Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of March 31, 2023

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 41 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 16.2 $20M 274k 73.83
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.9 $12M 199k 62.34
Alphabet Cap Stk Cl A (GOOGL) 8.2 $10M 99k 103.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.4 $9.2M 74k 124.06
Microsoft Corporation (MSFT) 6.6 $8.2M 29k 288.30
Alphabet Cap Stk Cl C (GOOG) 6.0 $7.5M 72k 104.00
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.0 $7.4M 241k 30.81
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.2 $6.5M 136k 47.88
Kraneshares Tr Global Carb Stra (KRBN) 4.9 $6.1M 153k 39.65
Franklin Bsp Rlty Tr Common Stock (FBRT) 4.0 $4.9M 403k 12.29
Wisdomtree Tr Floatng Rat Trea (USFR) 3.7 $4.6M 92k 50.27
Ishares Tr Rus 1000 Etf (IWB) 3.0 $3.7M 16k 225.23
Apple (AAPL) 2.8 $3.5M 21k 164.90
Ishares Tr Msci Intl Qualty (IQLT) 2.1 $2.6M 74k 35.30
Palantir Technologies Cl A (PLTR) 2.0 $2.5M 294k 8.45
Pinterest Cl A (PINS) 1.0 $1.3M 47k 27.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.2M 2.9k 410.90
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $934k 6.1k 154.01
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.7 $921k 31k 29.40
Amazon (AMZN) 0.7 $903k 8.7k 103.29
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $853k 10k 84.90
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $771k 5.5k 140.20
Unity Software (U) 0.6 $736k 23k 32.44
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.6 $732k 34k 21.78
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $714k 9.8k 72.74
Okta Cl A (OKTA) 0.5 $680k 7.9k 86.24
Tesla Motors (TSLA) 0.5 $609k 2.9k 207.46
NVIDIA Corporation (NVDA) 0.5 $584k 2.1k 277.77
Bain Cap Specialty Fin Com Stk (BCSF) 0.5 $567k 46k 12.30
Uber Technologies (UBER) 0.5 $564k 18k 31.70
Ishares Tr Russell 2000 Etf (IWM) 0.3 $423k 2.4k 178.40
Ishares Tr Core S&p500 Etf (IVV) 0.3 $356k 865.00 411.08
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $340k 2.9k 115.93
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $313k 3.2k 96.70
Meta Platforms Cl A (META) 0.2 $300k 1.4k 211.94
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $288k 10k 28.82
JPMorgan Chase & Co. (JPM) 0.2 $269k 2.1k 130.31
Oracle Corporation (ORCL) 0.2 $250k 2.7k 92.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $236k 627.00 376.07
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $226k 5.4k 41.46
Ishares Tr Core Div Grwth (DGRO) 0.2 $209k 4.2k 49.99