$169 Million is the total value of Alta Wealth Advisors LLC's 144 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 28.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $6,000,000 | +16.8% | 122,459 | +23.5% | 3.56% | +12.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,961,000 | -0.6% | 13,198 | +4.6% | 3.54% | -4.3% |
| AAPL | Buy | APPLE INC | $5,612,000 | +122.8% | 32,138 | +126.6% | 3.33% | +114.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $5,465,000 | +11.9% | 82,546 | +22.4% | 3.24% | +7.7% |
| MSFT | Sell | MICROSOFT CORP | $4,909,000 | -9.1% | 15,921 | -0.9% | 2.91% | -12.5% |
| TSLA | Sell | TESLA INC | $4,902,000 | +0.5% | 4,549 | -1.4% | 2.91% | -3.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,574,000 | -6.2% | 58,972 | -2.2% | 2.71% | -9.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,363,000 | -3.8% | 26,286 | -2.6% | 2.59% | -7.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,030,000 | -14.5% | 14,515 | -5.9% | 2.39% | -17.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,993,000 | +1651.3% | 51,264 | +1715.3% | 2.37% | +1580.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,811,000 | -3.5% | 8,400 | +1.4% | 2.26% | -7.1% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $3,771,000 | +37.9% | 90,314 | +38.7% | 2.24% | +32.7% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,473,000 | – | 44,475 | +100.0% | 2.06% | – |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,800,000 | +2.0% | 52,768 | +9.6% | 1.66% | -1.8% |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $2,705,000 | – | 105,961 | +100.0% | 1.60% | – |
| SQ | Buy | BLOCK INCcl a | $2,601,000 | +556.8% | 19,185 | +682.1% | 1.54% | +532.4% |
| NVDA | Sell | NVIDIA CORPORATION | $2,426,000 | -10.3% | 8,892 | -3.3% | 1.44% | -13.6% |
| AMZN | Sell | AMAZON COM INC | $2,396,000 | -5.1% | 735 | -2.9% | 1.42% | -8.6% |
| COST | COSTCO WHSL CORP NEW | $2,320,000 | +1.4% | 4,028 | 0.0% | 1.38% | -2.3% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,246,000 | +106.4% | 15,201 | +105.6% | 1.33% | +98.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,047,000 | -4.7% | 736 | -0.7% | 1.22% | -8.2% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,943,000 | -25.3% | 17,767 | -1.8% | 1.15% | -28.1% |
| ABBV | Buy | ABBVIE INC | $1,890,000 | +25.6% | 11,657 | +4.9% | 1.12% | +20.8% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,873,000 | +13.2% | 35,701 | +21.6% | 1.11% | +9.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,783,000 | +2.5% | 3,497 | +1.0% | 1.06% | -1.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,745,000 | +39.8% | 6,067 | +56.0% | 1.04% | +34.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,585,000 | +54.0% | 11,775 | +66.6% | 0.94% | +48.4% |
| DIS | Sell | DISNEY WALT CO | $1,489,000 | -12.2% | 10,854 | -0.8% | 0.88% | -15.4% |
| SHOP | Buy | SHOPIFY INCcl a | $1,470,000 | -39.9% | 2,175 | +22.5% | 0.87% | -42.2% |
| C | New | CITIGROUP INC | $1,460,000 | – | 27,340 | +100.0% | 0.87% | – |
| LOW | Buy | LOWES COS INC | $1,399,000 | +50.3% | 6,921 | +92.2% | 0.83% | +44.6% |
| TTD | Sell | THE TRADE DESK INC | $1,387,000 | -31.2% | 20,024 | -8.9% | 0.82% | -33.7% |
| NOW | Sell | SERVICENOW INC | $1,359,000 | -18.6% | 2,440 | -5.2% | 0.81% | -21.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,310,000 | +57.1% | 17,932 | +34.1% | 0.78% | +51.2% |
| CRM | Buy | SALESFORCE COM INC | $1,252,000 | -8.1% | 5,897 | +10.0% | 0.74% | -11.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,252,000 | -7.1% | 5,893 | -1.2% | 0.74% | -10.6% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,227,000 | +30.7% | 26,023 | +37.8% | 0.73% | +25.7% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,214,000 | +1.8% | 21,848 | +7.1% | 0.72% | -2.0% |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,177,000 | – | 25,016 | +100.0% | 0.70% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $1,145,000 | – | 17,420 | +100.0% | 0.68% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,136,000 | -10.3% | 4,775 | -4.0% | 0.67% | -13.7% |
| NUAG | Buy | NUSHARES ETF TRnuveen enhnc yld | $1,136,000 | -6.4% | 49,465 | +0.3% | 0.67% | -9.9% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,110,000 | +1.4% | 26,241 | +3.1% | 0.66% | -2.4% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $1,084,000 | -38.3% | 2,620 | -11.2% | 0.64% | -40.6% |
| LRCX | Sell | LAM RESEARCH CORP | $1,039,000 | -27.2% | 1,932 | -2.7% | 0.62% | -29.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,009,000 | -4.0% | 4,433 | +1.8% | 0.60% | -7.6% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,000,000 | -7.5% | 9,904 | -2.0% | 0.59% | -11.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $981,000 | +40.1% | 6,299 | +40.9% | 0.58% | +35.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $979,000 | -7.8% | 7,185 | +7.2% | 0.58% | -11.3% |
| PXD | New | PIONEER NAT RES CO | $968,000 | – | 3,870 | +100.0% | 0.57% | – |
| KLAC | Sell | KLA CORP | $946,000 | -15.1% | 2,585 | -0.2% | 0.56% | -18.3% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $943,000 | -25.1% | 12,344 | -17.9% | 0.56% | -27.8% |
| SNOW | Buy | SNOWFLAKE INCcl a | $936,000 | -16.7% | 4,087 | +23.2% | 0.56% | -19.9% |
| NKE | Sell | NIKE INCcl b | $928,000 | -22.9% | 6,895 | -4.5% | 0.55% | -25.7% |
| DG | Sell | DOLLAR GEN CORP NEW | $901,000 | -27.0% | 4,048 | -22.7% | 0.54% | -29.7% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $878,000 | – | 14,693 | +100.0% | 0.52% | – |
| PEP | Sell | PEPSICO INC | $852,000 | -4.6% | 5,088 | -1.1% | 0.51% | -8.0% |
| V | VISA INC | $853,000 | +2.4% | 3,846 | 0.0% | 0.51% | -1.4% | |
| OMI | Sell | OWENS & MINOR INC NEW | $845,000 | +0.7% | 19,192 | -0.5% | 0.50% | -3.1% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $838,000 | +15.4% | 41,744 | +19.7% | 0.50% | +11.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $816,000 | -19.5% | 1,792 | +0.2% | 0.48% | -22.6% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $810,000 | -3.1% | 5,137 | 0.0% | 0.48% | -6.6% | |
| WYNN | Buy | WYNN RESORTS LTD | $808,000 | -6.2% | 10,128 | +0.0% | 0.48% | -9.8% |
| DGRW | WISDOMTREE TRus qtly div grt | $755,000 | -3.3% | 11,856 | 0.0% | 0.45% | -6.9% | |
| GM | GENERAL MTRS CO | $744,000 | -25.4% | 17,011 | 0.0% | 0.44% | -28.3% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $720,000 | +19.6% | 1,987 | +31.3% | 0.43% | +15.1% |
| WDAY | Sell | WORKDAY INCcl a | $718,000 | -20.0% | 2,999 | -8.7% | 0.43% | -23.0% |
| VMW | Sell | VMWARE INC | $713,000 | -4.8% | 6,258 | -3.1% | 0.42% | -8.4% |
| MCD | Sell | MCDONALDS CORP | $713,000 | -8.8% | 2,884 | -1.2% | 0.42% | -12.2% |
| PANW | Sell | PALO ALTO NETWORKS INC | $711,000 | +2.0% | 1,142 | -8.8% | 0.42% | -1.9% |
| REGN | New | REGENERON PHARMACEUTICALS | $698,000 | – | 1,000 | +100.0% | 0.41% | – |
| HCA | Sell | HCA HEALTHCARE INC | $694,000 | -3.1% | 2,770 | -0.6% | 0.41% | -6.6% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $673,000 | – | 8,805 | +100.0% | 0.40% | – |
| HUBS | Sell | HUBSPOT INC | $671,000 | -47.5% | 1,413 | -27.2% | 0.40% | -49.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $668,000 | -14.0% | 5,675 | -5.4% | 0.40% | -17.3% |
| HON | Buy | HONEYWELL INTL INC | $666,000 | -1.9% | 3,422 | +5.1% | 0.40% | -5.7% |
| TIP | ISHARES TRtips bd etf | $664,000 | -3.6% | 5,332 | 0.0% | 0.39% | -7.3% | |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $664,000 | +29.9% | 6,995 | +34.5% | 0.39% | +25.1% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $657,000 | +33.5% | 4,991 | +62.1% | 0.39% | +28.7% |
| SBUX | Sell | STARBUCKS CORP | $656,000 | -31.3% | 7,209 | -11.7% | 0.39% | -34.0% |
| INTU | Buy | INTUIT | $653,000 | +2.0% | 1,358 | +36.5% | 0.39% | -1.8% |
| CPRT | Sell | COPART INC | $647,000 | -30.8% | 5,160 | -16.4% | 0.38% | -33.3% |
| EMR | EMERSON ELEC CO | $613,000 | +5.5% | 6,254 | 0.0% | 0.36% | +1.7% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $612,000 | -0.3% | 4,468 | +2.5% | 0.36% | -4.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $605,000 | -6.6% | 3,652 | +3.0% | 0.36% | -10.0% |
| DXCM | Sell | DEXCOM INC | $603,000 | -5.9% | 1,178 | -1.3% | 0.36% | -9.4% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $601,000 | -5.1% | 8,329 | +1.0% | 0.36% | -8.5% |
| GILD | New | GILEAD SCIENCES INC | $602,000 | – | 10,133 | +100.0% | 0.36% | – |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $600,000 | +4.3% | 12,705 | 0.0% | 0.36% | +0.6% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $585,000 | -14.0% | 990 | -2.8% | 0.35% | -17.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $579,000 | +0.2% | 15,103 | +2.0% | 0.34% | -3.4% |
| ISEE | Buy | IVERIC BIO INC | $577,000 | +141.4% | 34,265 | +140.2% | 0.34% | +132.7% |
| VOO | Sell | VANGUARD INDEX FDS | $577,000 | -8.6% | 1,390 | -3.8% | 0.34% | -12.1% |
| TWLO | Sell | TWILIO INCcl a | $575,000 | -42.6% | 3,488 | -8.3% | 0.34% | -44.8% |
| FB | Buy | META PLATFORMS INCcl a | $566,000 | -16.8% | 2,546 | +25.9% | 0.34% | -19.8% |
| FDX | New | FEDEX CORP | $564,000 | – | 2,438 | +100.0% | 0.34% | – |
| RWR | Buy | SPDR SER TRdj reit etf | $561,000 | -1.1% | 4,779 | +3.0% | 0.33% | -4.6% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $555,000 | -1.9% | 9,096 | +1.0% | 0.33% | -5.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $552,000 | +9.1% | 3,112 | +5.1% | 0.33% | +5.1% |
| PTON | New | PELOTON INTERACTIVE INC | $544,000 | – | 20,584 | +100.0% | 0.32% | – |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $538,000 | -4.9% | 10,253 | 0.0% | 0.32% | -8.6% | |
| KBWY | Buy | INVESCO EXCH TRADED FD TR IIkbw prem yield | $535,000 | -0.4% | 20,978 | +0.3% | 0.32% | -4.2% |
| STOR | Sell | STORE CAP CORP | $527,000 | -15.5% | 18,025 | -0.6% | 0.31% | -18.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $519,000 | -2.1% | 1,933 | +3.2% | 0.31% | -5.8% |
| HD | Buy | HOME DEPOT INC | $516,000 | -18.2% | 1,723 | +13.4% | 0.31% | -21.3% |
| GIS | Buy | GENERAL MLS INC | $513,000 | +0.8% | 7,580 | +0.3% | 0.30% | -3.2% |
| LULU | Sell | LULULEMON ATHLETICA INC | $455,000 | -16.1% | 1,246 | -10.0% | 0.27% | -19.2% |
| BBY | New | BEST BUY INC | $438,000 | – | 4,821 | +100.0% | 0.26% | – |
| NEE | NEXTERA ENERGY INC | $436,000 | -9.2% | 5,145 | 0.0% | 0.26% | -12.5% | |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $433,000 | -7.1% | 5,539 | +0.5% | 0.26% | -10.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $432,000 | +45.5% | 5,694 | +47.7% | 0.26% | +39.9% |
| KO | Sell | COCA COLA CO | $417,000 | -6.3% | 6,723 | -10.5% | 0.25% | -9.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $407,000 | +4.9% | 2,661 | +12.2% | 0.24% | +1.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $405,000 | -8.8% | 256 | +0.8% | 0.24% | -12.4% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $378,000 | -2.3% | 5,634 | 0.0% | 0.22% | -6.3% | |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $378,000 | -4.1% | 7,572 | +2.3% | 0.22% | -7.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $374,000 | -4.6% | 3,467 | +1.2% | 0.22% | -8.3% |
| IEFA | ISHARES TRcore msci eafe | $367,000 | -6.9% | 5,283 | 0.0% | 0.22% | -10.3% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $366,000 | -16.6% | 1,226 | 0.0% | 0.22% | -19.9% | |
| PFE | New | PFIZER INC | $361,000 | – | 6,981 | +100.0% | 0.21% | – |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $330,000 | -14.1% | 6,870 | -8.7% | 0.20% | -17.3% |
| TGT | TARGET CORP | $326,000 | -8.2% | 1,536 | 0.0% | 0.19% | -11.9% | |
| MUB | Buy | ISHARES TRnational mun etf | $319,000 | +8.1% | 2,908 | +14.5% | 0.19% | +3.8% |
| WMT | Buy | WALMART INC | $317,000 | +8.9% | 2,132 | +6.0% | 0.19% | +5.0% |
| PRAX | PRAXIS PRECISION MEDICINES I | $317,000 | -48.1% | 31,028 | 0.0% | 0.19% | -50.1% | |
| GLD | Buy | SPDR GOLD TR | $313,000 | +13.0% | 1,730 | +6.8% | 0.19% | +8.8% |
| TSCO | Sell | TRACTOR SUPPLY CO | $312,000 | -7.7% | 1,335 | -5.9% | 0.18% | -11.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $297,000 | +13.8% | 7,052 | +20.6% | 0.18% | +9.3% |
| DGRO | Sell | ISHARES TRcore div grwth | $284,000 | -23.0% | 5,314 | -20.0% | 0.17% | -25.6% |
| EFA | ISHARES TRmsci eafe etf | $269,000 | -6.3% | 3,654 | 0.0% | 0.16% | -9.6% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $268,000 | -6.0% | 5,474 | 0.0% | 0.16% | -9.7% | |
| MS | New | MORGAN STANLEY | $248,000 | – | 2,838 | +100.0% | 0.15% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $235,000 | +5.4% | 84 | +9.1% | 0.14% | +1.5% |
| QCOM | New | QUALCOMM INC | $232,000 | – | 1,516 | +100.0% | 0.14% | – |
| X | New | UNITED STATES STL CORP NEW | $230,000 | – | 6,085 | +100.0% | 0.14% | – |
| ABT | ABBOTT LABS | $223,000 | -15.8% | 1,881 | 0.0% | 0.13% | -19.0% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $218,000 | -17.4% | 867 | -3.9% | 0.13% | -20.9% |
| KMX | Sell | CARMAX INC | $218,000 | -76.3% | 2,263 | -68.0% | 0.13% | -77.2% |
| RARE | New | ULTRAGENYX PHARMACEUTICAL IN | $218,000 | – | 3,000 | +100.0% | 0.13% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $206,000 | +2.5% | 6,004 | +9.2% | 0.12% | -1.6% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $203,000 | – | 2,049 | +100.0% | 0.12% | – |
| F | Sell | FORD MTR CO DEL | $198,000 | -25.0% | 11,731 | -7.8% | 0.12% | -28.2% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $162,000 | -16.5% | 11,961 | -7.7% | 0.10% | -20.0% |
| EPIX | New | ESSA PHARMA INC | $70,000 | – | 11,285 | +100.0% | 0.04% | – |
| ANNX | Exit | ANNEXON INC | $0 | – | -10,158 | -100.0% | -0.07% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -21,350 | -100.0% | -0.08% | – |
| GRTS | Exit | GRITSTONE BIO INC | $0 | – | -12,371 | -100.0% | -0.10% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,739 | -100.0% | -0.13% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -1,806 | -100.0% | -0.13% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -9,940 | -100.0% | -0.13% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -3,216 | -100.0% | -0.18% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -16,959 | -100.0% | -0.19% | – |
| PAY | Exit | PAYMENTUS HOLDINGS INC | $0 | – | -10,200 | -100.0% | -0.22% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -1,368 | -100.0% | -0.22% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -11,281 | -100.0% | -0.25% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,753 | -100.0% | -0.28% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -3,493 | -100.0% | -0.32% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -5,157 | -100.0% | -0.33% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,898 | -100.0% | -0.34% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -3,215 | -100.0% | -0.44% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -3,628 | -100.0% | -0.57% | – |
| ETSY | Exit | ETSY INC | $0 | – | -5,883 | -100.0% | -0.79% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -3,813 | -100.0% | -0.90% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -8,147 | -100.0% | -1.12% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -80,625 | -100.0% | -2.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-10-13 |
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.