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 101–150 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BXMX | NUVEEN S&P 500 BUY-WRITE INCOM COM | 50K | $500K+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 12K | $500K+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 13K | $500K+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QLTY COM | 68K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 8K | $500K+ | SH |
| TFC | TRUIST FINL CORP COM | 15K | $500K+ | SH |
| PGR | PROGRESSIVE CORP COM | 3K | $500K+ | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 20K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 4K | $500K+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 31K | $500K+ | SH |
| TJX | TJX COS INC NEW COM | 5K | $500K+ | SH |
| ADI | ANALOG DEVICES INC COM | 3K | $500K+ | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 5K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 1K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL COM | 8K | $500K+ | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 14K | $500K+ | SH |
| SHLD | GLOBAL X DEFENSE TECH ETF | 10K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC COM | 3K | $500K+ | SH |
| STK | COLUMBIA SELIGM PREM TECH GRW COM | 18K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 23K | $500K+ | SH |
| YEAR | AB ULTRA SHORT INCOME ETF | 12K | $500K+ | SH |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | 22K | $500K+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 5K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 5K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 5K | $500K+ | SH |
| SFM | SPROUTS FMRS MKT INC COM | 7K | $500K+ | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 21K | $500K+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9K | $500K+ | SH |
| GM | GENERAL MTRS CO COM | 7K | $500K+ | SH |
| ALL | ALLSTATE CORP COM | 3K | $500K+ | SH |
| KR | KROGER CO COM | 9K | $500K+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 9K | $500K+ | SH |
| XEL | XCEL ENERGY INC COM | 8K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 2K | $500K+ | SH |
| ETN | EATON CORP PLC SHS | 2K | $500K+ | SH |
| PEP | PEPSICO INC COM | 4K | $500K+ | SH |
| BTZ | BLACKROCK CR ALLOCATION COM | 52K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 4K | $500K+ | SH |
| PAAA | PGIM AAA CLO ETF | 11K | $500K+ | SH |
| KO | COCA COLA CO COM | 8K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 863 | $500K+ | SH |
| SCMB | SCHWAB MUNICIPAL BOND ETF | 21K | $500K+ | SH |
| IMFL | INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF | 18K | $500K+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 3K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP COM | 13K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 3K | $500K+ | SH |
| JPIE | JPMORGAN INCOME ETF | 11K | $500K+ | SH |
| ETR | ENTERGY CORP NEW COM | 6K | $500K+ | SH |