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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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