Top 50 Alterity Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.65% | 45.9K | $8.8M | -2.15%(-1.01K) | — | 2023-12-31 | |
| NVDA | NVIDIA CORPORATION | 5.9% | 8.3K | $4.1M | -2.17%(-185) | — | 2023-12-31 | |
| GOOGL | ALPHABET INC | 5.85% | 29.3K | $4.1M | -1.61%(-478) | — | 2023-12-31 | |
| AVGO | BROADCOM INC | 5.06% | 3.2K | $3.5M | -0.63%(-20) | — | 2023-12-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.44% | 4.5K | $2.4M | -0.42%(-19) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 3.28% | 6.1K | $2.3M | -4.36%(-278) | — | 2023-12-31 | |
| HON | HONEYWELL INTL INC | 3.06% | 10.2K | $2.1M | -1.83%(-190) | — | 2023-12-31 | |
| AMZN | AMAZON COM INC | 2.98% | 13.7K | $2.1M | -2.42%(-340) | — | 2023-12-31 | |
| COST | COSTCO WHSL CORP NEW | 2.84% | 3.0K | $2.0M | -0.73%(-22) | — | 2023-12-31 | |
| V | VISA INC | 2.78% | 7.5K | $1.9M | -1.61%(-122) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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