Alteri Wealth LLC Purchases in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
209
+ 9.48%
$86.91 - $99.57 $18.2K - $20.8K
2.41K $236M
SYF
Synchrony Financial

Financial Services
65
+ 1.09%
$67.53 - $76.86 $4.39K - $5K
6.04K $429M
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 1.98%
$214.92 - $244.84 $4.08K - $4.65K
977 $236M
MRK
Merck & Co., Inc.

Healthcare
150
+ 4.29%
$77.6 - $87.37 $11.6K - $13.1K
3.64K $306M
WMB
Williams Companies, Inc.

Energy
336
+ 2.74%
$56.52 - $64.01 $19K - $21.5K
12.6K $799M
PEG
Public Service Enterprise Group Inc

Utilities
400
+ 5.11%
$79.99 - $90.14 $32K - $36.1K
8.23K $687M
COP
Conocophillips

Energy
45
+ 0.97%
$91.0 - $98.99 $4.1K - $4.45K
4.68K $442M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.6K
+ 10.13%
$23.75 - $25.0 $38K - $40K
17.4K $418M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
484
+ 9.9%
$50.53 - $50.82 $24.5K - $24.6K
5.37K $273M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.63K
+ 3.38%
$10.81 - $11.15 $17.6K - $18.2K
49.8K $551M
COF
Capital One Financial Corp

Financial Services
92
+ 9.0%
$207.29 - $229.74 $19.1K - $21.1K
1.11K $237M
F
Ford Motor CO

Consumer Cyclical
322
+ 2.36%
$10.82 - $12.09 $3.48K - $3.89K
14K $167M
VFH
Vanguard Financial ETF

ETFs
87
+ 4.83%
$125.23 - $132.78 $10.9K - $11.6K
1.89K $248M
USB
Us Bancorp \De\

Financial Services
28
+ 0.5%
$43.94 - $50.41 $1.23K - $1.41K
5.61K $271M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
864
+ 8.48%
$20.84 - $21.03 $18K - $18.2K
11.1K $231M
IBM
International Business Machines Corp

Technology
270
+ 5.55%
$234.77 - $292.47 $63.4K - $79K
5.13K $1.45B
SO
Southern CO

Utilities
67
+ 2.52%
$90.83 - $96.0 $6.09K - $6.43K
2.72K $258M
DUK
Duke Energy Corp

Utilities
18
+ 1.01%
$116.31 - $125.93 $2.09K - $2.27K
1.8K $222M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5
+ 0.06%
N/A
8.47K $348M
JEPI
J P Morgan Exchange Traded Fd

ETFs
152
+ 2.45%
$55.61 - $57.37 $8.45K - $8.72K
6.36K $363M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3
+ 0.03%
$26.38 - $27.95 $79.1 - $83.9
9.14K $250M
CLOV
Clover Health Investments, Corp.

Healthcare
701
+ 6.62%
$2.18 - $3.41 $1.53K - $2.39K
11.3K $34.6M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.02%
$30.74 - $32.14 $92.2 - $96.4
13.9K $434M
PANW
Palo Alto Networks Inc

Technology
33
+ 0.95%
$167.06 - $208.19 $5.51K - $6.87K
3.51K $715M
VVR
Invesco Senior Income Trust

Financial Services
4K
+ 9.12%
$3.39 - $3.83 $13.6K - $15.3K
47.9K $166M
CSCO
Cisco Systems, Inc.

Technology
90
+ 0.77%
$66.2 - $71.79 $5.96K - $6.46K
11.8K $807M
KMI
Kinder Morgan, Inc.

Energy
477
+ 2.48%
$26.23 - $28.5 $12.5K - $13.6K
19.7K $558M
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 0.14%
$412.46 - $514.1 $412 - $514
736 $361M
FCNCA
First Citizens Bancshares Inc

Financial Services
6
+ 4.05%
$1789.16 - $2158.23 $10.7K - $12.9K
154 $276M
IFN
India Fund Inc

Financial Services
35
+ 0.34%
$14.56 - $16.59 $510 - $581
10.2K $150M
DIS
Walt Disney CO

Communication Services
1.1K
+ 6.88%
$112.25 - $124.0 $123K - $136K
17K $1.95B
KO
Coca Cola CO

Consumer Defensive
50
+ 0.66%
$65.67 - $71.67 $3.28K - $3.58K
7.6K $504M
KR
Kroger CO

Consumer Defensive
77
+ 0.83%
$64.52 - $74.35 $4.97K - $5.72K
9.31K $627M
TXN
Texas Instruments Inc

Technology
255
+ 7.09%
N/A
3.85K $708M
ICE
Intercontinental Exchange, Inc.

Financial Services
38
+ 0.94%
$167.28 - $188.45 $6.36K - $7.16K
4.06K $685M
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.07%
$284.17 - $319.49 $1.14K - $1.28K
5.92K $1.83B
BSX
Boston Scientific Corp

Healthcare
115
+ 1.22%
$97.03 - $108.14 $11.2K - $12.4K
9.52K $929M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
14
+ 0.18%
$108.8 - $169.61 $1.52K - $2.37K
7.64K $831M
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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