Palo Alto Wealth Advisors as of Dec. 31, 2022
Portfolio Holdings for Palo Alto Wealth Advisors
Palo Alto Wealth Advisors holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaneck Etf (MOAT) | 14.4 | $17M | 260k | 64.91 | |
| Wisdomtree Etf (DGRW) | 10.0 | $12M | 194k | 60.36 | |
| Alphabet Inc Class A cs (GOOGL) | 8.1 | $9.5M | 107k | 88.23 | |
| Ishares Etf (QUAL) | 6.8 | $8.0M | 70k | 113.96 | |
| Goldman Sachs Etf (GSIE) | 6.3 | $7.3M | 254k | 28.92 | |
| Microsoft Corporation (MSFT) | 5.9 | $6.9M | 29k | 239.82 | |
| Alphabet Inc Class C cs (GOOG) | 5.8 | $6.8M | 77k | 88.73 | |
| Franklin Bsp Realty Trust (FBRT) | 5.2 | $6.0M | 456k | 13.26 | |
| Kraneshares Etf (KRBN) | 4.9 | $5.8M | 159k | 36.47 | |
| John Hancock Exchange Traded Etf (JHMM) | 4.7 | $5.6M | 120k | 46.54 | |
| Wisdomtree Etf (USFR) | 3.9 | $4.5M | 90k | 50.27 | |
| Ishares Etf (IWB) | 3.2 | $3.8M | 18k | 210.52 | |
| Palantir Technologies (PLTR) | 2.9 | $3.4M | 534k | 6.42 | |
| Apple (AAPL) | 2.5 | $2.9M | 22k | 130.10 | |
| Ishares Etf (IQLT) | 2.1 | $2.5M | 78k | 32.39 | |
| Vanguard Specialized Portfolios Etf (VIG) | 1.0 | $1.2M | 7.7k | 151.85 | |
| SPDR Etf (SPY) | 1.0 | $1.2M | 3.0k | 384.21 | |
| Pinterest Inc Cl A (PINS) | 1.0 | $1.1M | 47k | 24.28 | |
| Vanguard Index Etf (VXF) | 0.8 | $964k | 7.3k | 132.86 | |
| Blackrock Etf (BTT) | 0.8 | $954k | 45k | 21.29 | |
| Ishares Etf (IYR) | 0.8 | $952k | 11k | 84.19 | |
| Innovator Etfs Etf (PAPR) | 0.7 | $879k | 31k | 28.07 | |
| Ishares Etf (USMV) | 0.6 | $758k | 11k | 72.10 | |
| Amazon (AMZN) | 0.6 | $752k | 8.9k | 84.00 | |
| Unity Software (U) | 0.6 | $649k | 23k | 28.59 | |
| Bain Cap Specialty Fin (BCSF) | 0.5 | $565k | 46k | 12.26 | |
| Okta Inc cl a (OKTA) | 0.5 | $560k | 8.2k | 68.33 | |
| Twilio Inc cl a (TWLO) | 0.4 | $525k | 11k | 48.96 | |
| Tesla Motors (TSLA) | 0.4 | $485k | 3.9k | 123.18 | |
| Uber Technologies (UBER) | 0.4 | $440k | 18k | 24.73 | |
| Ishares Etf (IWM) | 0.4 | $413k | 2.4k | 174.36 | |
| Ishares Etf (IVV) | 0.3 | $381k | 992.00 | 384.21 | |
| SPDR Etf (QUS) | 0.3 | $377k | 3.4k | 110.31 | |
| Ishares Etf (EEM) | 0.3 | $376k | 9.9k | 37.90 | |
| Ishares Etf (IJR) | 0.3 | $330k | 3.5k | 94.64 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $296k | 2.2k | 134.10 | |
| Innovator Etfs Etf (PMAY) | 0.2 | $281k | 10k | 28.09 | |
| NVIDIA Corporation (NVDA) | 0.2 | $271k | 1.9k | 146.14 | |
| American Centy Etf Etf (AVRE) | 0.2 | $224k | 5.4k | 41.12 | |
| Vanguard Index Fds Etf (VOO) | 0.2 | $220k | 627.00 | 351.34 | |
| Oracle Corporation (ORCL) | 0.2 | $220k | 2.7k | 81.74 | |
| Automatic Data Processing (ADP) | 0.2 | $216k | 900.00 | 240.11 | |
| Ishares Etf (DGRO) | 0.2 | $209k | 4.2k | 50.00 |
