$136 Million is the total value of Alta Wealth Advisors LLC's 143 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLK | Exit | SPLUNK INC | $0 | – | -2,371 | -100.0% | -0.27% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -7,929 | -100.0% | -0.38% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -4,053 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 5.6% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 4.3% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
| ISHARES TR | 12 | Q3 2023 | 3.5% |
| ISHARES TR | 12 | Q3 2023 | 3.3% |
| APPLE INC | 12 | Q3 2023 | 4.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.3% |
| TESLA INC | 12 | Q3 2023 | 3.0% |
| ISHARES TR | 12 | Q3 2023 | 2.5% |
| AMAZON COM INC | 12 | Q3 2023 | 2.0% |
View Alta Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-14 |
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.