Alteri Wealth LLC Sells in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-524
- 61.29%
$850.86 - $1044.69 $446K - $547K
331 $305M
FTNT
Fortinet, Inc.

Technology
-23
- 0.15%
$74.39 - $107.65 $1.71K - $2.48K
15.5K $1.31B
Tortoise Energy Fund
-30.8K
- 21.07%
N/A
115K $1.05B
HON
Honeywell International Inc

Industrials
-1.05K
- 39.9%
$207.7 - $240.4 $217K - $251K
1.57K $331M
NFLX
Netflix Inc

Communication Services
-9
- 0.69%
$1147.87 - $1297.18 $10.3K - $11.7K
1.3K $1.55B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.19K
- 17.97%
$192.76 - $203.86 $229K - $242K
5.42K $1.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.77K
- 19.44%
$22.64 - $23.22 $176K - $180K
32.2K $744M
INTU
Intuit Inc

Technology
-16
- 1.24%
$646.03 - $807.39 $10.3K - $12.9K
1.28K $871M
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 2.15%
$915.95 - $994.57 $32.1K - $34.8K
1.6K $1.48B
EMR
Emerson Electric CO

Industrials
-815
- 16.09%
$128.6 - $149.63 $105K - $122K
4.25K $557M
V
Visa Inc.

Financial Services
-107
- 2.26%
$332.09 - $358.86 $35.5K - $38.4K
4.63K $1.58B
FCX
Freeport Mcmoran Inc

Basic Materials
-1.5K
- 14.84%
$35.34 - $47.21 $52.9K - $70.7K
8.59K $337M
CAH
Cardinal Health Inc

Healthcare
-487
- 22.65%
$146.04 - $167.63 $71.1K - $81.6K
1.66K $261M
PFG
Principal Financial Group Inc

Financial Services
-1.4K
- 26.01%
$75.53 - $82.95 $105K - $116K
3.97K $329M
IEMG
Ishares Inc

ETFs
-2.41K
- 21.28%
N/A
8.9K $587M
JCI
Johnson Controls International PLC

Industrials
-997
- 17.32%
$103.24 - $111.73 $103K - $111K
4.76K $523M
LHX
L3 Harris Technologies, Inc.

Industrials
-495
- 40.31%
$252.18 - $305.41 $125K - $151K
733 $224M
SPGI
S&P Global Inc.

Financial Services
-36
- 2.2%
$484.94 - $564.15 $17.5K - $20.3K
1.6K $778M
CMCSA
Comcast Corp

Communication Services
-646
- 4.52%
$31.41 - $36.33 $20.3K - $23.5K
13.6K $429M
ETN
Eaton Corp PLC

Industrials
-314
- 14.81%
$342.99 - $392.76 $108K - $123K
1.81K $676M
PG
Procter & Gamble CO

Consumer Defensive
-139
- 1.39%
$150.47 - $161.22 $20.9K - $22.4K
9.87K $1.52B
PGR
Progressive Corp

Financial Services
-41
- 1.45%
$238.61 - $264.3 $9.78K - $10.8K
2.8K $690M
CL
Colgate Palmolive CO

Consumer Defensive
-124
- 2.96%
$79.36 - $93.33 $9.84K - $11.6K
4.07K $325M
SRE
Sempra Energy

Utilities
-1.38K
- 27.39%
$74.14 - $89.98 $102K - $124K
3.65K $328M
CRM
Salesforce, Inc.

Technology
-13
- 0.97%
$231.66 - $273.65 $3.01K - $3.56K
1.32K $314M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-498
- 29.7%
$224.68 - $282.71 $112K - $141K
1.18K $329M
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.86%
$433.66 - $544.47 $1.73K - $2.18K
460 $206M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.7K
- 12.45%
$19.37 - $20.97 $32.9K - $35.6K
12K $231M
PM
Philip Morris International Inc.

Consumer Defensive
-52
- 3.15%
$157.77 - $183.27 $8.2K - $9.53K
1.6K $259M
VONG
Vanguard Russell 1000 Growth E

ETFs
-690
- 18.13%
$108.08 - $121.73 $74.6K - $84K
3.12K $375M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-5.84K
- 11.84%
$4.81 - $5.36 $28.1K - $31.3K
43.5K $224M
DG
Dollar General Corp

Consumer Defensive
-134
- 6.32%
$101.86 - $116.32 $13.6K - $15.6K
1.99K $205M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-500
- 19.42%
$94.17 - $99.95 $47.1K - $50K
2.08K $207M
IDEV
Ishares Core Msci Intl Develop

ETFs
-728
- 12.86%
$74.68 - $80.26 $54.4K - $58.4K
4.93K $395M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-88
- 5.84%
$259.44 - $278.65 $22.8K - $24.5K
1.42K $368M
SBUX
Starbucks Corp

Consumer Cyclical
-92
- 2.84%
$81.9 - $96.86 $7.53K - $8.91K
3.15K $266M
DE
Deere & CO

Industrials
-5
- 0.99%
$457.26 - $524.37 $2.29K - $2.62K
499 $228M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-28
- 2.4%
$196.15 - $217.83 $5.49K - $6.1K
1.14K $230M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-5.54K
- 7.48%
$10.02 - $10.85 $55.6K - $60.2K
68.5K $744M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-254
- 16.68%
$148.97 - $165.88 $37.8K - $42.1K
1.27K $209M
NEE
Nextera Energy Inc

Utilities
-700
- 12.97%
$69.77 - $77.54 $48.8K - $54.3K
4.7K $355M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.63K
- 15.13%
$25.29 - $28.33 $41.3K - $46.2K
9.16K $255M
MA
Mastercard Inc

Financial Services
-37
- 4.31%
$550.18 - $598.96 $20.4K - $22.2K
822 $467M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-76
- 7.34%
$435.72 - $463.74 $33.1K - $35.2K
960 $445M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-161
- 6.45%
$181.56 - $190.33 $29.2K - $30.6K
2.34K $443M
ABT
Abbott Laboratories

Healthcare
-43
- 1.9%
$120.51 - $136.62 $5.18K - $5.87K
2.22K $297M
Linde PLC Shs
-28
- 5.52%
N/A
479 $227M
DSL
Double Line Income Solutions Fund

Financial Services
-845
- 4.42%
$11.99 - $12.67 $10.1K - $10.7K
18.3K $224M
RACE
Ferrari N.V.

Consumer Cyclical
-8
- 0.82%
$436.24 - $517.65 $3.49K - $4.14K
967 $469M
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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