ALTERI WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EMR | 4K | $557.38K |
 | CVS | 4K | $316.22K |
 | CL | 4K | $324.98K |
 | ICE | 4K | $684.60K |
 | D | 4K | $244.09K |
 | PFG | 4K | $329.34K |
 | ROST | 4K | $591.65K |
 | TXN | 4K | $707.97K |
 | LMT | 4K | $1.88M |
 | AMD | 4K | $600.40K |
 | SSNC | 4K | $324.33K |
 | SRE | 4K | $328.20K |
 | MRK | 4K | $305.72K |
 | SPG | 4K | $679.36K |
 | UNP | 4K | $850.53K |
 | PANW | 4K | $715.32K |
 | PEP | 3K | $488.93K |
 | PFSI | 3K | $416.86K |
 | DLR | 3K | $572.48K |
 | HD | 3K | $1.31M |
Emerson Electric Co.
EMR
Shares Held
4K
Value
$557.38K
CVS Health Corporation
CVS
Shares Held
4K
Value
$316.22K
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$324.98K
Intercontinental Exchange, Inc.
ICE
Shares Held
4K
Value
$684.60K
Dominion Energy, Inc.
D
Shares Held
4K
Value
$244.09K
Principal Financial Group, Inc.
PFG
Shares Held
4K
Value
$329.34K
Ross Stores, Inc.
ROST
Shares Held
4K
Value
$591.65K
Texas Instruments Incorporated
TXN
Shares Held
4K
Value
$707.97K
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$1.88M
Advanced Micro Devices, Inc.
AMD
Shares Held
4K
Value
$600.40K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
4K
Value
$324.33K
Sempra
SRE
Shares Held
4K
Value
$328.20K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$305.72K
Simon Property Group, Inc.
SPG
Shares Held
4K
Value
$679.36K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$850.53K
Palo Alto Networks, Inc.
PANW
Shares Held
4K
Value
$715.32K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$488.93K
PennyMac Financial Services, Inc.
PFSI
Shares Held
3K
Value
$416.86K
Digital Realty Trust, Inc.
DLR
Shares Held
3K
Value
$572.48K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.31M