| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK ETF TRUST | 4 | Q3 2023 | 18.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 11.2% |
| ISHARES TR | 4 | Q3 2023 | 8.2% |
| ALPHABET INC | 4 | Q3 2023 | 8.9% |
| MICROSOFT CORP | 4 | Q3 2023 | 7.6% |
| ALPHABET INC | 4 | Q3 2023 | 8.2% |
| GOLDMAN SACHS ETF TR | 4 | Q3 2023 | 6.3% |
| JOHN HANCOCK EXCHANGE TRADED FD | 4 | Q3 2023 | 5.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 7.1% |
| KRANESHARES TR | 4 | Q3 2023 | 4.9% |
View PALO ALTO WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-07 |
View PALO ALTO 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.