Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 38 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 19.6 $26M 305k 84.87
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.1 $15M 209k 70.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.5 $11M 77k 147.24
Microsoft Corporation (MSFT) 8.1 $11M 28k 376.04
Wisdomtree Tr Floatng Rat Trea (USFR) 7.7 $10M 202k 50.24
Alphabet Cap Stk Cl C (GOOG) 7.5 $9.9M 71k 140.93
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.4 $7.2M 136k 52.66
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.3 $7.0M 212k 32.81
Alphabet Cap Stk Cl A (GOOGL) 5.0 $6.6M 47k 139.69
Ishares Tr Rus 1000 Etf (IWB) 3.1 $4.1M 16k 262.26
Apple (AAPL) 3.0 $3.9M 20k 192.53
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $2.4M 65k 37.56
Kraneshares Tr Global Carb Stra (KRBN) 1.7 $2.2M 61k 36.49
Kraneshares Tr California Carb (KCCA) 1.2 $1.6M 54k 30.15
Pinterest Cl A (PINS) 1.1 $1.4M 38k 37.04
Amazon (AMZN) 1.0 $1.3M 8.5k 151.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.3M 2.7k 477.22
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $1.0M 31k 32.69
Tesla Motors (TSLA) 0.6 $804k 3.2k 248.48
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $784k 16k 50.47
Okta Cl A (OKTA) 0.6 $784k 8.7k 90.53
NVIDIA Corporation (NVDA) 0.6 $742k 1.5k 495.22
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $668k 3.9k 170.40
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $599k 3.6k 164.42
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $545k 7.0k 78.03
Uber Technologies (UBER) 0.4 $542k 8.8k 61.57
Meta Platforms Cl A (META) 0.4 $481k 1.4k 353.96
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $456k 9.6k 47.27
Paypal Holdings (PYPL) 0.3 $438k 7.1k 61.41
Ishares Tr Russell 2000 Etf (IWM) 0.3 $417k 2.1k 200.71
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $388k 2.9k 132.12
Ishares Tr Core S&p500 Etf (IVV) 0.3 $356k 745.00 477.63
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $350k 3.2k 108.25
JPMorgan Chase & Co. (JPM) 0.3 $337k 2.0k 170.10
Oracle Corporation (ORCL) 0.2 $284k 2.7k 105.43
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $273k 8.7k 31.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $257k 5.4k 47.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $254k 581.00 436.80