Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alteri Wealth LLC (CIK 2054980) reported $308.6M across 292 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.1M, 6.17%), NVDA ($18.7M, 6.07%), AVGO ($12.4M, 4.01%), WMT ($10.0M, 3.25%), XOM ($9.6M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $19.1M | 6.17% | 75,069 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $18.7M | 6.07% | 107,346 | Added |
| 3 | AVGO | BROADCOM INC COM | $12.4M | 4.01% | 39,977 | Added |
| 4 | WMT | WALMART INC COM | $10.0M | 3.25% | 80,675 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP COM | $9.6M | 3.12% | 56,738 | Trimmed |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | $8.1M | 2.61% | 28,057 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $7.1M | 2.32% | 19,314 | Added |
| 8 | AMZN | AMAZON COM INC COM | $5.9M | 1.92% | 28,388 | Trimmed |
| 9 | INTC | INTEL CORP COM | $5.2M | 1.70% | 118,692 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $4.6M | 1.48% | 15,550 | Added |
| 11 | AMGN | AMGEN INC COM | $4.5M | 1.46% | 12,791 | Added |
| 12 | BAC | BANK OF AMER CORP COM | $4.1M | 1.32% | 83,430 | Added |
| 13 | SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $3.9M | 1.27% | 97,754 | Added |
| 14 | META | META PLATFORMS INC CL A | $3.8M | 1.22% | 6,561 | Added |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $3.1M | 1.01% | 10,845 | Added |
| 16 | IVV | ISHARES CORE S&P 500 ETF | $3.1M | 1.00% | 4,720 | Added |
| 17 | TSLA | TESLA INC COM | $3.0M | 0.96% | 7,975 | Added |
| 18 | BA | BOEING CO COM | $2.8M | 0.92% | 14,223 | Trimmed |
| 19 | LLY | ELI LILLY & CO COM | $2.8M | 0.91% | 3,066 | Added |
| 20 | ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $2.6M | 0.85% | 77,858 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP COM | $2.3M | 0.74% | 3,767 | Added |
| 22 | GLD | SPDR GOLD SHARES | $2.2M | 0.71% | 5,068 | Trimmed |
| 23 | RTX | RTX CORPORATION COM | $2.1M | 0.69% | 11,056 | Trimmed |
| 24 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.0M | 0.66% | 10,612 | Added |
| 25 | IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $2.0M | 0.66% | 47,630 | Added |
Source: SEC Form 13F filings · as of 2026-03-31