ALTERI WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 6K | $271.20K |
 | CRSP | 6K | $363.32K |
 | CVX | 6K | $864.92K |
 | GILD | 6K | $616.55K |
 | ABBV | 6K | $1.28M |
 | WELL | 5K | $971.49K |
 | META | 5K | $4.00M |
 | BTI | 5K | $278.83K |
 | IBM | 5K | $1.45M |
 | ETR | 5K | $477.95K |
 | BK | 5K | $528.95K |
 | JCI | 5K | $523.47K |
 | NEE | 5K | $354.76K |
 | COP | 5K | $442.33K |
 | V | 5K | $1.58M |
 | MO | 4K | $296.60K |
 | TJX | 4K | $648.02K |
 | SHEL | 4K | $319.07K |
 | ORCL | 4K | $1.22M |
 | GM | 4K | $261.75K |
U.S. Bancorp
USB
Shares Held
6K
Value
$271.20K
CRISPR Therapeutics AG
CRSP
Shares Held
6K
Value
$363.32K
Chevron Corporation
CVX
Shares Held
6K
Value
$864.92K
Gilead Sciences, Inc.
GILD
Shares Held
6K
Value
$616.55K
AbbVie Inc.
ABBV
Shares Held
6K
Value
$1.28M
Welltower Inc.
WELL
Shares Held
5K
Value
$971.49K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$4.00M
British American Tobacco p.l.c.
BTI
Shares Held
5K
Value
$278.83K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.45M
Entergy Corporation
ETR
Shares Held
5K
Value
$477.95K
The Bank of New York Mellon Corporation
BK
Shares Held
5K
Value
$528.95K
Johnson Controls International plc
JCI
Shares Held
5K
Value
$523.47K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$354.76K
ConocoPhillips
COP
Shares Held
5K
Value
$442.33K
Visa Inc.
V
Shares Held
5K
Value
$1.58M
Altria Group, Inc.
MO
Shares Held
4K
Value
$296.60K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$648.02K
Shell plc
SHEL
Shares Held
4K
Value
$319.07K
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.22M
General Motors Company
GM
Shares Held
4K
Value
$261.75K