Palo Alto Wealth Advisors as of June 30, 2024
Portfolio Holdings for Palo Alto Wealth Advisors
Palo Alto Wealth Advisors holds 42 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaneck Etf (MOAT) | 19.0 | $28M | 318k | 86.61 | |
| Wisdomtree Etf (DGRW) | 11.1 | $16M | 206k | 78.05 | |
| Ishares Etf (QUAL) | 10.3 | $15M | 88k | 170.76 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $14M | 78k | 183.42 | |
| Microsoft Corporation (MSFT) | 6.9 | $10M | 23k | 446.96 | |
| John Hancock Etf (JHMM) | 6.2 | $8.9M | 162k | 55.04 | |
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $8.5M | 47k | 182.15 | |
| Wisdomtree Etf (USFR) | 4.5 | $6.5M | 130k | 50.31 | |
| Goldman Sachs Etf (GSIE) | 4.5 | $6.4M | 192k | 33.65 | |
| Ishares Etf (IWB) | 3.0 | $4.4M | 15k | 297.54 | |
| Apple (AAPL) | 2.9 | $4.2M | 20k | 210.62 | |
| Ishares Etf (TFLO) | 2.1 | $3.1M | 60k | 50.66 | |
| Ishares Etf (IQLT) | 1.6 | $2.3M | 60k | 39.05 | |
| Kraneshares Etf (KRBN) | 1.4 | $2.0M | 60k | 32.54 | |
| NVIDIA Corporation (NVDA) | 1.2 | $1.7M | 14k | 123.54 | |
| Amazon (AMZN) | 1.1 | $1.6M | 8.5k | 193.25 | |
| SPDR Etf (SPY) | 0.9 | $1.3M | 2.4k | 546.05 | |
| Kraneshares Etf (KCCA) | 0.7 | $1.0M | 46k | 22.41 | |
| Okta Inc cl a (OKTA) | 0.5 | $752k | 8.0k | 93.61 | |
| Invesco Etf (QQQ) | 0.5 | $734k | 1.5k | 479.56 | |
| Vanguard Etf (VIG) | 0.5 | $723k | 3.9k | 183.44 | |
| Facebook Inc cl a (META) | 0.4 | $611k | 1.2k | 504.39 | |
| Uber Technologies (UBER) | 0.4 | $538k | 7.4k | 72.68 | |
| Ishares Etf (USMV) | 0.4 | $535k | 6.4k | 83.96 | |
| Pinterest Inc Cl A (PINS) | 0.3 | $476k | 11k | 44.07 | |
| SPDR Etf (QUS) | 0.3 | $449k | 3.0k | 147.46 | |
| Ishares Etf (IWM) | 0.3 | $424k | 2.1k | 202.90 | |
| Ishares Etf (IVV) | 0.3 | $410k | 750.00 | 546.93 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $404k | 2.0k | 202.24 | |
| Vanguard Etf (VXF) | 0.3 | $395k | 2.3k | 169.36 | |
| J P Morgan Etf (JCPB) | 0.3 | $389k | 8.4k | 46.33 | |
| Oracle Corporation (ORCL) | 0.3 | $381k | 2.7k | 141.21 | |
| Innovator Etf (PAPR) | 0.2 | $358k | 10k | 34.66 | |
| Vanguard Etf (VOO) | 0.2 | $297k | 593.00 | 501.50 | |
| Innovator Etf (PMAY) | 0.2 | $295k | 8.7k | 34.11 | |
| Vanguard Etf (VEA) | 0.2 | $270k | 5.5k | 49.42 | |
| Ishares Etf (IJR) | 0.2 | $259k | 2.4k | 106.67 | |
| Vaneck Etf (SMH) | 0.2 | $249k | 955.00 | 260.70 | |
| Tesla Motors (TSLA) | 0.2 | $245k | 1.2k | 197.88 | |
| Vaneck Etf (HYD) | 0.2 | $243k | 4.7k | 51.65 | |
| Pimco Etf (MUNI) | 0.2 | $242k | 4.6k | 52.06 | |
| Vanguard Etf (VTI) | 0.2 | $221k | 822.00 | 268.42 |
