Alteri Wealth LLC Portfolio Holdings
Alteri Wealth LLC
- $291 Billion
- Q3 2025
Alteri Wealth LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Billion distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.5B, Apple Inc. with a value of $18.4B, Broadcom Inc. with a value of $12.7B, Microsoft Corp with a value of $9.84B, and Walmart Inc. with a value of $8.78B.
Examining the 13F form we can see an increase of $33.2B in the current position value, from $258B to 291B.
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
$291 Billion
Technology: $79.4 Billion
ETFs: $66.7 Billion
Financial Services: $32.5 Billion
Communication Services: $19.9 Billion
Industrials: $16.8 Billion
Healthcare: $16.8 Billion
Consumer Defensive: $15.6 Billion
Consumer Cyclical: $15.6 Billion
Other: $18.5 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $291 Billion
- Prior Value $258 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 170 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks