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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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