Question 1

What stocks does ALTERI WEALTH LLC hold in its portfolio?

Accepted Answer

ALTERI WEALTH LLC's top stock holdings include AAPL, SRLN, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALTERI WEALTH LLC's largest stock holdings?

Accepted Answer

ALTERI WEALTH LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $22.3 million), SRLN (valued at approximately $4.1 million), IVV (valued at approximately $3.6 million), NVDA (valued at approximately $21.6 million), INTC (valued at approximately $16.5 million).

Question 3

When was ALTERI WEALTH LLC's last SEC filing?

Accepted Answer

ALTERI WEALTH LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALTERI WEALTH LLC recently bought or sold?

Accepted Answer

ALTERI WEALTH LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALTERI WEALTH LLC reported?

Accepted Answer

ALTERI WEALTH LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALTERI WEALTH LLC invest in?

Accepted Answer

ALTERI WEALTH LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.