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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 12 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTCA FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF 44,967.0 $334K 0.09% NEW $7.42 -2.1%
222 CB CHUBB LIMITED COM Financial Services 970.0 $331K 0.09% NEW $340.86 -0.0%
223 IAU ISHARES GOLD TRUST Financial Services 4,375.0 $330K 0.09% NEW $75.51 +10.1%
224 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,774.0 $324K 0.09% NEW $116.67 +47.9%
225 FDX FEDEX CORP COM Industrials 1,020.0 $319K 0.09% NEW $313.22 +5.8%
226 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 11,944.0 $318K 0.09% NEW $26.66 +4.8%
227 DE DEERE & CO COM Industrials 500.0 $317K 0.09% NEW $634.32 -5.4%
228 ENSG ENSIGN GROUP INC COM Healthcare 1,950.0 $313K 0.09% NEW $160.30 +13.2%
229 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1,750.0 $313K 0.09% NEW $178.60 -0.2%
230 RSHO TEMA U.S. MANUFACTURING & RESHORING ETF 4,959.0 $312K 0.09% NEW $62.87 -1.7%
231 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 5,603.0 $306K 0.08% NEW $54.54 -0.5%
232 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,673.0 $303K 0.08% NEW $180.93 +2.0%
233 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4,206.0 $300K 0.08% NEW $71.25 +3.4%
234 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,178.0 $298K 0.08% NEW $136.78 -7.5%
235 BAX BAXTER INTL INC COM Healthcare 13,865.0 $296K 0.08% NEW $21.32 +21.5%
236 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 3,365.0 $293K 0.08% NEW $87.10 -12.4%
237 SCHW SCHWAB CHARLES CORP COM Financial Services 3,155.0 $291K 0.08% NEW $92.27 +19.8%
238 EVRG EVERGY INC COM Utilities 3,343.0 $289K 0.08% NEW $86.42 -2.9%
239 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,171.0 $288K 0.08% NEW $246.16 +3.4%
240 INTU INTUIT COM Technology 1,094.0 $285K 0.08% NEW $260.90 +28.6%
Page 12 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%