Institutions / Alteri Wealth LLC
Alteri Wealth LLC
CIK 2054980 · Institution · as of Dec 31, 2025
Portfolio value
$308.55M
Positions
286
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 286 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $20.36M | 6.6% |
| NVIDIA Corp | $19.21M | 6.2% |
| Broadcom Inc. | $13.56M | 4.4% |
| Microsoft Corp | $9.34M | 3.0% |
| Walmart Inc. | $9.14M | 3.0% |
| Alphabet Inc. | $8.53M | 2.8% |
| Exxon Mobil Corp | $7.10M | 2.3% |
| Amazon.com Inc | $6.55M | 2.1% |
| JPMorgan Chase & Co | $4.89M | 1.6% |
| Bank of America Corp /De | $4.44M | 1.4% |
| Intel Corp | $4.37M | 1.4% |
| Amgen Inc | $4.15M | 1.3% |
| Meta Platforms Inc | $3.87M | 1.3% |
| State Street Blackstone Senior Loan ETF | $3.81M | 1.2% |
| Tesla Inc | $3.58M | 1.2% |
| Alphabet Inc. | $3.32M | 1.1% |
| ELI LILLY & Co | $3.27M | 1.1% |
| iShares Core S&P 500 ETF | $3.19M | 1.0% |
| The Boeing Company | $3.13M | 1.0% |
| Zacks Earnings Consistent Portfolio ETF | $2.72M | 0.9% |
| SPDR Gold Shares | $2.08M | 0.7% |
| iShares MSCI UAE ETF | $2.08M | 0.7% |
| RTX Corp | $2.07M | 0.7% |
| Walt Disney Co | $1.99M | 0.6% |
| United Airlines Holdings Inc | $1.98M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.