Alta Wealth Advisors LLC Purchases and Sells in Q4 2024

Alta Wealth Advisors LLC

$226 Million
Q4 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	4.39K + 1.57%	$81.74 - $91.38 $359K - $401K	285K $25M
TSLA	658 + 9.95%	$213.65 - $479.86 $141K - $316K	7.27K $2.94M
NVDA	2.19K + 3.29%	$117.0 - $148.88 $257K - $326K	68.9K $9.26M
IVV	1.23K + 27.14%	$570.51 - $610.59 $702K - $752K	5.77K $3.39M
AMZN	884 + 5.31%	$180.88 - $232.93 $160K - $206K	17.5K $3.85M
NOW	103 + 3.28%	$867.18 - $1148.42 $89.3K - $118K	3.25K $3.44M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKIE	13.8K New	$72.43 - $78.39 $996K - $1.08M	13.8K $995K
SGOV	9.4K New	$100.16 - $100.7 $942K - $947K	9.4K $943K
SPMO	5.37K New	$89.97 - $98.59 $483K - $529K	5.37K $510K
CYBR	1.52K New	$274.1 - $333.15 $417K - $507K	1.52K $507K
AXP	1.3K New	$267.35 - $305.57 $347K - $397K	1.3K $385K
VRT	4.31K New	N/A	4.31K $373K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-560 - 16.81%	$485.52 - $625.25 $272K - $350K	2.77K $1.4M
HUBS	-1.23K - 62.77%	$514.07 - $757.4 $633K - $932K	730 $508K
FMB	-8.75K - 54.14%	$50.62 - $52.07 $443K - $456K	7.41K $378K
INTU	-706 - 59.73%	$602.01 - $706.25 $425K - $499K	476 $299K
XLV	-637 - 7.59%	$136.28 - $154.74 $86.8K - $98.6K	7.75K $1.07M
RSP	-424 - 1.47%	$174.22 - $187.62 $73.9K - $79.6K	28.4K $4.98M

Activity Summary All Purchases 78 New Holdings 14 Increased Positions 64 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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