7.39B, and Exxon Mobil Corp with a value of $6.89B.

Examining the 13F form we can see an decrease of $134B in the current position value, from $361B to 227B.

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 $227 Billion
Technology: $55 Billion
ETFs: $50.4 Billion
Financial Services: $27.4 Billion
Healthcare: $16.3 Billion
Consumer Defensive: $15.8 Billion
Industrials: $14 Billion
Communication Services: $13.7 Billion
Consumer Cyclical: $11.8 Billion
Other: $18.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.97 Billion 1.3% of portfolio
72,121
Q1 2025 Added 65.06%
$0
$2.51 Billion 1.11% of portfolio
4,475
Q1 2025 Added 0.2%
$0
$1.7 Billion 0.75% of portfolio
9,943
Q1 2025 Added 6.47%
$0
$1.48 Billion 0.65% of portfolio
7,842
Q1 2025 Reduced 4.95%
$0
$1.49 Billion 0.65% of portfolio
15,843
Q1 2025 Added 21.86%
$0
$1.4 Billion 0.62% of portfolio
3,875
Q1 2025 Reduced 4.39%
$106B
$1.39 Billion 0.61% of portfolio
4,810
Q1 2025 Added 0.82%
$0
$1.39 Billion 0.61% of portfolio
60,592
Q1 2025 Reduced 8.45%
$0
$1.29 Billion 0.57% of portfolio
2,746
Q1 2025 Added 7.86%
$0
$1.21 Billion 0.53% of portfolio
24,819
Q1 2025 Added 55.56%
$0
$1.17 Billion 0.52% of portfolio
6,302
Q1 2025 Reduced 6.12%
$0
$1.14 Billion 0.5% of portfolio
2,210
Q1 2025 Added 8.87%
$0
$1.07 Billion 0.47% of portfolio
13,121
Q1 2025 Added 8.82%
$0
$1.04 Billion 0.46% of portfolio
20,811
Q1 2025 Added 5.46%
$0
$1.02 Billion 0.45% of portfolio
42,080
Q1 2025 Added 36.75%
$0
$969 Million 0.43% of portfolio
10,648
Q1 2025 Added 26.18%
$0
$966 Million 0.42% of portfolio
8,886
Q1 2025 Added 318.16%
$0
$928 Million 0.41% of portfolio
12,274
Q1 2025 Reduced 11.08%
$0
$850 Million 0.37% of portfolio
44,620
Q1 2025 Added 34.02%
$0
$821 Million 0.36% of portfolio
10,396
Q1 2025 Added 9.41%
$0
$779 Million 0.34% of portfolio
14,441
Q1 2025 Reduced 18.35%
$0
$769 Million 0.34% of portfolio
4,086
Q1 2025 Added 24.99%
$0
$721 Million 0.32% of portfolio
1,329
Q1 2025 Reduced 25.63%
$0
$653 Million 0.29% of portfolio
21,698
Q1 2025 New
$0
$633 Million 0.28% of portfolio
10,663
Q1 2025 Added 24.93%
$0
$646 Million 0.28% of portfolio
1,743
Q1 2025 Reduced 2.73%
$0
$608 Million 0.27% of portfolio
3,134
Q1 2025 Added 17.73%
$0
$621 Million 0.27% of portfolio
3,587
Q1 2025 Reduced 22.29%
$0
$607 Million 0.27% of portfolio
11,380
Q1 2025 Added 115.0%
$0
$622 Million 0.27% of portfolio
9,866
Q1 2025 Added 3.02%
$0
$588 Million 0.26% of portfolio
5,343
Q4 2024 New
$0
$560 Million 0.25% of portfolio
3,244
Q1 2025 Reduced 12.91%
$0
$546 Million 0.24% of portfolio
11,782
Q1 2025 Added 7.23%
$0
$545 Million 0.24% of portfolio
17,578
Q1 2025 Added 10.65%
$0
$516 Million 0.23% of portfolio
18,536
Q1 2025 Added 143.32%
$0
$526 Million 0.23% of portfolio
941
Q1 2025 Added 1.95%
$0
$491 Million 0.22% of portfolio
3,748
Q1 2025 Reduced 9.36%
$0
$508 Million 0.22% of portfolio
1,210
Q1 2025 Added 19.09%
$0
$499 Million 0.22% of portfolio
2,252
Q1 2025 Reduced 28.51%
$0
$482 Million 0.21% of portfolio
16,937
Q1 2025 Added 15.91%
$0
$451 Million 0.2% of portfolio
6,548
Q1 2025 Reduced 2.6%
$0
$441 Million 0.19% of portfolio
4,757
Q1 2025 Reduced 5.01%
$0
$432 Million 0.19% of portfolio
18,851
Q1 2025 Reduced 5.08%
$0
$426 Million 0.19% of portfolio
8,348
Q1 2025 Added 47.36%
$0
$400 Million 0.18% of portfolio
8,694
Q1 2025 Added 106.61%
$0
$407 Million 0.18% of portfolio
8,006
Q1 2025 New
$0
$404 Million 0.18% of portfolio
2,095
Q1 2025 Added 47.33%
$0
$404 Million 0.18% of portfolio
4,084
Q1 2025 New
$0
$384 Million 0.17% of portfolio
4,108
Q1 2025 Reduced 11.12%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $227 Billion
  • Prior Value $361 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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