The Analysis of ALTERNA WEALTH MANAGEMENT, INC's Holdings
Currently, ALTERNA WEALTH MANAGEMENT, INC holds 101 types of securities in its portfolio with a total value $120.0M. In the most recent quarter, they have increased their positions in XLK (+10.8K shares, valued at $1.6M), IEMG (+22.9K shares, valued at $1.5M), ITA (+4.1K shares, valued at $875.1K); decreased their positions in QUAL (-10.3K shares, valued at $2.0M), SHV (-14.8K shares, valued at $1.6M), STIP (-13.8K shares, valued at $1.4M); initiated new positions in ITA (+4.1K shares, valued at $875.1K), AGG (+7.8K shares, valued at $781.6K), XLE (+14.0K shares, valued at $627.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SLQD ISHARES TR149.1K shares-4.51%2025-12-312026-01-23
SHV ISHARES TR66.3K shares-18.27%2025-12-312026-01-23 SHY ISHARES TR75.9K shares-10.47%2025-12-312026-01-23 SGOV ISHARES TR37.8K shares-11.52%2025-12-312026-01-23 IEMG ISHARES INC56.2K shares68.64%2025-12-312026-01-23 IUSB ISHARES TR79.7K shares10.44%2025-12-312026-01-23 IVW ISHARES TR29.7K shares11.74%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR4.8K shares-15.73%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR21.7K shares99.89%2025-12-312026-01-23 AAPL APPLE INC11.2K shares-0.15%2025-12-312026-01-23 IVV ISHARES TR4.5K shares-7.19%2025-12-312026-01-23 QUAL ISHARES TR14.4K shares-41.72%2025-12-312026-01-23 IAGG ISHARES TR53.1K shares1.32%2025-12-312026-01-23 LQD ISHARES TR22.6K shares-4.01%2025-12-312026-01-23 GLD SPDR GOLD TR5.7K shares42.63%2025-12-312026-01-23 OEF ISHARES TR6.2K shares17.36%2025-12-312026-01-23 EFV ISHARES TR26.4K shares-5.52%2025-12-312026-01-23 AMZN AMAZON COM INC7.2K shares-0.21%2025-12-312026-01-23 MTUM ISHARES TR6.6K shares3.29%2025-12-312026-01-23 IVE ISHARES TR7.7K shares76.01%2025-12-312026-01-23 MBB ISHARES TR16.9K shares13.00%2025-12-312026-01-23 ALPHABET INC ALPHABET INC4.9K shares-4.04%2025-12-312026-01-23 SHYG ISHARES TR33.2K shares36.04%2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST22.6K shares7.10%2025-12-312026-01-23 META META PLATFORMS INC1.9K shares4.41%2025-12-312026-01-23 BINC BLACKROCK ETF TRUST II23.6K shares18.83%2025-12-312026-01-23 TLH ISHARES TR12.2K shares-6.00%2025-12-312026-01-23 DVY ISHARES TR8.0K shares0.00%2025-12-312026-01-23 NVDA NVIDIA CORPORATION5.8K shares-6.07%2025-12-312026-01-23 GOVT ISHARES TR46.7K shares3.21%2025-12-312026-01-23 ILOW AB ACTIVE ETFS INC23.6K shares-1.27%2025-12-312026-01-23 IBDT ISHARES TR39.3K shares12.32%2025-12-312026-01-23 MSFT MICROSOFT CORP1.9K shares-2.51%2025-12-312026-01-23 ITA ISHARES TR4.1K sharesnew addition2025-12-312026-01-23 EWJ ISHARES INC10.8K shares-0.66%2025-12-312026-01-23 IBDS ISHARES TR35.6K shares-3.15%2025-12-312026-01-23 EMB ISHARES TR8.9K shares4.34%2025-12-312026-01-23 MINT PIMCO ETF TR8.5K shares2.36%2025-12-312026-01-23 IBDU ISHARES TR34.1K shares-1.59%2025-12-312026-01-23 AGG ISHARES TR7.8K sharesnew addition2025-12-312026-01-23 STIP ISHARES TR7.5K shares-64.86%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.1K shares-1.83%2025-12-312026-01-23 VLUE ISHARES TR4.7K shares12.43%2025-12-312026-01-23 SLV ISHARES SILVER TR9.9K shares-10.92%2025-12-312026-01-23 GBIL GOLDMAN SACHS ETF TR6.4K shares-7.14%2025-12-312026-01-23 XLE SELECT SECTOR SPDR TR14.0K sharesnew addition2025-12-312026-01-23 USIG ISHARES TR11.4K shares0.00%2025-12-312026-01-23 XLP SELECT SECTOR SPDR TR7.6K sharesnew addition2025-12-312026-01-23 IBDR ISHARES TR23.0K shares-7.70%2025-12-312026-01-23 USMV ISHARES TR5.8K shares-32.30%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC1.9K shares-16.67%2025-12-312026-01-23 IBIT ISHARES BITCOIN TRUST ETF10.9K shares6.63%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS2.4K sharesnew addition2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR9.3K shares-2.86%2025-12-312026-01-23 SYFI AB ACTIVE ETFS INC14.1K shares-6.96%2025-12-312026-01-23 IYW ISHARES TR2.4K shares-67.17%2025-12-312026-01-23 BAI BLACKROCK ETF TRUST14.5K shares2.79%2025-12-312026-01-23 IDV ISHARES TR11.9K shares0.00%2025-12-312026-01-23 IYH ISHARES TR7.1K shares0.00%2025-12-312026-01-23 COPX GLOBAL X FDS6.2K shares0.00%2025-12-312026-01-23 THRO BLACKROCK ETF TRUST11.4K shares1.34%2025-12-312026-01-23 ICSH ISHARES TR8.7K shares0.00%2025-12-312026-01-23 DGRO ISHARES TR6.2K shares-28.71%2025-12-312026-01-23 SYSB ISHARES TR4.6K sharesnew addition2025-12-312026-01-23 ICVT ISHARES TR4.1K shares40.23%2025-12-312026-01-23 V VISA INC1.1K shares-47.31%2025-12-312026-01-23 IWF ISHARES TR789 shares0.00%2025-12-312026-01-23 AGGY WISDOMTREE TR8.4K shares0.00%2025-12-312026-01-23 IBTH ISHARES TR16.0K shares1.81%2025-12-312026-01-23 TSLA TESLA INC765 shares-6.13%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.1.1K shares-0.94%2025-12-312026-01-23 NKE NIKE INC4.7K shares26.81%2025-12-312026-01-23 IBMO ISHARES TR11.6K shares4.20%2025-12-312026-01-23 IEUR ISHARES TR4.1K shares2.73%2025-12-312026-01-23 WMT WALMART INC2.6K shares9.23%2025-12-312026-01-23 VTI VANGUARD INDEX FDS859 shares2.02%2025-12-312026-01-23 NAUG INNOVATOR ETFS TRUST9.7K shares0.00%2025-12-312026-01-23 UAUG INNOVATOR ETFS TRUST7.0K shares0.00%2025-12-312026-01-23 IJH ISHARES TR4.2K sharesnew addition2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-12-312026-01-23 BNDX VANGUARD INDEX FDS5.2K sharesnew addition2025-12-312026-01-23 IBDV ISHARES TR11.3K sharesnew addition2025-12-312026-01-23 CRM SALESFORCE INC915 sharesnew addition2025-12-312026-01-23 PHO INVESCO EXCHANGE TRADED FD T3.4K shares0.00%2025-12-312026-01-23 JPIE J P MORGAN EXCHANGE TRADED F5.0K shares0.94%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG CO739 sharesnew addition2025-12-312026-01-23 RACE FERRARI N V600 sharesnew addition2025-12-312026-01-23 EFG ISHARES TR1.9K shares-2.51%2025-12-312026-01-23 ORCL ORACLE CORP1.1K sharesnew addition2025-12-312026-01-23 MA MASTERCARD INCORPORATED370 shares0.00%2025-12-312026-01-23 SPMB SPDR SERIES TRUST9.1K shares0.00%2025-12-312026-01-23 MUB ISHARES TR1.9K sharesnew addition2025-12-312026-01-23 CX CEMEX SAB DE CV11.2K shares0.00%2025-12-312026-01-23 LX LEXINFINTECH HLDGS LTD15.0K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available