13F Filings History of Alterity Financial Group, LLC

Latest 13F report
Q4 2023 - 18 Jan 2024
Value $
$69,918,117
Signature - Title
Angie Potter - Chief Compliance Officer
Location
Bangor, ME
Summary
This page shows a list of all the recent 13F filings made by Alterity Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alterity Financial Group, LLC reported 73 stock holdings with total value $69,918,117 as of Q4 2023. Top holdings included AAPL, NVDA, GOOGL, AVGO, and TMO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 73 $69,918,117 +$1,811,968 -$2,149,217 -$337,249 AAPL, NVDA, GOOGL, AVGO, TMO 13F-HR 18 Jan 2024, 09:58
Q3 2023 69 $63,103,374 +$1,591,773 -$5,405,644 -$3,813,871 AAPL, GOOGL, NVDA, AVGO, TMO 13F-HR 27 Oct 2023, 16:07
Q2 2023 76 $69,215,784 +$1,561,941 -$7,333,313 -$5,771,372 AAPL, GOOGL, NVDA, AVGO, HON 13F-HR 18 Jul 2023, 13:57
Q1 2023 75 $68,265,927 +$2,161,380 -$1,509,329 +$652,051 AAPL, GOOGL, TMO, NVDA, HON 13F-HR 04 May 2023, 18:01
Q4 2022 77 $61,703,178 +$831,547 -$3,420,001 -$2,588,454 AAPL, GOOGL, HON, TMO, JNJ 13F-HR 31 Jan 2023, 17:01
Q3 2022 80 $61,881,000 +$7,160,132 -$3,754,869 +$3,405,263 AAPL, GOOGL, TMO, HON, JNJ 13F-HR 09 Nov 2022, 12:22
Q2 2022 80 $67,216,000 +$9,850,726 -$13,824,817 -$3,974,091 AAPL, GOOGL, TMO, JNJ, HON 13F-HR 15 Aug 2022, 12:45
Q4 2021 91 $91,696,000 $0 $0 $0 AAPL, NVDA, TMO, AMZN, CRM 13F-HR 14 Feb 2022, 14:50
Q1 2021 81 $35,661,000 $0 $0 $0 AMZN, HON, JNJ, V, CRM 13F-HR 28 Apr 2022, 16:24