Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of June 30, 2025

Portfolio Holdings for Palo Alto Wealth Advisors

Palo Alto Wealth Advisors holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 29.0 $77M 432k 177.39
Alphabet Cap Stk Cl A (GOOGL) 13.0 $34M 194k 176.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.3 $22M 120k 182.82
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.3 $19M 230k 83.74
NVIDIA Corporation (NVDA) 5.9 $16M 98k 158.00
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.5 $12M 128k 93.79
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.1 $8.2M 208k 39.66
Microsoft Corporation (MSFT) 3.0 $8.0M 16k 497.42
Wisdomtree Tr Floatng Rat Trea (USFR) 2.8 $7.4M 147k 50.31
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.8 $7.4M 120k 61.13
Apple (AAPL) 2.6 $6.8M 33k 205.17
Servicenow (NOW) 2.1 $5.4M 5.3k 1028.08
Ishares Tr Rus 1000 Etf (IWB) 1.8 $4.8M 14k 339.56
Ishares Tr TRS FLT RT BD (TFLO) 1.7 $4.4M 88k 50.65
Ishares Tr Msci Intl Qualty (IQLT) 1.6 $4.1M 95k 43.22
American Centy Etf Tr Avantis Us Mid C (AVMC) 1.3 $3.5M 53k 66.19
Doordash Cl A (DASH) 1.1 $3.0M 12k 246.51
Amazon (AMZN) 0.8 $2.2M 10k 219.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.7M 2.7k 619.39
Twilio Cl A (TWLO) 0.5 $1.4M 11k 124.36
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 4.1k 289.91
Meta Platforms Cl A (META) 0.4 $1.0M 1.4k 738.13
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $864k 4.2k 205.56
Tesla Motors (TSLA) 0.3 $796k 2.5k 317.66
Palantir Technologies Cl A (PLTR) 0.3 $793k 5.8k 136.32
Broadcom (AVGO) 0.3 $782k 2.8k 275.70
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $714k 15k 47.06
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $702k 14k 51.36
Uber Technologies (UBER) 0.2 $653k 7.0k 93.30
Okta Cl A (OKTA) 0.2 $611k 6.1k 99.97
Eli Lilly & Co. (LLY) 0.2 $552k 708.00 779.08
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $514k 5.5k 93.87
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $469k 9.3k 50.21
Ishares Tr Russell 2000 Etf (IWM) 0.2 $456k 2.1k 215.82
Spdr Series Trust Msci Usa Strtgic (QUS) 0.2 $451k 2.8k 163.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $426k 1.4k 304.83
Ishares Tr Core S&p500 Etf (IVV) 0.2 $412k 664.00 621.05
Goldman Sachs (GS) 0.2 $408k 577.00 707.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $368k 1.6k 226.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $339k 1.8k 192.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $321k 5.6k 57.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $317k 574.00 552.49
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $316k 12k 26.54
Netflix (NFLX) 0.1 $316k 236.00 1339.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $271k 476.00 569.55
Oracle Corporation (ORCL) 0.1 $267k 1.2k 218.55
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $266k 955.00 278.88
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $266k 2.4k 109.30
Vanguard World Inf Tech Etf (VGT) 0.1 $250k 377.00 663.31
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $226k 4.5k 50.34
eBay (EBAY) 0.1 $224k 3.0k 74.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $218k 1.6k 135.31
Automatic Data Processing (ADP) 0.1 $209k 673.00 309.94
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $208k 8.9k 23.43
Johnson & Johnson (JNJ) 0.1 $206k 1.3k 152.79