Palo Alto Wealth Advisors, LLC Purchases in Q2 2025

Palo Alto Wealth Advisors, LLC

  • $264 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
29.3K
+ 42.47%
$94.31 - $157.99 $2.76M - $4.63M
98.3K $15.5B
American Centy ETF Tr
53.2K
New
N/A
53.2K $3.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.12K
+ 4.45%
$152.42 - $182.82 $780K - $935K
120K $22B
USFR
Wisdomtree Floating Rate Treas

ETFs
29.4K
+ 25.02%
$50.28 - $50.47 $1.48M - $1.48M
147K $7.38B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.94K
+ 1.74%
$71.28 - $83.74 $281K - $330K
230K $19.2B
MSFT
Microsoft Corp

Technology
106
+ 0.66%
$354.56 - $497.45 $37.6K - $52.7K
16.1K $8B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
12.4K
+ 6.34%
N/A
208K $8.24B
OKTA
Okta, Inc.

Technology
6.11K
New
$91.24 - $127.3 $557K - $777K
6.11K $611M
DASH
Door Dash, Inc.

Communication Services
2
+ 0.02%
$163.16 - $246.51 $326 - $493
12.1K $2.97B
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.04%
$272.36 - $339.57 $1.63K - $2.04K
14K $4.76B
EBAY
Ebay Inc

Consumer Cyclical
3.01K
New
$59.52 - $79.36 $179K - $239K
3.01K $224M
ADP
Automatic Data Processing Inc

Industrials
673
New
$276.76 - $326.81 $186K - $220K
673 $209M
JNJ
Johnson & Johnson

Healthcare
1.35K
New
$146.36 - $159.82 $197K - $215K
1.35K $206M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.55K
+ 1.66%
$35.9 - $43.76 $55.8K - $68K
95.4K $4.12B
META
Meta Platforms, Inc.

Communication Services
23
+ 1.65%
$484.66 - $738.09 $11.1K - $17K
1.41K $1.04B
JPM
Jpmorgan Chase & CO

Financial Services
68
+ 1.68%
$210.28 - $289.91 $14.3K - $19.7K
4.11K $1.19B
AVGO
Broadcom Inc.

Technology
24
+ 0.85%
$146.29 - $275.65 $3.51K - $6.62K
2.84K $782M
TWLO
Twilio Inc

Communication Services
4
+ 0.04%
$81.34 - $124.36 $325 - $497
11K $1.37B
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 6.78%
N/A
4.21K $864M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.19K
+ 9.54%
$50.34 - $51.86 $59.9K - $61.7K
13.7K $701M
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.41%
$462.22 - $707.75 $3.7K - $5.66K
577 $408M
NFLX
Netflix Inc

Communication Services
8
+ 3.51%
$855.86 - $1339.13 $6.85K - $10.7K
236 $316M
PLTR
Palantir Technologies Inc.

Technology
24
+ 0.41%
$74.01 - $144.25 $1.78K - $3.46K
5.82K $793M
HYD
Vaneck High Yield Muni ETF

ETFs
618
+ 7.09%
$49.08 - $51.35 $30.3K - $31.7K
9.34K $469M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.3%
$498.8 - $620.9 $998 - $1.24K
664 $412M
Pimco ETF Tr
449
+ 3.92%
N/A
11.9K $316M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.24%
$174.82 - $215.79 $874 - $1.08K
2.11K $456M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
15
+ 0.55%
$140.84 - $163.09 $2.11K - $2.45K
2.77K $451M
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.29%
$150.43 - $192.71 $752 - $964
1.76K $339M
UBER
Uber Technologies, Inc

Technology
9
+ 0.13%
$64.62 - $93.3 $582 - $840
6.99K $653M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.25%
$108.06 - $135.3 $432 - $541
1.61K $218M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19
+ 0.35%
$85.42 - $94.39 $1.62K - $1.79K
5.47K $514M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.04%
$90.56 - $109.49 $90.6 - $109
2.43K $266M
INMU
Blackrock ETF Tr Ii Intermedia
28
+ 0.32%
$22.95 - $23.7 $643 - $664
8.87K $208M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.24%
$221.86 - $362.89 $1.33K - $2.18K
2.51K $796M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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