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CIK: 0001843826
Total reported value
$368.9M
$368.9M
141 檔
20.0%
During the Q1 2025 filing period, Alta Wealth Advisors LLC (CIK: 0001843826) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $368.9M across 141 reported positions.
In Q1 2025, Alta Wealth Advisors LLC displayed an active expansion posture, initiating 141 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 10.97% | -0.98% | +3.44% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.76% | +0.20% | +2.39% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.10% | -0.28% | +2.61% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | -0.15% | +3.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.18% | -8.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | -0.04% | -4.03% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.28% | -0.11% | +1.02% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.16% | -0.14% | -2.01% | |
| 9 | SOPH | SOPHiA GENETICS SA | Stock-Other | 2.15% | -0.07% | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.11% | -0.04% | -4.27% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.22% | -0.17% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.25% | +0.68% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.25% | +0.54% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.08% | -0.28% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.07% | +3.31% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.12% | +56.53% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.09% | -0.75% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.05% | -7.41% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.04% | -2.12% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.16% | — | -2.06% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.07% | +0.07% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | -0.07% | +2.76% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.98% | -0.13% | +0.51% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.08% | -35.41% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.04% | +4.58% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.85% | — | -2.00% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.03% | +1.30% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.01% | +0.51% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | +0.03% | -1.23% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -0.04% | +0.19% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.72% | -0.03% | -0.98% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | -0.01% | — | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.67% | -0.09% | +53.93% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.64% | -0.14% | +3.42% | |
| 35 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.63% | -0.06% | — | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.63% | -0.04% | +3.13% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | -0.02% | +0.27% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.62% | — | — | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | — | -0.49% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.02% | +0.23% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.04% | -29.65% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.17% | +1.99% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | — | -13.35% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.57% | +0.62% | +0.38% | |
| 45 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.57% | — | +83.52% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.64% | -11.33% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | -0.02% | -1.15% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.15% | +23.13% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.51% | -0.03% | +0.28% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | — | -10.81% |
According to official SEC Form 13F filings, Alta Wealth Advisors LLC reported a total U.S. public equity portfolio value of $368.9M across 141 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPYG, SPMD) accounted for 20.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $23.9M
During Q1 2025, Alta Wealth Advisors LLC's top holdings by market value included SPYV (11.0%)、SPYG (10.8%)、SPMD (5.1%). The largest single position, SPYV, represented 11.0% of total portfolio value.
In Q1 2025, Alta Wealth Advisors LLC made 141 total portfolio adjustments, initiating 141 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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