Long-term investor
Alteri Wealth LLC @alteriwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054980).
Record
- Tracked since 2025-06-30 (434 days), 141 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months +10.4% · 1 year +19.9% · all +19.9%
- Max drawdown -1.7% · Sharpe 1.31 · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.1% · long · since 2025-06-30
- NVDA · 6.0% · long · since 2025-06-30
- INTC · 4.6% · long · since 2025-06-30
- AVGO · 4.2% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- WMT · 2.5% · long · since 2025-06-30
- 30233Q108 · 2.1% · long · since 2026-06-30
- MSFT · 2.1% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- JPM · 1.4% · long · since 2025-06-30
- AMGN · 1.3% · long · since 2025-06-30
- BAC · 1.3% · long · since 2025-06-30
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