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 151–200 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETW | EATON VANCE TAX-MANAGED GLOBAL COM | 56K | $500K+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 11K | $500K+ | SH |
| AMAT | APPLIED MATLS INC COM | 2K | $500K+ | SH |
| RACE | FERRARI N V COM | 1K | $500K+ | SH |
| PFE | PFIZER INC COM | 20K | $100K–$500K | SH |
| CSX | CSX CORP COM | 14K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 5K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | 37K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 7K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 830 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 6K | $100K–$500K | SH |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | 8K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 15K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 965 | $100K–$500K | SH |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 692 | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $100K–$500K | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | 3K | $100K–$500K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 7K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 8K | $100K–$500K | SH |
| FCX | FREEPORT MCMORAN INC CL B | 9K | $100K–$500K | SH |
| GROZ | ZACKS FOCUS GROWTH ETF | 14K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 1K | $100K–$500K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | 3K | $100K–$500K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | 19K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2K | $100K–$500K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 13K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 5K | $100K–$500K | SH |
| O | REALTY INCOME CORP COM | 7K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 2K | $100K–$500K | SH |
| GTO | INVESCO TOTAL RETURN BOND ETF | 8K | $100K–$500K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2K | $100K–$500K | SH |
| COR | CENCORA INC COM | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | 6K | $100K–$500K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 7K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 1K | $100K–$500K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3K | $100K–$500K | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGENCE COM | 17K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC COM | 2K | $100K–$500K | SH |
| MLPA | GLOBAL X MLP ETF | 8K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1K | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 8K | $100K–$500K | SH |
| TIP | ISHARES TIPS BOND ETF | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 1K | $100K–$500K | SH |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | 9K | $100K–$500K | SH |