Alteri Wealth LLC Sells in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-25
- 0.52%
$91.44 - $91.77 $2.29K - $2.29K
4.77K $438M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-503
- 8.74%
$46.69 - $59.27 $23.5K - $29.8K
5.25K $279M
Virtus Convertible & Income Fd Com New
-23
- 0.22%
N/A
10.4K $156M
ABC
Amerisourcebergen Corp

Healthcare
-18
- 1.63%
N/A
1.09K $340M
XLC
Select Sector Spdr Tr Communic

ETFs
-114
- 4.88%
$105.99 - $119.41 $12.1K - $13.6K
2.22K $263M
SSNC
Ss&C Technologies Holdings Inc

Technology
-133
- 3.51%
$81.85 - $90.2 $10.9K - $12K
3.65K $324M
XLE
Energy Sector Spdr

ETFs
-43
- 1.21%
$84.25 - $91.99 $3.62K - $3.96K
3.52K $314M
XLY
Select Sector Spdr Consumer Di

ETFs
-53
- 4.7%
$216.09 - $242.18 $11.5K - $12.8K
1.07K $257M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-1.03K
- 1.75%
$8.57 - $9.09 $8.8K - $9.34K
57.8K $523M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-14
- 1.15%
$185.88 - $207.44 $2.6K - $2.9K
1.2K $241M
HWM
Howmet Aerospace Inc.

Industrials
-57
- 1.83%
$171.0 - $196.23 $9.75K - $11.2K
3.06K $601M
AXP
American Express CO

Financial Services
-10
- 0.56%
$294.27 - $342.31 $2.94K - $3.42K
1.78K $590M
VB
Vanguard Small Cap ETF

ETFs
-43
- 2.29%
$237.58 - $259.17 $10.2K - $11.1K
1.83K $466M
ETR
Entergy Corp

Utilities
-135
- 2.56%
$80.93 - $93.55 $10.9K - $12.6K
5.13K $478M
AEM
Agnico Eagle Mines LTD

Basic Materials
-217
- 12.38%
$116.14 - $168.56 $25.2K - $36.6K
1.54K $259M
PH
Parker Hannifin Corp

Industrials
-51
- 3.25%
$697.13 - $769.67 $35.6K - $39.3K
1.52K $1.15B
AMD
Advanced Micro Devices Inc

Technology
-118
- 3.08%
$134.8 - $184.42 $15.9K - $21.8K
3.71K $600M
WELL
Welltower Inc.

Real Estate
-318
- 5.51%
$150.71 - $178.14 $47.9K - $56.6K
5.45K $971M
PLTR
Palantir Technologies Inc.

Technology
-36
- 1.75%
$130.68 - $186.97 $4.7K - $6.73K
2.02K $369M
SOXX
Ishares Semiconductor ETF

ETFs
-16
- 0.39%
$236.93 - $271.12 $3.79K - $4.34K
4.1K $1.11B
APH
Amphenol Corp

Technology
-213
- 2.94%
$97.39 - $125.4 $20.7K - $26.7K
7.04K $872M
Blackrock Inc Com
-3
- 0.22%
N/A
1.38K $1.61B
MSFT
Microsoft Corp

Technology
-409
- 2.11%
$491.09 - $535.64 $201K - $219K
19K $9.84B
RTX
Raytheon Technologies Corp

Industrials
-44
- 0.36%
$144.19 - $167.33 $6.34K - $7.36K
12.2K $2.04B
BAC
Bank Of America Corp

Financial Services
-313
- 0.39%
$44.92 - $52.42 $14.1K - $16.4K
80.6K $4.16B
JPM
Jpmorgan Chase & CO

Financial Services
-160
- 1.05%
$282.78 - $316.06 $45.2K - $50.6K
15.1K $4.77B
WDC
Western Digital Corp

Technology
-1.83K
- 16.57%
$63.84 - $120.06 $117K - $220K
9.23K $1.11B
AVGO
Broadcom Inc.

Technology
-414
- 1.06%
$264.74 - $369.57 $110K - $153K
38.6K $12.7B
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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