Palo Alto Wealth Advisors
Latest statistics and disclosures from Palo Alto Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, GOOGL, MOAT, DGRW, QUAL, and represent 66.39% of Palo Alto Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$41M), GOOGL (+$34M), NOW (+$8.0M), AAPL, DASH, NVDA, JHMM, AMZN, QUAL, TWLO.
- Started 10 new stock positions in ESGU, DASH, TWLO, PYLD, INMU, VGT, TEAM, XHLF, AVGO, NOW.
- Reduced shares in these 10 stocks: MSFT, TFLO, MOAT, PAPR, KRBN, PMAY, KCCA, QQQ, OKTA, ORCL.
- Sold out of its positions in PMAY, PAPR.
- Palo Alto Wealth Advisors was a net buyer of stock by $91M.
- Palo Alto Wealth Advisors has $242M in assets under management (AUM), dropping by 66.97%.
- Central Index Key (CIK): 0001964382
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Portfolio Holdings for Palo Alto Wealth Advisors
Palo Alto Wealth Advisors holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 22.5 | $54M | +320% | 327k | 165.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 17.3 | $42M | +447% | 255k | 164.07 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 12.5 | $30M | -2% | 311k | 97.00 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 7.2 | $17M | 206k | 84.18 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.9 | $17M | +5% | 92k | 181.97 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 4.5 | $11M | +9% | 177k | 60.84 |
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| Apple (AAPL) | 3.3 | $8.1M | +72% | 34k | 236.48 |
|
| Servicenow (NOW) | 3.3 | $8.0M | NEW | 8.7k | 918.34 |
|
| Microsoft Corporation (MSFT) | 3.1 | $7.4M | -20% | 18k | 418.78 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.0 | $7.2M | +10% | 144k | 50.39 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.9 | $7.1M | +4% | 201k | 35.13 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.9 | $4.7M | 15k | 320.01 |
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| NVIDIA Corporation (NVDA) | 1.2 | $2.9M | +46% | 20k | 143.71 |
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| Amazon (AMZN) | 1.0 | $2.5M | +53% | 13k | 189.07 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.0 | $2.4M | 61k | 40.15 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.9 | $2.1M | -30% | 42k | 50.54 |
|
| Doordash Cl A (DASH) | 0.8 | $1.8M | NEW | 12k | 152.89 |
|
| Kraneshares Trust Global Carb Stra (KRBN) | 0.6 | $1.6M | -16% | 50k | 31.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.4M | 2.4k | 585.40 |
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| Meta Platforms Cl A (META) | 0.3 | $790k | +13% | 1.4k | 575.36 |
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| Kraneshares Trust California Carb (KCCA) | 0.3 | $776k | -27% | 34k | 23.06 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $760k | -3% | 3.8k | 199.99 |
|
| Twilio Cl A (TWLO) | 0.3 | $757k | NEW | 11k | 70.57 |
|
| Uber Technologies (UBER) | 0.3 | $628k | +5% | 7.8k | 80.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $592k | 6.4k | 92.45 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $584k | NEW | 3.0k | 192.83 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $537k | +36% | 11k | 47.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $522k | -31% | 1.1k | 495.95 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.2 | $486k | 3.0k | 159.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $466k | 2.1k | 222.13 |
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| Okta Cl A (OKTA) | 0.2 | $450k | -24% | 6.1k | 74.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $441k | 753.00 | 586.20 |
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|
| Broadcom (AVGO) | 0.2 | $439k | NEW | 2.4k | 180.01 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $436k | 2.3k | 185.75 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $407k | -8% | 1.8k | 224.19 |
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| Oracle Corporation (ORCL) | 0.2 | $406k | -13% | 2.3k | 174.15 |
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| Pinterest Cl A (PINS) | 0.1 | $357k | 11k | 33.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $334k | +19% | 6.5k | 51.24 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $326k | NEW | 6.5k | 50.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $319k | 594.00 | 536.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $282k | 2.4k | 116.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $280k | +18% | 971.00 | 288.08 |
|
| Tesla Motors (TSLA) | 0.1 | $263k | -2% | 1.2k | 218.85 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $262k | NEW | 10k | 26.27 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $251k | 4.8k | 52.54 |
|
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $246k | 4.7k | 52.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $242k | 955.00 | 252.84 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $229k | NEW | 377.00 | 606.95 |
|
| Blackrock Etf Trust Ii Intermedia Muni (INMU) | 0.1 | $207k | NEW | 8.7k | 23.86 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $205k | NEW | 1.6k | 128.07 |
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Past Filings by Palo Alto Wealth Advisors
SEC 13F filings are viewable for Palo Alto Wealth Advisors going back to 2022
- Palo Alto Wealth Advisors 2024 Q3 filed Nov. 6, 2024
- Palo Alto Wealth Advisors 2024 Q2 filed Aug. 13, 2024
- Palo Alto Wealth Advisors 2024 Q1 filed April 30, 2024
- Palo Alto Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Palo Alto Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Palo Alto Wealth Advisors 2023 Q2 filed Aug. 7, 2023
- Palo Alto Wealth Advisors 2023 Q1 filed April 18, 2023
- Palo Alto Wealth Advisors 2022 Q4 filed Feb. 7, 2023