Alteri Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF | $1.28M | 0.4% |
| ISHARES CORE DIVIDEND GROWTH ETF | $1.25M | 0.4% |
| ISHARES SEMICONDUCTOR ETF | $1.24M | 0.4% |
| Fortinet Inc | $1.24M | 0.4% |
| HOME DEPOT, INC. | $1.22M | 0.4% |
| QUALCOMM INC/DE | $1.20M | 0.4% |
| Warren E. Buffett | $1.20M | 0.4% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.18M | 0.4% |
| ISHARES RUSSELL 1000 VALUE ETF | $1.17M | 0.4% |
| CITIGROUP INC | $1.16M | 0.4% |
| Blackstone Inc | $1.16M | 0.4% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.14M | 0.4% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $1.11M | 0.4% |
| iShares MSCI UAE ETF | $1.08M | 0.3% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.06M | 0.3% |
| INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $1.04M | 0.3% |
| TORTOISE ENERGY FUND | $1.04M | 0.3% |
| ALPS BARRON'S 400 ETF | $1.03M | 0.3% |
| GLOBAL X U.S. PREFERRED ETF | $1.01M | 0.3% |
| Western Digital Corp | $991.4K | 0.3% |
| Medtronic plc | $977.7K | 0.3% |
| VERIZON COMMUNICATIONS INC | $947.7K | 0.3% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $941.8K | 0.3% |
| ISHARES CORE MSCI EAFE ETF | $939.8K | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $937.6K | 0.3% |
| AMPHENOL CORP /DE | $912.7K | 0.3% |
| Union Pacific Corp | $911.1K | 0.3% |
| CISCO SYSTEMS, INC. | $907.0K | 0.3% |
| ZACKS QUALITY INTERNATIONAL ETF | $900.9K | 0.3% |
| GLOBAL X URANIUM ETF | $899.9K | 0.3% |
| VANGUARD DIVIDEND APPRECIATION ETF | $857.4K | 0.3% |
| INTUIT INC. | $847.6K | 0.3% |
| Palo Alto Networks Inc | $845.7K | 0.3% |
| MICRON TECHNOLOGY INC | $836.7K | 0.3% |
| STATE STREET SPDR S&P 500 ETF | $834.8K | 0.3% |
| CHEVRON CORP | $830.6K | 0.3% |
| MCDONALD'S CORP | $830.6K | 0.3% |
| Williams Cos Inc/The | $830.1K | 0.3% |
| ORACLE CORP | $823.9K | 0.3% |
| Welltower, Inc. | $819.1K | 0.3% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | $798.2K | 0.3% |
| ADVANCED MICRO DEVICES INC | $796.0K | 0.3% |
| Hewlett Packard Enterprise Co | $780.5K | 0.3% |
| GENERAL ELECTRIC CO | $775.7K | 0.3% |
| GILEAD SCIENCES, INC. | $772.4K | 0.3% |
| INVESCO NASDAQ 100 ETF | $764.6K | 0.2% |
| INVESCO S&P 500 TOP 50 ETF | $755.3K | 0.2% |
| S&P Global Inc. | $754.9K | 0.2% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $748.9K | 0.2% |
| ROSS STORES, INC. | $738.9K | 0.2% |