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Home > Institutional Investor > Alteri Wealth Llc > Profile

Instuitional Investor - Alteri Wealth Llc

Fund Profile
Filing Period:
Fund Name: Alteri Wealth Llc
Portfolio Value $361,337,694
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ametek Inc
 AME 636,686 $114,769,050 31.76%
2.
Apple Inc.
 AAPL 70,756 $17,718,832 4.9%
3.
Nvidia Corp
 NVDA 97,687 $13,118,421 3.63%
4.
Broadcom Inc.
 AVGO 41,571 $9,637,780 2.66%
5.
Boeing Co
 BA 46,137 $8,166,249 2.26%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)