Palo Alto Wealth Advisors
Latest statistics and disclosures from Palo Alto Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, DGRW, QUAL, MSFT, USFR, and represent 54.91% of Palo Alto Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: USFR, KCCA, TFLO, MOAT, PYPL, QUAL, VEA, OKTA, JCPB, VXF.
- Started 3 new stock positions in PYPL, TFLO, VEA.
- Reduced shares in these 10 stocks: KRBN, GSIE, , JHMM, IYR, GOOG, DGRO, AAPL, DIAL, PINS.
- Sold out of its positions in BTT, DIAL, IYR, DGRO.
- Palo Alto Wealth Advisors was a net buyer of stock by $216k.
- Palo Alto Wealth Advisors has $132M in assets under management (AUM), dropping by 10.38%.
- Central Index Key (CIK): 0001964382
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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 | +2% | 305k | 84.87 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 11.1 | $15M | 209k | 70.28 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.5 | $11M | +2% | 77k | 147.24 |
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| Microsoft Corporation (MSFT) | 8.1 | $11M | 28k | 376.04 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 7.7 | $10M | +19% | 202k | 50.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.5 | $9.9M | -2% | 71k | 140.93 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 5.4 | $7.2M | -6% | 136k | 52.66 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 5.3 | $7.0M | -7% | 212k | 32.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $6.6M | 47k | 139.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.1 | $4.1M | 16k | 262.26 |
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| Apple (AAPL) | 3.0 | $3.9M | -4% | 20k | 192.53 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.8 | $2.4M | 65k | 37.56 |
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| Kraneshares Tr Global Carb Stra (KRBN) | 1.7 | $2.2M | -46% | 61k | 36.49 |
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| Kraneshares Tr California Carb (KCCA) | 1.2 | $1.6M | +327% | 54k | 30.15 |
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| Pinterest Cl A (PINS) | 1.1 | $1.4M | -11% | 38k | 37.04 |
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| Amazon (AMZN) | 1.0 | $1.3M | -3% | 8.5k | 151.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.3M | 2.7k | 477.22 |
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| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.8 | $1.0M | 31k | 32.69 |
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| Tesla Motors (TSLA) | 0.6 | $804k | 3.2k | 248.48 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $784k | NEW | 16k | 50.47 |
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| Okta Cl A (OKTA) | 0.6 | $784k | +24% | 8.7k | 90.53 |
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| NVIDIA Corporation (NVDA) | 0.6 | $742k | 1.5k | 495.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $668k | +5% | 3.9k | 170.40 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $599k | +10% | 3.6k | 164.42 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $545k | -11% | 7.0k | 78.03 |
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| Uber Technologies (UBER) | 0.4 | $542k | 8.8k | 61.57 |
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| Meta Platforms Cl A (META) | 0.4 | $481k | 1.4k | 353.96 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.3 | $456k | +50% | 9.6k | 47.27 |
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| Paypal Holdings (PYPL) | 0.3 | $438k | NEW | 7.1k | 61.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $417k | 2.1k | 200.71 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $388k | 2.9k | 132.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $356k | -7% | 745.00 | 477.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $350k | 3.2k | 108.25 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $337k | 2.0k | 170.10 |
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| Oracle Corporation (ORCL) | 0.2 | $284k | 2.7k | 105.43 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.2 | $273k | -13% | 8.7k | 31.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $257k | NEW | 5.4k | 47.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $254k | -7% | 581.00 | 436.80 |
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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 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