Alterna Wealth Management, Inc Incresed Positions in Q4 2024

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
30K
+ 45.85%
$109.92 - $110.57 $3.3M - $3.32M
95.6K $10.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
34.4K
+ 62.3%
$81.68 - $82.93 $2.81M - $2.85M
89.5K $7.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.73K
+ 126.61%
$481.22 - $538.17 $1.79M - $2.01M
6.67K $3.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.1K
+ 337.95%
$174.22 - $187.62 $1.93M - $2.08M
14.4K $2.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.57K
+ 42.5%
$567.81 - $607.81 $1.46M - $1.56M
8.6K $5.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.75K
+ 16.87%
$94.43 - $105.47 $448K - $501K
32.9K $3.34M
IEMG
Ishares Inc

ETFs
10.3K
+ 127.16%
N/A
18.5K $990K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
11.8K
+ 140.53%
$42.79 - $44.9 $507K - $531K
20.3K $869K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.25K
+ 243.52%
$113.92 - $127.38 $484K - $541K
5.99K $690K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.82K
+ 22.94%
$100.16 - $100.7 $383K - $385K
20.5K $2.06M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.8K
+ 138.9%
$21.43 - $22.55 $275K - $289K
22K $475K
JPM
Jpmorgan Chase & CO

Financial Services
606
+ 39.53%
$205.18 - $250.29 $124K - $152K
2.14K $512K
GOOGL
Alphabet Inc.

Communication Services
177
+ 2.74%
$161.86 - $196.66 $28.6K - $34.8K
6.64K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.07K
+ 5.07%
$176.42 - $186.91 $188K - $199K
22.1K $3.93M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.42K
+ 3.97%
$49.58 - $50.28 $219K - $222K
116K $5.76M
NFLX
Netflix Inc

Communication Services
45
+ 10.87%
$687.65 - $936.56 $30.9K - $42.1K
459 $409K
WMT
Walmart Inc.

Consumer Defensive
500
+ 9.88%
$79.1 - $95.7 $39.6K - $47.9K
5.56K $502K
EFG
Msci Eafe Growth ETF

ETFs
1.65K
+ 26.06%
$96.83 - $106.88 $159K - $176K
7.97K $771K
META
Meta Platforms, Inc.

Communication Services
53
+ 2.84%
$554.08 - $632.68 $29.4K - $33.5K
1.92K $1.13M
DIS
Walt Disney CO

Communication Services
211
+ 9.27%
$92.39 - $117.6 $19.5K - $24.8K
2.49K $276K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.8K
+ 11.29%
N/A
17.7K $421K
XOM
Exxon Mobil Corp

Energy
618
+ 16.92%
$105.51 - $125.37 $65.2K - $77.5K
4.27K $459K
JNK
Spdr Bloomberg High Yield Bond

ETFs
378
+ 14.07%
$94.77 - $97.36 $35.8K - $36.8K
3.06K $292K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
556
+ 6.95%
$88.59 - $94.57 $49.3K - $52.6K
8.56K $759K
ASML
Asml Holding Nv

Technology
83
+ 32.68%
$658.43 - $872.27 $54.6K - $72.4K
337 $233K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.37K
+ 6.78%
$106.56 - $113.11 $146K - $155K
21.5K $2.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.18K
+ 6.07%
$23.88 - $24.32 $28.2K - $28.7K
20.7K $495K
MU
Micron Technology Inc

Technology
935
+ 31.57%
$84.16 - $113.41 $78.7K - $106K
3.9K $327K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
655
+ 3.06%
$42.33 - $43.3 $27.7K - $28.4K
22K $939K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
654
+ 12.92%
$55.45 - $61.08 $36.3K - $39.9K
5.72K $317K
IVE
Ishares S&P 500 Value ETF

ETFs
69
+ 2.92%
$189.5 - $206.17 $13.1K - $14.2K
2.43K $464K
MSFT
Microsoft Corp

Technology
41
+ 1.13%
$406.35 - $454.46 $16.7K - $18.6K
3.66K $1.54M
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.04K
+ 5.43%
$4.81 - $6.44 $5K - $6.69K
20.2K $97K
Activity Summary
Buys All Purchases 52 New Holdings 18 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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