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 (477 days), 141 trades recorded
- Returns: week n/a · month n/a · 90 days -2.5% · 6 months +25.2% · 1 year +45.5% · all +45.5%
- Max drawdown n/a · 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
- 02079K305 · 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