Alta Wealth Advisors
Latest statistics and disclosures from Alta Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SPMD, AAPL, NVDA, and represent 34.37% of Alta Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: LRCX, BKIE, SGOV, SPYV, PANW, IVV, ANET, BLK, SPMD, SPMO.
- Started 14 new stock positions in CYBR, MRK, QGRO, LRCX, BLK, AXP, ANET, SPMO, IWX, IWB. SGOV, VRT, BKIE, MDYV.
- Reduced shares in these 10 stocks: Lam Research Corporation, HUBS, GXO, DHR, WYNN, FMB, INTU, , IQLT, AMKR.
- Sold out of its positions in AMKR, Arista Networks, CAT, CTAS, DHR, DVN, GXO, GTO, EFA, EFAV. IQLT, JNJ, Lam Research Corporation, TGT, WYNN.
- Alta Wealth Advisors was a net buyer of stock by $5.9M.
- Alta Wealth Advisors has $229M in assets under management (AUM), dropping by 4.45%.
- Central Index Key (CIK): 0001843826
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Portfolio Holdings for Alta Wealth Advisors
Alta Wealth Advisors holds 132 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 11.0 | $25M | 285k | 87.90 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 10.1 | $23M | +3% | 452k | 51.14 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 5.1 | $12M | +4% | 212k | 54.69 |
|
| Apple (AAPL) | 4.2 | $9.5M | 38k | 250.42 |
|
|
| NVIDIA Corporation (NVDA) | 4.1 | $9.3M | +3% | 69k | 134.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $6.8M | 12k | 586.10 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $5.3M | 13k | 401.59 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $5.0M | 28k | 175.23 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.1 | $4.7M | +2% | 26k | 185.13 |
|
| Microsoft Corporation (MSFT) | 2.0 | $4.6M | +3% | 11k | 421.50 |
|
| Sophia Genetics Sa Ordinary Shares (SOPH) | 1.9 | $4.3M | 1.4M | 3.07 |
|
|
| Costco Wholesale Corporation (COST) | 1.8 | $4.2M | 4.6k | 916.27 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $4.0M | 6.8k | 585.50 |
|
|
| Amazon (AMZN) | 1.7 | $3.8M | +5% | 18k | 219.39 |
|
| Servicenow (NOW) | 1.5 | $3.4M | +3% | 3.2k | 1060.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $3.4M | +27% | 5.8k | 588.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.4M | +2% | 18k | 189.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $3.4M | +5% | 6.6k | 511.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.1M | 6.9k | 453.28 |
|
|
| Tesla Motors (TSLA) | 1.3 | $2.9M | +9% | 7.3k | 403.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $2.9M | +14% | 15k | 190.88 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $2.4M | 3.1k | 771.89 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $2.2M | 17k | 128.62 |
|
|
| Shopify Cl A (SHOP) | 0.9 | $2.1M | 20k | 106.33 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.1M | 8.6k | 239.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.0M | 12k | 169.29 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.9M | +13% | 19k | 101.53 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.8 | $1.9M | +11% | 41k | 44.92 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $1.8M | +8% | 10k | 178.08 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $1.8M | 23k | 78.01 |
|
|
| salesforce (CRM) | 0.7 | $1.7M | 5.1k | 334.33 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.7M | 4.1k | 410.39 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.6M | 3.8k | 425.50 |
|
|
| Palo Alto Networks (PANW) | 0.6 | $1.4M | +116% | 8.0k | 181.96 |
|
| The Trade Desk Com Cl A (TTD) | 0.6 | $1.4M | 12k | 117.53 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $1.4M | +4% | 20k | 71.43 |
|
| Abbvie (ABBV) | 0.6 | $1.4M | 7.9k | 177.70 |
|
|
| UnitedHealth (UNH) | 0.6 | $1.4M | -16% | 2.8k | 505.86 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.6 | $1.4M | 17k | 77.79 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $1.3M | 15k | 90.35 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $1.3M | +3% | 13k | 99.55 |
|
| Lowe's Companies (LOW) | 0.6 | $1.3M | 5.2k | 246.81 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.3M | NEW | 18k | 72.23 |
|
| Visa Com Cl A (V) | 0.5 | $1.2M | +7% | 3.8k | 316.04 |
|
| Kla Corp Com New (KLAC) | 0.5 | $1.2M | +3% | 1.8k | 630.12 |
|
| Incyte Corporation (INCY) | 0.5 | $1.1M | 17k | 69.07 |
|
|
| Gilead Sciences (GILD) | 0.5 | $1.1M | 12k | 92.37 |
|
|
| Sofi Technologies (SOFI) | 0.5 | $1.1M | 71k | 15.40 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.1M | -7% | 7.8k | 137.58 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.0M | 18k | 56.56 |
|
|
| Nextera Energy (NEE) | 0.4 | $998k | 14k | 71.69 |
|
|
| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.4 | $996k | NEW | 14k | 72.43 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $959k | +3% | 17k | 56.48 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $943k | NEW | 9.4k | 100.32 |
|
| Pepsi (PEP) | 0.4 | $905k | -3% | 6.0k | 152.06 |
|
| Paypal Holdings (PYPL) | 0.4 | $885k | 10k | 85.35 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $866k | 15k | 58.93 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $762k | +4% | 6.3k | 120.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $758k | 3.1k | 242.13 |
|
|
| Simon Property (SPG) | 0.3 | $740k | 4.3k | 172.21 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $738k | 1.8k | 402.70 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $712k | 1.0k | 712.33 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $676k | 2.7k | 253.69 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $674k | +7% | 5.9k | 115.23 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $658k | 1.5k | 444.68 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $654k | -15% | 7.4k | 88.79 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $652k | -3% | 7.6k | 85.66 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $644k | +2% | 9.6k | 67.03 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $642k | +6% | 6.0k | 106.56 |
|
| McDonald's Corporation (MCD) | 0.3 | $638k | 2.2k | 289.95 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $632k | 3.8k | 166.63 |
|
|
| Uber Technologies (UBER) | 0.3 | $625k | +15% | 10k | 60.32 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $624k | NEW | 5.6k | 110.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $613k | +18% | 9.8k | 62.31 |
|
| Marvell Technology (MRVL) | 0.3 | $605k | +64% | 5.5k | 110.45 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $604k | 5.6k | 107.58 |
|
|
| Applovin Corp Com Cl A (APP) | 0.3 | $590k | +17% | 1.8k | 323.83 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $561k | 1.2k | 485.94 |
|
|
| Blackrock (BLK) | 0.2 | $556k | NEW | 542.00 | 1025.11 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $551k | 7.3k | 75.86 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $546k | -4% | 1.9k | 289.74 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $541k | +20% | 1.4k | 386.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $510k | NEW | 5.4k | 95.00 |
|
| Hubspot (HUBS) | 0.2 | $509k | -62% | 730.00 | 696.77 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $507k | NEW | 1.5k | 333.15 |
|
| Cadence Design Systems (CDNS) | 0.2 | $496k | +13% | 1.7k | 300.46 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $493k | +8% | 948.00 | 520.44 |
|
| Legg Mason Etf Invt Clearbridge Di (YLDE) | 0.2 | $491k | -4% | 9.7k | 50.78 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $490k | NEW | 4.3k | 113.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $483k | 897.00 | 538.84 |
|
|
| Chevron Corporation (CVX) | 0.2 | $483k | 3.3k | 144.84 |
|
|
| Qualcomm (QCOM) | 0.2 | $457k | +16% | 3.0k | 153.61 |
|
| Netflix (NFLX) | 0.2 | $439k | +3% | 493.00 | 891.32 |
|
| Snowflake Cl A (SNOW) | 0.2 | $438k | -11% | 2.8k | 154.41 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $437k | -7% | 7.1k | 61.34 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $433k | -12% | 17k | 25.58 |
|
| Honeywell International (HON) | 0.2 | $430k | 1.9k | 225.89 |
|
|
| Applied Materials (AMAT) | 0.2 | $409k | -3% | 2.5k | 162.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $405k | +63% | 5.8k | 70.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $405k | -3% | 2.1k | 190.44 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $403k | 1.7k | 240.29 |
|
|
| Okta Cl A (OKTA) | 0.2 | $396k | +67% | 5.0k | 78.80 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $388k | +7% | 4.8k | 80.92 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $387k | 1.1k | 342.16 |
|
|
| American Express Company (AXP) | 0.2 | $385k | NEW | 1.3k | 296.68 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $379k | 4.2k | 90.06 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $378k | -54% | 7.4k | 51.01 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.2 | $377k | -7% | 4.2k | 89.63 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $363k | 1.4k | 264.15 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $335k | +20% | 1.7k | 197.49 |
|
| Merck & Co (MRK) | 0.1 | $331k | NEW | 3.3k | 99.48 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $325k | 9.5k | 34.13 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $317k | -16% | 5.4k | 59.14 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $313k | 3.0k | 105.48 |
|
|
| Intuit (INTU) | 0.1 | $299k | -59% | 476.00 | 628.04 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $299k | +3% | 6.1k | 49.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $277k | 787.00 | 351.79 |
|
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $276k | NEW | 3.4k | 80.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $274k | 521.00 | 526.58 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $261k | -2% | 2.1k | 125.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $239k | -4% | 5.4k | 43.95 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $237k | NEW | 3.0k | 79.03 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $228k | +3% | 4.8k | 47.82 |
|
| Verizon Communications (VZ) | 0.1 | $220k | -4% | 5.5k | 39.99 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $215k | +4% | 8.2k | 26.33 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $215k | -34% | 11k | 19.84 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $209k | NEW | 2.1k | 99.70 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $207k | 1.8k | 115.71 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $207k | -16% | 4.7k | 43.64 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | NEW | 631.00 | 322.31 |
|
| Brookline Ban (BRKL) | 0.1 | $137k | 12k | 11.80 |
|
|
| Foghorn Therapeutics (FHTX) | 0.0 | $71k | 15k | 4.72 |
|
Past Filings by Alta Wealth Advisors
SEC 13F filings are viewable for Alta Wealth Advisors going back to 2020
- Alta Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- Alta Wealth Advisors 2024 Q3 filed Oct. 18, 2024
- Alta Wealth Advisors 2024 Q2 filed July 24, 2024
- Alta Wealth Advisors 2024 Q1 filed May 1, 2024
- Alta Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Alta Wealth Advisors 2023 Q3 filed Oct. 19, 2023
- Alta Wealth Advisors 2023 Q2 filed July 17, 2023
- Alta Wealth Advisors 2023 Q1 filed April 21, 2023
- Alta Wealth Advisors 2022 Q4 filed Jan. 20, 2023
- Alta Wealth Advisors 2022 Q3 filed Oct. 17, 2022
- Alta Wealth Advisors 2022 Q2 filed July 28, 2022
- Alta Wealth Advisors 2022 Q1 filed April 27, 2022
- Alta Wealth Advisors 2021 Q4 filed Feb. 14, 2022
- Alta Wealth Advisors 2021 Q3 filed Oct. 13, 2021
- Alta Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- Alta Wealth Advisors 2021 Q1 filed April 20, 2021