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CIK: 0001964382
Total reported value
$343.3M
$343.3M
51 檔
57.6%
As reported in its official Q4 2024 Form 13F filing, Palo Alto Wealth Advisors, LLC's tracked investment portfolio stood at $343.3M with 51 total positions.
During Q4 2024, Palo Alto Wealth Advisors, LLC'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 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 29.35% | +6.82% | +34.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 17.93% | -0.21% | +5.80% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 9.98% | -1.76% | -1.47% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.10% | -0.90% | +4.37% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.04% | -0.73% | +4.95% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.90% | -1.90% | +5.01% | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 3.18% | -2.15% | -1.27% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.03% | +0.81% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.81% | -0.43% | +10.61% | |
| 10 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.37% | +0.03% | +0.62% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.38% | -10.69% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.61% | — | -1.98% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | +1.17% | +29.93% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.17% | -0.25% | +48.75% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.02% | +10.61% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.06% | -0.79% | +43.83% | |
| 17 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.71% | — | +0.03% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.07% | +13.15% | |
| 19 | TWLO | Twilio Inc - A | Stock-Tech | 0.42% | -0.08% | +3.35% | |
| 20 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.30% | -0.06% | +164.69% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.02% | +95.27% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.27% | -0.19% | +47.67% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | — | -3.50% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.03% | +3.34% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.23% | -0.03% | +164.29% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | +0.29% | +9.88% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | +0.10% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | — | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.17% | — | -15.07% | |
| 30 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.17% | — | +1.81% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.17% | — | +0.26% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | -0.02% | +0.33% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.16% | — | +81.36% | |
| 34 | OKTA | Okta Inc | Stock-Tech | 0.15% | +0.07% | NEW | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.06% | +8.62% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.10% | -6.37% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | -14.67% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | — | +43.67% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.01% | +15.60% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | — | -21.55% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.11% | +0.01% | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | +0.02% | — | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.11% | +0.01% | — | |
| 44 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.11% | -0.13% | EXIT | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | -11.11% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | +0.13% | +0.08% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.09% | +0.05% | +3.76% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | — | — | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.08% | +0.01% | — | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.07% | — | +0.31% |
According to official SEC Form 13F filings, Palo Alto Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $343.3M across 51 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOOG, GOOGL, MOAT) accounted for 57.6% of total reported equity market value during Q4 2024.
During Q4 2024, Palo Alto Wealth Advisors, LLC's top holdings by market value included GOOG (29.4%)、GOOGL (17.9%)、MOAT (10.0%). The largest single position, GOOG, represented 29.4% of total portfolio value.
In Q4 2024, Palo Alto Wealth Advisors, LLC 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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