Alteri Wealth LLC New Holdings in Q4 2024

Alteri Wealth LLC

  • $361 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.48K
New
$47.63 - $52.63 $261K - $288K
5.48K $264M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.86K
New
N/A
7.86K $262M
ISRG
Intuitive Surgical Inc

Healthcare
499
New
$471.27 - $550.62 $235K - $275K
499 $260M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.49K
New
$26.93 - $84.95 $256K - $806K
9.49K $259M
PFG
Principal Financial Group Inc

Financial Services
3.35K
New
$74.91 - $91.26 $251K - $305K
3.35K $259M
STWD
Starwood Property Trust, Inc.

Real Estate
13.7K
New
$18.95 - $20.37 $259K - $278K
13.7K $259M
FCX
Freeport Mcmoran Inc

Basic Materials
6.77K
New
$38.08 - $50.82 $258K - $344K
6.77K $258M
AZN
Astrazeneca PLC

Healthcare
3.92K
New
$63.2 - $79.58 $248K - $312K
3.92K $257M
EEMV
Ishares Msci Emerging Markets

ETFs
4.42K
New
$57.85 - $63.11 $256K - $279K
4.42K $256M
ENSG
Ensign Group, Inc

Healthcare
1.92K
New
$132.78 - $156.91 $255K - $301K
1.92K $255M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.25K
New
$172.07 - $207.36 $214K - $258K
1.25K $246M
SO
Southern CO

Utilities
2.93K
New
$81.5 - $94.15 $239K - $276K
2.93K $242M
Ge Vernova Inc Com
731
New
N/A
731 $240M
NOC
Northrop Grumman Corp

Industrials
506
New
$466.52 - $543.88 $236K - $275K
506 $238M
DSL
Double Line Income Solutions Fund

Financial Services
18.8K
New
$12.32 - $13.0 $231K - $244K
18.8K $236M
AON
Aon PLC

Financial Services
654
New
$344.14 - $393.31 $225K - $257K
654 $235M
IGR
Cbre Global Real Estate Income Fund

Financial Services
48.4K
New
$4.81 - $6.44 $233K - $312K
48.4K $233M
CI
Cigna Corp

Healthcare
840
New
$265.59 - $358.58 $223K - $301K
840 $232M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.13K
New
$106.56 - $113.11 $226K - $240K
2.13K $227M
ITW
Illinois Tool Works Inc

Industrials
884
New
$253.56 - $278.5 $224K - $246K
884 $224M
TRV
Travelers Companies, Inc.

Financial Services
930
New
$225.97 - $266.66 $210K - $248K
930 $224M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.04K
New
$55.1 - $61.74 $222K - $249K
4.04K $223M
DE
Deere & CO

Industrials
527
New
$389.45 - $466.0 $205K - $246K
527 $223M
Linde PLC Shs
530
New
N/A
530 $222M
NVO
Novo Nordisk A S

Healthcare
2.57K
New
$85.0 - $120.04 $218K - $308K
2.57K $221M
DUK
Duke Energy Corp

Utilities
2.04K
New
$105.76 - $120.76 $216K - $247K
2.04K $220M
MO
Altria Group, Inc.

Consumer Defensive
4.17K
New
$49.06 - $57.74 $205K - $241K
4.17K $218M
CRSP
Crispr Therapeutics Ag

Healthcare
5.53K
New
$38.65 - $55.15 $214K - $305K
5.53K $217M
DHR
Danaher Corp

Healthcare
929
New
$226.16 - $274.52 $210K - $255K
929 $213M
LOW
Lowes Companies Inc

Consumer Cyclical
860
New
$244.52 - $284.07 $210K - $244K
860 $212M
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
New
$118.38 - $133.06 $208K - $234K
1.76K $212M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.21K
New
$46.94 - $51.62 $198K - $217K
4.21K $210M
IAU
Ishares Gold Trust

ETFs
4.23K
New
$48.37 - $52.65 $204K - $222K
4.23K $209M
IWM
Ishares Russell 2000 ETF

ETFs
946
New
$216.13 - $242.4 $204K - $229K
946 $209M
XEL
Xcel Energy Inc

Utilities
3.07K
New
$62.16 - $72.92 $191K - $224K
3.07K $207M
PLW
Invesco 1 30 Laddered Treasury

ETFs
7.62K
New
N/A
7.62K $206M
NDAQ
Nasdaq, Inc.

Financial Services
2.65K
New
$70.87 - $83.05 $187K - $220K
2.65K $204M
VVR
Invesco Senior Income Trust

Financial Services
39.3K
New
$3.83 - $4.07 $150K - $160K
39.3K $155M
FTF
Franklin LTD Duration Income Trust

Financial Services
23.2K
New
$6.39 - $6.77 $148K - $157K
23.2K $154M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
12.2K
New
$12.16 - $13.26 $148K - $161K
12.2K $154M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
44.2K
New
$3.38 - $3.72 $149K - $165K
44.2K $153M
F
Ford Motor CO

Consumer Cyclical
14.7K
New
$9.69 - $11.4 $142K - $167K
14.7K $145M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.7K
New
$11.91 - $14.14 $139K - $166K
11.7K $143M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
14.2K
New
$5.26 - $6.15 $74.8K - $87.5K
14.2K $75.3M
KULR
Kulr Technology Group, Inc.

Technology
16K
New
$0.27 - $4.8 $4.32K - $76.8K
16K $56.8M
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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