Alteri Wealth LLC
CIK
2054980
City
WESTLAKE VILLAGE
State / Country
CA
Top Portfolio Positions
196 positions ·
$231,521,599 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
75,069 | $19,051,761 | 8.23% | |
| NVDA |
Nvidia Corp
Technology
|
107,346 | $18,721,142 | 8.09% | |
| AVGO |
Broadcom Inc.
Technology
|
39,977 | $12,373,281 | 5.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
80,675 | $10,026,289 | 4.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
56,738 | $9,626,169 | 4.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,057 | $8,068,070 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
19,314 | $7,149,463 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,388 | $5,912,368 | 2.55% | |
| INTC |
Intel Corp
Technology
|
118,692 | $5,237,877 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,550 | $4,574,188 | 1.98% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NML
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,270 | 38,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $325,337 | 38,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $333,758 | 38,275 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $270,000 | 30,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $261,000 | 29,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $251,655 | 28,500 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||