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Portfolio (Quarterly) Guide ↗

Alteri Wealth LLC

· CIK 0002054980
13F Portfolio $362M AUM 296 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 296 New
Page 4 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVS CVS HEALTH CORP COM Healthcare 12,662.0 $1.3M 0.36% NEW $103.45 -9.1%
62 IWD ISHARES RUSSELL 1000 VALUE ETF 5,338.0 $1.3M 0.36% NEW $242.43 +5.9%
63 QCOM QUALCOMM INC COM Technology 6,878.0 $1.3M 0.35% NEW $184.79 -12.2%
64 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,314.0 $1.3M 0.35% NEW $965.19 +3.1%
65 BFOR ALPS BARRON'S 400 ETF 13,123.0 $1.3M 0.35% NEW $23.90 +2.7%
66 MBB ISHARES MBS ETF 13,167.0 $1.2M 0.34% NEW $94.52 -1.6%
67 PG PROCTER & GAMBLE CO COM Consumer Defensive 8,471.0 $1.2M 0.34% NEW $146.64 -2.4%
68 ORCL ORACLE CORP COM Technology 8,446.0 $1.2M 0.34% NEW $146.55 +0.1%
69 UNP UNION PAC CORP COM Industrials 4,440.0 $1.2M 0.33% NEW $272.01 +10.3%
70 CSCO CISCO SYS INC COM Technology 10,202.0 $1.2M 0.33% NEW $117.46 -3.9%
71 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,388.0 $1.2M 0.33% NEW $500.39
72 GLW CORNING INC COM Technology 4,654.0 $1.2M 0.33% NEW $255.44 -32.2%
73 SCHO SCHWAB SHORT-TERM US TREASURY ETF 48,749.0 $1.2M 0.33% NEW $24.14 -0.2%
74 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 14,185.0 $1.2M 0.32% NEW $82.65 -2.0%
75 TORTOISE ENERGY ETF 119,363.0 $1.2M 0.32% NEW $9.71
76 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 21,560.0 $1.2M 0.32% NEW $53.61 +7.4%
77 WFC WELLS FARGO & CO COM Financial Services 13,951.0 $1.2M 0.32% NEW $82.64 +5.9%
78 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 2,388.0 $1.1M 0.32% NEW $477.57 -9.8%
79 PFFD GLOBAL X U.S. PREFERRED ETF 60,682.0 $1.1M 0.31% NEW $18.69 -0.9%
80 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 12,535.0 $1.1M 0.31% NEW $89.85 +8.8%
Page 4 of 15  ·  296 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.5%
Financial Services 15.0%
Communication Services 8.8%
Industrials 8.1%
Healthcare 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 6.5%
Energy 1.9%
Utilities 1.7%
Real Estate 1.2%