Notify me when ALTERNA WEALTH MANAGEMENT, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 101 | $119,950,419 | +$13,514,804 | -$15,437,398 | -$1,922,594 | SLQD, SHV, SHY, SGOV, IEMG | 13F-HR | 23 Jan 2026, 12:18 |
| Q3 2025 | 97 | $121,471,500 | +$9,268,502 | -$18,767,716 | -$9,499,214 | SHV, SLQD, SHY, QUAL, SGOV | 13F-HR | 17 Oct 2025, 09:43 |
| Q2 2025 | 105 | $124,882,123 | +$14,216,429 | -$28,775,288 | -$14,558,859 | SHV, SHY, SLQD, QUAL, SPY | 13F-HR | 11 Aug 2025, 13:14 |
| Q1 2025 | 109 | $131,815,796 | +$25,286,341 | -$9,338,097 | +$15,948,244 | SHV, SHY, SLQD, SPY, QUAL | 13F-HR | 28 Apr 2025, 09:41 |
| Q4 2024 | 103 | $118,507,704 | +$23,021,565 | -$16,578,034 | +$6,443,531 | SHV, SHY, SLQD, SPY, AAPL | 13F-HR | 24 Jan 2025, 14:08 |
| Q3 2024 | 101 | $111,417,202 | +$15,538,117 | -$22,167,450 | -$6,629,333 | SHV, IUSB, SLQD, AAPL, IBDQ | 13F-HR | 30 Oct 2024, 09:48 |
| Q2 2024 | 105 | $114,168,548 | +$24,750,532 | -$16,931,277 | +$7,819,255 | SHY, IVV, IUSB, SLQD, AAPL | 13F-HR | 12 Jul 2024, 15:11 |
| Q1 2024 | 95 | $100,269,908 | +$26,597,246 | -$10,702,404 | +$15,894,842 | SHY, QQQ, IVV, SHV, SPY | 13F-HR | 03 May 2024, 10:45 |
| Q4 2023 | 77 | $83,116,747 | +$10,293,638 | -$11,269,020 | -$975,382 | SHY, SHV, IUSB, IVV, AAPL | 13F-HR | 06 Feb 2024, 15:53 |
| Q3 2023 | 71 | $78,248,676 | +$12,735,757 | -$18,391,643 | -$5,655,886 | SHY, GOVT, IUSB, IVV, SHV | 13F-HR | 13 Nov 2023, 09:18 |
| Q2 2023 | 108 | $86,322,863 | +$14,496,737 | -$11,260,749 | +$3,235,988 | GOVT, SHY, IUSB, AAPL, IVV | 13F-HR | 10 Aug 2023, 11:44 |
| Q1 2023 | 108 | $79,791,429 | +$14,656,263 | -$28,838,429 | -$14,182,166 | GOVT, SHY, AAPL, IUSB, IVV | 13F-HR | 26 May 2023, 08:55 |
| Q4 2022 | 98 | $89,201,342 | +$13,456,956 | -$11,219,150 | +$2,237,806 | GOVT, SHY, IEFA, VIG, AAPL | 13F-HR | 13 Feb 2023, 16:46 |
| Q3 2022 | 87 | $84,257,000 | +$19,994,772 | -$28,998,424 | -$9,003,652 | SHY, GOVT, JNK, MINT, AAPL | 13F-HR | 09 Nov 2022, 10:39 |
| Q2 2022 | 88 | $98,470,000 | +$28,195,356 | -$34,508,073 | -$6,312,717 | MINT, SHY, GOVT, AAPL, IUSB | 13F-HR | 12 Aug 2022, 14:14 |
| Q1 2022 | 119 | $118,603,000 | +$28,188,480 | -$24,568,223 | +$3,620,257 | SPY, IJR, VIG, QQQ, GOVT | 13F-HR | 12 May 2022, 17:06 |
| Q4 2021 | 129 | $120,361,000 | $0 | $0 | $0 | SHY, AAPL, SPY, QQQ, GOVT | 13F-HR | 10 Feb 2022, 07:54 |
| Q4 2020 | 88 | $79,299,000 | +$14,505,744 | -$10,418,342 | +$4,087,402 | SHY, AAPL, USMV, XLK, LQD | 13F-HR | 11 Feb 2021, 13:37 |
| Q3 2020 | 87 | $68,997,000 | +$13,757,506 | -$28,369,690 | -$14,612,184 | SHY, XLK, AAPL, USMV, TLT | 13F-HR | 19 Oct 2020, 10:43 |
| Q2 2020 | 95 | $83,727,000 | +$25,185,328 | -$19,109,470 | +$6,075,858 | USMV, SHY, TLT, LQD, XLK | 13F-HR | 27 Jul 2020, 12:37 |
| Q1 2020 | 75 | $69,118,000 | +$11,096,706 | -$21,660,330 | -$10,563,624 | USMV, SHY, IVV, EEMV, GOVT | 13F-HR | 08 May 2020, 16:45 |
| Q4 2019 | 113 | $89,438,000 | +$15,340,736 | -$14,061,893 | +$1,278,843 | USMV, IVV, AAPL, SHY, T | 13F-HR | 27 Jan 2020, 10:17 |
| Q3 2019 | 117 | $84,565,000 | +$14,433,960 | -$13,807,335 | +$626,625 | USMV, SHY, IVV, AAPL, T | 13F-HR | 12 Nov 2019, 10:42 |
| Q2 2019 | 93 | $83,246,000 | +$11,175,021 | -$48,549,803 | -$37,374,782 | USMV, SHY, T, AAPL, XLK | 13F-HR | 14 Aug 2019, 16:12 |
| Q1 2019 | 98 | $118,190,000 | +$33,324,175 | -$325,954,579 | -$292,630,404 | USMV, AAPL, T, LRGF, SHY | 13F-HR | 13 May 2019, 08:23 |
| Q4 2018 | 95 | $96,212,000 | $0 | $0 | $0 | T, AAPL, USMV, META, GILD | New Holdings | 04 Mar 2019, 12:51 |
| Q4 2018 | 297 | $359,292,000 | $0 | $0 | $0 | VUG, ACWX, VTV, FNDX, EFA | Restatement | 25 Feb 2019, 18:38 |