Alta Wealth Advisors

Alta Wealth Advisors as of March 31, 2025

Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 141 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 11.0 $24M 468k 51.07
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.8 $23M 292k 80.37
Spdr Ser Tr Portfolio S&p400 (SPMD) 5.1 $11M 217k 51.18
NVIDIA Corporation (NVDA) 3.6 $7.7M 71k 108.38
Apple (AAPL) 3.5 $7.7M 35k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $6.2M 11k 559.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $5.0M 29k 173.23
Ishares Tr Rus 1000 Val Etf (IWD) 2.2 $4.7M 25k 188.16
Sophia Genetics Sa Ordinary Shares (SOPH) 2.1 $4.7M 1.4M 3.32
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $4.6M 13k 361.08
Costco Wholesale Corporation (COST) 2.0 $4.3M 4.6k 945.78
Microsoft Corporation (MSFT) 1.9 $4.1M 11k 375.39
Meta Platforms Cl A (META) 1.8 $4.0M 6.9k 576.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.7M 6.9k 532.58
Amazon (AMZN) 1.6 $3.4M 18k 190.26
JPMorgan Chase & Co. (JPM) 1.5 $3.3M 14k 245.29
Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.2M 5.7k 561.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.8M 6.1k 468.89
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.7M 17k 154.64
Servicenow (NOW) 1.2 $2.5M 3.2k 796.03
Eli Lilly & Co. (LLY) 1.2 $2.5M 3.1k 825.83
Vanguard Index Fds Value Etf (VTV) 1.0 $2.1M 12k 172.73
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $2.1M 18k 122.01
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.9M 9.8k 190.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.9M 20k 92.83
Shopify Cl A (SHOP) 0.8 $1.8M 19k 95.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M 23k 78.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.8M 10k 170.89
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $1.7M 41k 40.76
Abbvie (ABBV) 0.8 $1.7M 7.9k 209.53
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $1.6M 3.7k 419.88
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.5M 4.1k 370.77
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.5M 15k 100.67
Gilead Sciences (GILD) 0.6 $1.4M 12k 112.05
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $1.4M 17k 79.37
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.4M 14k 102.18
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $1.4M 20k 68.01
salesforce (CRM) 0.6 $1.4M 5.1k 268.36
Palo Alto Networks (PANW) 0.6 $1.4M 7.9k 170.64
Visa Com Cl A (V) 0.6 $1.3M 3.8k 350.47
Tesla Motors (TSLA) 0.6 $1.3M 5.1k 259.16
Wal-Mart Stores (WMT) 0.6 $1.3M 15k 87.79
UnitedHealth (UNH) 0.6 $1.3M 2.4k 523.75
Kla Corp Com New (KLAC) 0.6 $1.3M 1.8k 679.81
Paypal Holdings (PYPL) 0.6 $1.2M 19k 65.25
Lam Research Corp Com New (LRCX) 0.5 $1.2M 16k 72.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.1M 7.7k 146.01
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 3.9k 288.14
Bristol Myers Squibb (BMY) 0.5 $1.1M 18k 60.99
Lowe's Companies (LOW) 0.5 $1.1M 4.7k 233.24
Incyte Corporation (INCY) 0.5 $998k 17k 60.55
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.5 $998k 13k 77.36
Cabot Oil & Gas Corporation (CTRA) 0.4 $961k 33k 28.90
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $943k 17k 54.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $912k 15k 62.10
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $869k 1.8k 484.82
Nextera Energy (NEE) 0.4 $828k 12k 70.89
Uber Technologies (UBER) 0.4 $796k 11k 72.86
Sofi Technologies (SOFI) 0.4 $782k 67k 11.63
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $702k 7.5k 93.66
Vanguard World Health Car Etf (VHT) 0.3 $697k 2.6k 264.73
Simon Property (SPG) 0.3 $687k 4.1k 166.08
Exxon Mobil Corporation (XOM) 0.3 $672k 5.7k 118.93
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $638k 9.6k 66.34
Ishares Tr National Mun Etf (MUB) 0.3 $636k 6.0k 105.43
Regeneron Pharmaceuticals (REGN) 0.3 $634k 1.0k 634.23
The Trade Desk Com Cl A (TTD) 0.3 $590k 11k 54.72
Advanced Micro Devices (AMD) 0.3 $588k 5.7k 102.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $574k 9.8k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $571k 5.5k 104.58
Adobe Systems Incorporated (ADBE) 0.3 $555k 1.4k 383.53
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $541k 7.0k 76.95
Chevron Corporation (CVX) 0.2 $536k 3.2k 167.29
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $534k 5.8k 92.53
Okta Cl A (OKTA) 0.2 $534k 5.1k 105.22
Oracle Corporation (ORCL) 0.2 $533k 3.8k 139.82
BioMarin Pharmaceutical (BMRN) 0.2 $526k 7.4k 70.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $519k 1.9k 274.91
Cyberark Software SHS (CYBR) 0.2 $514k 1.5k 338.00
Legg Mason Etf Invt Franklin Clearbr (YLDE) 0.2 $501k 9.7k 51.76
Applovin Corp Com Cl A (APP) 0.2 $484k 1.8k 264.97
Netflix (NFLX) 0.2 $481k 516.00 932.54
Ishares Tr Core Msci Eafe (IEFA) 0.2 $468k 6.2k 75.65
International Business Machines (IBM) 0.2 $461k 1.9k 248.66
Lockheed Martin Corporation (LMT) 0.2 $461k 1.0k 446.71
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $442k 5.5k 79.86
Ishares Tr Core Div Grwth (DGRO) 0.2 $441k 7.1k 61.78
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $427k 17k 25.22
Snowflake Cl A (SNOW) 0.2 $427k 2.9k 146.16
Hubspot (HUBS) 0.2 $417k 730.00 571.29
Northern Trust Corporation (NTRS) 0.2 $413k 4.2k 98.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $408k 794.00 513.64
Arista Networks Com Shs (ANET) 0.2 $406k 5.2k 77.48
Citigroup Com New (C) 0.2 $396k 5.6k 70.99
Qualcomm (QCOM) 0.2 $393k 2.6k 153.59
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $384k 4.1k 94.58
Vanguard Index Fds Small Cp Etf (VB) 0.2 $373k 1.7k 221.80
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $364k 7.2k 50.43
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $357k 1.4k 258.69
Marvell Technology (MRVL) 0.2 $354k 5.8k 61.57
Merck & Co (MRK) 0.2 $353k 3.9k 89.76
Crowdstrike Hldgs Cl A (CRWD) 0.2 $350k 993.00 352.58
American Express Company (AXP) 0.2 $350k 1.3k 268.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $343k 9.4k 36.41
Alphabet Cap Stk Cl C (GOOG) 0.2 $341k 2.2k 156.26
Spdr Ser Tr S&p Biotech (XBI) 0.2 $334k 4.1k 81.10
Honeywell International (HON) 0.2 $331k 1.6k 211.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $328k 5.6k 58.54
Vertiv Holdings Com Cl A (VRT) 0.1 $314k 4.4k 72.20
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $313k 3.0k 105.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $305k 6.3k 48.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $303k 1.8k 166.00
Intuit (INTU) 0.1 $302k 491.00 614.30
Mastercard Incorporated Cl A (MA) 0.1 $296k 540.00 548.12
Progressive Corporation (PGR) 0.1 $269k 949.00 282.99
Morgan Stanley Com New (MS) 0.1 $268k 2.3k 116.67
Devon Energy Corporation (DVN) 0.1 $265k 7.1k 37.40
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $264k 3.4k 77.05
Robinhood Mkts Com Cl A (HOOD) 0.1 $257k 6.2k 41.62
Ishares Silver Tr Ishares (SLV) 0.1 $254k 8.2k 30.99
Accenture Plc Ireland Shs Class A (ACN) 0.1 $247k 790.00 312.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $240k 4.7k 50.83
Raytheon Technologies Corp (RTX) 0.1 $237k 1.8k 132.45
Verizon Communications (VZ) 0.1 $237k 5.2k 45.36
Johnson & Johnson (JNJ) 0.1 $232k 1.4k 165.89
Shake Shack Cl A (SHAK) 0.1 $231k 2.6k 88.17
Ishares Tr Rus 1000 Etf (IWB) 0.1 $231k 752.00 306.56
Bank of America Corporation (BAC) 0.1 $230k 5.5k 41.73
Cintas Corporation (CTAS) 0.1 $229k 1.1k 205.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $225k 1.1k 210.95
Deere & Company (DE) 0.1 $220k 469.00 469.71
Ge Aerospace Com New (GE) 0.1 $218k 1.1k 200.16
At&t (T) 0.1 $217k 7.7k 28.28
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $216k 11k 19.87
Home Depot (HD) 0.1 $214k 584.00 366.76
First Tr Value Line Divid In SHS (FVD) 0.1 $211k 4.7k 44.59
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $208k 2.5k 82.18
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $206k 5.2k 39.69
Palantir Technologies Cl A (PLTR) 0.1 $205k 2.4k 84.40
Brookline Ban 0.1 $126k 12k 10.90
Foghorn Therapeutics (FHTX) 0.0 $55k 15k 3.65