$170 Million is the total value of Alta Wealth Advisors LLC's 133 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | GXO LOGISTICS INCORPORATED | $757,923 | – | 12,065 | +100.0% | 0.44% | – | |
XOM | New | EXXON MOBIL CORP | $443,032 | – | 4,131 | +100.0% | 0.26% | – |
QCOM | New | QUALCOMM INC | $244,466 | – | 2,054 | +100.0% | 0.14% | – |
UBER | New | UBER TECHNOLOGIES INC | $242,620 | – | 5,620 | +100.0% | 0.14% | – |
DHR | New | DANAHER CORPORATION | $225,600 | – | 940 | +100.0% | 0.13% | – |
ABT | New | ABBOTT LABS | $212,517 | – | 1,949 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.