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CIK: 0001931465
Total reported value
$296.5M
$296.5M
50 檔
22.8%
As reported in its official Q1 2025 Form 13F filing, Altura Wealth Advisors Inc.'s tracked investment portfolio stood at $296.5M with 50 total positions.
In Q1 2025, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 8 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 14.45% | -0.89% | +7.38% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.04% | -1.10% | -4.36% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.86% | -0.81% | +37.18% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 6.08% | -0.57% | +15.89% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.37% | +0.32% | +21.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.32% | -0.45% | +8.37% | |
| 7 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.36% | -0.18% | +30.76% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.19% | -0.23% | +42.50% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.14% | -0.21% | +12.63% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.89% | -0.18% | +36.39% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-Other | 2.54% | -0.16% | +33.45% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | -0.19% | +29.17% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.23% | -0.20% | +52.97% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 2.20% | -0.11% | +29.40% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.16% | -0.27% | +36.01% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.13% | -0.17% | +38.00% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 2.11% | -0.08% | +39.26% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.67% | -0.47% | +14.98% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +0.03% | +44.87% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.25% | +0.21% | -2.71% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.02% | +14.23% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | +0.43% | +15.23% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.10% | +0.19% | +30.79% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.08% | +30.87% | |
| 25 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 1.04% | -0.12% | +36.44% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.04% | +0.52% | +29.94% | |
| 27 | ✓ | Bank Montreal Que | Stock-Other | 1.01% | — | — | |
| 28 | VOX | Vanguard Communication Servi | ETF-Other | 1.01% | -0.14% | +29.25% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.11% | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.93% | +0.15% | +32.92% | |
| 31 | EQIX | Equinix Inc | Stock-Real Estate | 0.88% | +0.45% | +29.94% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.64% | -0.01% | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.61% | -0.11% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | -0.02% | +37.16% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | -0.62% | EXIT | |
| 36 | VAW | Vanguard Materials ETF | ETF-Other | 0.48% | -0.06% | +42.02% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.48% | +0.02% | +30.28% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.04% | +28.87% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.42% | -0.05% | +44.38% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.01% | +39.95% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | — | -32.91% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.17% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.21% | +0.20% | — | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | — | -78.69% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.03% | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.17% | -0.04% | — | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.16% | -0.02% | — | |
| 49 | GWRE | Guidewire Software Inc | Stock-Tech | 0.14% | — | — | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | — | -51.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.8% | +37.18% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +42.50% | Add |
| 3 | APP | Applovin Corp-class A | +0.6% | NEW | New buy |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | NEW | New buy |
| 5 | VHT | Vanguard Health Care ETF | +0.5% | +39.26% | Add |
| 6 | XLRE | Ss Real Estate Select Sector | +0.5% | +38.00% | Add |
| 7 | VDC | Vanguard Consumer Staple ETF | +0.5% | +36.01% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.4% | +52.97% | Add |
| 9 | VIS | Vanguard Industrials ETF | +0.4% | +33.45% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.3% | +36.39% | Add |
| 11 | VFH | Vanguard Financials ETF | +0.3% | +29.40% | Add |
| 12 | GLD | Spdr Gold Shares | +0.3% | +14.98% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +44.87% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.3% | NEW | New buy |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.3% | NEW | New buy |
| 16 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +15.89% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +30.79% | Add |
| 18 | MA | Mastercard Inc - A | +0.2% | +30.87% | Add |
| 19 | EDIV | State Street Spdr S&p Emergi | +0.2% | +36.44% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +29.94% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 22 | AOA | Ishares Core 80/20 Aggressiv | +0.2% | NEW | New buy |
| 23 | AOR | Ishares Core 60/40 Balanced | +0.2% | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | +0.1% | +14.23% | Add |
| 25 | GWRE | Guidewire Software Inc | +0.1% | NEW | New buy |
| 26 | UNP | Union Pacific CORP | +0.1% | +37.16% | Add |
| 27 | VOX | Vanguard Communication Servi | +0.1% | +29.25% | Add |
| 28 | VAW | Vanguard Materials ETF | +0.1% | +42.02% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +39.95% | Add |
| 30 | VCR | Vanguard Consumer Discre ETF | +0.1% | +30.76% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.1% | +32.92% | Add |
| 32 | HON | Honeywell International Inc | +0.1% | +33.32% | Add |
| 33 | DHR | Danaher CORP | +0.1% | +44.38% | Add |
| 34 | LOW | Lowe's Cos Inc | 0% | +28.87% | Add |
| 35 | IGV | Ishares Expanded Tech-softwa | 0% | +30.28% | Add |
| 36 | EQIX | Equinix Inc | 0% | +29.94% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +29.17% | Add |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -2.71% | Trim |
| 39 | CSCO | Cisco Systems Inc | -0.2% | -32.91% | Trim |
| 40 | VGT | Vanguard Info Tech ETF | -0.2% | +21.27% | Add |
| 41 | AMAT | Applied Materials Inc | -0.2% | -51.73% | Trim |
| 42 | ORCL | Oracle CORP | -0.2% | EXIT | Sold out |
| 43 | PLXS | Plexus CORP | -0.3% | EXIT | Sold out |
| 44 | AMZN | Amazon.com Inc | -0.4% | +12.63% | Add |
| 45 | WDC | Western Digital CORP | -0.5% | EXIT | Sold out |
| 46 | MUB | Ishares National Muni Bond E | -0.7% | +7.38% | Add |
| 47 | AAPL | Apple Inc | -0.7% | +8.37% | Add |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -0.8% | -78.69% | Trim |
| 49 | ✓ | Bank Montreal Que | -0.8% | — | Unchanged |
| 50 | NVDA | Nvidia CORP | -4.9% | -4.36% | 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 50 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 MUB, NVDA, BND) accounted for 22.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
APP
市值: $964.8K
Top Position Liquidated / Trimmed
WDC
前期市值: $615.1K
During Q1 2025, Altura Wealth Advisors Inc.'s top holdings by market value included MUB (14.4%)、NVDA (11.0%)、BND (8.9%). The largest single position, MUB, represented 14.4% of total portfolio value.
In Q1 2025, Altura Wealth Advisors Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 33 positions, trimming 5 holdings, and fully liquidating 3 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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