Alta Wealth Advisors LLC Incresed Positions in Q3 2024

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28.3K
+ 6.95%
$48.51 - $52.86 $1.37M - $1.5M
435K $23M
SPYG
Spdr Portfolio

ETFs
15.6K
+ 5.9%
$73.38 - $84.1 $1.15M - $1.31M
281K $23.3M
SPMD
Spdr Portfolio

ETFs
15.3K
+ 8.19%
$50.29 - $54.92 $769K - $839K
202K $11M
AAPL
Apple Inc.

Technology
2.27K
+ 6.33%
$207.23 - $234.82 $470K - $533K
38.1K $8.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.15K
+ 16.81%
$162.83 - $179.16 $676K - $744K
28.8K $5.17M
NOW
Service Now, Inc.

Technology
760
+ 31.89%
$730.87 - $937.36 $555K - $712K
3.14K $2.81M
XLV
Select Sector Spdr Fund Health

ETFs
5.75K
+ 217.97%
$143.3 - $157.24 $824K - $904K
8.39K $1.29M
IVE
Ishares S&P 500 Value ETF

ETFs
3.1K
+ 30.75%
$181.06 - $197.17 $560K - $610K
13.2K $2.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
427
+ 3.88%
$517.38 - $573.86 $221K - $245K
11.4K $6.57M
META
Meta Platforms, Inc.

Communication Services
118
+ 1.76%
$453.41 - $572.44 $53.5K - $67.5K
6.81K $3.9M
IVV
Ishares Core S&P 500 ETF

ETFs
576
+ 14.55%
$520.18 - $576.82 $300K - $332K
4.54K $2.62M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.11%
$191.76 - $263.26 $1.34K - $1.84K
6.61K $1.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.67K
+ 10.82%
$113.41 - $125.62 $189K - $210K
17.1K $2.15M
SHOP
Shopify Inc.

Technology
525
+ 2.76%
$52.26 - $80.75 $27.4K - $42.4K
19.5K $1.56M
WMT
Walmart Inc.

Consumer Defensive
1.34K
+ 10.1%
$66.91 - $81.4 $89.6K - $109K
14.6K $1.18M
ORCL
Oracle Corp

Technology
1.2K
+ 46.61%
$125.9 - $170.35 $151K - $205K
3.78K $644K
XOM
Exxon Mobil Corp

Energy
2.31K
+ 69.86%
$109.72 - $119.0 $254K - $275K
5.62K $658K
VTV
Vanguard Value ETF

ETFs
478
+ 4.17%
$159.75 - $174.57 $76.4K - $83.4K
11.9K $2.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
235
+ 1.78%
$332.02 - $382.76 $78K - $89.9K
13.4K $5.05M
JPM
Jpmorgan Chase & CO

Financial Services
676
+ 8.67%
$194.9 - $224.8 $132K - $152K
8.48K $1.79M
SOFI
So Fi Technologies, Inc.

Financial Services
17.8K
+ 33.56%
$6.32 - $8.19 $112K - $146K
70.7K $555K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.38K
+ 3.84%
$41.02 - $46.01 $56.4K - $63.3K
37.2K $1.69M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
726
+ 6.12%
$95.1 - $106.76 $69K - $77.5K
12.6K $1.34M
NEE
Nextera Energy Inc

Utilities
166
+ 1.2%
$69.9 - $84.97 $11.6K - $14.1K
14K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
419
+ 2.38%
$39.66 - $51.75 $16.6K - $21.7K
18.1K $934K
DHR
Danaher Corp

Healthcare
431
+ 24.06%
$239.25 - $280.76 $103K - $121K
2.22K $617K
LMT
Lockheed Martin Corp

Industrials
39
+ 3.48%
$460.3 - $584.56 $18K - $22.8K
1.16K $678K
MSFT
Microsoft Corp

Technology
692
+ 7.09%
$395.15 - $467.56 $273K - $324K
10.4K $4.49M
VUG
Vanguard Growth ETF

ETFs
229
+ 5.92%
$341.08 - $391.94 $78.1K - $89.8K
4.1K $1.57M
VTI
Vanguard Total Stock Market Et

ETFs
325
+ 19.73%
$255.18 - $283.2 $82.9K - $92K
1.97K $558K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.09K
+ 7.15%
$53.41 - $57.9 $58.4K - $63.3K
16.4K $946K
SPG
Simon Property Group Inc

Real Estate
198
+ 4.82%
$146.09 - $170.11 $28.9K - $33.7K
4.3K $727K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.97K
+ 28.54%
$37.37 - $41.82 $73.7K - $82.5K
8.88K $368K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
365
+ 1.94%
$63.28 - $70.06 $23.1K - $25.6K
19.2K $1.34M
VB
Vanguard Small Cap ETF

ETFs
250
+ 17.23%
$214.77 - $237.72 $53.7K - $59.4K
1.7K $403K
QUAL
Ishares Msci Usa Quality Facto

ETFs
29
+ 0.31%
$162.64 - $179.3 $4.72K - $5.2K
9.48K $1.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 3.82%
$531.86 - $624.21 $17K - $20K
870 $538K
CVX
Chevron Corp

Energy
624
+ 22.94%
$137.88 - $161.97 $86K - $101K
3.34K $492K
IVW
Ishares S&P 500 Growth ETF

ETFs
75
+ 0.45%
$84.77 - $97.13 $6.36K - $7.28K
16.8K $1.61M
DGRO
Ishares Core Dividend Growth E

ETFs
194
+ 2.59%
$57.47 - $62.76 $11.1K - $12.2K
7.69K $482K
V
Visa Inc.

Financial Services
12
+ 0.34%
$253.74 - $291.56 $3.04K - $3.5K
3.57K $982K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
13
+ 0.18%
$70.02 - $76.68 $910 - $997
7.3K $559K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65
+ 0.79%
$57.32 - $62.65 $3.73K - $4.07K
8.28K $516K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.1%
$61.47 - $67.36 $553 - $606
9.42K $633K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.43%
$237.84 - $263.83 $1.43K - $1.58K
1.4K $368K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7
+ 0.16%
$75.88 - $83.21 $531 - $582
4.45K $370K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.29%
$145.48 - $167.38 $582 - $670
1.39K $225K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.09%
$38.89 - $45.0 $194 - $225
5.79K $259K
HON
Honeywell International Inc

Industrials
83
+ 4.57%
$196.73 - $220.21 $16.3K - $18.3K
1.9K $392K
Activity Summary
Buys All Purchases 72 New Holdings 16 Increased Positions 56 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email