Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 29.4 $84M 439k 190.44
Alphabet Cap Stk Cl A (GOOGL) 17.9 $51M 270k 189.30
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.0 $28M 307k 92.73
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.1 $17M 215k 80.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.0 $17M 97k 178.08
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.9 $11M 186k 59.73
Servicenow (NOW) 3.2 $9.1M 8.6k 1060.12
Apple (AAPL) 3.0 $8.6M 34k 250.42
Wisdomtree Tr Floatng Rat Trea (USFR) 2.8 $8.0M 159k 50.32
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.4 $6.7M 202k 33.38
Microsoft Corporation (MSFT) 2.3 $6.7M 16k 421.49
Ishares Tr Rus 1000 Etf (IWB) 1.6 $4.6M 14k 322.17
NVIDIA Corporation (NVDA) 1.2 $3.5M 26k 134.29
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $3.3M 90k 37.12
Amazon (AMZN) 1.1 $3.2M 14k 219.40
Ishares Tr TRS FLT RT BD (TFLO) 1.1 $3.0M 60k 50.47
Doordash Cl A (DASH) 0.7 $2.0M 12k 167.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.6M 2.7k 587.90
Twilio Cl A (TWLO) 0.4 $1.2M 11k 108.08
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.3 $865k 17k 50.37
JPMorgan Chase & Co. (JPM) 0.3 $851k 3.5k 239.73
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $780k 17k 46.25
Meta Platforms Cl A (META) 0.3 $776k 1.3k 585.72
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $769k 3.9k 195.81
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $644k 12k 51.87
Broadcom (AVGO) 0.2 $621k 2.7k 231.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $539k 1.1k 511.42
Eli Lilly & Co. (LLY) 0.2 $535k 692.00 772.42
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $483k 5.4k 88.78
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $480k 3.1k 154.87
Uber Technologies (UBER) 0.2 $472k 7.8k 60.32
Ishares Tr Russell 2000 Etf (IWM) 0.2 $465k 2.1k 220.94
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $449k 8.6k 51.91
Okta Cl A (OKTA) 0.2 $432k 5.5k 78.80
Oracle Corporation (ORCL) 0.1 $422k 2.5k 166.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $415k 705.00 588.71
Tesla Motors (TSLA) 0.1 $414k 1.0k 403.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $404k 1.4k 289.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $360k 7.5k 47.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $350k 1.8k 190.00
Palantir Technologies Cl A (PLTR) 0.1 $322k 4.3k 75.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $321k 1.6k 197.45
Goldman Sachs (GS) 0.1 $319k 557.00 572.62
Pinterest Cl A (PINS) 0.1 $301k 10k 29.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $285k 528.00 538.98
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $280k 2.4k 115.23
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $270k 10k 26.05
Vanguard World Inf Tech Etf (VGT) 0.1 $234k 377.00 621.82
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $231k 955.00 242.17
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $207k 1.6k 128.81
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $206k 8.7k 23.60