Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $285 Billion
  • Q4 2024

Palo Alto Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $285 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $83.6B, Alphabet Inc. with a value of $51.1B, Vaneck Morningstar Wide Moat E with a value of $28.4B, Wisdomtree Tr Us Quality Divid with a value of $17.4B, and Ishares Msci Usa Quality Facto with a value of $17.2B.

Examining the 13F form we can see an increase of $43.4B in the current position value, from $242B to 285B.

Palo Alto Wealth Advisors, LLC is based out at Palo Alto, CA

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

Portfolio value $285 Billion
Communication Services: $139 Billion
ETFs: $109 Billion
Technology: $30.5 Billion
Consumer Cyclical: $3.57 Billion
Financial Services: $1.17 Billion
Healthcare: $535 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $285 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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