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CIK: 0001843826
Total reported value
$368.9M
$368.9M
128 檔
16.9%
At the close of Q1 2024, Alta Wealth Advisors LLC disclosed equity holdings valued at approximately $368.9M, spread across 128 reported holdings.
During Q1 2024, Alta Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.11% | -0.98% | +4.53% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.85% | +0.20% | +4.26% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.09% | -0.28% | +3.58% | |
| 4 | SOPH | SOPHiA GENETICS SA | Stock-Other | 3.53% | -0.07% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.18% | +3.82% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | -0.15% | +0.47% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | -0.04% | +8.13% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.26% | -0.04% | -0.73% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.19% | -0.14% | +0.83% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.25% | +1.17% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.05% | +31.64% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.75% | -0.03% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.22% | -0.49% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.66% | -0.11% | +39.73% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.25% | -0.06% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | -0.07% | +0.67% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.08% | -0.17% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.37% | +0.41% | -5.16% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.04% | +0.08% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.07% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.09% | +3.21% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | -0.07% | +2.04% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | -0.08% | +0.09% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.92% | — | +0.04% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.91% | -0.13% | -1.39% | |
| 26 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.88% | — | -10.36% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | — | -0.38% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.84% | — | -1.27% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.01% | -1.09% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.79% | -0.03% | -7.25% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.12% | +0.39% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.78% | +0.03% | +4.87% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | -0.04% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.01% | +1.15% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.73% | — | +1.00% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | — | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 38 | WDAY | Workday Inc-class A | Stock-Tech | 0.70% | — | -0.26% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.65% | -0.04% | +5.97% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.64% | -0.06% | — | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.62% | +0.23% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | -0.02% | -1.24% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.04% | -52.01% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | — | +0.02% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.56% | — | -5.27% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.56% | — | — | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | — | -0.96% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.02% | +1.54% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.49% | -0.08% | — | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.49% | -0.03% | -10.13% |
According to official SEC Form 13F filings, Alta Wealth Advisors LLC reported a total U.S. public equity portfolio value of $368.9M across 128 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPYG, SPMD) accounted for 16.9% of total reported equity market value during Q1 2024.
During Q1 2024, Alta Wealth Advisors LLC's top holdings by market value included SPYV (10.1%)、SPYG (9.8%)、SPMD (5.1%). The largest single position, SPYV, represented 10.1% of total portfolio value.
In Q1 2024, Alta Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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