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Asset Manager ← All Institutions

ALTERNA WEALTH MANAGEMENT, INC

2800 POST OAK BLVD SUITE 6300, HOUSTON, TX 77056 • 713-885-9843

Q4 2025 · Filed 2026-01-23
Market Value
$120M
-1.3%
Holdings
112
-1
New Purchases
16
Added To
33
Closed
12
Reduced
37
Top 10 Concentration
38.1%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 3.16% 1.81% +1.34% $4M
ITA 0.73% 0.00% +0.73% $875K
GLD 1.90% 1.18% +0.72% $2M
AGG 0.65% 0.00% +0.65% $782K
IVE 1.37% 0.75% +0.62% $2M
XLE 0.52% 0.00% +0.52% $627K
XLP 0.49% 0.00% +0.49% $589K
VIG 0.44% 0.00% +0.44% $524K
IVW 3.06% 2.65% +0.41% $4M
FIBR 0.35% 0.00% +0.35% $415K
OEF 1.77% 1.45% +0.33% $2M
IUSB 3.10% 2.78% +0.32% $4M
SHYG 1.19% 0.87% +0.32% $1M
GOOG 1.28% 1.02% +0.26% $2M
IJH 0.23% 0.00% +0.23% $275K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 2.39% 3.96% -1.57% $3M
SHV 6.10% 7.40% -1.29% $7M
STIP 0.64% 1.82% -1.18% $766K
TCBX 0.00% 0.96% -0.96% $0
IYW 0.40% 1.19% -0.79% $483K
IBDQ 0.00% 0.76% -0.76% $0
SHY 5.26% 5.81% -0.55% $6M
SPY 2.75% 3.14% -0.40% $3M
SGOV 3.17% 3.55% -0.38% $4M
EEMV 0.00% 0.30% -0.30% $0
FEZ 0.00% 0.28% -0.28% $0
V 0.33% 0.60% -0.27% $392K
DAX 0.00% 0.26% -0.26% $0
EFA 0.00% 0.26% -0.26% $0
IJR 0.00% 0.23% -0.23% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.1%
Technology 4.6%
Communication Services 2.5%
Consumer Cyclical 1.7%
Energy 0.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 22 $26M 21.3%
Large Cap 53 $73M 60.9%
Mid Cap 24 $18M 15.2%
Small Cap 10 $2M 2.0%
Micro Cap 3 $696K 0.6%

Portfolio Analytics

Avg Market Cap
$388.9B
Median Market Cap
$26.5B
Avg P/E
46.6
Median P/E
29.8
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
25
# ETFs / Funds
87

Top Holdings (112 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SLQD 6.32% 149,103 $8M $50.70 -$377K -7,045 -4.5%
2 SHV 6.10% 66,304 $7M $110.15 -$2M -14,818 -18.3%
3 SHY 5.26% 75,943 $6M $82.82 -$747K -8,878 -10.5%
4 SGOV 3.17% 37,835 $4M $100.38 -$508K -4,928 -11.5%
5 IEMG 3.16% 56,178 $4M $67.22 $2M +22,865 +68.6%
6 IUSB 3.10% 79,706 $4M $46.54 $338K +7,534 +10.4%
7 IVW 3.06% 29,688 $4M $123.26 $452K +3,120 +11.7%
8 SPY 2.75% 4,821 $3M $681.92 -$524K -900 -15.7%
9 XLK 2.61% 21,680 $3M $143.97 $64K +10,834 +99.9%
10 AAPL 2.56% 11,248 $3M $271.86 $189K -17 -0.1%
11 IVV 2.55% 4,454 $3M $684.93 -$161K -345 -7.2%
12 QQQ 2.52% 4,907 $3M $614.32 -$270K -564 -10.3%
13 QUAL 2.39% 14,378 $3M $198.62 -$2M -10,294 -41.7%
14 IAGG 2.22% 53,102 $3M $50.01 -$29K +691 +1.3%
15 LQD 2.08% 22,614 $2M $110.19 -$134K -945 -4.0%
16 GLD 1.90% 5,735 $2M $396.31 $843K +1,714 +42.6%
17 OEF 1.77% 6,193 $2M $342.95 $368K +916 +17.4%
18 VOO 1.76% 3,356 $2M $627.20 $34K -25 -0.7%
19 EFV 1.58% 26,424 $2M $71.41 -$10K -1,543 -5.5%
20 IAU 1.41% 20,840 $2M $81.17 -$34K -2,872 -12.1%
21 AMZN 1.39% 7,187 $2M $230.82 $78K -15 -0.2%
22 MTUM 1.39% 6,627 $2M $250.30 $13K +211 +3.3%
23 IVE 1.37% 7,704 $2M $212.06 $730K +3,327 +76.0%
24 MBB 1.35% 16,929 $2M $95.22 $187K +1,948 +13.0%
25 GOOG 1.28% 4,865 $2M $313.80 $292K -205 -4.0%
26 SHYG 1.19% 33,179 $1M $42.87 $366K +8,789 +36.0%
27 DYNF 1.15% 22,612 $1M $60.81 $125K +1,500 +7.1%
28 META 1.04% 1,894 $1M $660.09 -$82K +80 +4.4%
29 BINC 1.04% 23,614 $1M $52.77 $188K +3,742 +18.8%
30 TLH 1.04% 12,198 $1M $101.67 -$96K -779 -6.0%
31 DVY 0.94% 7,957 $1M $141.14 -$8K
32 NVDA 0.90% 5,791 $1M $186.50 -$70K -374 -6.1%
33 GOVT 0.90% 46,675 $1M $23.02 $29K +1,453 +3.2%
34 ILOW 0.84% 23,573 $1M $42.59 -$11K -303 -1.3%
35 IBDT 0.84% 39,288 $1M $25.45 $107K +4,310 +12.3%
36 RSP 0.82% 5,093 $976K $191.57 $38K +148 +3.0%
37 MSFT 0.77% 1,903 $920K $483.64 -$91K -49 -2.5%
38 ITA 0.73% 4,076 $875K $214.69 +4,076 NEW
39 EWJ 0.73% 10,786 $871K $80.74 -$58 -72 -0.7%
40 IBDS 0.72% 35,573 $864K $24.28 -$30K -1,157 -3.1%
41 EMB 0.72% 8,900 $857K $96.28 $45K +370 +4.3%
42 MINT 0.71% 8,470 $850K $100.34 $17K +195 +2.4%
43 IBDU 0.67% 34,078 $798K $23.41 -$15K -551 -1.6%
44 AGG 0.65% 7,825 $782K $99.88 +7,825 NEW
45 BRK-B 0.65% 1,553 $781K $502.65 $80K +159 +11.4%
46 STIP 0.64% 7,482 $766K $102.39 -$1M -13,813 -64.9%
47 GOOGL 0.56% 2,147 $672K $313.01 $140K -40 -1.8%
48 VLUE 0.54% 4,693 $642K $136.73 $120K +519 +12.4%
49 SLV 0.53% 9,905 $638K $64.42 $167K -1,214 -10.9%
50 GBIL 0.53% 6,382 $638K $99.94 -$51K -491 -7.1%
51 XLE 0.52% 14,029 $627K $44.71 +14,029 NEW
52 USIG 0.49% 11,413 $591K $51.77 -$5K
53 BTC 0.49% 15,249 $591K $38.73 $78K +5,120 +50.5%
54 XLP 0.49% 7,584 $589K $77.68 +7,584 NEW
55 IBDR 0.47% 23,002 $557K $24.23 -$48K -1,918 -7.7%
56 USMV 0.46% 5,822 $548K $94.16 -$270K -2,778 -32.3%
57 MU 0.45% 1,900 $542K $285.41 $161K -380 -16.7%
58 IBIT 0.45% 10,853 $539K $49.65 -$123K +675 +6.6%
59 VIG 0.44% 2,382 $524K $219.78 +2,382 NEW
60 XLF 0.43% 9,286 $509K $54.77 -$6K -273 -2.9%
61 SYFI 0.42% 14,149 $508K $35.93 -$41K -1,059 -7.0%
62 IYW 0.40% 2,420 $483K $199.68 -$961K -4,952 -67.2%
63 BAI 0.40% 14,466 $482K $33.30 $975 +393 +2.8%
64 IDV 0.39% 11,922 $470K $39.45 $35K
65 IYH 0.38% 7,055 $459K $65.10 $45K
66 COPX 0.37% 6,247 $448K $71.79 $75K
67 THRO 0.37% 11,450 $442K $38.56 $14K +151 +1.3%
68 ICSH 0.37% 8,667 $438K $50.58 -$1K
69 DGRO 0.36% 6,163 $428K $69.42 -$161K -2,482 -28.7%
70 FIBR 0.35% 4,629 $415K $89.75 +4,629 NEW
71 ICVT 0.33% 4,068 $401K $98.50 $110K +1,167 +40.2%
72 V 0.33% 1,118 $392K $350.71 -$332K -1,004 -47.3%
73 IWF 0.31% 789 $373K $473.30 $4K
74 AGGY 0.31% 8,446 $372K $44.05 -$2K
75 IBTH 0.30% 15,986 $359K $22.47 $6K +284 +1.8%
76 TSLA 0.29% 765 $344K $449.72 -$18K -50 -6.1%
77 JPM 0.28% 1,050 $338K $322.22 $4K -10 -0.9%
78 NKE 0.25% 4,730 $301K $63.71 $41K +1,000 +26.8%
79 IBMO 0.25% 11,594 $297K $25.64 $12K +467 +4.2%
80 IEUR 0.25% 4,143 $294K $70.98 $19K +110 +2.7%
81 WMT 0.24% 2,603 $290K $111.41 $44K +220 +9.2%
82 VTI 0.24% 859 $288K $335.27 $12K +17 +2.0%
83 UAUG 0.23% 7,021 $280K $39.92 $4K
84 IJH 0.23% 4,170 $275K $66.00 +4,170 NEW
85 AMD 0.23% 1,268 $272K $214.16 +1,268 NEW
86 BNDX 0.21% 5,213 $252K $48.32 +5,213 NEW
87 IBDV 0.21% 11,284 $249K $22.07 +11,284 NEW
88 CRM 0.20% 915 $242K $264.91 +915 NEW
89 PHO 0.20% 3,388 $239K $70.41 -$6K
90 JPIE 0.19% 4,957 $229K $46.29 $2K +46 +0.9%
91 TSM 0.19% 739 $225K $303.89 +739 NEW
92 RACE 0.19% 600 $225K $374.25 +600 NEW
93 EFG 0.19% 1,946 $222K $113.92 -$6K -50 -2.5%
94 ORCL 0.18% 1,125 $219K $194.91 +1,125 NEW
95 MA 0.18% 370 $211K $570.88 $766
96 SPMB 0.17% 9,108 $204K $22.42 -$228
97 MUB 0.17% 1,896 $203K $107.11 +1,896 NEW
98 HBNB 0.13% 20,584 $154K $7.47 +20,584 NEW
99 CX 0.11% 11,169 $128K $11.49 $28K
100 LX 0.04% 15,000 $49K $3.27 -$31K

New Positions

SymbolValue% Port
ITA $875K 0.73%
AGG $782K 0.65%
XLE $627K 0.52%
XLP $589K 0.49%
VIG $524K 0.44%
FIBR $415K 0.35%
IJH $275K 0.23%
AMD $272K 0.23%
BNDX $252K 0.21%
IBDV $249K 0.21%
CRM $242K 0.20%
TSM $225K 0.19%
RACE $225K 0.19%
ORCL $219K 0.18%
MUB $203K 0.17%

Sold Out Positions

SymbolValue% Port
IGR —%
TCBX —%
EEMV —%
MELI —%
GBTC —%
FEZ —%
HYDB —%
DAX —%
EFA —%
IJR —%
IBDQ —%
IBTF —%
View SEC EDGAR Filings for ALTERNA WEALTH MANAGEMENT, INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms