Alta Wealth Advisors LLC Sells in Q3 2024

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-8.91K
- 59.5%
$128.67 - $183.96 $1.15M - $1.64M
6.07K $995K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.39K
- 27.72%
$434.77 - $502.96 $1.04M - $1.2M
6.23K $3.04M
LRCX
Lam Research Corp

Technology
-5
- 0.28%
$731.56 - $1127.3 $3.66K - $5.64K
1.79K $1.46M
NVDA
Nvidia Corp

Technology
-900
- 1.33%
$98.91 - $134.91 $89K - $121K
66.8K $8.11M
MUB
Ishares National Muni Bond ETF

ETFs
-2.37K
- 29.52%
$106.13 - $108.7 $251K - $257K
5.65K $613K
HUBS
Hubspot Inc

Technology
-86
- 4.2%
$450.09 - $592.58 $38.7K - $51K
1.96K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
-102
- 8.27%
$217.89 - $392.15 $22.2K - $40K
1.13K $317K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.79K
- 22.96%
$25.38 - $26.27 $147K - $152K
19.4K $510K
QCOM
Qualcomm Inc

Technology
-19
- 0.74%
$156.12 - $209.64 $2.97K - $3.98K
2.56K $434K
LLY
Eli Lilly & CO

Healthcare
-7
- 0.23%
$772.14 - $960.02 $5.4K - $6.72K
3.05K $2.7M
GOOG
Alphabet Inc.

Communication Services
-27
- 1.22%
$149.54 - $192.66 $4.04K - $5.2K
2.19K $366K
FHTX
Foghorn Therapeutics Inc.

Healthcare
-15K
- 49.95%
$4.8 - $9.99 $72K - $150K
15K $139K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.14K
- 14.99%
$53.68 - $59.24 $60.9K - $67.2K
6.44K $381K
TGT
Target Corp

Consumer Defensive
-223
- 14.79%
$133.47 - $159.25 $29.8K - $35.5K
1.29K $200K
CRM
Salesforce, Inc.

Technology
-403
- 7.38%
$238.42 - $276.53 $96.1K - $111K
5.06K $1.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 1.03%
$460.0 - $505.78 $8.74K - $9.61K
1.83K $849K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-657
- 3.84%
$19.74 - $20.07 $13K - $13.2K
16.4K $329K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-370
- 2.24%
$51.0 - $52.05 $18.9K - $19.3K
16.2K $839K
NFLX
Netflix Inc

Communication Services
-26
- 5.18%
$598.55 - $722.26 $15.6K - $18.8K
476 $337K
PANW
Palo Alto Networks Inc

Technology
-27
- 0.73%
$294.18 - $368.01 $7.94K - $9.94K
3.68K $1.26M
GTO
Invesco Actively Managed ETF T

ETFs
-185
- 3.75%
$46.22 - $48.77 $8.55K - $9.02K
4.75K $229K
MRVL
Marvell Technology, Inc.

Technology
-84
- 2.46%
$56.15 - $76.24 $4.72K - $6.4K
3.34K $240K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-608
- 5.9%
$33.74 - $37.96 $20.5K - $23.1K
9.7K $364K
FVD
First Tr Value Line Divid Inde

ETFs
-519
- 8.41%
$40.45 - $45.49 $21K - $23.6K
5.65K $257K
UBER
Uber Technologies, Inc

Technology
-196
- 2.14%
$58.48 - $77.47 $11.5K - $15.2K
8.95K $672K
IEFA
Ishares Tr

ETFs
-155
- 4.21%
$70.09 - $78.74 $10.9K - $12.2K
3.53K $275K
PEP
Pepsico Inc

Consumer Defensive
-135
- 2.15%
$161.9 - $179.3 $21.9K - $24.2K
6.16K $1.05M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-185
- 4.18%
$90.87 - $102.43 $16.8K - $18.9K
4.25K $419K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-306
- 5.08%
$73.55 - $97.62 $22.5K - $29.9K
5.71K $547K
MS
Morgan Stanley

Financial Services
-37
- 1.71%
$92.07 - $106.96 $3.41K - $3.96K
2.12K $221K
GXO
Gxo Logistics, Inc.

Industrials
-75
- 0.57%
$46.45 - $55.98 $3.48K - $4.2K
13.2K $687K
MA
Mastercard Inc

Financial Services
-11
- 2.07%
$429.6 - $500.99 $4.73K - $5.51K
521 $257K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-115
- 2.31%
$69.31 - $77.34 $7.97K - $8.89K
4.86K $373K
VHT
Vanguard Health Care ETF

ETFs
-40
- 1.46%
$261.88 - $288.1 $10.5K - $11.5K
2.7K $760K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-351
- 3.89%
$83.76 - $91.82 $29.4K - $32.2K
8.68K $792K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-47
- 0.86%
$105.53 - $118.34 $4.96K - $5.56K
5.45K $637K
ZBRA
Zebra Technologies Corp

Technology
-12
- 1.03%
$306.21 - $371.02 $3.67K - $4.45K
1.16K $428K
MCD
Mcdonalds Corp

Consumer Cyclical
-164
- 6.96%
$245.82 - $304.51 $40.3K - $49.9K
2.19K $668K
GLD
Spdr Gold Trust

ETFs
-46
- 1.44%
$215.56 - $246.98 $9.92K - $11.4K
3.15K $765K
INCY
Incyte Corp

Healthcare
-25
- 0.15%
$57.33 - $68.61 $1.43K - $1.72K
16.5K $1.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-18
- 0.47%
$386.81 - $423.12 $6.96K - $7.62K
3.81K $1.61M
TTD
Trade Desk, Inc.

Technology
-53
- 0.43%
$83.08 - $110.79 $4.4K - $5.87K
12.3K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 0.32%
$801.83 - $917.05 $12K - $13.8K
4.61K $4.09M
GILD
Gilead Sciences, Inc.

Healthcare
-19
- 0.16%
$66.59 - $83.99 $1.27K - $1.6K
12K $1.01M
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.12%
$163.84 - $199.33 $1.64K - $1.99K
8.04K $1.59M
LOW
Lowes Companies Inc

Consumer Cyclical
-139
- 2.57%
$213.3 - $270.78 $29.6K - $37.6K
5.27K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
-26
- 0.77%
$488.01 - $604.18 $12.7K - $15.7K
3.33K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 0.51%
$405.19 - $478.57 $14.2K - $16.7K
6.86K $3.16M
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
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