ALTERNA WEALTH MANAGEMENT, INC - Portfolio overview

ALTERNA WEALTH MANAGEMENT, INC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SLQD - ISHARES TR 0-5 YR INVT GRADE CORP BDETF, 5.41%
2. SHY - ISHARES TR 1-3 YR TREAS BD ETF, 5.03%
3. SHV - ISHARES TR 0-1 YR TREAS BD ETF, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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