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Alteri Wealth LLC 13F holdings

Filed 2026-07-29 · Alteri Wealth LLC · 296 positions · $362.1M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC COM76.9K$22.3M6.1%
NVDANVIDIA CORPORATION COM107.8K$21.6M6.0%
INTCINTEL CORP COM118.4K$16.5M4.6%
AVGOBROADCOM INC COM40.2K$15.2M4.2%
GOOGLALPHABET INC CAP STK CL A28.9K$10.3M2.8%
WMTWALMART INC COM81.2K$9.2M2.5%
XOMEXXONMOBIL HOLDINGS CORP COM SHS56.3K$7.7M2.1%
MSFTMICROSOFT CORP COM20.5K$7.6M2.1%
AMZNAMAZON COM INC COM31.6K$7.5M2.1%
JPMJPMORGAN CHASE & CO COM15.9K$5.2M1.4%
AMGNAMGEN INC COM13.0K$4.7M1.3%
BACBANK OF AMER CORP COM81.6K$4.6M1.3%
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF100.9K$4.1M1.1%
METAMETA PLATFORMS INC CL A6.7K$3.8M1.0%
LLYELI LILLY & CO COM3.1K$3.8M1.0%
GOOGALPHABET INC CAP STK CL C10.6K$3.7M1.0%
IVVISHARES CORE S&P 500 ETF4.8K$3.6M1.0%
TSLATESLA INC COM8.2K$3.5M1.0%
MUMICRON TECHNOLOGY INC COM2.7K$3.1M0.9%
BABOEING CO COM14.3K$3.1M0.9%
ZECPZACKS EARNINGS CONSISTENT PORTFOLIO ETF76.3K$2.9M0.8%
SOXXISHARES SEMICONDUCTOR ETF4.1K$2.6M0.7%
FTNTFORTINET INC COM15.7K$2.4M0.7%
CATCATERPILLAR INC COM2.3K$2.4M0.7%
UALUNITED AIRLS HLDGS INC COM17.7K$2.4M0.7%
AMATAPPLIED MATLS INC COM3.3K$2.4M0.7%
QQQINVESCO QQQ TRUST SERIES I3.2K$2.4M0.7%
QUALISHARES MSCI USA QUALITY FACTOR ETF10.5K$2.3M0.6%
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF24.4K$2.1M0.6%
IDVISHARES INTERNATIONAL SELECT DIVIDEND ETF51.2K$2.1M0.6%
JNJJOHNSON & JOHNSON COM8.3K$2.1M0.6%
JPIEJPMORGAN INCOME ETF44.0K$2.0M0.6%
WDCWESTERN DIGITAL CORP COM3.1K$2.0M0.6%
RTXRTX CORPORATION COM10.5K$2.0M0.6%
GLDSPDR GOLD SHARES5.2K$1.9M0.5%
AMDADVANCED MICRO DEVICES INC COM3.3K$1.9M0.5%
LMTLOCKHEED MARTIN CORP COM3.7K$1.9M0.5%
VOOVANGUARD S&P 500 ETF2.7K$1.8M0.5%
SMIZZACKS SMALL/MID CAP ETF40.9K$1.8M0.5%
AGGISHARES CORE U.S. AGGREGATE BOND ETF18.4K$1.8M0.5%
VBRVANGUARD SMALL CAP VALUE ETF7.4K$1.8M0.5%
COSTCOSTCO WHOLESALE CORPORATION COM1.8K$1.7M0.5%
VVISA INC COM CL A4.8K$1.6M0.5%
HDHOME DEPOT INC COM4.6K$1.6M0.4%
VTVVANGUARD VALUE ETF7.4K$1.6M0.4%
PANWPALO ALTO NETWORKS INC COM4.7K$1.6M0.4%
DELLDELL TECHNOLOGIES INC CL C3.7K$1.6M0.4%
DISDISNEY WALT CO COM15.9K$1.5M0.4%
DGROISHARES CORE DIVIDEND GROWTH ETF20.2K$1.5M0.4%
PHPARKER-HANNIFIN CORP COM1.5K$1.5M0.4%
AJGGALLAGHER ARTHUR J & CO COM6.4K$1.5M0.4%
QUIZZACKS QUALITY INTERNATIONAL ETF49.5K$1.4M0.4%
IWFISHARES RUSSELL 1000 GROWTH ETF11.4K$1.4M0.4%
VUGVANGUARD GROWTH ETF16.0K$1.4M0.4%
SMHVANECK SEMICONDUCTOR ETF2.1K$1.4M0.4%
IBMINTERNATIONAL BUSINESS MACHS COM4.7K$1.3M0.4%
VGTVANGUARD INFORMATION TECHNOLOGY ETF11.1K$1.3M0.4%
CCITIGROUP INC COM NEW9.4K$1.3M0.4%
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF16.7K$1.3M0.4%
ABBVABBVIE INC COM5.2K$1.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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