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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 7 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 15,519.0 $726K 0.20% NEW $46.81 -1.5%
122 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 19,076.0 $724K 0.20% NEW $37.94 -0.3%
123 FCX FREEPORT MCMORAN INC CL B Basic Materials 11,336.0 $713K 0.20% NEW $62.89 +8.7%
124 GOVT ISHARES U.S. TREASURY BOND ETF 31,188.0 $710K 0.20% NEW $22.78 -1.5%
125 XEL XCEL ENERGY INC COM Utilities 8,816.0 $708K 0.20% NEW $80.30 -1.4%
126 TXN TEXAS INSTRS INC COM Technology 2,333.0 $696K 0.19% NEW $298.12 -5.1%
127 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,646.0 $684K 0.19% NEW $415.60 -4.8%
128 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 11,855.0 $683K 0.19% NEW $57.62 +12.2%
129 ETN EATON CORP PLC SHS Industrials 1,597.0 $681K 0.19% NEW $426.12 +6.9%
130 JCI JOHNSON CTLS INTL PLC SHS Industrials 4,652.0 $680K 0.19% NEW $146.11 +5.3%
131 MCD MCDONALDS CORP COM Consumer Cyclical 2,461.0 $665K 0.18% NEW $270.33 -1.8%
132 NFLX NETFLIX INC. COM Communication Services 9,310.0 $665K 0.18% NEW $71.40 +6.5%
133 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 8,021.0 $664K 0.18% NEW $82.84 -1.1%
134 ENTERGY CORP NEW COM 5,753.0 $661K 0.18% NEW $114.87
135 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 3,559.0 $659K 0.18% NEW $185.25 +0.6%
136 SNDK SANDISK CORP COM Technology 288.0 $655K 0.18% NEW $2273.73 -21.4%
137 XEMD BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF 14,530.0 $653K 0.18% NEW $44.92 -1.0%
138 IEFA ISHARES CORE MSCI EAFE ETF 6,699.0 $647K 0.18% NEW $96.58 +4.6%
139 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 7,870.0 $639K 0.18% NEW $81.16 -6.8%
140 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 10,761.0 $634K 0.17% NEW $58.92 -0.3%
Page 7 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%