Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of June 30, 2023

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 39 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 18.2 $23M 286k 79.79
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.0 $14M 206k 66.66
Alphabet Cap Stk Cl C (GOOG) 8.9 $11M 92k 120.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.9 $9.9M 73k 134.87
Microsoft Corporation (MSFT) 7.7 $9.6M 28k 340.54
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.2 $7.8M 248k 31.35
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.8 $7.3M 147k 49.69
Alphabet Cap Stk Cl A (GOOGL) 5.1 $6.4M 54k 119.70
Kraneshares Tr Global Carb Stra (KRBN) 4.6 $5.8M 153k 37.92
Wisdomtree Tr Floatng Rat Trea (USFR) 4.3 $5.4M 108k 50.32
Apple (AAPL) 3.3 $4.1M 21k 193.97
Ishares Tr Rus 1000 Etf (IWB) 3.1 $3.9M 16k 243.74
Ishares Tr Msci Intl Qualty (IQLT) 1.9 $2.4M 68k 35.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.3M 2.9k 444.92
Pinterest Cl A (PINS) 0.9 $1.2M 42k 27.34
Amazon (AMZN) 0.9 $1.1M 8.8k 130.36
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $968k 31k 30.90
Palantir Technologies Cl A (PLTR) 0.7 $835k 54k 15.33
NVIDIA Corporation (NVDA) 0.6 $794k 1.9k 423.02
Tesla Motors (TSLA) 0.6 $769k 2.9k 261.77
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $728k 4.5k 163.20
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $683k 7.9k 86.54
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $665k 8.9k 74.33
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.5 $662k 32k 20.84
Uber Technologies (UBER) 0.5 $596k 14k 43.17
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $547k 3.7k 149.33
Okta Cl A (OKTA) 0.4 $525k 7.6k 69.35
Ishares Tr Russell 2000 Etf (IWM) 0.4 $444k 2.4k 187.27
Meta Platforms Cl A (META) 0.3 $406k 1.4k 286.98
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $361k 2.9k 122.96
Ishares Tr Core S&p500 Etf (IVV) 0.3 $359k 805.00 445.71
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $337k 3.4k 99.65
Oracle Corporation (ORCL) 0.3 $320k 2.7k 119.09
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $299k 10k 29.85
JPMorgan Chase & Co. (JPM) 0.2 $286k 2.0k 145.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $256k 627.00 408.86
Ishares Tr Core Div Grwth (DGRO) 0.2 $215k 4.2k 51.53
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $205k 4.4k 46.58
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $200k 11k 17.61