Alteri Wealth LLC New Holdings in Q4 2024

Alteri Wealth LLC

  • $361 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
1.58K
New
$621.74 - $709.46 $981K - $1.12M
1.58K $1B
MCD
Mcdonalds Corp

Consumer Cyclical
3.42K
New
$288.47 - $316.54 $986K - $1.08M
3.42K $991M
IEFA
Ishares Tr

ETFs
13.8K
New
$70.06 - $77.43 $967K - $1.07M
13.8K $970M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.1K
New
$80.13 - $83.77 $966K - $1.01M
12.1K $968M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.59K
New
$110.69 - $154.48 $840K - $1.17M
7.59K $964M
XLF
Financial Sector Spdr

ETFs
19.7K
New
$44.89 - $51.34 $886K - $1.01M
19.7K $954M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.07K
New
$442.29 - $483.08 $916K - $1M
2.07K $938M
IEMG
Ishares Inc

ETFs
17.7K
New
N/A
17.7K $924M
WMB
Williams Companies, Inc.

Energy
16.8K
New
$46.37 - $59.74 $777K - $1M
16.8K $906M
WELL
Welltower Inc.

Real Estate
7.18K
New
$123.11 - $139.3 $883K - $1M
7.18K $904M
PGR
Progressive Corp

Financial Services
3.54K
New
$239.6 - $268.88 $848K - $951K
3.54K $848M
PEP
Pepsico Inc

Consumer Defensive
5.47K
New
$151.29 - $176.1 $828K - $964K
5.47K $832M
SPGI
S&P Global Inc.

Financial Services
1.65K
New
$480.36 - $529.17 $794K - $875K
1.65K $823M
DGRO
Ishares Core Dividend Growth E

ETFs
13.4K
New
$60.73 - $64.94 $813K - $869K
13.4K $821M
INTU
Intuit Inc

Technology
1.31K
New
$602.01 - $706.25 $786K - $922K
1.31K $820M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.62K
New
$174.22 - $187.62 $804K - $866K
4.62K $809M
NOW
Service Now, Inc.

Technology
762
New
$867.18 - $1148.42 $661K - $875K
762 $808M
BNDX
Vanguard Total International B

ETFs
16K
New
$48.91 - $50.61 $780K - $807K
16K $783M
VB
Vanguard Small Cap ETF

ETFs
3.15K
New
$233.76 - $261.58 $736K - $824K
3.15K $757M
BFOR
Alps ETF Tr Barrons 400 ETF
10.2K
New
N/A
10.2K $743M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.5K
New
$77.86 - $79.27 $740K - $753K
9.5K $741M
SCHO
Schwab Short Term Us Treasury

ETFs
30.8K
New
$24.06 - $48.88 $740K - $1.5M
30.8K $740M
ETN
Eaton Corp PLC

Industrials
2.22K
New
$326.96 - $377.52 $727K - $840K
2.22K $738M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.44K
New
$87.1 - $98.49 $735K - $831K
8.44K $737M
VUG
Vanguard Growth ETF

ETFs
1.79K
New
$378.79 - $428.11 $679K - $767K
1.79K $736M
UNP
Union Pacific Corp

Industrials
3.11K
New
$223.15 - $249.32 $693K - $775K
3.11K $709M
SOXX
Ishares Semiconductor ETF

ETFs
3.27K
New
$211.27 - $239.8 $691K - $784K
3.27K $704M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
65.6K
New
$10.55 - $11.6 $692K - $761K
65.6K $697M
ORCL
Oracle Corp

Technology
4.12K
New
$165.41 - $192.43 $681K - $793K
4.12K $686M
PLD
Prologis, Inc.

Real Estate
6.35K
New
$101.4 - $126.96 $644K - $806K
6.35K $671M
AXP
American Express CO

Financial Services
2.22K
New
$267.35 - $305.57 $593K - $678K
2.22K $658M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
33.3K
New
$19.47 - $20.95 $648K - $698K
33.3K $650M
OXY
Occidental Petroleum Corp

Energy
12.9K
New
$45.36 - $55.91 $584K - $720K
12.9K $636M
VTV
Vanguard Value ETF

ETFs
3.73K
New
$168.32 - $181.87 $627K - $677K
3.73K $631M
TFC
Truist Financial Corp

Financial Services
14.5K
New
$41.51 - $48.1 $601K - $697K
14.5K $629M
CMCSA
Comcast Corp

Communication Services
16.7K
New
$37.39 - $45.14 $624K - $753K
16.7K $626M
CSCO
Cisco Systems, Inc.

Technology
10.6K
New
$52.45 - $60.02 $555K - $635K
10.6K $626M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
19.5K
New
$31.36 - $35.93 $610K - $699K
19.5K $622M
DLR
Digital Realty Trust, Inc.

Real Estate
3.5K
New
$156.46 - $195.69 $547K - $684K
3.5K $620M
PANW
Palo Alto Networks Inc

Technology
3.4K
New
$181.96 - $405.9 $619K - $1.38M
3.4K $619M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.34K
New
$111.85 - $120.71 $598K - $645K
5.34K $615M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.58K
New
$58.39 - $67.04 $559K - $642K
9.58K $608M
KMI
Kinder Morgan, Inc.

Energy
21.7K
New
$22.59 - $28.54 $491K - $620K
21.7K $595M
JEF
Jefferies Financial Group Inc.

Financial Services
7.56K
New
$61.95 - $81.75 $468K - $618K
7.56K $593M
UNH
Unitedhealth Group Inc

Healthcare
1.17K
New
$485.52 - $625.25 $567K - $730K
1.17K $590M
APH
Amphenol Corp

Technology
8.42K
New
$62.07 - $75.35 $522K - $634K
8.42K $584M
EMR
Emerson Electric CO

Industrials
4.7K
New
$108.13 - $134.33 $508K - $631K
4.7K $582M
CAT
Caterpillar Inc

Industrials
1.6K
New
$360.37 - $416.88 $576K - $666K
1.6K $580M
KR
Kroger CO

Consumer Defensive
9.27K
New
$55.21 - $63.3 $512K - $586K
9.27K $567M
Activity Summary
Buys All Purchases 246 New Holdings 246 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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