Alteri Wealth LLC Purchases in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.2K
+ 1.69%
$202.38 - $256.87 $244K - $309K
72.4K $18.4B
NVDA
Nvidia Corp

Technology
600
+ 0.61%
$153.3 - $186.58 $92K - $112K
99.3K $18.5B
GOOGL
Alphabet Inc.

Communication Services
649
+ 2.5%
$174.36 - $254.72 $113K - $165K
26.6K $6.48B
INTC
Intel Corp

Technology
91
+ 0.08%
$19.31 - $35.5 $1.76K - $3.23K
118K $3.96B
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 1.49%
$293.94 - $444.72 $34.7K - $52.5K
8.04K $3.58B
ZECP
Zacks Tr Earnings Constant Por

ETFs
26.1K
+ 52.16%
$31.92 - $33.66 $833K - $879K
76.1K $2.56B
GOOG
Alphabet Inc.

Communication Services
919
+ 9.3%
$175.16 - $255.24 $161K - $235K
10.8K $2.63B
Zacks Small/Mid Cap ETF
12.6K
+ 52.28%
N/A
36.6K $1.37B
WMT
Walmart Inc.

Consumer Defensive
538
+ 0.64%
$94.4 - $104.27 $50.8K - $56.1K
85.2K $8.78B
IDV
Ishares Tr

ETFs
10.9K
+ 35.29%
$34.54 - $37.28 $378K - $408K
41.9K $1.53B
TMO
Thermo Fisher Scientific Inc.

Healthcare
868
New
$404.94 - $499.99 $351K - $434K
868 $421M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
3.37K
New
$93.14 - $127.13 $313K - $428K
3.37K $417M
VUG
Vanguard Growth ETF

ETFs
661
+ 36.58%
$433.97 - $484.08 $287K - $320K
2.47K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 6.41%
$211.65 - $238.24 $360K - $406K
28.3K $6.2B
XOM
Exxon Mobil Corp

Energy
494
+ 0.86%
$105.83 - $117.22 $52.3K - $57.9K
58.2K $6.56B
VTV
Vanguard Value ETF

ETFs
1.63K
+ 49.47%
$175.51 - $186.57 $286K - $304K
4.93K $920M
AMGN
Amgen Inc

Healthcare
1.02K
+ 8.77%
$271.18 - $309.22 $277K - $316K
12.7K $3.58B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.06K
New
$276.51 - $305.12 $294K - $324K
1.06K $316M
GLD
Spdr Gold Trust

ETFs
220
+ 4.75%
$300.96 - $355.47 $66.2K - $78.2K
4.85K $1.72B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.97K
+ 40.19%
$97.75 - $100.75 $291K - $299K
10.4K $1.04B
UAL
United Airlines Holdings, Inc.

Industrials
7
+ 0.04%
$80.05 - $109.36 $560 - $766
17.7K $1.71B
IEFA
Ishares Tr

ETFs
2.79K
+ 19.64%
$81.7 - $87.53 $228K - $244K
17K $1.48B
ORCL
Oracle Corp

Technology
84
+ 1.98%
$218.96 - $328.33 $18.4K - $27.6K
4.33K $1.22B
SRLN
Ssga Active Trust

ETFs
6.95K
+ 8.67%
$41.28 - $41.65 $287K - $289K
87.1K $3.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
308
+ 14.62%
$567.77 - $614.76 $175K - $189K
2.41K $1.48B
BDX
Becton Dickinson & CO

Healthcare
1.49K
New
$172.41 - $199.66 $257K - $298K
1.49K $279M
GM
General Motors CO

Consumer Cyclical
4.29K
New
$48.89 - $61.24 $210K - $263K
4.29K $262M
VBR
Vanguard Small Cap Value ETF

ETFs
835
+ 13.23%
$195.41 - $212.37 $163K - $177K
7.15K $1.49B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.17K
New
$201.83 - $230.93 $236K - $270K
1.17K $260M
ABBV
Abb Vie Inc.

Healthcare
21
+ 0.38%
$184.85 - $231.54 $3.88K - $4.86K
5.55K $1.28B
T
At&T Inc.

Communication Services
10.1K
+ 25.49%
$26.94 - $29.62 $271K - $298K
49.5K $1.4B
IVV
Ishares Core S&P 500 ETF

ETFs
44
+ 0.98%
$620.67 - $670.08 $27.3K - $29.5K
4.54K $3.04B
URA
Global X Uranium ETF

ETFs
1.59K
+ 8.22%
$36.45 - $50.4 $57.8K - $79.9K
20.9K $995M
QQQ
Invesco Qqq Trust, Series 1

ETFs
191
+ 7.14%
$546.99 - $602.2 $104K - $115K
2.87K $1.72B
D
Dominion Energy, Inc

Utilities
3.99K
New
$56.32 - $62.1 $225K - $248K
3.99K $244M
JNJ
Johnson & Johnson

Healthcare
64
+ 0.9%
$155.17 - $185.42 $9.93K - $11.9K
7.15K $1.33B
VONV
Vanguard Russell 1000 Value Et

ETFs
2.66K
New
$84.55 - $89.54 $225K - $238K
2.66K $238M
STX
Seagate Technology Holdings PLC

Technology
96
+ 4.1%
$142.01 - $236.06 $13.6K - $22.7K
2.44K $575M
EA
Electronic Arts Inc.

Communication Services
1.16K
New
$147.79 - $202.05 $172K - $235K
1.16K $235M
LMT
Lockheed Martin Corp

Industrials
213
+ 5.98%
$410.74 - $499.21 $87.5K - $106K
3.78K $1.88B
BAX
Baxter International Inc

Healthcare
9.33K
New
$21.71 - $31.23 $203K - $291K
9.33K $212M
HERO
Global X Fds Video Games & Esp

ETFs
6.21K
New
$31.09 - $34.46 $193K - $214K
6.21K $210M
SCMB
Schwab Strategic Tr Mun Bd ETF
8.09K
New
N/A
8.09K $207M
SLV
I Shares Silver Trust

ETFs
4.88K
New
$32.73 - $42.5 $160K - $207K
4.88K $207M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.68K
+ 16.2%
$107.66 - $112.36 $181K - $189K
12K $1.34B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.45K
New
$133.48 - $144.38 $193K - $209K
1.45K $206M
YEAR
Ab Active Etfs Inc Ultra Short
4.03K
+ 20.27%
N/A
23.9K $1.21B
HD
Home Depot, Inc.

Consumer Cyclical
217
+ 7.19%
$357.4 - $423.42 $77.6K - $91.9K
3.24K $1.31B
TRV
Travelers Companies, Inc.

Financial Services
724
New
$250.62 - $279.43 $181K - $202K
724 $202M
Activity Summary
Buys All Purchases 189 New Holdings 19 Increased Positions 170 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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