ALTERI WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 15K | $4.77M |
 | TFC | 15K | $666.48K |
 | HPQ | 14K | $388.66K |
 | BA | 14K | $3.06M |
 | F | 14K | $167.09K |
 | EPD | 14K | $434.00K |
 | CMCSA | 14K | $428.75K |
 | OXY | 13K | $609.92K |
 | AMGN | 13K | $3.58M |
 | CSX | 13K | $449.27K |
 | WMB | 13K | $798.84K |
 | RTX | 12K | $2.04M |
 | STWD | 12K | $231.49K |
 | CSCO | 12K | $806.53K |
 | CLOV | 11K | $34.56K |
 | GOOG | 11K | $2.63M |
 | MDT | 10K | $972.69K |
 | BP | 10K | $344.77K |
 | QS | 10K | $123.20K |
 | PG | 10K | $1.52M |
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.77M
Truist Financial Corporation
TFC
Shares Held
15K
Value
$666.48K
HP Inc.
HPQ
Shares Held
14K
Value
$388.66K
The Boeing Company
BA
Shares Held
14K
Value
$3.06M
Ford Motor Company
F
Shares Held
14K
Value
$167.09K
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$434.00K
Comcast Corporation
CMCSA
Shares Held
14K
Value
$428.75K
Occidental Petroleum Corporation
OXY
Shares Held
13K
Value
$609.92K
Amgen Inc.
AMGN
Shares Held
13K
Value
$3.58M
CSX Corporation
CSX
Shares Held
13K
Value
$449.27K
The Williams Companies, Inc.
WMB
Shares Held
13K
Value
$798.84K
RTX Corporation
RTX
Shares Held
12K
Value
$2.04M
Starwood Property Trust, Inc.
STWD
Shares Held
12K
Value
$231.49K
Cisco Systems, Inc.
CSCO
Shares Held
12K
Value
$806.53K
Clover Health Investments, Corp.
CLOV
Shares Held
11K
Value
$34.56K
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.63M
Medtronic plc
MDT
Shares Held
10K
Value
$972.69K
BP p.l.c.
BP
Shares Held
10K
Value
$344.77K
QuantumScape Corporation
QS
Shares Held
10K
Value
$123.20K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.52M