1y return+22.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $129 against $127 in the S&P 500.2
Alteri Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc Com | $22.3M | 6.1% | +2.5% |
| NVDANvidia Corporation Com | $21.6M | 6.0% | |
| INTCIntel Corp Com | $16.5M | 4.6% | |
| AVGOBroadcom Inc Com | $15.2M | 4.2% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $10.3M | 2.8% | +2.9% |
| WMTWalmart Inc Com | $9.2M | 2.5% | |
| XOMExxonmobil Holdings Corp Com Shs | $7.7M | 2.1% | New |
| MSFTMicrosoft Corp Com | $7.6M | 2.1% | +6.1% |
| AMZNAmazon Com Inc Com | $7.5M | 2.1% | +11.2% |
| JPMJpmorgan Chase & Co Com | $5.2M | 1.4% | +2.4% |
| AMGNAmgen Inc Com | $4.7M | 1.3% | +1.8% |
| BACBank Of Amer Corp Com | $4.6M | 1.3% | −2.2% |
| SRLNState Street Blackstone Senior Loan Etf | $4.1M | 1.1% | +3.2% |
| METAMeta Platforms Inc Cl A | $3.8M | 1.0% | +2.9% |
| LLYEli Lilly & Co Com | $3.8M | 1.0% | +2.5% |
| GOOGAlphabet Inc Cap Stk Cl C | $3.7M | 1.0% | −2.6% |
| IVVIshares Core S&p 500 Etf | $3.6M | 1.0% | +1.6% |
| TSLATesla Inc Com | $3.5M | 1.0% | +3.0% |
| MUMicron Technology Inc Com | $3.1M | 0.9% | −4.0% |
| BABoeing Co Com | $3.1M | 0.9% | |
| ZECPZacks Earnings Consistent Portfolio Etf | $2.9M | 0.8% | −1.9% |
| SOXXIshares Semiconductor Etf | $2.6M | 0.7% | |
| FTNTFortinet Inc Com | $2.4M | 0.7% | |
| CATCaterpillar Inc Com | $2.4M | 0.7% | |
| UALUnited Airls Hldgs Inc Com | $2.4M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp Com | December 31, 2024 | +971.1% | $2.0M |
| AMDAdvanced Micro Devices Inc Com | December 31, 2024 | +380.9% | $1.9M |
| AMATApplied Matls Inc Com | December 31, 2024 | +344.6% | $2.4M |
| SOXXIshares Semiconductor Etf | December 31, 2024 | +197.3% | $2.6M |
| CATCaterpillar Inc Com | December 31, 2024 | +193.6% | $2.4M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2024 | +88.8% | $10.3M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2024 | +85.5% | $3.7M |
| JNJJohnson & Johnson Com | December 31, 2024 | +75.6% | $2.1M |
| RTXRtx Corporation Com | December 31, 2024 | +64.0% | $2.0M |
| AVGOBroadcom Inc Com | December 31, 2024 | +62.9% | $15.2M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $9.6M
- SPGIS&p Global Inc Com was $637K
- BSXBoston Scientific Corp Com was $559K
- TMOThermo Fisher Scientific Inc Com was $494K
- VRIGInvesco Variable Rate Investment Grade Etf was $394K
- Honeywell Intl Inc ComCUSIP 438516106 was $366K
- CRMSalesforce Inc Com was $273K
- XLUState Street Utilities Select Sector Spdr Etf was $255K
- DDominion Energy Inc Com was $255K
- DGDollar Gen Corp Com was $254K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +8.8% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alteri Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054980&type=13F-HR&dateb=&owner=include&count=40CIK 2054980
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054980/000176538026000232/Filed July 29, 2026 · accession 0001765380-26-000232