Alta Wealth Advisors LLC Purchases in Q4 2024

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
374
+ 6.62%
$105.78 - $108.7 $39.6K - $40.7K
6.02K $641K
QCOM
Qualcomm Inc

Technology
416
+ 16.26%
$150.4 - $178.04 $62.6K - $74.1K
2.97K $456K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
346
+ 7.78%
$80.93 - $85.66 $28K - $29.6K
4.79K $387K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.67%
$521.84 - $558.82 $3.13K - $3.35K
897 $483K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
603
+ 3.68%
$56.06 - $61.35 $33.8K - $37K
17K $958K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
190
+ 2.02%
$65.67 - $69.79 $12.5K - $13.3K
9.61K $643K
BNDX
Vanguard Total International B

ETFs
183
+ 3.1%
$48.91 - $50.61 $8.95K - $9.26K
6.09K $298K
ACN
Accenture PLC

Technology
9
+ 1.16%
$343.9 - $376.86 $3.1K - $3.39K
787 $276K
Lam Research Corp
17.9K
New
N/A
17.9K $0
Arista Networks Inc
5.64K
New
N/A
5.64K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
627
+ 2.52%
$183.23 - $199.79 $115K - $125K
25.6K $4.73M
SLV
I Shares Silver Trust

ETFs
360
+ 4.6%
$26.33 - $31.74 $9.48K - $11.4K
8.18K $215K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
319
+ 1.43%
$77.86 - $79.27 $24.8K - $25.3K
22.6K $1.76M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$114.45 - $127.21 $114 - $127
1.79K $207K
ORCL
Oracle Corp

Technology
11
+ 0.29%
$165.41 - $192.43 $1.82K - $2.12K
3.8K $632K
VEA
Vanguard Ftse Developed Market

ETFs
148
+ 3.21%
$47.57 - $52.44 $7.04K - $7.76K
4.76K $227K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.23%
$288.47 - $316.54 $1.44K - $1.58K
2.2K $637K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 0.41%
$442.29 - $483.08 $12.4K - $13.5K
6.89K $3.12M
VTV
Vanguard Value ETF

ETFs
110
+ 0.92%
$168.32 - $181.87 $18.5K - $20K
12K $2.04M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
467
+ 3.71%
$99.2 - $108.47 $46.3K - $50.7K
13K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
78
+ 8.97%
$501.29 - $612.85 $39.1K - $47.8K
948 $493K
UBER
Uber Technologies, Inc

Technology
1.41K
+ 15.74%
$59.93 - $86.34 $84.4K - $122K
10.4K $624K
ADBE
Adobe Inc.

Technology
2
+ 0.14%
$437.39 - $552.96 $875 - $1.11K
1.48K $657K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.27%
$396.64 - $516.74 $1.98K - $2.58K
1.83K $737K
KLAC
Kla Corp

Technology
65
+ 3.67%
$614.46 - $829.55 $39.9K - $53.9K
1.83K $1.16M
AMD
Advanced Micro Devices Inc

Technology
243
+ 4.01%
$118.88 - $172.8 $28.9K - $42K
6.31K $761K
LLY
Eli Lilly & CO

Healthcare
16
+ 0.53%
$727.2 - $932.06 $11.6K - $14.9K
3.06K $2.36M
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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