Alteri Wealth LLC Portfolio Holdings
Alteri Wealth LLC
- $361 Billion
- Q4 2024
Alteri Wealth LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $361 Billion distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ametek Inc with a value of $115B, Apple Inc. with a value of $17.7B, Nvidia Corp with a value of $13.1B, Broadcom Inc. with a value of $9.64B, and Boeing CO with a value of $8.17B.
Examining the 13F form we can see an increase of $361B in the current position value.
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
$361 Billion
Industrials: $135 Billion
Technology: $69.7 Billion
ETFs: $45.2 Billion
Financial Services: $27 Billion
Healthcare: $20 Billion
Consumer Defensive: $15.4 Billion
Communication Services: $14.6 Billion
Consumer Cyclical: $13.7 Billion
Other: $17.3 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 246
- Current Value $361 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 246 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks