Alteri Wealth LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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