Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

Alta Wealth Advisors LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25M, Spdr Portfolio S&P 500 Value E with a value of $23.1M, Spdr Portfolio with a value of $11.6M, Apple Inc. with a value of $9.55M, and Nvidia Corp with a value of $9.26M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $219M to 226M.

Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $130 Million
Technology: $43.6 Million
Healthcare: $15.1 Million
Financial Services: $9.67 Million
Consumer Cyclical: $8.71 Million
Communication Services: $8.45 Million
Consumer Defensive: $6.44 Million
Industrials: $1.57 Million
Other: $2.82 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$2.1 Million 0.93% of portfolio
19,734
Q4 2024 Added 1.09%
$56.2B
$1.45 Million 0.64% of portfolio
7,960
Q4 2024 Added 116.3%
$53.3B
$1.44 Million 0.64% of portfolio
12,289
Q4 2024 Added 0.12%
$163B
$1.29 Million 0.57% of portfolio
5,245
Q4 2024 Reduced 0.38%
$106B
$1.16 Million 0.51% of portfolio
1,834
Q4 2024 Added 3.67%
$16.1B
$1.14 Million 0.5% of portfolio
16,483
Q3 2024 Reduced 0.15%
$117B
$1.11 Million 0.49% of portfolio
12,027
Q4 2024 Added 0.06%
$14.3B
$1.09 Million 0.48% of portfolio
70,719
Q3 2024 Added 33.56%
$127B
$1.02 Million 0.45% of portfolio
18,101
Q4 2024 Added 0.28%
$143B
$998,000 0.44% of portfolio
13,925
Q4 2024 Reduced 0.23%
$103B
$884,000 0.39% of portfolio
10,363
Q4 2024 Added 0.1%
$198B
$761,000 0.34% of portfolio
6,308
Q4 2024 Added 4.01%
$57B
$739,000 0.33% of portfolio
4,294
Q4 2024 Reduced 0.23%
$113B
$737,000 0.33% of portfolio
1,832
Q4 2024 Added 0.27%
$72.4B
$712,000 0.32% of portfolio
1,000
Q1 2022 New
$136B
$624,000 0.28% of portfolio
10,358
Q4 2024 Added 15.74%
$106B
$590,000 0.26% of portfolio
1,823
Q4 2024 Added 17.84%
$130B
$561,000 0.25% of portfolio
1,155
Q4 2024 Reduced 0.43%
$21.5B
$541,000 0.24% of portfolio
1,401
Q4 2024 Added 20.98%
$87.9B
$496,000 0.22% of portfolio
1,651
Q4 2024 Added 13.24%
$14.6B
$507,000 0.22% of portfolio
1,522
Q4 2024 New
$34.9B
$508,000 0.22% of portfolio
730
Q4 2024 Reduced 62.77%
$193B
$456,000 0.2% of portfolio
2,974
Q4 2024 Added 16.26%
$149B
$429,000 0.19% of portfolio
1,903
Q4 2024 Added 0.26%
$55.7B
$438,000 0.19% of portfolio
2,838
Q4 2024 Reduced 11.59%
$161B
$408,000 0.18% of portfolio
2,514
Q4 2024 Reduced 3.46%
$13.5B
$396,000 0.18% of portfolio
5,030
Q4 2024 Added 67.39%
$80.5B
$387,000 0.17% of portfolio
1,132
Q3 2024 Reduced 8.27%
$32.7B
$373,000 0.17% of portfolio
4,312
Q4 2024 New
$169B
$299,000 0.13% of portfolio
476
Q4 2024 Reduced 59.73%
$166B
$220,000 0.1% of portfolio
5,507
Q4 2024 Reduced 4.81%
$184B
$207,000 0.09% of portfolio
1,790
Q4 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $226 Million
  • Prior Value $219 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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