Alterna Wealth Management, Inc Reduced Holdings in Q3 2024

Alterna Wealth Management, Inc

  • $108 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-38.7K
- 41.26%
$81.31 - $83.29 $3.15M - $3.23M
55.1K $4.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.07K
- 58.01%
$434.77 - $502.96 $1.77M - $2.04M
2.94K $1.44M
IEMG
Ishares Inc

ETFs
-21.1K
- 72.15%
$53.64 - $53.64 $1.13M - $1.13M
8.13K $436K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.4K
- 25.07%
$520.18 - $576.82 $1.25M - $1.39M
7.19K $4.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.77K
- 53.42%
$75.32 - $84.37 $660K - $740K
7.64K $639K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.42K
- 19.01%
$517.38 - $573.86 $733K - $813K
6.04K $3.46M
GOOG
Alphabet Inc.

Communication Services
-2.16K
- 18.98%
$149.54 - $192.66 $323K - $416K
9.21K $1.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.77K
- 22.27%
$100.3 - $100.74 $479K - $481K
16.7K $1.68M
MSFT
Microsoft Corp

Technology
-911
- 20.11%
$395.15 - $467.56 $360K - $426K
3.62K $1.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.73K
- 14.4%
$84.77 - $97.13 $401K - $460K
28.1K $2.69M
JPM
Jpmorgan Chase & CO

Financial Services
-1.33K
- 46.45%
$194.9 - $224.8 $259K - $299K
1.53K $323K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.48K
- 58.67%
$105.53 - $118.34 $261K - $293K
1.74K $203K
TFLO
Ishares Treasury Floating Rate

ETFs
-4.78K
- 54.5%
$50.42 - $50.66 $241K - $242K
3.99K $201K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.66K
- 21.82%
$133.16 - $158.73 $222K - $264K
5.96K $904K
GBIL
Goldman Sachs Access Treasury

ETFs
-2.35K
- 23.14%
$99.7 - $100.3 $234K - $235K
7.8K $781K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-8.51K
- 43.35%
$23.88 - $24.01 $203K - $204K
11.1K $266K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-515
- 51.5%
$405.19 - $478.57 $209K - $246K
485 $223K
META
Meta Platforms, Inc.

Communication Services
-508
- 21.37%
$453.41 - $572.44 $230K - $291K
1.87K $1.07M
EFG
Msci Eafe Growth ETF

ETFs
-1.52K
- 19.4%
$96.84 - $108.77 $147K - $165K
6.32K $680K
QCOM
Qualcomm Inc

Technology
-175
- 12.08%
$156.12 - $209.64 $27.3K - $36.7K
1.27K $216K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-500
- 16.24%
$113.45 - $126.18 $56.7K - $63.1K
2.58K $325K
V
Visa Inc.

Financial Services
-330
- 7.9%
$253.74 - $291.56 $83.7K - $96.2K
3.85K $1.06M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-373
- 12.19%
$93.65 - $97.81 $34.9K - $36.5K
2.69K $262K
MELI
Mercadolibre Inc

Consumer Cyclical
-39
- 28.26%
$1591.44 - $2140.1 $62.1K - $83.5K
99 $203K
CVS
Cvs Health Corp

Healthcare
-845
- 7.94%
$55.81 - $63.18 $47.2K - $53.4K
9.8K $615K
CI
Cigna Corp

Healthcare
-9
- 1.12%
$319.12 - $367.1 $2.87K - $3.3K
797 $276K
VLUE
Ishares Msci Usa Value Factor

ETFs
-35
- 1.27%
$99.14 - $109.18 $3.47K - $3.82K
2.72K $296K
IVE
Ishares S&P 500 Value ETF

ETFs
-124
- 4.98%
$181.06 - $197.17 $22.5K - $24.4K
2.36K $466K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-798
- 3.81%
$106.11 - $113.72 $84.7K - $90.7K
20.2K $2.28M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-166
- 1.82%
$89.91 - $101.33 $14.9K - $16.8K
8.95K $877K
AAPL
Apple Inc.

Technology
-1.38K
- 6.38%
$207.23 - $234.82 $287K - $325K
20.3K $4.72M
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email