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CIK: 0001931465
Total reported value
$296.5M
$296.5M
36 檔
20.4%
At the close of Q1 2024, Altura Wealth Advisors Inc. disclosed equity holdings valued at approximately $296.5M, spread across 36 reported holdings.
During Q1 2024, Altura Wealth Advisors Inc.'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 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 52.21% | +0.21% | -46.97% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.01% | -0.81% | +851.63% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 4.39% | -0.89% | +629.76% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.17% | -0.57% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.45% | +17.93% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.45% | +0.32% | +204.67% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.21% | +60.97% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.69% | -0.18% | +299.56% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.46% | -0.23% | — | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.11% | -0.60% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.39% | -0.20% | +140.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | -0.19% | +253.91% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.37% | -0.18% | — | |
| 14 | ✓ | Bank Montreal Que | Stock-Other | 1.22% | — | -29.75% | |
| 15 | VIS | Vanguard Industrials ETF | ETF-Other | 1.21% | -0.16% | +350.91% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.13% | — | — | |
| 17 | VFH | Vanguard Financials ETF | ETF-Other | 1.05% | -0.11% | +227.01% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.05% | -0.08% | +93.32% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.97% | -0.27% | — | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.90% | -0.17% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -1.10% | — | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 0.77% | +0.45% | +97.52% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.77% | -0.47% | +152.54% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.03% | +72.98% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.49% | +0.19% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | +0.43% | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.15% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.02% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.08% | — | |
| 30 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.44% | -0.12% | — | |
| 31 | VOX | Vanguard Communication Servi | ETF-Other | 0.44% | -0.14% | — | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.52% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | +3.90% | NEW | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | — | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.24% | -0.02% | — | |
| 36 | VAW | Vanguard Materials ETF | ETF-Other | 0.24% | -0.06% | — |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $296.5M across 36 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, BND, MUB) accounted for 20.4% of total reported equity market value during Q1 2024.
During Q1 2024, Altura Wealth Advisors Inc.'s top holdings by market value included SGOV (52.2%)、BND (7.0%)、MUB (4.4%). The largest single position, SGOV, represented 52.2% of total portfolio value.
In Q1 2024, Altura Wealth Advisors Inc. 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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