Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of March 31, 2025

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 27.3 $70M 435k 160.89
Alphabet Cap Stk Cl A (GOOGL) 16.4 $42M 263k 159.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.9 $20M 115k 176.65
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.1 $18M 226k 80.41
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.1 $13M 145k 90.88
John Hancock Exchange Traded Multifactor Mi (JHMM) 4.1 $11M 176k 59.93
NVIDIA Corporation (NVDA) 3.5 $9.0M 69k 129.93
Servicenow (NOW) 3.5 $8.9M 8.6k 1036.72
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.9 $7.4M 196k 38.10
Microsoft Corporation (MSFT) 2.8 $7.2M 16k 449.13
Apple (AAPL) 2.6 $6.6M 31k 213.19
Ishares Tr TRS FLT RT BD (TFLO) 2.5 $6.3M 124k 50.55
Wisdomtree Tr Floatng Rat Trea (USFR) 2.3 $5.9M 117k 50.39
Ishares Tr Rus 1000 Etf (IWB) 1.8 $4.5M 14k 322.78
Ishares Tr Msci Intl Qualty (IQLT) 1.5 $3.9M 94k 42.05
Doordash Cl A (DASH) 0.9 $2.4M 12k 197.80
Amazon (AMZN) 0.8 $2.2M 10k 211.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.6M 2.7k 586.76
Twilio Cl A (TWLO) 0.5 $1.3M 11k 114.54
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 4.0k 263.01
Meta Platforms Cl A (META) 0.4 $912k 1.4k 656.06
Tesla Motors (TSLA) 0.3 $835k 2.5k 334.07
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $774k 3.9k 196.52
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $758k 16k 46.15
Palantir Technologies Cl A (PLTR) 0.3 $742k 5.8k 128.10
Broadcom (AVGO) 0.3 $654k 2.8k 232.46
Uber Technologies (UBER) 0.2 $641k 7.0k 91.72
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $637k 13k 51.06
Eli Lilly & Co. (LLY) 0.2 $532k 712.00 746.56
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $503k 5.5k 92.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $479k 1.7k 289.21
Ishares Tr Russell 2000 Etf (IWM) 0.2 $440k 2.1k 208.58
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $437k 8.7k 50.10
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $435k 2.8k 158.07
Ishares Tr Core S&p500 Etf (IVV) 0.2 $391k 662.00 590.03
Oracle Corporation (ORCL) 0.2 $387k 2.4k 162.24
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $345k 6.9k 50.23
Goldman Sachs (GS) 0.1 $344k 569.00 603.81
Pinterest Cl A (PINS) 0.1 $342k 10k 32.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $329k 6.1k 54.03
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $325k 1.8k 185.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $316k 1.6k 193.95
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $299k 12k 26.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $296k 574.00 515.83
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $263k 2.4k 108.04
Netflix (NFLX) 0.1 $260k 228.00 1138.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $257k 476.00 539.23
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $235k 955.00 245.56
Vanguard World Inf Tech Etf (VGT) 0.1 $231k 377.00 611.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $225k 440.00 511.88
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $207k 8.8k 23.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $207k 1.6k 128.42