StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Alterity Financial Group, Llc reports $69.92M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.7%), NVDA (5.9%) and GOOGL (5.8%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alterity Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840293). View Alterity Financial Group, Llc’s 13F filings on SEC