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CIK: 0002054980
Total reported value
$362.1M
$362.1M
246 檔
45.1%
As reported in its official Q4 2024 Form 13F filing, Alteri Wealth LLC's tracked investment portfolio stood at $362.1M with 246 total positions.
During Q4 2024, Alteri Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AME, AAPL, NVDA) accounted for 45.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AME | Ametek Inc | Stock-Industrials | 31.76% | — | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.90% | -0.02% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | -0.11% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.67% | +0.18% | — | |
| 5 | BA | Boeing Co/the | Stock-Industrials | 2.26% | -0.07% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.21% | — | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.06% | -0.71% | — | |
| 8 | KEYS | Keysight Technologies In | Stock-Tech | 1.94% | — | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.70% | -3.12% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.16% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.24% | — | |
| 12 | A | Agilent Technologies Inc | Stock-Healthcare | 1.40% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.04% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | -0.04% | — | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | -0.16% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.01% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.02% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.01% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.17% | — | |
| 20 | INTC | Intel CORP | Stock-Tech | 0.66% | +2.87% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.13% | — | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.50% | -0.15% | — | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.22% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | — | |
| 25 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.47% | +0.13% | — | |
| 26 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.47% | -0.04% | — | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.46% | -0.02% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.13% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.01% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.02% | — | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.09% | — | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.43% | -0.24% | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | -0.01% | — | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.42% | -0.03% | — | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.42% | +0.26% | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | -0.03% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.05% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.39% | — | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.36% | -0.03% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.03% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.09% | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.33% | -0.05% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.04% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.18% | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.32% | -0.14% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | +0.06% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | — | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.30% | +0.06% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.11% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.01% | — |
According to official SEC Form 13F filings, Alteri Wealth LLC reported a total U.S. public equity portfolio value of $362.1M across 246 disclosed positions in Q4 2024.
During Q4 2024, Alteri Wealth LLC's top holdings by market value included AME (31.8%)、AAPL (4.9%)、NVDA (3.6%). The largest single position, AME, represented 31.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Alteri Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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