Alterna Wealth Management, Inc Incresed Positions in Q1 2025

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
28.6K
+ 29.89%
$110.11 - $110.51 $3.15M - $3.16M
124K $13.7M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
49.1K
+ 42.41%
$49.6 - $50.28 $2.44M - $2.47M
165K $8.29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.2K
+ 117.95%
$100.34 - $100.68 $2.42M - $2.43M
44.7K $4.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.04K
+ 860.0%
$442.66 - $534.52 $1.79M - $2.16M
4.51K $2.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.2K
+ 12.52%
$81.83 - $82.73 $917K - $927K
101K $8.33M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
16.2K
+ 73.59%
$42.38 - $43.28 $688K - $702K
38.3K $1.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.7K
+ 21.26%
$168.16 - $186.21 $790K - $875K
26.8K $4.58M
IEMG
Ishares Inc

ETFs
10K
+ 54.27%
N/A
28.5K $1.53M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.5K
+ 220.67%
$97.25 - $104.79 $437K - $471K
6.53K $677K
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 18.93%
$554.06 - $615.85 $582K - $647K
6.6K $3.71M
VIG
Vanguard Dividend Appreciation

ETFs
1.7K
+ 88.9%
N/A
3.61K $657K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.8K
+ 57.28%
$23.9 - $24.18 $283K - $286K
32.5K $785K
IAU
Ishares Gold Trust

ETFs
1.2K
+ 5.63%
$49.74 - $58.96 $59.5K - $70.6K
22.4K $1.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.67K
+ 11.65%
$169.43 - $182.84 $283K - $306K
16K $2.78M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
+ 46.9%
$185.78 - $198.58 $212K - $227K
3.57K $681K
DGRO
Ishares Core Dividend Growth E

ETFs
3.13K
+ 45.71%
$60.46 - $64.42 $189K - $202K
9.99K $616K
IYW
Ishares Dj Us Tech ETF

ETFs
2.13K
+ 36.17%
$140.44 - $166.79 $299K - $356K
8.03K $1.13M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.67K
+ 64.59%
$104.89 - $113.56 $175K - $190K
4.26K $454K
V
Visa Inc.

Financial Services
143
+ 3.78%
$306.92 - $362.71 $43.9K - $51.9K
3.93K $1.38M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.04K
+ 39.64%
N/A
24.8K $588K
GLD
Spdr Gold Trust

ETFs
431
+ 46.8%
$243.19 - $288.14 $105K - $124K
1.35K $389K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.3K
+ 15.22%
$87.68 - $94.52 $114K - $123K
9.86K $923K
MSFT
Microsoft Corp

Technology
740
+ 20.21%
$375.39 - $447.2 $278K - $331K
4.4K $1.65M
NVDA
Nvidia Corp

Technology
3.34K
+ 34.24%
$106.98 - $149.43 $357K - $498K
13.1K $1.42M
WMT
Walmart Inc.

Consumer Defensive
1.4K
+ 25.24%
$84.5 - $105.05 $119K - $147K
6.97K $611K
ASML
Asml Holding Nv

Technology
177
+ 52.52%
$662.63 - $776.99 $117K - $138K
514 $340K
LQD
Ishares Iboxx $ Investment Gra

ETFs
529
+ 2.46%
$105.1 - $109.61 $55.6K - $58K
22.1K $2.4M
MA
Mastercard Inc

Financial Services
122
+ 8.81%
$504.67 - $576.31 $61.6K - $70.3K
1.51K $826K
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 48.05%
$83.01 - $101.02 $85.8K - $104K
3.19K $285K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
474
+ 8.27%
$196.12 - $229.48 $93K - $109K
6.21K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
589
+ 50.86%
$165.25 - $224.62 $97.3K - $132K
1.75K $290K
NOW
Service Now, Inc.

Technology
102
+ 51.0%
$783.83 - $1170.39 $80K - $119K
302 $240K
XLF
Financial Sector Spdr

ETFs
256
+ 2.74%
$47.32 - $52.19 $12.1K - $13.4K
9.61K $478K
DVY
Ishares Tr

ETFs
12
+ 0.15%
$128.58 - $138.1 $1.54K - $1.66K
7.97K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
657
+ 9.85%
$468.34 - $539.52 $308K - $354K
7.33K $3.44M
C
Citigroup Inc

Financial Services
300
+ 8.97%
$67.23 - $84.63 $20.2K - $25.4K
3.65K $258K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
633
+ 1.65%
$22.25 - $23.0 $14.1K - $14.6K
39K $896K
ICVT
Ishares Tr Convertible Bond Et

ETFs
187
+ 7.2%
$83.18 - $89.27 $15.6K - $16.7K
2.79K $232K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
848
+ 5.25%
$48.06 - $53.73 $40.8K - $45.6K
17K $829K
Blackrock Inc
99
+ 38.98%
N/A
353 $0
Blackrock ETF Trust Ii
1.01K
+ 7.57%
N/A
14.4K $0
RUN
Sunrun Inc.

Technology
1.72K
+ 16.61%
$5.86 - $11.37 $10.1K - $19.6K
12.1K $70K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
45
+ 1.31%
$62.43 - $84.12 $2.81K - $3.79K
3.49K $227K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 1.19%
$507.05 - $563.67 $20.8K - $23.1K
3.48K $1.79M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 15.34%
$154.33 - $206.19 $157K - $210K
7.66K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.99K
+ 6.06%
$92.45 - $106.69 $184K - $213K
34.9K $3.24M
AMZN
Amazon Com Inc

Consumer Cyclical
564
+ 5.34%
$190.26 - $242.06 $107K - $137K
11.1K $2.12M
Activity Summary
Buys All Purchases 66 New Holdings 18 Increased Positions 48 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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