Alteri Wealth LLC Purchases and Sells in Q1 2025

Alteri Wealth LLC

$227 Billion
Q1 2025

Top Buys

Incresed Positions

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRLN	28.4K + 65.06%	$41.02 - $41.99 $1.17M - $1.19M	72.1K $2.97B
XOM	969 + 1.7%	$105.44 - $118.93 $102K - $115K	57.9K $6.89B
LQD	6.76K + 318.16%	$105.1 - $109.61 $711K - $741K	8.89K $966M
AMGN	11 + 0.09%	$258.59 - $327.36 $2.84K - $3.6K	11.9K $3.71B
T	16.7K + 79.4%	$21.56 - $28.28 $359K - $471K	37.7K $1.06B
BNDX	8.86K + 55.56%	$48.33 - $49.5 $428K - $439K	24.8K $1.21B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZECP	21.7K New	$29.24 - $32.07 $634K - $696K	21.7K $653M
VEA	8.01K New	$47.4 - $52.99 $379K - $424K	8.01K $407M
AGG	4.08K New	$95.85 - $99.25 $391K - $405K	4.08K $404M
PGIM AAA CLO ETF	6.35K New	N/A	6.35K $326M
IMFL	12.9K New	$23.3 - $25.76 $300K - $331K	12.9K $317M
ZACKS SMALL/MID CAP ETF	9.81K New	N/A	9.81K $297M

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	-31.7K - 68.69%	$148.15 - $186.25 $4.7M - $5.9M	14.4K $2.46B
AVGO	-1.06K - 2.55%	$167.43 - $244.7 $177K - $259K	40.5K $6.78B
UAL	-8 - 0.05%	$69.05 - $110.52 $552 - $884	17.6K $1.21B
VGT	-458 - 25.63%	$542.38 - $646.34 $248K - $296K	1.33K $721M
ZTS	-1.9K - 57.01%	$156.48 - $175.67 $298K - $334K	1.44K $236M
BLACKROCK INC COM	-160 - 10.65%	N/A	1.34K $1.27B

Activity Summary All Purchases 148 New Holdings 22 Increased Positions 126 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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