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ALTERI WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC13.95K$1.15M
The Boeing CompanyBA14.26K$3.09M
Enterprise Products Partners L.P.EPD14.63K$537.99K
Truist Financial CorporationTFC15.19K$756.93K
Fortinet, Inc.FTNT15.68K$2.41M
JPMorgan Chase & Co.JPM15.92K$5.21M
The Walt Disney CompanyDIS15.95K$1.54M
Pfizer Inc.PFE16.61K$399.89K
United Airlines Holdings, Inc.UAL17.69K$2.41M
Hewlett Packard Enterprise CompanyHPE18.32K$826.26K
Norwegian Cruise Line Holdings Ltd.NCLH18.97K$400.5K
Clover Health Investments, Corp.CLOV19.16K$100.4K
Microsoft CorporationMSFT20.49K$7.64M
Kinder Morgan, Inc.KMI23.13K$739.46K
Verizon Communications Inc.VZ23.75K$1.01M
Alphabet Inc.GOOGL28.88K$10.32M
Amazon.com, Inc.AMZN31.57K$7.52M
Broadcom Inc.AVGO40.2K$15.18M
Ford Motor CompanyF42.22K$586.83K
AT&T Inc.T47.78K$989.11K