ALTERI WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BSX | 10K | $929.05K |
 | BAX | 9K | $212.42K |
 | KR | 9K | $627.49K |
 | WDC | 9K | $1.11M |
 | C | 9K | $911.08K |
 | FCX | 9K | $336.94K |
 | PEG | 8K | $687.22K |
 | TSLA | 8K | $3.58M |
 | XEL | 8K | $626.13K |
 | SFM | 8K | $831.34K |
 | KO | 8K | $503.86K |
 | JEF | 8K | $495.10K |
 | BX | 8K | $1.28M |
 | O | 7K | $449.70K |
 | AZN | 7K | $563.60K |
 | JNJ | 7K | $1.33M |
 | APH | 7K | $871.75K |
 | QCOM | 7K | $1.14M |
 | SYF | 6K | $429.46K |
 | AJG | 6K | $1.83M |
Boston Scientific Corporation
BSX
Shares Held
10K
Value
$929.05K
Baxter International Inc.
BAX
Shares Held
9K
Value
$212.42K
The Kroger Co.
KR
Shares Held
9K
Value
$627.49K
Western Digital Corporation
WDC
Shares Held
9K
Value
$1.11M
Citigroup Inc.
C
Shares Held
9K
Value
$911.08K
Freeport-McMoRan Inc.
FCX
Shares Held
9K
Value
$336.94K
Public Service Enterprise Group Incorporated
PEG
Shares Held
8K
Value
$687.22K
Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.58M
Xcel Energy Inc.
XEL
Shares Held
8K
Value
$626.13K
Sprouts Farmers Market, Inc.
SFM
Shares Held
8K
Value
$831.34K
The Coca-Cola Company
KO
Shares Held
8K
Value
$503.86K
Jefferies Financial Group Inc.
JEF
Shares Held
8K
Value
$495.10K
Blackstone Inc.
BX
Shares Held
8K
Value
$1.28M
Realty Income Corporation
O
Shares Held
7K
Value
$449.70K
AstraZeneca PLC
AZN
Shares Held
7K
Value
$563.60K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.33M
Amphenol Corporation
APH
Shares Held
7K
Value
$871.75K
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.14M
Synchrony Financial
SYF
Shares Held
6K
Value
$429.46K
Arthur J. Gallagher & Co.
AJG
Shares Held
6K
Value
$1.83M