Alteri Wealth LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Westlake Village, CA
CIK
0002054980
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 271 257,765 NVDA, AAPL, AVGO, MSFT 13F-HR 8/11/2025 000176538025000322
Q1 2025 250 227,328 AAPL, NVDA, WMT, MSFT 13F-HR 5/7/2025 000176538025000184
Q4 2024 246 361,337 AME, AAPL, NVDA, AVGO 13F-HR 2/14/2025 000176538025000115