Stock Taper

ALTERI WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX9.31K$664.73K
Xcel Energy Inc.XEL8.82K$707.9K
British American Tobacco p.l.c.BTI8.6K$531.2K
The Procter & Gamble CompanyPG8.47K$1.24M
Oracle CorporationORCL8.45K$1.24M
Johnson & JohnsonJNJ8.32K$2.11M
Synchrony FinancialSYF8.22K$625.41K
Tesla, Inc.TSLA8.22K$3.46M
Realty Income CorporationO8.01K$496.49K
Medtronic plcMDT7.96K$622.71K
Occidental Petroleum CorporationOXY7.92K$384.49K
Public Service Enterprise Group IncorporatedPEG7.87K$638.69K
The Estée Lauder Companies Inc.EL7.82K$617.66K
The Coca-Cola CompanyKO7.66K$622.46K
Jefferies Financial Group Inc.JEF7.58K$378.8K
Sprouts Farmers Market, Inc.SFM7.47K$632.24K
Blackstone Inc.BX7.29K$857.53K
QUALCOMM IncorporatedQCOM6.88K$1.27M
Meta Platforms, Inc.META6.75K$3.8M
Chevron CorporationCVX6.56K$1.09M