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 51–100 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 52K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 18K | $1M+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 4K | $1M+ | SH |
| FTNT | FORTINET INC COM | 16K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 4K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 14K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 6K | $1M+ | SH |
| C | CITIGROUP INC COM NEW | 10K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 8K | $1M+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 21K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11K | $1M+ | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 12K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 13K | $1M+ | SH |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 17K | $1M+ | SH |
| TNGY | TORTOISE ENERGY FUND | 115K | $1M+ | SH |
| BFOR | ALPS BARRON'S 400 ETF | 13K | $1M+ | SH |
| PFFD | GLOBAL X U.S. PREFERRED ETF | 53K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP COM | 6K | $500K+ | SH |
| MDT | MEDTRONIC PLC SHS | 10K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 23K | $500K+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 1K | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 11K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 1K | $500K+ | SH |
| APH | AMPHENOL CORP CL A | 7K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC COM | 12K | $500K+ | SH |
| QUIZ | ZACKS QUALITY INTERNATIONAL ETF | 34K | $500K+ | SH |
| URA | GLOBAL X URANIUM ETF | 21K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4K | $500K+ | SH |
| INTU | INTUIT COM | 1K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 5K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 3K | $500K+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 1K | $500K+ | SH |
| CVX | CHEVRON CORPORATION COM | 5K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 3K | $500K+ | SH |
| WMB | WILLIAMS COS INC COM | 14K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| WELL | WELLTOWER INC COM | 4K | $500K+ | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 11K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 4K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 32K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 3K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC COM | 6K | $500K+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 3K | $500K+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 13K | $500K+ | SH |
| SPGI | S&P GLOBAL INC COM | 1K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 9K | $500K+ | SH |
| ROST | ROSS STORES INC COM | 4K | $500K+ | SH |