Alterna Wealth Management, Inc Sells in Q2 2025

Alterna Wealth Management, Inc

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-131K
- 76.0%
$25.04 - $25.18 $3.28M - $3.3M
41.4K $1.04M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-45.9K
- 27.83%
$49.79 - $50.59 $2.28M - $2.32M
119K $6.02M
SHV
Ishares Tr

ETFs
-16.8K
- 13.52%
$110.06 - $110.46 $1.85M - $1.85M
107K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.23K
- 71.56%
$483.48 - $539.8 $1.56M - $1.74M
1.28K $623K
AAPL
Apple Inc.

Technology
-6.45K
- 33.64%
$172.42 - $223.89 $1.11M - $1.44M
12.7K $2.61M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.13K
- 56.97%
$152.93 - $181.74 $1.4M - $1.66M
6.9K $1.25M
EWJ
Ishares Msci Japan ETF

ETFs
-11.2K
- 44.42%
$61.32 - $75.28 $685K - $840K
14K $1.05M
GOOGL
Alphabet Inc.

Communication Services
-4.52K
- 58.99%
$144.7 - $178.6 $653K - $807K
3.14K $553K
MA
Mastercard Inc

Financial Services
-883
- 58.59%
$479.92 - $590.74 $424K - $522K
624 $350K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.5K
- 13.61%
$45.12 - $46.23 $474K - $485K
66.6K $3.08M
V
Visa Inc.

Financial Services
-1.25K
- 31.81%
$308.27 - $373.31 $385K - $467K
2.68K $951K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.38K
- 43.98%
$72.96 - $90.39 $393K - $486K
6.85K $612K
GOOG
Alphabet Inc.

Communication Services
-3.09K
- 34.6%
$146.58 - $180.01 $452K - $556K
5.83K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.34K
- 15.64%
$496.48 - $617.85 $667K - $830K
7.24K $4.48M
WMT
Walmart Inc.

Consumer Defensive
-3.59K
- 51.49%
$81.79 - $99.98 $293K - $359K
3.38K $330K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.83K
- 22.44%
$82.96 - $110.1 $649K - $862K
27K $2.98M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.97K
- 2.95%
$82.21 - $83.12 $244K - $247K
97.7K $8.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.37K
- 21.31%
$167.32 - $223.3 $397K - $530K
8.76K $1.92M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.04K
- 13.18%
$40.82 - $43.14 $206K - $218K
33.2K $1.43M
XLK
Technology Sector Spdr

ETFs
-3.5K
- 23.32%
$179.73 - $253.23 $628K - $885K
11.5K $2.91M
CX
Cemex Sab De Cv

Basic Materials
-35.3K
- 58.07%
$5.02 - $7.19 $177K - $254K
25.5K $176K
MSFT
Microsoft Corp

Technology
-1.32K
- 29.88%
$354.56 - $497.45 $466K - $654K
3.09K $1.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-783
- 1.75%
$100.35 - $100.71 $78.6K - $78.9K
43.9K $4.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-844
- 8.56%
$85.42 - $94.39 $72.1K - $79.7K
9.02K $846K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-408
- 5.88%
$100.04 - $100.54 $40.8K - $41K
6.53K $656K
IAU
Ishares Gold Trust

ETFs
-1.8K
- 8.03%
$56.1 - $64.74 $101K - $117K
20.6K $1.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-115
- 4.8%
$83.97 - $92.85 $9.66K - $10.7K
2.28K $201K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-532
- 30.45%
$141.37 - $228.57 $75.2K - $122K
1.22K $275K
DVY
Ishares Tr

ETFs
-12
- 0.15%
$118.37 - $134.86 $1.42K - $1.62K
7.96K $1.06M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-313
- 3.32%
$42.51 - $43.7 $13.3K - $13.7K
9.13K $398K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-432
- 4.2%
$21.55 - $22.2 $9.31K - $9.59K
9.85K $217K
GBIL
Goldman Sachs Access Treasury

ETFs
-95
- 1.37%
$99.83 - $100.19 $9.48K - $9.52K
6.85K $686K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-49
- 0.2%
N/A
24.7K $587K
Durect Corp Com New
-5.34K
- 28.11%
N/A
13.7K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-80
- 2.24%
$168.34 - $195.42 $13.5K - $15.6K
3.49K $682K
XLF
Financial Sector Spdr

ETFs
-438
- 4.56%
$43.92 - $52.37 $19.2K - $22.9K
9.17K $480K
EFG
Msci Eafe Growth ETF

ETFs
-464
- 8.71%
$89.8 - $112.0 $41.7K - $52K
4.86K $544K
MU
Micron Technology Inc

Technology
-635
- 21.17%
$64.72 - $127.91 $41.1K - $81.2K
2.37K $291K
DELL
Dell Technologies Inc.

Technology
-233
- 9.98%
$71.63 - $125.98 $16.7K - $29.4K
2.1K $257K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-942
- 5.54%
$43.53 - $54.46 $41K - $51.3K
16.1K $874K
JPM
Jpmorgan Chase & CO

Financial Services
-37
- 1.83%
$210.28 - $289.91 $7.78K - $10.7K
1.99K $575K
NVDA
Nvidia Corp

Technology
-2.51K
- 19.16%
$94.31 - $157.99 $236K - $396K
10.6K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-610
- 8.33%
$416.06 - $551.64 $254K - $337K
6.72K $3.7M
Activity Summary
Buys All Purchases 48 New Holdings 17 Increased Positions 31 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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