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 201–250 of 286
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW CL A | 12K | $100K–$500K | SH |
| LYV | LIVE NATION ENTERTAINMENT INC COM | 3K | $100K–$500K | SH |
| IAU | ISHARES GOLD TRUST | 4K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 2K | $100K–$500K | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 12K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 745 | $100K–$500K | SH |
| — | ASTRAZENECA PLC ORD | 4K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC COM | 2K | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 10K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 4K | $100K–$500K | SH |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | 19K | $100K–$500K | SH |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 10K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 4K | $100K–$500K | SH |
| NML | NEUBERGER ENGY INFRSTR & INC COM | 38K | $100K–$500K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 2K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 4K | $100K–$500K | SH |
| SRE | SEMPRA COM | 4K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 148 | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 2K | $100K–$500K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 4K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 7K | $100K–$500K | SH |
| USB | US BANCORP COM NEW | 6K | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3K | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW COM | 2K | $100K–$500K | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 6K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | 6K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 5K | $100K–$500K | SH |
| HPQ | HP INC COM | 13K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 5K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 2K | $100K–$500K | SH |
| BKLN | INVESCO SENIOR LOAN ETF | 13K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 483 | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | 19K | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 9K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 779 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 544 | $100K–$500K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 3K | $100K–$500K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 9K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 439 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 1K | $100K–$500K | SH |