Stock Taper

ALTERI WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Keurig Dr Pepper Inc.KDP6.48K$212.05K
BP p.l.c.BP6.47K$239.25K
Arthur J. Gallagher & Co.AJG6.41K$1.47M
Entergy CorporationETR5.75K$660.83K
Merck & Co., Inc.MRK5.71K$733.97K
U.S. BancorpUSB5.61K$338.88K
CRISPR Therapeutics AGCRSP5.6K$305.59K
Altria Group, Inc.MO5.52K$397.15K
NextEra Energy, Inc.NEE5.44K$477.29K
General Motors CompanyGM5.31K$409.49K
Emerson Electric Co.EMR5.25K$752.24K
AbbVie Inc.ABBV5.22K$1.31M
Gilead Sciences, Inc.GILD4.98K$628.88K
Visa Inc.V4.79K$1.64M
International Business Machines CorporationIBM4.75K$1.34M
Palo Alto Networks, Inc.PANW4.66K$1.59M
Corning IncGLW4.65K$1.19M
Johnson Controls International plcJCI4.65K$679.7K
The Home Depot, Inc.HD4.56K$1.61M
Welltower Inc.WELL4.48K$1.02M