Alteri Wealth LLC Top Holdings and 13F Report (2025) About Alteri Wealth LLCInvestment ActivityAlteri Wealth LLC has $361.34 million in total holdings as of December 31, 2024.Alteri Wealth LLC owns shares of 246 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Largest Holdings AMETEK $114,769,050Apple $17,718,832NVIDIA $13,118,421Broadcom $9,637,780Boeing $8,166,249 Sector AllocationMap of 500 Largest Holdings ofAlteri Wealth LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAMEAMETEK$114,769,050636,68631.8%Computer and TechnologyAAPLApple$17,718,83270,7564.9%Computer and TechnologyNVDANVIDIA$13,118,42197,6873.6%Computer and TechnologyAVGOBroadcom$9,637,78041,5712.7%Computer and TechnologyBABoeing$8,166,24946,1372.3%AerospaceMSFTMicrosoft$8,045,12619,0872.2%Computer and TechnologyWMTWalmart$7,433,35082,2732.1%Retail/WholesaleKEYSKeysight Technologies$6,999,77443,5771.9%Computer and TechnologyXOMExxon Mobil$6,125,94856,9481.7%Oils/EnergyAMZNAmazon.com$5,571,40925,3951.5%Retail/WholesaleGOOGLAlphabet$5,092,40526,9011.4%Computer and TechnologyAAgilent Technologies$5,076,19837,7861.4%MedicalJPMJPMorgan Chase & Co.$3,631,58515,1501.0%FinanceBACBank of America$3,582,22281,5071.0%FinanceAMGNAmgen$3,102,34311,9030.9%MedicalTSLATesla$3,011,0317,4560.8%Auto/Tires/TrucksGOOGAlphabet$2,851,14614,9710.8%Computer and TechnologyIVViShares Core S&P 500 ETF$2,628,9164,4660.7%ETFMETAMeta Platforms$2,394,8814,0900.7%Computer and TechnologyINTCIntel$2,378,772118,6420.7%Computer and TechnologyLLYEli Lilly and Company$2,308,8352,9910.6%MedicalSRLNSPDR Blackstone Senior Loan ETF$1,823,29043,6930.5%ETFLMTLockheed Martin$1,797,4043,6990.5%AerospacePGProcter & Gamble$1,785,35810,6490.5%Consumer StaplesUALUnited Airlines$1,708,57217,5960.5%TransportationAJGArthur J. Gallagher & Co.$1,691,2645,9580.5%FinanceQUALiShares MSCI USA Quality Factor ETF$1,663,0599,3390.5%ETFCOSTCostco Wholesale$1,650,4891,8010.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,627,6044,0530.5%ETFVVisa$1,552,4864,9120.4%Business ServicesDISWalt Disney$1,551,81513,9360.4%Consumer DiscretionaryBLACKROCK INC COM$1,540,2031,5020.4%StockIWDiShares Russell 1000 Value ETF$1,527,3238,2500.4%ETFGOVTiShares U.S. Treasury Bond ETF$1,520,88366,1830.4%ETFFTNTFortinet$1,502,51515,9030.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,330,3826,7130.4%ETFQQQInvesco QQQ$1,301,6012,5460.4%FinanceNFLXNetflix$1,295,0881,4530.4%Consumer DiscretionaryBXBlackstone$1,289,5637,4790.4%FinanceHDHome Depot$1,244,2513,1990.3%Retail/WholesaleABBVAbbVie$1,216,5416,8460.3%MedicalMBBiShares MBS ETF$1,191,89013,0010.3%ETFIBMInternational Business Machines$1,175,1355,3460.3%Computer and TechnologyGLDSPDR Gold Shares$1,155,2024,7710.3%FinanceRTXRTX$1,150,6069,9430.3%AerospaceVGTVanguard Information Technology ETF$1,111,2821,7870.3%ETFVOOVanguard S&P 500 ETF$1,093,8252,0300.3%ETFQCOMQUALCOMM$1,091,4697,1050.3%Computer and TechnologyCVXChevron$1,065,2857,3550.3%Oils/EnergyJNJJohnson & Johnson$1,026,7317,1000.3%MedicalPHParker-Hannifin$1,003,7511,5780.3%Industrial ProductsMCDMcDonald's$991,0723,4190.3%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$970,14313,8040.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$967,86212,0580.3%ETFSFMSprouts Farmers Market$964,4617,5900.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$953,72219,7340.3%ETFBRK.BBerkshire Hathaway$938,2902,0700.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$923,57317,6860.3%ETFWMBWilliams Companies$906,49716,7500.3%Oils/EnergyWELLWelltower$904,3737,1760.3%FinanceBSXBoston Scientific$888,2879,9450.2%MedicalPGRProgressive$847,7793,5380.2%FinancePEPPepsiCo$832,1115,4720.2%Consumer StaplesSPGIS&P Global$823,3831,6530.2%Business ServicesDGROiShares Core Dividend Growth ETF$820,73013,3800.2%ETFINTUIntuit$820,2551,3050.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$808,8624,6160.2%ETFNOWServiceNow$807,8117620.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$782,57915,9550.2%ETFVBVanguard Small-Cap ETF$756,8923,1500.2%ETFBFORBarrons 400 ETF$743,37510,2160.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$741,2179,5020.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$740,34230,7710.2%ETFETNEaton$738,0792,2240.2%Industrial ProductsTLTiShares 20+ Year Treasury Bond ETF$736,9818,4390.2%ETFVUGVanguard Growth ETF$735,5081,7920.2%ETFUNPUnion Pacific$708,5633,1070.2%TransportationSOXXiShares Semiconductor ETF$704,4373,2690.2%ETFMUCBlackRock MuniHoldings California Quality Fund$696,98865,5680.2%FinanceORCLOracle$686,4694,1190.2%Computer and TechnologyPLDPrologis$671,2316,3500.2%FinanceAXPAmerican Express$658,1822,2180.2%FinancePFFDGlobal X U.S. Preferred ETF$649,56033,2940.2%ETFOXYOccidental Petroleum$635,92612,8700.2%Oils/EnergyVTVVanguard Value ETF$630,6893,7250.2%ETFTFCTruist Financial$628,52714,4890.2%FinanceCMCSAComcast$626,14816,6840.2%Consumer DiscretionaryCSCOCisco Systems$625,88410,5720.2%Computer and TechnologySTKColumbia Seligman Premium Technology Growth Fund$621,74719,4600.2%Financial ServicesDLRDigital Realty Trust$619,7603,4950.2%FinancePANWPalo Alto Networks$618,6643,4000.2%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$615,4075,3430.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$607,6619,5770.2%ManufacturingKMIKinder Morgan$595,01421,7160.2%Oils/EnergyJEFJefferies Financial Group$592,8617,5620.2%FinanceUNHUnitedHealth Group$590,4341,1670.2%MedicalAPHAmphenol$584,4718,4160.2%Computer and TechnologyEMREmerson Electric$582,4954,7000.2%Industrial ProductsCATCaterpillar$579,5741,5980.2%Industrial ProductsKRKroger$566,5369,2650.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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