Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 22.5 $54M 327k 165.80
Alphabet Cap Stk Cl A (GOOGL) 17.3 $42M 255k 164.07
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 12.5 $30M 311k 97.00
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.2 $17M 206k 84.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.9 $17M 92k 181.97
John Hancock Exchange Traded Multifactor Mi (JHMM) 4.5 $11M 177k 60.84
Apple (AAPL) 3.3 $8.1M 34k 236.48
Servicenow (NOW) 3.3 $8.0M 8.7k 918.34
Microsoft Corporation (MSFT) 3.1 $7.4M 18k 418.78
Wisdomtree Tr Floatng Rat Trea (USFR) 3.0 $7.2M 144k 50.39
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.9 $7.1M 201k 35.13
Ishares Tr Rus 1000 Etf (IWB) 1.9 $4.7M 15k 320.01
NVIDIA Corporation (NVDA) 1.2 $2.9M 20k 143.71
Amazon (AMZN) 1.0 $2.5M 13k 189.07
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $2.4M 61k 40.15
Ishares Tr TRS FLT RT BD (TFLO) 0.9 $2.1M 42k 50.54
Doordash Cl A (DASH) 0.8 $1.8M 12k 152.89
Kraneshares Trust Global Carb Stra (KRBN) 0.6 $1.6M 50k 31.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.4M 2.4k 585.40
Meta Platforms Cl A (META) 0.3 $790k 1.4k 575.36
Kraneshares Trust California Carb (KCCA) 0.3 $776k 34k 23.06
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $760k 3.8k 199.99
Twilio Cl A (TWLO) 0.3 $757k 11k 70.57
Uber Technologies (UBER) 0.3 $628k 7.8k 80.46
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $592k 6.4k 92.45
Atlassian Corporation Cl A (TEAM) 0.2 $584k 3.0k 192.83
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $537k 11k 47.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $522k 1.1k 495.95
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $486k 3.0k 159.50
Ishares Tr Russell 2000 Etf (IWM) 0.2 $466k 2.1k 222.13
Okta Cl A (OKTA) 0.2 $450k 6.1k 74.04
Ishares Tr Core S&p500 Etf (IVV) 0.2 $441k 753.00 586.20
Broadcom (AVGO) 0.2 $439k 2.4k 180.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $436k 2.3k 185.75
JPMorgan Chase & Co. (JPM) 0.2 $407k 1.8k 224.19
Oracle Corporation (ORCL) 0.2 $406k 2.3k 174.15
Pinterest Cl A (PINS) 0.1 $357k 11k 33.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $334k 6.5k 51.24
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $326k 6.5k 50.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $319k 594.00 536.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $282k 2.4k 116.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $280k 971.00 288.08
Tesla Motors (TSLA) 0.1 $263k 1.2k 218.85
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $262k 10k 26.27
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $251k 4.8k 52.54
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $246k 4.7k 52.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $242k 955.00 252.84
Vanguard World Inf Tech Etf (VGT) 0.1 $229k 377.00 606.95
Blackrock Etf Trust Ii Intermedia Muni (INMU) 0.1 $207k 8.7k 23.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $205k 1.6k 128.07