Alteri Wealth LLC Portfolio Holdings

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025

Alteri Wealth LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Billion distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.5B, Apple Inc. with a value of $18.4B, Broadcom Inc. with a value of $12.7B, Microsoft Corp with a value of $9.84B, and Walmart Inc. with a value of $8.78B.

Examining the 13F form we can see an increase of $33.2B in the current position value, from $258B to 291B.

Alteri Wealth LLC is based out at Westlake Village, CA

Below you can find more details about Alteri Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
Technology: $79.4 Billion
ETFs: $66.7 Billion
Financial Services: $32.5 Billion
Communication Services: $19.9 Billion
Industrials: $16.8 Billion
Healthcare: $16.8 Billion
Consumer Defensive: $15.6 Billion
Consumer Cyclical: $15.6 Billion
Other: $18.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.39B
$468 Million 0.16% of portfolio
18,993
Q2 2025 Reduced 0.08%
$19.3B
$478 Million 0.16% of portfolio
5,129
Q3 2025 Reduced 2.56%
$512B
$467 Million 0.16% of portfolio
822
Q3 2025 Reduced 4.31%
$113B
$442 Million 0.15% of portfolio
4,676
Q3 2025 Added 0.97%
$32.9B
$429 Million 0.15% of portfolio
6,044
Q3 2025 Added 1.09%
$70.2B
$434 Million 0.15% of portfolio
13,879
Q3 2025 Added 0.02%
$73.4B
$449 Million 0.15% of portfolio
12,652
Q3 2025 New
$120B
$429 Million 0.15% of portfolio
13,646
Q3 2025 Reduced 4.52%
$35.1B
$450 Million 0.15% of portfolio
7,398
Q3 2025 Added 3.02%
$6.66B
$417 Million 0.14% of portfolio
3,365
Q3 2025 New
$0
$418 Million 0.14% of portfolio
17,395
Q3 2025 Added 10.13%
$136B
$418 Million 0.14% of portfolio
980
Q3 2025 Added 1.34%
$222B
$421 Million 0.14% of portfolio
868
Q3 2025 New
$270B
$366 Million 0.13% of portfolio
2,302
Q3 2025 Added 1.1%
$342B
$369 Million 0.13% of portfolio
2,023
Q3 2025 Reduced 1.75%
$72.9B
$368 Million 0.13% of portfolio
1,418
Q3 2025 Reduced 5.84%
$25.4B
$389 Million 0.13% of portfolio
14,273
Q3 2025 Added 12.08%
$197B
$378 Million 0.13% of portfolio
1,846
Q3 2025 Added 2.1%
$112B
$345 Million 0.12% of portfolio
10,005
Q3 2025 Added 26.57%
$168B
$355 Million 0.12% of portfolio
4,699
Q3 2025 Reduced 12.97%
$9.87B
$337 Million 0.12% of portfolio
1,950
Q2 2025 Added 1.56%
$115B
$361 Million 0.12% of portfolio
736
Q3 2025 Added 0.14%
$57.4B
$337 Million 0.12% of portfolio
8,591
Q3 2025 Reduced 14.84%
$38.4B
$340 Million 0.12% of portfolio
1,088
Q3 2025 Reduced 1.63%
$4.32B
$363 Million 0.12% of portfolio
5,606
Q3 2025 Added 1.41%
$132B
$331 Million 0.11% of portfolio
1,574
Q3 2025 Reduced 39.9%
$237B
$314 Million 0.11% of portfolio
1,324
Q3 2025 Reduced 0.97%
$28.9B
$328 Million 0.11% of portfolio
3,647
Q3 2025 Reduced 27.39%
$65.7B
$325 Million 0.11% of portfolio
4,065
Q3 2025 Reduced 2.96%
$270B
$319 Million 0.11% of portfolio
4,461
Q3 2025 Added 21.89%
$235B
$306 Million 0.11% of portfolio
3,643
Q3 2025 Added 4.29%
$21.1B
$329 Million 0.11% of portfolio
3,972
Q3 2025 Reduced 26.01%
$21.3B
$324 Million 0.11% of portfolio
3,654
Q3 2025 Reduced 3.51%
$103B
$316 Million 0.11% of portfolio
4,195
Q3 2025 Added 3.22%
$0
$334 Million 0.11% of portfolio
38,275
Q3 2025 Added 27.58%
$1.46T
$329 Million 0.11% of portfolio
1,179
Q3 2025 Reduced 29.7%
$54.5B
$279 Million 0.1% of portfolio
1,491
Q3 2025 New
$300B
$277 Million 0.1% of portfolio
802
Q3 2025 Added 11.54%
$31.2B
$301 Million 0.1% of portfolio
1,841
Q3 2025 Added 5.08%
$123B
$279 Million 0.1% of portfolio
5,253
Q3 2025 Reduced 8.74%
$104B
$297 Million 0.1% of portfolio
4,490
Q3 2025 Added 2.09%
$228B
$297 Million 0.1% of portfolio
2,215
Q3 2025 Reduced 1.9%
$169B
$305 Million 0.1% of portfolio
331
Q3 2025 Reduced 61.29%
$67.6B
$271 Million 0.09% of portfolio
5,611
Q3 2025 Added 0.5%
$76.5B
$259 Million 0.09% of portfolio
1,536
Q3 2025 Reduced 12.38%
$26.8B
$276 Million 0.09% of portfolio
154
Q3 2025 Added 4.05%
$12B
$260 Million 0.09% of portfolio
1,168
Q3 2025 New
$237B
$259 Million 0.09% of portfolio
1,599
Q3 2025 Reduced 3.15%
$53.8B
$261 Million 0.09% of portfolio
1,663
Q3 2025 Reduced 22.65%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $291 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 170 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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