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CIK: 0001931465
Total reported value
$296.5M
$296.5M
45 檔
22.4%
According to the latest 13F quarterly dataset, Altura Wealth Advisors Inc. managed an equity portfolio of $296.5M at the end of Q4 2024, spanning 45 distinct U.S. exchange-listed positions.
In Q4 2024, Altura Wealth Advisors Inc. adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.92% | -1.10% | -23.92% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 15.12% | -0.89% | +3.19% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.03% | -0.81% | -16.60% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 5.85% | -0.57% | -8.84% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.00% | -0.45% | -8.44% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.59% | +0.32% | -15.07% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | -0.21% | -11.48% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.30% | -0.18% | -12.21% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.57% | -0.18% | -9.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | -0.19% | -13.86% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.36% | -0.23% | -13.45% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.18% | -0.16% | -13.05% | |
| 13 | VFH | Vanguard Financials ETF | ETF-Other | 1.87% | -0.11% | -13.84% | |
| 14 | ✓ | Bank Montreal Que | Stock-Other | 1.82% | — | — | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.80% | -0.20% | -3.36% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.71% | -0.27% | -8.69% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.67% | -0.17% | -8.53% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.62% | -0.08% | -7.40% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.43% | +0.21% | -48.51% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | -0.47% | -10.51% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | +0.03% | -31.61% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.43% | -5.89% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.11% | +0.19% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.02% | -11.70% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.98% | — | -16.06% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 0.91% | -0.14% | -9.65% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | +0.19% | -12.55% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.08% | -12.75% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.15% | -12.74% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 0.87% | +0.45% | -28.88% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.86% | +0.52% | -10.00% | |
| 32 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.84% | -0.12% | -6.52% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | — | +14.97% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.46% | +0.02% | -13.41% | |
| 35 | WDC | Western Digital CORP | Stock-Tech | 0.45% | — | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.62% | EXIT | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.04% | -7.83% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | -0.02% | -8.59% | |
| 39 | VAW | Vanguard Materials ETF | ETF-Other | 0.38% | -0.06% | -9.34% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.05% | -7.85% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | — | — | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.33% | -0.01% | -6.55% | |
| 43 | PLXS | Plexus CORP | Stock-Tech | 0.29% | — | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.24% | +0.05% | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.20% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.8% | +3.19% | Add |
| 2 | ✓ | Bank Montreal Que | +0.7% | — | Unchanged |
| 3 | AMZN | Amazon.com Inc | +0.5% | -11.48% | Trim |
| 4 | AAPL | Apple Inc | +0.5% | -8.44% | Trim |
| 5 | VCR | Vanguard Consumer Discre ETF | +0.3% | -12.21% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.86% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +14.97% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -10.00% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +0.19% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | -11.70% | Trim |
| 11 | VFH | Vanguard Financials ETF | +0.1% | -13.84% | Trim |
| 12 | PLXS | Plexus CORP | +0.1% | — | Unchanged |
| 13 | VOX | Vanguard Communication Servi | +0.1% | -9.65% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | -15.07% | Trim |
| 15 | MSFT | Microsoft CORP | +0.1% | -5.89% | Trim |
| 16 | DFAS | Dimensional US Small Cap ETF | 0% | -9.67% | Trim |
| 17 | MA | Mastercard Inc - A | 0% | -12.75% | Trim |
| 18 | HON | Honeywell International Inc | 0% | -11.45% | Trim |
| 19 | IGV | Ishares Expanded Tech-softwa | 0% | -13.41% | Trim |
| 20 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 21 | JNK | Ss Spdr Bb High Yield Bond | 0% | -8.84% | Trim |
| 22 | GLD | Spdr Gold Shares | 0% | -10.51% | Trim |
| 23 | XLK | Ss Technology Select Sector | 0% | -12.74% | Trim |
| 24 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 25 | VDC | Vanguard Consumer Staple ETF | 0% | -8.69% | Trim |
| 26 | EDIV | State Street Spdr S&p Emergi | 0% | -6.52% | Trim |
| 27 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 28 | LOW | Lowe's Cos Inc | 0% | -7.83% | Trim |
| 29 | UNP | Union Pacific CORP | 0% | -8.59% | Trim |
| 30 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 31 | VAW | Vanguard Materials ETF | 0% | -9.34% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | -6.55% | Trim |
| 33 | DHR | Danaher CORP | -0.1% | -7.85% | Trim |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -12.55% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -3.36% | Trim |
| 36 | VIS | Vanguard Industrials ETF | -0.1% | -13.05% | Trim |
| 37 | XLRE | Ss Real Estate Select Sector | -0.1% | -8.53% | Trim |
| 38 | VHT | Vanguard Health Care ETF | -0.1% | -7.40% | Trim |
| 39 | GWRE | Guidewire Software Inc | -0.1% | EXIT | Sold out |
| 40 | CCS | Century Communities Inc | -0.1% | EXIT | Sold out |
| 41 | EQIX | Equinix Inc | -0.2% | -28.88% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | EXIT | Sold out |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -16.06% | Trim |
| 44 | NFLX | Netflix Inc | -0.2% | EXIT | Sold out |
| 45 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | -13.45% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -31.61% | Trim |
| 47 | BND | Vanguard Total Bond Market | -0.8% | -16.60% | Trim |
| 48 | NVDA | Nvidia CORP | -0.9% | -23.92% | Trim |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -1.1% | -48.51% | Trim |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $296.5M across 45 disclosed positions in Q4 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 22.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
NFLX
前期市值: $354.6K
During Q4 2024, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (15.9%)、MUB (15.1%)、BND (7.0%). The largest single position, NVDA, represented 15.9% of total portfolio value.
In Q4 2024, Altura Wealth Advisors Inc. made 43 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 36 holdings, and fully liquidating 4 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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