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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$995,000 0.44% of portfolio
13,750
Q4 2024 New
$0
$943,000 0.42% of portfolio
9,403
Q4 2024 New
$0
$958,000 0.42% of portfolio
16,974
Q4 2024 Added 3.68%
$202B
$904,000 0.4% of portfolio
5,951
Q4 2024 Reduced 3.33%
$72B
$884,000 0.39% of portfolio
10,363
Q4 2024 Added 0.1%
$0
$865,000 0.38% of portfolio
14,693
Q3 2023 Reduced 5.77%
$102B
$757,000 0.34% of portfolio
3,130
Q4 2024 Reduced 0.63%
$153B
$761,000 0.34% of portfolio
6,308
Q4 2024 Added 4.01%
$49.1B
$739,000 0.33% of portfolio
4,294
Q4 2024 Reduced 0.23%
$127B
$737,000 0.33% of portfolio
1,832
Q4 2024 Added 0.27%
$61.2B
$712,000 0.32% of portfolio
1,000
Q1 2022 New
$0
$675,000 0.3% of portfolio
2,664
Q4 2024 Reduced 1.19%
$0
$674,000 0.3% of portfolio
5,850
Q4 2024 Added 7.34%
$163B
$657,000 0.29% of portfolio
1,479
Q4 2024 Added 0.14%
$0
$652,000 0.29% of portfolio
7,615
Q4 2024 Reduced 3.15%
$0
$654,000 0.29% of portfolio
7,370
Q4 2024 Reduced 15.04%
$145B
$624,000 0.28% of portfolio
10,358
Q4 2024 Added 15.74%
$363B
$632,000 0.28% of portfolio
3,795
Q4 2024 Added 0.29%
$233B
$637,000 0.28% of portfolio
2,199
Q4 2024 Added 0.23%
$0
$641,000 0.28% of portfolio
6,024
Q4 2024 Added 6.62%
$431B
$604,000 0.27% of portfolio
5,617
Q4 2024 Reduced 0.04%
$0
$613,000 0.27% of portfolio
9,845
Q4 2024 Added 18.87%
$44.6B
$605,000 0.27% of portfolio
5,478
Q4 2024 Added 64.26%
$68.9B
$590,000 0.26% of portfolio
1,823
Q4 2024 Added 17.84%
$125B
$561,000 0.25% of portfolio
1,155
Q4 2024 Reduced 0.43%
$12B
$541,000 0.24% of portfolio
1,401
Q4 2024 Added 20.98%
$0
$550,000 0.24% of portfolio
7,258
Q4 2024 Reduced 0.55%
$0
$546,000 0.24% of portfolio
1,886
Q4 2024 Reduced 4.36%
$0
$510,000 0.23% of portfolio
5,370
Q4 2024 New
$0
$491,000 0.22% of portfolio
9,674
Q4 2024 Reduced 4.5%
$71.5B
$496,000 0.22% of portfolio
1,651
Q4 2024 Added 13.24%
$14B
$507,000 0.22% of portfolio
1,522
Q4 2024 New
$176B
$493,000 0.22% of portfolio
948
Q4 2024 Added 8.97%
$25.3B
$508,000 0.22% of portfolio
730
Q4 2024 Reduced 62.77%
$0
$483,000 0.21% of portfolio
897
Q4 2024 Added 0.67%
$265B
$482,000 0.21% of portfolio
3,334
Q4 2024 Reduced 0.3%
$156B
$456,000 0.2% of portfolio
2,974
Q4 2024 Added 16.26%
$135B
$429,000 0.19% of portfolio
1,903
Q4 2024 Added 0.26%
$0
$436,000 0.19% of portfolio
7,121
Q4 2024 Reduced 7.44%
$0
$432,000 0.19% of portfolio
16,915
Q4 2024 Reduced 12.95%
$414B
$439,000 0.19% of portfolio
493
Q4 2024 Added 3.57%
$46.3B
$438,000 0.19% of portfolio
2,838
Q4 2024 Reduced 11.59%
$0
$403,000 0.18% of portfolio
1,678
Q4 2024 Reduced 1.35%
$983B
$404,000 0.18% of portfolio
2,124
Q4 2024 Reduced 3.19%
$124B
$408,000 0.18% of portfolio
2,514
Q4 2024 Reduced 3.46%
$0
$404,000 0.18% of portfolio
5,760
Q4 2024 Added 63.31%
$15.3B
$396,000 0.18% of portfolio
5,030
Q4 2024 Added 67.39%
$81.3B
$387,000 0.17% of portfolio
1,132
Q3 2024 Reduced 8.27%
$0
$378,000 0.17% of portfolio
7,413
Q4 2024 Reduced 54.14%

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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