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CIK: 0001931465
Total reported value
$296.5M
$296.5M
49 檔
24.9%
In Q3 2024, Altura Wealth Advisors Inc.'s U.S. equity holdings reached a combined market value of $296.5M, distributed across 49 disclosed stock positions.
In Q3 2024, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 8 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.82% | -1.10% | +305.19% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 13.29% | -0.89% | +21.10% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.83% | -0.81% | +24.17% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 5.84% | -0.57% | +19.95% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.53% | +0.32% | +25.52% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.45% | +60.97% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.21% | +33.70% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.03% | -0.18% | +21.66% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.66% | -0.23% | +29.59% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.52% | -0.18% | +20.96% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.48% | +0.21% | +3.27% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | -0.19% | +26.35% | |
| 13 | VIS | Vanguard Industrials ETF | ETF-Other | 2.28% | -0.16% | +30.02% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.89% | -0.20% | +28.24% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.79% | -0.11% | +25.12% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.78% | -0.17% | +18.27% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.73% | -0.08% | +24.19% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.72% | -0.27% | +22.69% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.03% | +54.73% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.35% | -0.47% | +22.40% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | +0.43% | +86.94% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | — | +18.88% | |
| 23 | ✓ | Bank Montreal Que | Stock-Other | 1.14% | — | +3.93% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 1.03% | +0.45% | +19.49% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.11% | +6.27% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.97% | +0.19% | +23.14% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.02% | +48.15% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.87% | +0.15% | +25.89% | |
| 29 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.85% | -0.12% | +19.58% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.08% | +33.42% | |
| 31 | VOX | Vanguard Communication Servi | ETF-Other | 0.84% | -0.14% | +20.58% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.52% | +27.95% | |
| 33 | WDC | Western Digital CORP | Stock-Tech | 0.46% | — | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.04% | +33.00% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.43% | -0.05% | +27.72% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.43% | +0.02% | +27.90% | |
| 37 | VAW | Vanguard Materials ETF | ETF-Other | 0.42% | -0.06% | +29.04% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | -0.02% | +30.34% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.62% | EXIT | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | — | +107.17% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | -0.01% | +30.53% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | — | — | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | +3.90% | NEW | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.20% | — | |
| 45 | PLXS | Plexus CORP | Stock-Tech | 0.22% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.22% | +0.05% | — | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.17% | — | — | |
| 48 | GWRE | Guidewire Software Inc | Stock-Tech | 0.14% | — | — | |
| 49 | CCS | Century Communities Inc | Stock-Other | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +10.5% | +305.19% | Add |
| 2 | AAPL | Apple Inc | +0.7% | +60.97% | Add |
| 3 | WDC | Western Digital CORP | +0.5% | NEW | New buy |
| 4 | CSCO | Cisco Systems Inc | +0.4% | NEW | New buy |
| 5 | QCOM | Qualcomm Inc | +0.2% | NEW | New buy |
| 6 | PLXS | Plexus CORP | +0.2% | NEW | New buy |
| 7 | ORCL | Oracle CORP | +0.2% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.2% | +86.94% | Add |
| 9 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | New buy |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +54.73% | Add |
| 11 | GWRE | Guidewire Software Inc | +0.1% | NEW | New buy |
| 12 | CCS | Century Communities Inc | +0.1% | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | +0.1% | +107.17% | Add |
| 14 | V | Visa Inc-class A Shares | 0% | +48.15% | Add |
| 15 | LOW | Lowe's Cos Inc | 0% | +33.00% | Add |
| 16 | MA | Mastercard Inc - A | 0% | +33.42% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | 0% | +30.53% | Add |
| 18 | DHR | Danaher CORP | 0% | +27.72% | Add |
| 19 | VAW | Vanguard Materials ETF | 0% | +29.04% | Add |
| 20 | UNP | Union Pacific CORP | 0% | +30.34% | Add |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +23.14% | Add |
| 22 | IGV | Ishares Expanded Tech-softwa | -0.1% | +27.90% | Add |
| 23 | EQIX | Equinix Inc | -0.1% | +19.49% | Add |
| 24 | HON | Honeywell International Inc | -0.1% | +28.25% | Add |
| 25 | VIS | Vanguard Industrials ETF | -0.1% | +30.02% | Add |
| 26 | NFLX | Netflix Inc | -0.1% | — | Unchanged |
| 27 | GLD | Spdr Gold Shares | -0.1% | +22.40% | Add |
| 28 | EDIV | State Street Spdr S&p Emergi | -0.2% | +19.58% | Add |
| 29 | VOX | Vanguard Communication Servi | -0.2% | +20.58% | Add |
| 30 | XLRE | Ss Real Estate Select Sector | -0.2% | +18.27% | Add |
| 31 | VFH | Vanguard Financials ETF | -0.2% | +25.12% | Add |
| 32 | XLK | Ss Technology Select Sector | -0.2% | +25.89% | Add |
| 33 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | +29.59% | Add |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +18.88% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.2% | EXIT | Sold out |
| 36 | VDC | Vanguard Consumer Staple ETF | -0.2% | +22.69% | Add |
| 37 | VHT | Vanguard Health Care ETF | -0.2% | +24.19% | Add |
| 38 | META | Meta Platforms Inc-class A | -0.2% | +6.27% | Add |
| 39 | DFAS | Dimensional US Small Cap ETF | -0.4% | +20.96% | Add |
| 40 | VCR | Vanguard Consumer Discre ETF | -0.4% | +21.66% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | +27.95% | Add |
| 42 | AMZN | Amazon.com Inc | -0.5% | +33.70% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.5% | +28.24% | Add |
| 44 | ✓ | Bank Montreal Que | -0.6% | +3.93% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.7% | +26.35% | Add |
| 46 | VGT | Vanguard Info Tech ETF | -0.8% | +25.52% | Add |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -1.1% | +3.27% | Add |
| 48 | JNK | Ss Spdr Bb High Yield Bond | -1.2% | +19.95% | Add |
| 49 | BND | Vanguard Total Bond Market | -1.3% | +24.17% | Add |
| 50 | MUB | Ishares National Muni Bond E | -2.9% | +21.10% | Add |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $296.5M across 49 disclosed positions in Q3 2024.
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 NVDA, MUB, BND) accounted for 24.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
WDC
市值: $704.4K
Top Position Liquidated / Trimmed
IVV
前期市值: $212.9K
During Q3 2024, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (16.8%)、MUB (13.3%)、BND (7.8%). The largest single position, NVDA, represented 16.8% of total portfolio value.
In Q3 2024, Altura Wealth Advisors Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 40 positions, trimming 0 holdings, and fully liquidating 1 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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