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CIK: 0001843826
Total reported value
$368.9M
$368.9M
133 檔
20.1%
In Q3 2024, Alta Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $368.9M, distributed across 133 disclosed stock positions.
During Q3 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.63% | +0.20% | +5.90% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.52% | -0.98% | +6.95% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.05% | -0.28% | +8.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.06% | -0.18% | +6.33% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.15% | -1.33% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.00% | -0.04% | +3.88% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | -0.11% | +16.81% | |
| 8 | SOPH | SOPHiA GENETICS SA | Stock-Other | 2.35% | -0.07% | — | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | -0.04% | +1.78% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.16% | -0.14% | +1.87% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.25% | +7.09% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.87% | -0.22% | -0.32% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.25% | +1.76% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.08% | -0.51% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.07% | +0.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.05% | -27.72% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.04% | +4.80% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.28% | — | +31.89% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.07% | -0.23% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.09% | +14.55% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.08% | +30.75% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.98% | -0.13% | +10.82% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.07% | +4.17% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | — | -0.77% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.12% | +8.67% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.03% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.04% | +0.11% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | -0.01% | +0.31% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | +0.03% | +3.84% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.74% | -0.03% | -0.47% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.04% | +0.45% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.04% | -0.12% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | -0.01% | +5.92% | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.72% | — | +2.76% | |
| 35 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.67% | — | -0.28% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | — | -2.57% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.63% | — | -7.38% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.62% | — | |
| 39 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.63% | -0.06% | — | |
| 40 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.62% | — | -0.43% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | -0.04% | +6.12% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.61% | -0.02% | +1.94% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.59% | -0.02% | +217.97% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | — | -0.73% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | — | +1.20% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.17% | +10.10% | |
| 47 | INCY | Incyte CORP | Stock-Healthcare | 0.50% | — | -0.15% | |
| 48 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.48% | -0.08% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | — | -2.15% | |
| 50 | HUBS | Hubspot Inc | Stock-Tech | 0.48% | — | -4.20% |
According to official SEC Form 13F filings, Alta Wealth Advisors LLC reported a total U.S. public equity portfolio value of $368.9M across 133 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPMD) accounted for 20.1% of total reported equity market value during Q3 2024.
During Q3 2024, Alta Wealth Advisors LLC's top holdings by market value included SPYG (10.6%)、SPYV (10.5%)、SPMD (5.0%). The largest single position, SPYG, represented 10.6% of total portfolio value.
In Q3 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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