Alta Wealth Advisors

Alta Wealth Advisors as of June 30, 2025

Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 118 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 13.1 $28M 292k 95.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 12.2 $26M 494k 52.34
Spdr Series Trust Portfolio S&p400 (SPMD) 5.9 $13M 232k 54.38
NVIDIA Corporation (NVDA) 5.3 $11M 72k 157.99
Apple (AAPL) 3.4 $7.2M 35k 205.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $6.8M 11k 617.86
Microsoft Corporation (MSFT) 2.7 $5.7M 11k 497.41
Ishares Tr Rus 1000 Grw Etf (IWF) 2.6 $5.4M 13k 424.56
Meta Platforms Cl A (META) 2.4 $5.0M 6.8k 738.12
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $4.9M 25k 194.23
Costco Wholesale Corporation (COST) 2.1 $4.5M 4.6k 989.94
Amazon (AMZN) 1.9 $4.0M 18k 219.39
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.0M 6.4k 620.88
JPMorgan Chase & Co. (JPM) 1.9 $3.9M 14k 289.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.4M 7.0k 485.77
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $3.1M 23k 135.04
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.0M 17k 176.23
Eli Lilly & Co. (LLY) 1.1 $2.4M 3.1k 779.49
Vanguard Index Fds Value Etf (VTV) 1.1 $2.3M 13k 176.73
Shopify Cl A Sub Vtg Shs (SHOP) 1.1 $2.2M 19k 115.35
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.1M 19k 110.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.0M 29k 69.09
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.9M 4.3k 438.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $1.8M 10k 182.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.8M 23k 79.50
Spdr Series Trust Portfolio S&p600 (SPSM) 0.8 $1.8M 42k 42.60
Kla Corp Com New (KLAC) 0.8 $1.7M 1.9k 895.76
Palo Alto Networks (PANW) 0.8 $1.6M 7.9k 204.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $1.6M 3.7k 440.65
Tesla Motors (TSLA) 0.8 $1.6M 5.1k 317.66
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.7 $1.5M 20k 74.89
Abbvie (ABBV) 0.7 $1.5M 8.1k 185.62
Wal-Mart Stores (WMT) 0.7 $1.5M 15k 97.78
Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $1.4M 17k 82.14
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $1.4M 14k 100.70
Gilead Sciences (GILD) 0.7 $1.4M 12k 110.87
Visa Com Cl A (V) 0.6 $1.4M 3.9k 355.06
salesforce (CRM) 0.6 $1.4M 5.0k 272.69
Paypal Holdings (PYPL) 0.6 $1.4M 18k 74.32
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.3M 6.8k 195.42
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.3M 4.3k 304.83
Incyte Corporation (INCY) 0.5 $1.1M 17k 68.10
Lowe's Companies (LOW) 0.5 $1.0M 4.6k 221.86
Oracle Corporation (ORCL) 0.4 $835k 3.8k 218.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $805k 6.0k 134.79
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $798k 1.8k 445.20
Netflix (NFLX) 0.4 $777k 580.00 1339.13
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $708k 13k 55.10
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $705k 7.5k 93.87
Cyberark Software SHS (CYBR) 0.3 $647k 1.6k 406.88
Ishares Tr Rus 1000 Etf (IWB) 0.3 $641k 1.9k 339.51
Exxon Mobil Corporation (XOM) 0.3 $636k 5.9k 107.80
Ishares Tr National Mun Etf (MUB) 0.3 $631k 6.0k 104.47
Advanced Micro Devices (AMD) 0.3 $624k 4.4k 141.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $619k 10k 62.02
Cabot Oil & Gas Corporation (CTRA) 0.3 $618k 24k 25.38
Innodata Com New (INOD) 0.3 $604k 12k 51.22
Amphenol Corp Cl A (APH) 0.3 $602k 6.1k 98.75
Centene Corporation (CNC) 0.3 $594k 11k 54.28
Vanguard World Health Car Etf (VHT) 0.3 $593k 2.4k 248.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $592k 1.9k 304.00
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $551k 6.9k 79.52
Ishares Tr Core Msci Eafe (IEFA) 0.3 $540k 6.5k 83.48
Regeneron Pharmaceuticals (REGN) 0.2 $525k 1.0k 525.00
Intuit (INTU) 0.2 $519k 658.00 788.06
Adobe Systems Incorporated (ADBE) 0.2 $512k 1.3k 386.73
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $504k 4.6k 109.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $500k 5.7k 88.25
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $493k 5.9k 83.74
International Business Machines (IBM) 0.2 $491k 1.7k 294.79
Lockheed Martin Corporation (LMT) 0.2 $466k 1.0k 463.14
Bristol Myers Squibb (BMY) 0.2 $462k 10k 46.29
Ishares Tr Core Div Grwth (DGRO) 0.2 $458k 7.2k 63.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $443k 781.00 567.73
Vanguard Index Fds Small Cp Etf (VB) 0.2 $419k 1.8k 237.02
Qualcomm (QCOM) 0.2 $408k 2.6k 159.29
American Express Company (AXP) 0.2 $403k 1.3k 318.90
Alphabet Cap Stk Cl C (GOOG) 0.2 $394k 2.2k 177.36
Citigroup Com New (C) 0.2 $392k 4.6k 85.12
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $386k 1.4k 279.90
Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $369k 15k 24.78
Honeywell International (HON) 0.2 $364k 1.6k 232.88
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $357k 7.2k 49.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $344k 8.5k 40.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $344k 1.5k 226.49
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $333k 5.3k 62.74
Nextera Energy (NEE) 0.2 $332k 4.8k 69.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $325k 5.7k 57.01
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $315k 3.0k 106.34
Progressive Corporation (PGR) 0.1 $313k 1.2k 266.85
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $312k 6.3k 49.51
Ishares Tr Msci Eafe Etf (EFA) 0.1 $310k 3.5k 89.39
Coca-Cola Company (KO) 0.1 $305k 4.3k 70.75
Mastercard Incorporated Cl A (MA) 0.1 $304k 540.00 561.95
Mag Silver Corp 0.1 $290k 14k 21.13
Morgan Stanley Com New (MS) 0.1 $289k 2.0k 140.86
BioMarin Pharmaceutical (BMRN) 0.1 $277k 5.0k 54.97
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $269k 3.4k 79.44
Ishares Silver Tr Ishares (SLV) 0.1 $269k 8.2k 32.81
Bank of America Corporation (BAC) 0.1 $261k 5.5k 47.32
Johnson Ctls Intl SHS (JCI) 0.1 $257k 2.4k 105.62
Cintas Corporation (CTAS) 0.1 $249k 1.1k 222.87
Deere & Company (DE) 0.1 $239k 470.00 507.95
Crispr Therapeutics Namen Akt (CRSP) 0.1 $238k 4.9k 48.64
Accenture Plc Ireland Shs Class A (ACN) 0.1 $236k 790.00 298.90
Simon Property (SPG) 0.1 $235k 1.5k 160.76
Philip Morris International (PM) 0.1 $229k 1.3k 182.13
Johnson & Johnson (JNJ) 0.1 $226k 1.5k 152.76
Verizon Communications (VZ) 0.1 $226k 5.2k 43.27
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $224k 5.2k 43.22
At&t (T) 0.1 $222k 7.7k 28.94
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $222k 2.6k 84.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $210k 1.5k 138.65
Pfizer (PFE) 0.1 $208k 8.6k 24.24
First Tr Exchange-traded SHS (FVD) 0.1 $206k 4.6k 44.70
Shake Shack Cl A (SHAK) 0.1 $201k 1.4k 140.60
Home Depot (HD) 0.1 $201k 548.00 366.65
Brookline Ban 0.1 $133k 13k 10.55