Alteri Wealth LLC Purchases in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
143
+ 2.63%
$145.57 - $161.83 $20.8K - $23.1K
5.57K $865M
MDT
Medtronic PLC

Healthcare
25
+ 0.25%
$87.67 - $95.74 $2.19K - $2.39K
10.2K $973M
PLW
Invesco 1 30 Laddered Treasury

ETFs
2.68K
+ 11.82%
N/A
25.3K $703M
HPQ
Hp Inc

Technology
1.54K
+ 12.08%
$24.45 - $29.35 $37.6K - $45.1K
14.3K $389M
AZN
Astrazeneca PLC

Healthcare
350
+ 5.0%
$68.72 - $82.11 $24.1K - $28.7K
7.35K $564M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
12.5K
New
$5.61 - $5.84 $70.1K - $73K
12.5K $71.9M
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 4.78%
$291.67 - $316.99 $37.6K - $40.9K
2.83K $859M
LLY
Eli Lilly & CO

Healthcare
156
+ 5.21%
$625.65 - $812.69 $97.6K - $127K
3.15K $2.4B
OXY
Occidental Petroleum Corp

Energy
51
+ 0.4%
$42.54 - $48.1 $2.17K - $2.45K
12.9K $610M
Pgim Aaa Clo ETF
1.34K
+ 17.05%
N/A
9.2K $474M
GTO
Invesco Actively Managed ETF T

ETFs
1.34K
+ 19.9%
$46.43 - $47.91 $62.4K - $64.3K
8.09K $384M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.07K
+ 9.83%
$58.97 - $60.36 $62.9K - $64.3K
11.9K $715M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.18K
+ 15.75%
$35.27 - $37.96 $41.6K - $44.8K
8.66K $328M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
8.28K
+ 27.58%
$8.41 - $8.94 $69.6K - $74K
38.3K $334M
VCIT
Vanguard Intermediate Term Cor

ETFs
581
+ 4.64%
$81.75 - $84.54 $47.5K - $49.1K
13.1K $1.1B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
774
+ 7.68%
$70.85 - $76.96 $54.8K - $59.6K
10.9K $825M
MLM
Martin Marietta Materials Inc

Basic Materials
7
+ 0.97%
$546.36 - $631.12 $3.82K - $4.42K
729 $460M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
541
+ 7.55%
$49.43 - $54.52 $26.7K - $29.5K
7.71K $418M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.39K
+ 22.11%
$16.46 - $17.1 $55.8K - $58K
18.7K $318M
SHEL
Shell PLC

Energy
801
+ 21.89%
$69.82 - $73.93 $55.9K - $59.2K
4.46K $319M
TFC
Truist Financial Corp

Financial Services
495
+ 3.52%
$42.83 - $47.07 $21.2K - $23.3K
14.6K $666M
BFOR
Alps ETF Tr Barrons 400 ETF
178
+ 1.6%
N/A
11.3K $916M
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.19K
+ 14.38%
$26.82 - $28.12 $58.6K - $61.4K
17.4K $481M
Ge Vernova Inc Com
3
+ 0.44%
N/A
685 $421M
ALL
Allstate Corp

Financial Services
109
+ 4.08%
$192.0 - $214.65 $20.9K - $23.4K
2.78K $597M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2.13K
+ 4.43%
$13.87 - $14.46 $29.5K - $30.7K
50.1K $723M
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 3.32%
N/A
3.24K $699M
XLF
Financial Sector Spdr

ETFs
481
+ 2.3%
$51.37 - $54.25 $24.7K - $26.1K
21.4K $1.15B
QCOM
Qualcomm Inc

Technology
40
+ 0.58%
$145.84 - $173.55 $5.83K - $6.94K
6.88K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
91
+ 9.0%
$303.93 - $329.86 $27.7K - $30K
1.1K $362M
DLR
Digital Realty Trust, Inc.

Real Estate
338
+ 11.37%
$161.21 - $180.02 $54.5K - $60.8K
3.31K $572M
NOC
Northrop Grumman Corp

Industrials
12
+ 2.82%
$498.9 - $609.32 $5.99K - $7.31K
438 $267M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
976
+ 7.89%
$45.72 - $47.27 $44.6K - $46.1K
13.4K $627M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 1.63%
$459.11 - $506.91 $15.6K - $17.2K
2.12K $1.07B
UNH
Unitedhealth Group Inc

Healthcare
83
+ 11.54%
$237.77 - $353.61 $19.7K - $29.3K
802 $277M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.09K
+ 30.02%
N/A
13.4K $190M
VEA
Vanguard Ftse Developed Market

ETFs
417
+ 5.05%
$56.02 - $60.3 $23.4K - $25.1K
8.67K $520M
TIP
Ishares Tr Tips Bd ETF

ETFs
410
+ 14.76%
$109.11 - $111.88 $44.7K - $45.9K
3.19K $355M
HCA
Hca Healthcare, Inc.

Healthcare
13
+ 1.34%
$334.32 - $426.2 $4.35K - $5.54K
980 $418M
AMAT
Applied Materials Inc

Technology
38
+ 2.1%
$156.25 - $204.95 $5.94K - $7.79K
1.85K $378M
MS
Morgan Stanley

Financial Services
25
+ 1.1%
$139.09 - $161.16 $3.48K - $4.03K
2.3K $366M
GILD
Gilead Sciences, Inc.

Healthcare
374
+ 7.22%
$108.22 - $120.47 $40.5K - $45.1K
5.56K $617M
MO
Altria Group, Inc.

Consumer Defensive
92
+ 2.09%
$57.75 - $67.68 $5.31K - $6.23K
4.49K $297M
ITA
Ishares Tr

ETFs
40
+ 2.83%
$184.73 - $209.26 $7.39K - $8.37K
1.45K $304M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
638
+ 3.25%
$26.16 - $27.65 $16.7K - $17.6K
20.3K $557M
O
Realty Income Corp

Real Estate
217
+ 3.02%
$56.13 - $60.79 $12.2K - $13.2K
7.4K $450M
CVS
Cvs Health Corp

Healthcare
131
+ 3.22%
$58.75 - $76.5 $7.7K - $10K
4.2K $316M
LYV
Live Nation Entertainment, Inc.

Communication Services
89
+ 5.08%
$143.56 - $174.06 $12.8K - $15.5K
1.84K $301M
XLI
Industrial Sector Spdr

ETFs
52
+ 1.48%
$147.94 - $154.99 $7.69K - $8.06K
3.57K $551M
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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