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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 14 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WCC WESCO INTL INC COM Industrials 656.0 $227K 0.06% NEW $345.43 +7.3%
262 VIS VANGUARD INDUSTRIALS ETF 622.0 $224K 0.06% NEW $360.61 -0.5%
263 TLT ISHARES 20 YEAR TREASURY BOND ETF 2,575.0 $222K 0.06% NEW $86.40 -5.8%
264 NOW SERVICENOW INC COM Technology 2,240.0 $222K 0.06% NEW $99.28 +19.3%
265 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,402.0 $217K 0.06% NEW $155.13 +22.1%
266 ICLO INVESCO AAA CLO FLOATING RATE NOTE ETF 8,498.0 $217K 0.06% NEW $25.58 +0.2%
267 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 4,477.0 $217K 0.06% NEW $48.43 -1.6%
268 NOC NORTHROP GRUMMAN CORP COM Industrials 423.0 $216K 0.06% NEW $509.81 +12.2%
269 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,702.0 $215K 0.06% NEW $126.56 -2.3%
270 IGR CBRE GBL REAL ESTATE INC FD COM Financial Services 46,720.0 $215K 0.06% NEW $4.61 +1.9%
271 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 4,000.0 $215K 0.06% NEW $53.79 +1.7%
272 AMLP ALERIAN MLP ETF 4,101.0 $213K 0.06% NEW $51.84 +5.4%
273 IUSG ISHARES CORE S&P U.S. GROWTH ETF 1,129.0 $212K 0.06% NEW $188.14 +3.0%
274 KDP KEURIG DR PEPPER INC COM Consumer Defensive 6,479.0 $212K 0.06% NEW $32.73 -7.9%
275 VLO VALERO ENERGY CORP COM Energy 813.0 $212K 0.06% NEW $260.39 +33.2%
276 VIRTUS DIVIDEND INTEREST & PR COM 13,893.0 $211K 0.06% NEW $15.19
277 HCA HCA HEALTHCARE INC COM Healthcare 531.0 $207K 0.06% NEW $389.68 +4.3%
278 VONV VANGUARD RUSSELL 1000 VALUE ETF 1,933.0 $205K 0.06% NEW $106.31 +5.9%
279 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 98.0 $204K 0.06% NEW $2080.79 +8.3%
280 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 2,121.0 $204K 0.06% NEW $96.12 -52.8%
Page 14 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%