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CIK: 0001536114
Total reported value
$441.2M
$441.2M
153 檔
12.5%
As reported in its official Q4 2024 Form 13F filing, Alta Advisers Ltd's tracked investment portfolio stood at $441.2M with 153 total positions.
In Q4 2024, Alta Advisers Ltd adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 147 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VGSH, NVDA) accounted for 12.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.98% | -1.51% | +16.62% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.91% | -1.29% | -68.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.92% | +6.36% | +17.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | -1.41% | +17.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.44% | -0.97% | -68.39% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | +2.21% | +17.83% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.69% | -0.68% | +17.42% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.58% | -0.57% | -68.37% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.39% | -0.43% | +18.63% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | -0.52% | +20.37% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.28% | -0.49% | +19.90% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.92% | +2.93% | +12.56% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.43% | +21.44% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.35% | +18.03% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | -0.18% | +13.87% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.21% | +24.17% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -1.01% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | — | +17.58% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.21% | +19.22% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.25% | +21.75% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.17% | +18.82% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.33% | +22.99% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.15% | +23.00% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.30% | +18.08% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.29% | +11.52% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.12% | +17.41% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.14% | +22.29% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | -0.12% | +21.19% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.12% | +20.86% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.14% | +12.99% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.29% | +19.77% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.13% | +19.04% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | -0.13% | +11.18% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | -0.03% | +20.92% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.46% | -0.10% | +21.65% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.06% | +13.83% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.14% | +24.82% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.14% | +15.10% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.09% | +22.20% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.09% | +20.38% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.10% | +26.60% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.37% | +22.55% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.07% | +12.15% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.11% | +21.70% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.41% | -0.11% | +18.69% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | -0.12% | +28.95% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.11% | +18.10% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.38% | -0.07% | +65.09% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.09% | +15.33% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.37% | -0.11% | +16.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.4% | +16.62% | Add |
| 2 | NVDA | Nvidia CORP | +3.1% | +17.09% | Add |
| 3 | MSFT | Microsoft CORP | +2.5% | +17.73% | Add |
| 4 | AMZN | Amazon.com Inc | +2.1% | +17.83% | Add |
| 5 | TSLA | Tesla Inc | +1.5% | +18.63% | Add |
| 6 | AVGO | Broadcom Inc | +1.3% | +19.90% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +1.1% | +20.37% | Add |
| 8 | META | Meta Platforms Inc-class A | +1.1% | +17.42% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.8% | +12.56% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +21.44% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.7% | +18.03% | Add |
| 12 | V | Visa Inc-class A Shares | +0.6% | +24.17% | Add |
| 13 | NFLX | Netflix Inc | +0.4% | +18.08% | Add |
| 14 | WMT | Walmart Inc | +0.4% | +22.99% | Add |
| 15 | MA | Mastercard Inc - A | +0.4% | +19.22% | Add |
| 16 | COST | Costco Wholesale CORP | +0.4% | +21.75% | Add |
| 17 | CRM | Salesforce Inc | +0.3% | +17.41% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.3% | +18.12% | Add |
| 19 | HD | Home Depot Inc | +0.3% | +23.00% | Add |
| 20 | PG | Procter & Gamble Co/the | +0.3% | +18.82% | Add |
| 21 | BAC | Bank Of America CORP | +0.3% | +21.19% | Add |
| 22 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 23 | CB | Chubb Limited | +0.2% | +65.09% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.82% | Add |
| 25 | WFC | Wells Fargo & Co | +0.2% | +11.18% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.2% | +20.92% | Add |
| 27 | ORCL | Oracle CORP | +0.2% | +20.86% | Add |
| 28 | NOW | Servicenow Inc | +0.2% | +13.83% | Add |
| 29 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 30 | DIS | Walt Disney Co/the | +0.2% | +20.38% | Add |
| 31 | ACN | Accenture plc | +0.2% | +21.65% | Add |
| 32 | CVX | Chevron CORP | +0.2% | +19.77% | Add |
| 33 | GS | Goldman Sachs Group Inc | +0.2% | +15.33% | Add |
| 34 | HON | Honeywell International Inc | +0.2% | +43.80% | Add |
| 35 | PM | Philip Morris International | +0.2% | +28.95% | Add |
| 36 | ISRG | Intuitive Surgical Inc | +0.2% | +18.10% | Add |
| 37 | IBM | Intl Business Machines CORP | +0.2% | +22.20% | Add |
| 38 | ABT | Abbott Laboratories | +0.2% | +21.70% | Add |
| 39 | MCD | Mcdonald's CORP | +0.2% | +24.82% | Add |
| 40 | MS | Morgan Stanley | +0.2% | +14.31% | Add |
| 41 | BKNG | Booking Holdings Inc | +0.2% | +9.00% | Add |
| 42 | AXP | American Express Co | +0.2% | +15.13% | Add |
| 43 | BLKCHF | Blackrock Inc | +0.1% | +21.00% | Add |
| 44 | BX | Blackstone Inc | +0.1% | +26.63% | Add |
| 45 | C | Citigroup Inc | +0.1% | +22.82% | Add |
| 46 | APP | Applovin Corp-class A | +0.1% | +44.00% | Add |
| 47 | BSX | Boston Scientific CORP | +0.1% | +23.90% | Add |
| 48 | MRVL | Marvell Technology Inc | +0.1% | +7.33% | Add |
| 49 | SCHW | Schwab (charles) CORP | +0.1% | +24.25% | Add |
| 50 | GEV | GE Vernova Inc | +0.1% | +22.93% | Add |
According to official SEC Form 13F filings, Alta Advisers Ltd reported a total U.S. public equity portfolio value of $441.2M across 153 disclosed positions in Q4 2024.
During Q4 2024, Alta Advisers Ltd's top holdings by market value included AAPL (8.0%)、VGSH (7.9%)、NVDA (6.9%). The largest single position, AAPL, represented 8.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
ANET
市值: $380.1K
Top Position Liquidated / Trimmed
RY
前期市值: $476.4K
In Q4 2024, Alta Advisers Ltd made 200 total portfolio adjustments, initiating 2 new buys, adding to 48 positions, trimming 3 holdings, and fully liquidating 147 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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