CIK 2054980
Alteri Wealth LLC
Institutional 13F holdings & portfolio
Holdings
286
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 75K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 103K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 19K | $1M+ | SH |
| WMT | WALMART INC COM | 82K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 27K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 59K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 28K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 15K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 81K | $1M+ | SH |
| INTC | INTEL CORP COM | 118K | $1M+ | SH |
| AMGN | AMGEN INC COM | 13K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 6K | $1M+ | SH |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | 92K | $1M+ | SH |
| TSLA | TESLA INC COM | 8K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 11K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 3K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 5K | $1M+ | SH |
| BA | BOEING CO COM | 14K | $1M+ | SH |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | 78K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 5K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 10K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 11K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 18K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 18K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 4K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 3K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 18K | $1M+ | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 43K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 2K | $1M+ | SH |
| V | VISA INC COM CL A | 5K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 8K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 6K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 5K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 30K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 10K | $1M+ | SH |
| SMIZ | ZACKS SMALL/MID CAP ETF | 39K | $1M+ | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 13K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 6K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| T | AT&T INC COM | 55K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 2K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 7K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 2K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 14K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 3K | $1M+ | SH |