Alteri Wealth LLC Incresed Positions in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
2.87K
+ 10.93%
$49.0 - $49.51 $141K - $142K
29.1K $1.44B
XEL
Xcel Energy Inc

Utilities
608
+ 8.5%
$67.56 - $80.65 $41.1K - $49K
7.76K $626M
SPG
Simon Property Group Inc

Real Estate
251
+ 7.45%
$159.93 - $187.67 $40.1K - $47.1K
3.62K $679M
GD
General Dynamics Corp

Industrials
101
+ 4.84%
$293.92 - $341.0 $29.7K - $34.4K
2.19K $746M
MU
Micron Technology Inc

Technology
30
+ 1.04%
$104.88 - $168.89 $3.15K - $5.07K
2.92K $489M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
190
+ 13.1%
$275.84 - $326.36 $52.4K - $62K
1.64K $535M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.13K
+ 41.79%
$30.13 - $33.37 $94.4K - $105K
10.6K $355M
SCHO
Schwab Short Term Us Treasury

ETFs
4.95K
+ 10.79%
$24.23 - $24.42 $120K - $121K
50.8K $1.24B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.77K
+ 9.97%
$18.82 - $19.8 $89.8K - $94.5K
52.7K $1.02B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.21K
+ 10.87%
$85.01 - $90.35 $103K - $109K
12.3K $1.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.11%
$182.33 - $194.5 $2.01K - $2.14K
10K $1.95B
DGRO
Ishares Core Dividend Growth E

ETFs
788
+ 5.0%
$64.12 - $68.08 $50.5K - $53.6K
16.5K $1.13B
PEP
Pepsico Inc

Consumer Defensive
655
+ 23.18%
$133.81 - $152.16 $87.6K - $99.7K
3.48K $489M
GE
General Electric CO

Industrials
24
+ 0.97%
$244.75 - $305.63 $5.87K - $7.34K
2.5K $752M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.3K
+ 54.75%
$33.26 - $34.01 $110K - $112K
9.32K $316M
MLPA
Global X Mlp ETF

ETFs
2.5K
+ 54.3%
$48.25 - $51.56 $121K - $129K
7.1K $344M
VGSH
Vanguard

ETFs
1.89K
+ 35.78%
$58.43 - $58.88 $110K - $111K
7.16K $421M
PFE
Pfizer Inc

Healthcare
3.5K
+ 20.85%
$23.29 - $25.88 $81.5K - $90.5K
20.3K $517M
BP
Bp PLC

Energy
2.1K
+ 26.57%
$30.25 - $35.69 $63.5K - $74.9K
10K $345M
ROST
Ross Stores, Inc.

Consumer Cyclical
85
+ 2.24%
$127.59 - $152.81 $10.8K - $13K
3.88K $592M
BK
Bank Of New York Mellon Corp

Financial Services
190
+ 4.07%
$90.65 - $109.75 $17.2K - $20.9K
4.85K $529M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.27K
+ 12.68%
$52.12 - $55.33 $65.9K - $70K
11.2K $622M
BA
Boeing CO

Industrials
46
+ 0.33%
$209.79 - $237.38 $9.65K - $10.9K
14.2K $3.06B
CRSP
Crispr Therapeutics Ag

Healthcare
78
+ 1.41%
$48.51 - $68.14 $3.78K - $5.31K
5.61K $363M
SKYY
First Trust Cloud Computing Et

ETFs
427
+ 15.83%
$118.24 - $138.53 $50.5K - $59.2K
3.13K $420M
GS
Goldman Sachs Group Inc

Financial Services
27
+ 3.5%
$696.56 - $806.32 $18.8K - $21.8K
799 $637M
THW
Tekla World Healthcare Fund

Financial Services
27
+ 0.07%
$10.16 - $12.6 $274 - $340
38.2K $481M
VZ
Verizon Communications Inc

Communication Services
1.72K
+ 9.01%
$40.84 - $45.06 $70.3K - $77.5K
20.8K $915M
WFC
Wells Fargo & Company

Financial Services
348
+ 2.17%
$77.05 - $85.16 $26.8K - $29.6K
16.4K $1.37B
PAVE
Global X Fds Us Infrastructure

ETFs
1.08K
+ 11.95%
$44.02 - $47.63 $47.7K - $51.6K
10.2K $484M
UNP
Union Pacific Corp

Industrials
283
+ 8.54%
$214.91 - $237.16 $60.8K - $67.1K
3.6K $851M
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
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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.2K
+ 24.18%
$28.95 - $29.73 $63.5K - $65.3K
11.3K $335M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
541
+ 7.55%
$49.43 - $54.52 $26.7K - $29.5K
7.71K $418M
MLM
Martin Marietta Materials Inc

Basic Materials
7
+ 0.97%
$546.36 - $631.12 $3.82K - $4.42K
729 $460M
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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