Alta Wealth Advisors LLC Incresed Positions in Q4 2024

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
4.39K
+ 1.57%
$81.74 - $91.38 $359K - $401K
285K $25M
TSLA
Tesla, Inc.

Consumer Cyclical
658
+ 9.95%
$213.65 - $479.86 $141K - $316K
7.27K $2.94M
NVDA
Nvidia Corp

Technology
2.19K
+ 3.29%
$117.0 - $148.88 $257K - $326K
68.9K $9.26M
IVV
Ishares Core S&P 500 ETF

ETFs
1.23K
+ 27.14%
$570.51 - $610.59 $702K - $752K
5.77K $3.39M
AMZN
Amazon Com Inc

Consumer Cyclical
884
+ 5.31%
$180.88 - $232.93 $160K - $206K
17.5K $3.85M
NOW
Service Now, Inc.

Technology
103
+ 3.28%
$867.18 - $1148.42 $89.3K - $118K
3.25K $3.44M
SPMD
Spdr Portfolio

ETFs
9.84K
+ 4.88%
$54.13 - $59.56 $533K - $586K
212K $11.6M
SHOP
Shopify Inc.

Technology
213
+ 1.09%
$78.14 - $119.49 $16.6K - $25.5K
19.7K $2.1M
GOOGL
Alphabet Inc.

Communication Services
393
+ 2.27%
$161.86 - $196.66 $63.6K - $77.3K
17.7K $3.35M
APP
App Lovin Corp

Technology
276
+ 17.84%
$130.67 - $401.5 $36.1K - $111K
1.82K $590K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.31K
+ 13.75%
$94.43 - $105.47 $218K - $243K
19.1K $1.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
328
+ 5.26%
$481.22 - $538.17 $158K - $177K
6.56K $3.35M
CRM
Salesforce, Inc.

Technology
5
+ 0.1%
$270.87 - $367.87 $1.35K - $1.84K
5.06K $1.69M
IVE
Ishares S&P 500 Value ETF

ETFs
1.97K
+ 14.95%
$189.5 - $206.17 $373K - $406K
15.1K $2.89M
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 1.78%
$205.18 - $250.29 $31K - $37.8K
8.63K $2.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 1.42%
$567.81 - $607.81 $92K - $98.5K
11.6K $6.8M
V
Visa Inc.

Financial Services
264
+ 7.39%
$273.87 - $320.91 $72.3K - $84.7K
3.84K $1.21M
PANW
Palo Alto Networks Inc

Technology
4.28K
+ 116.3%
$181.96 - $405.9 $779K - $1.74M
7.96K $1.45M
OKTA
Okta, Inc.

Technology
2.03K
+ 67.39%
$71.81 - $86.11 $145K - $174K
5.03K $396K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.18K
+ 11.22%
$44.33 - $49.55 $185K - $207K
41.4K $1.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
847
+ 8.94%
$176.42 - $186.91 $149K - $158K
10.3K $1.84M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.29%
$554.08 - $632.68 $11.1K - $12.7K
6.83K $4.03M
IEFA
Ishares Tr

ETFs
2.23K
+ 63.31%
$70.06 - $77.43 $156K - $173K
5.76K $404K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.9K
+ 3.87%
$51.09 - $55.27 $861K - $932K
452K $23.1M
ZBRA
Zebra Technologies Corp

Technology
243
+ 20.98%
$360.09 - $411.94 $87.5K - $100K
1.4K $541K
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.06%
$83.95 - $97.9 $588 - $685
12K $1.11M
NFLX
Netflix Inc

Communication Services
17
+ 3.57%
$687.65 - $936.56 $11.7K - $15.9K
493 $439K
CDNS
Cadence Design Systems Inc

Technology
193
+ 13.24%
$249.1 - $324.54 $48.1K - $62.6K
1.65K $496K
TTD
Trade Desk, Inc.

Technology
15
+ 0.12%
$108.7 - $139.51 $1.63K - $2.09K
12.3K $1.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 18.87%
$61.68 - $67.87 $96.4K - $106K
9.85K $613K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
289
+ 20.55%
$172.07 - $207.36 $49.7K - $59.9K
1.7K $334K
ITOT
Ishares Core S&P Total U.S. St

ETFs
301
+ 1.76%
$124.26 - $134.12 $37.4K - $40.4K
17.4K $2.24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
893
+ 4.66%
$69.3 - $74.3 $61.9K - $66.3K
20.1K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.28%
$51.92 - $59.94 $2.6K - $3K
18.1K $1.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.1%
$77.25 - $91.3 $773 - $913
10.4K $884K
MSFT
Microsoft Corp

Technology
375
+ 3.59%
$406.35 - $454.46 $152K - $170K
10.8K $4.56M
HON
Honeywell International Inc

Industrials
5
+ 0.26%
$202.84 - $236.0 $1.01K - $1.18K
1.9K $429K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
+ 7.34%
$113.92 - $127.38 $45.6K - $51K
5.85K $674K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
627
+ 2.52%
$183.23 - $199.79 $115K - $125K
25.6K $4.73M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
319
+ 1.43%
$77.86 - $79.27 $24.8K - $25.3K
22.6K $1.76M
SLV
I Shares Silver Trust

ETFs
360
+ 4.6%
$26.33 - $31.74 $9.48K - $11.4K
8.18K $215K
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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