Alta Wealth Advisors

Alta Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 155 positions in its portfolio as reported in the September 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) 12.0 $34M 322k 104.51
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 11.1 $31M 560k 55.33
Spdr Series Trust Portfolio S&p400 (SPMD) 5.3 $15M 261k 57.19
NVIDIA Corporation (NVDA) 4.8 $13M 71k 186.58
Apple (AAPL) 3.2 $9.0M 35k 254.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $7.5M 11k 666.16
Sophia Genetics Sa Ordinary Shares (SOPH) 2.4 $6.7M 1.4M 4.76
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $5.9M 13k 468.42
Microsoft Corporation (MSFT) 2.1 $5.8M 11k 517.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $5.2M 28k 189.70
Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $5.1M 25k 203.59
Meta Platforms Cl A (META) 1.7 $4.9M 6.6k 734.32
Ishares Tr Core S&p500 Etf (IVV) 1.5 $4.3M 6.4k 669.30
JPMorgan Chase & Co. (JPM) 1.5 $4.2M 13k 315.43
Costco Wholesale Corporation (COST) 1.5 $4.1M 4.4k 925.63
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.0M 17k 243.11
Amazon (AMZN) 1.4 $3.8M 17k 219.57
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $3.7M 25k 145.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $3.4M 6.7k 502.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.2M 5.3k 600.33
Shopify Cl A Sub Vtg Shs (SHOP) 1.0 $2.9M 19k 148.61
Applovin Corp Com Cl A (APP) 1.0 $2.8M 3.9k 718.54
Vanguard Index Fds Value Etf (VTV) 0.9 $2.4M 13k 186.48
Tesla Motors (TSLA) 0.8 $2.3M 5.3k 444.72
Spdr Series Trust Portfolio S&p600 (SPSM) 0.8 $2.2M 48k 46.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.2M 18k 120.72
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $2.1M 29k 73.46
Kla Corp Com New (KLAC) 0.7 $2.1M 1.9k 1078.65
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.1M 4.3k 479.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $2.0M 10k 194.49
Eli Lilly & Co. (LLY) 0.7 $1.9M 2.5k 763.00
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.7 $1.9M 22k 89.55
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $1.9M 13k 145.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.8M 23k 79.93
Abbvie (ABBV) 0.6 $1.8M 7.8k 231.54
Lam Research Corp Com New (LRCX) 0.6 $1.7M 13k 133.90
Sofi Technologies (SOFI) 0.6 $1.7M 66k 26.42
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.7M 17k 103.07
Stoneco Com Cl A (STNE) 0.6 $1.6M 86k 18.91
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.6 $1.6M 20k 80.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.6M 16k 100.70
Palo Alto Networks (PANW) 0.6 $1.6M 7.7k 203.62
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.6M 3.4k 463.74
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.5M 17k 87.03
Wal-Mart Stores (WMT) 0.5 $1.5M 15k 103.06
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.4M 4.1k 355.47
Incyte Corporation (INCY) 0.5 $1.4M 16k 84.81
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $1.4M 6.7k 206.52
Oracle Corporation (ORCL) 0.5 $1.4M 4.9k 281.25
Gilead Sciences (GILD) 0.5 $1.4M 12k 111.00
Leidos Holdings (LDOS) 0.5 $1.4M 7.2k 188.96
Visa Com Cl A (V) 0.4 $1.2M 3.6k 341.40
Uber Technologies (UBER) 0.4 $1.2M 12k 97.97
Lowe's Companies (LOW) 0.4 $1.1M 4.3k 251.33
Paypal Holdings (PYPL) 0.4 $1.0M 16k 67.06
Affirm Hldgs Com Cl A (AFRM) 0.4 $1.0M 14k 73.08
Robinhood Mkts Com Cl A (HOOD) 0.4 $1.0M 7.1k 143.18
Soundhound Ai Class A Com (SOUN) 0.4 $1.0M 62k 16.08
Zoom Communications Cl A (ZM) 0.3 $952k 12k 82.50
Cadence Design Systems (CDNS) 0.3 $902k 2.6k 351.26
Cyberark Software SHS (CYBR) 0.3 $829k 1.7k 483.15
Ge Aerospace Com New (GE) 0.3 $774k 2.6k 300.84
Arista Networks Com Shs (ANET) 0.3 $759k 5.2k 145.71
International Business Machines (IBM) 0.3 $752k 2.7k 282.16
Amphenol Corp Cl A (APH) 0.3 $751k 6.1k 123.75
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $715k 7.5k 95.14
Advanced Micro Devices (AMD) 0.3 $711k 4.4k 161.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $670k 2.0k 328.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $666k 4.8k 139.17
Ishares Tr Rus 1000 Etf (IWB) 0.2 $665k 1.8k 365.47
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $655k 8.9k 73.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $654k 2.3k 279.29
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $653k 5.4k 121.06
Exxon Mobil Corporation (XOM) 0.2 $646k 5.7k 112.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $642k 9.8k 65.26
Micron Technology (MU) 0.2 $627k 3.7k 167.32
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $625k 1.6k 391.64
Argenx Se Sponsored Adr (ARGX) 0.2 $623k 845.00 737.56
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $611k 2.5k 247.12
Ishares Tr National Mun Etf (MUB) 0.2 $579k 5.4k 106.49
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $573k 6.8k 84.00
Vanguard World Health Car Etf (VHT) 0.2 $562k 2.2k 259.60
Regeneron Pharmaceuticals (REGN) 0.2 $562k 1.0k 562.27
Intuit (INTU) 0.2 $560k 819.00 683.28
Snowflake Com Shs Call Option (SNOW) 0.2 $542k 2.4k 225.55
Ishares Tr Core Msci Eafe (IEFA) 0.2 $541k 6.2k 87.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $541k 2.2k 243.54
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $540k 6.1k 88.96
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $535k 4.5k 118.83
Marvell Technology (MRVL) 0.2 $531k 6.3k 84.07
Legg Mason Etf Invt Franklin Clearbr (YLDE) 0.2 $526k 9.6k 54.61
Crowdstrike Hldgs Cl A (CRWD) 0.2 $493k 1.0k 490.38
Ishares Tr Core Div Grwth (DGRO) 0.2 $489k 7.2k 68.08
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $481k 7.0k 68.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $478k 781.00 612.09
Coca-Cola Company (KO) 0.2 $475k 7.2k 66.32
Tenet Healthcare Corp Com New (THC) 0.2 $474k 2.3k 203.04
Citigroup Com New (C) 0.2 $470k 4.6k 101.50
Vanguard Index Fds Small Cp Etf (VB) 0.2 $470k 1.8k 254.34
Vertiv Holdings Com Cl A (VRT) 0.2 $452k 3.0k 150.86
Broadcom (AVGO) 0.1 $408k 1.2k 329.93
Guardant Health (GH) 0.1 $406k 6.5k 62.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $406k 1.4k 293.75
Cabot Oil & Gas Corporation (CTRA) 0.1 $388k 16k 23.65
Coherent Corp (COHR) 0.1 $387k 3.6k 107.72
Bristol Myers Squibb (BMY) 0.1 $387k 8.6k 45.10
American Express Company (AXP) 0.1 $386k 1.2k 332.09
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $372k 15k 24.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $367k 8.6k 42.79
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $359k 7.1k 50.70
Carpenter Technology Corporation (CRS) 0.1 $351k 1.4k 245.54
Ishares Silver Tr Ishares (SLV) 0.1 $347k 8.2k 42.37
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $339k 3.8k 89.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $337k 5.6k 59.92
Mosaic (MOS) 0.1 $329k 9.5k 34.68
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $326k 4.8k 67.26
Morgan Stanley Com New (MS) 0.1 $326k 2.0k 158.96
Ishares Tr Msci Eafe Etf (EFA) 0.1 $323k 3.5k 93.37
Raytheon Technologies Corp (RTX) 0.1 $323k 1.9k 167.33
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $317k 3.0k 106.78
Pan American Silver Corp Can (PAAS) 0.1 $309k 8.0k 38.73
Mastercard Incorporated Cl A (MA) 0.1 $307k 540.00 568.81
Honeywell International (HON) 0.1 $306k 1.5k 210.51
Qualcomm (QCOM) 0.1 $302k 1.8k 166.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $300k 6.1k 49.46
Bank of America Corporation (BAC) 0.1 $285k 5.5k 51.59
Reddit Cl A (RDDT) 0.1 $284k 1.2k 229.99
Johnson & Johnson (JNJ) 0.1 $275k 1.5k 185.45
Simon Property (SPG) 0.1 $274k 1.5k 187.67
Doordash Cl A (DASH) 0.1 $274k 1.0k 271.99
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $272k 3.3k 83.40
Palantir Technologies Cl A (PLTR) 0.1 $271k 1.5k 182.42
Johnson Ctls Intl SHS (JCI) 0.1 $268k 2.4k 109.95
Newmont Mining Corporation (NEM) 0.1 $255k 3.0k 84.30
Wolverine World Wide (WWW) 0.1 $241k 8.8k 27.44
Progressive Corporation (PGR) 0.1 $240k 971.00 246.95
First Tr Exchange-traded SHS (FVD) 0.1 $234k 5.1k 46.24
Cintas Corporation (CTAS) 0.1 $229k 1.1k 205.26
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $229k 5.2k 44.19
Verizon Communications (VZ) 0.1 $229k 5.2k 43.95
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $225k 2.0k 114.40
BioMarin Pharmaceutical (BMRN) 0.1 $224k 4.1k 54.16
Home Depot (HD) 0.1 $219k 541.00 405.44
Pfizer (PFE) 0.1 $219k 8.6k 25.48
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $218k 11k 20.08
At&t (T) 0.1 $217k 7.7k 28.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $215k 1.5k 142.44
Deere & Company (DE) 0.1 $215k 470.00 456.90
Chevron Corporation (CVX) 0.1 $212k 1.4k 155.30
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $211k 2.4k 87.88
Philip Morris International (PM) 0.1 $204k 1.3k 162.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $200k 957.00 209.32
Uipath Cl A (PATH) 0.1 $191k 14k 13.38
Quad / Graphics Com Cl A (QUAD) 0.0 $92k 15k 6.26
Foghorn Therapeutics (FHTX) 0.0 $49k 10k 4.89