| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q2 2024 | 10.6% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 4.3% |
| APPLE INC | 15 | Q2 2024 | 4.0% |
| ISHARES TR | 15 | Q2 2024 | 3.5% |
| ISHARES TR | 15 | Q2 2024 | 3.3% |
| ISHARES TR | 15 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.3% |
| TESLA INC | 15 | Q2 2024 | 3.0% |
| ISHARES TR | 15 | Q2 2024 | 2.5% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 4.2% |
View Alta Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-07 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-28 |
View Alta Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.