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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$9.55 Million 4.23% of portfolio
38,118
Q4 2024 Reduced 0.06%
$355B
$9.26 Million 4.1% of portfolio
68,947
Q4 2024 Added 3.29%
$3.31T
$4.56 Million 2.02% of portfolio
10,821
Q4 2024 Added 3.59%
$416B
$4.22 Million 1.87% of portfolio
4,607
Q4 2024 Reduced 0.04%
$1.46T
$4.03 Million 1.78% of portfolio
6,832
Q4 2024 Added 0.29%
$2.39T
$3.85 Million 1.7% of portfolio
17,532
Q4 2024 Added 5.31%
$227B
$3.44 Million 1.52% of portfolio
3,246
Q4 2024 Added 3.28%
$1.2T
$3.35 Million 1.48% of portfolio
17,720
Q4 2024 Added 2.27%
$603B
$3.12 Million 1.38% of portfolio
6,885
Q4 2024 Added 0.41%
$1.28T
$2.94 Million 1.3% of portfolio
7,272
Q4 2024 Added 9.95%
$746B
$2.36 Million 1.05% of portfolio
3,061
Q4 2024 Added 0.53%
$777B
$2.07 Million 0.91% of portfolio
8,626
Q4 2024 Added 1.78%
$334B
$1.69 Million 0.75% of portfolio
5,061
Q4 2024 Added 0.1%
$301B
$1.4 Million 0.62% of portfolio
7,901
Q4 2024 Reduced 1.72%
$498B
$1.4 Million 0.62% of portfolio
2,771
Q4 2024 Reduced 16.81%
$257B
$1.32 Million 0.58% of portfolio
14,560
Q4 2024 Reduced 0.29%
$205B
$904,000 0.4% of portfolio
5,951
Q4 2024 Reduced 3.33%
$202B
$657,000 0.29% of portfolio
1,479
Q4 2024 Added 0.14%
$495B
$632,000 0.28% of portfolio
3,795
Q4 2024 Added 0.29%
$210B
$637,000 0.28% of portfolio
2,199
Q4 2024 Added 0.23%
$453B
$604,000 0.27% of portfolio
5,617
Q4 2024 Reduced 0.04%
$225B
$493,000 0.22% of portfolio
948
Q4 2024 Added 8.97%
$305B
$482,000 0.21% of portfolio
3,334
Q4 2024 Reduced 0.3%
$435B
$439,000 0.19% of portfolio
493
Q4 2024 Added 3.57%
$1.23T
$404,000 0.18% of portfolio
2,124
Q4 2024 Reduced 3.19%
$240B
$385,000 0.17% of portfolio
1,298
Q4 2024 New
$1.15T
$334,000 0.15% of portfolio
1,695
Q4 2024 Added 20.55%
$242B
$330,000 0.15% of portfolio
3,327
Q4 2024 New
$233B
$260,000 0.12% of portfolio
2,073
Q4 2024 Reduced 2.36%
$509B
$274,000 0.12% of portfolio
521
Q3 2024 Reduced 2.07%
$228B
$276,000 0.12% of portfolio
787
Q4 2024 Added 1.16%
$373B
$239,000 0.11% of portfolio
5,446
Q4 2024 Reduced 4.77%

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
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