Stock Taper

ALTERI WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Dynamics CorporationGD1.71K$605.01K
DTE Energy CompanyDTE1.72K$261.88K
Costco Wholesale CorporationCOST1.78K$1.67M
The Ensign Group, Inc.ENSG1.95K$312.58K
Monster Beverage CorporationMNST2.12K$203.87K
Intercontinental Exchange, Inc.ICE2.13K$262.31K
American Express CompanyAXP2.15K$726.47K
Analog Devices, Inc.ADI2.17K$862.37K
American Electric Power Company, Inc.AEP2.18K$297.91K
ServiceNow, Inc.NOW2.24K$222.39K
Caterpillar Inc.CAT2.26K$2.41M
Morgan StanleyMS2.3K$480.59K
Texas Instruments IncorporatedTXN2.33K$695.51K
Berkshire Hathaway Inc.BRK-B2.39K$1.19M
Taiwan Semiconductor Manufacturing Company LimitedTSM2.39K$1.14M
McDonald's CorporationMCD2.46K$665.28K
Live Nation Entertainment, Inc.LYV2.47K$452.1K
Starbucks CorporationSBUX2.56K$261.9K
GE AerospaceGE2.59K$968.44K
Micron Technology, Inc.MU2.73K$3.15M