Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Palo Alto Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 18.8 $23M 298k 75.84
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.2 $13M 211k 63.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.2 $9.9M 75k 132.30
Alphabet Cap Stk Cl C (GOOG) 8.0 $9.6M 73k 131.85
Microsoft Corporation (MSFT) 7.4 $8.9M 28k 315.75
Wisdomtree Tr Floatng Rat Trea (USFR) 7.1 $8.5M 170k 50.32
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.8 $6.9M 230k 30.03
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.8 $6.9M 146k 47.32
Alphabet Cap Stk Cl A (GOOGL) 5.1 $6.1M 47k 130.86
Kraneshares Tr Global Carb Stra (KRBN) 3.5 $4.1M 115k 36.13
Ishares Tr Rus 1000 Etf (IWB) 3.1 $3.7M 16k 235.92
Apple (AAPL) 3.1 $3.7M 22k 171.21
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $2.2M 65k 33.61
Pinterest Cl A (PINS) 1.0 $1.1M 42k 27.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.1M 2.7k 429.06
Amazon (AMZN) 0.9 $1.1M 8.8k 127.12
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.8 $959k 31k 30.61
Tesla Motors (TSLA) 0.7 $810k 3.2k 250.22
NVIDIA Corporation (NVDA) 0.5 $646k 1.5k 434.99
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $583k 3.7k 156.15
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $573k 7.9k 72.77
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.5 $572k 29k 19.47
Okta Cl A (OKTA) 0.5 $567k 7.0k 81.51
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $476k 3.3k 143.80
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $456k 5.8k 79.04
Uber Technologies (UBER) 0.3 $405k 8.8k 45.99
Meta Platforms Cl A (META) 0.3 $404k 1.3k 300.21
Ishares Tr Russell 2000 Etf (IWM) 0.3 $369k 2.1k 177.57
Kraneshares Tr California Carb (KCCA) 0.3 $361k 13k 28.47
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $354k 2.9k 120.68
Ishares Tr Core S&p500 Etf (IVV) 0.3 $347k 805.00 431.42
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $307k 3.2k 94.79
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $295k 10k 29.52
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $285k 6.4k 44.67
JPMorgan Chase & Co. (JPM) 0.2 $285k 2.0k 145.02
Oracle Corporation (ORCL) 0.2 $285k 2.7k 105.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $247k 627.00 394.19
Ishares Tr Core Div Grwth (DGRO) 0.2 $209k 4.2k 49.92
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $192k 11k 16.84