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CIK: 0001964382
Total reported value
$343.3M
$343.3M
52 檔
47.7%
At the close of Q1 2025, Palo Alto Wealth Advisors, LLC disclosed equity holdings valued at approximately $343.3M, spread across 52 reported holdings.
During Q1 2025, 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 | 27.32% | +6.82% | -0.88% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 16.36% | -0.21% | -2.58% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.93% | -0.73% | +18.91% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.08% | -0.90% | +5.04% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.14% | -1.76% | -52.72% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 4.10% | -1.90% | -5.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | +1.17% | +164.26% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 3.47% | -2.15% | +0.29% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.90% | +0.03% | -3.32% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | -0.38% | +0.77% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.03% | -9.91% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.45% | -0.79% | +107.02% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.31% | -0.43% | -26.17% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.76% | — | -1.80% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.54% | -0.25% | +4.00% | |
| 16 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.93% | — | +0.45% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | -28.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.07% | -2.19% | |
| 19 | TWLO | Twilio Inc - A | Stock-Tech | 0.49% | -0.08% | -0.66% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.02% | +13.92% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | — | +4.91% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | +144.04% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.03% | +0.33% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.30% | -0.19% | -2.61% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.29% | +0.01% | +35.91% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.29% | +4.96% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.25% | — | -10.68% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.25% | -0.03% | +0.51% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | — | +2.89% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | — | +0.35% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | +18.64% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | -0.02% | +0.24% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.17% | — | +0.79% | |
| 34 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.17% | — | -11.29% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.10% | -6.10% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.06% | -5.92% | |
| 37 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.13% | -0.06% | -60.01% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.13% | +0.01% | +2.15% | |
| 39 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.13% | -0.13% | EXIT | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.01% | -19.20% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.13% | — | -4.78% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | +0.02% | — | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.12% | +0.05% | +10.74% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.01% | -45.49% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | +0.13% | — | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | -9.85% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.09% | +0.01% | — | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — |
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 52 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GOOG, GOOGL, QUAL) accounted for 47.7% of total reported equity market value during Q1 2025.
During Q1 2025, Palo Alto Wealth Advisors, LLC's top holdings by market value included GOOG (27.3%)、GOOGL (16.4%)、QUAL (7.9%). The largest single position, GOOG, represented 27.3% of total portfolio value.
In Q1 2025, 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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