Palo Alto Wealth Advisors, LLC Incresed Positions in Q1 2025

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
42.9K
+ 164.26%
$106.98 - $149.43 $4.59M - $6.41M
69K $8.97B
TFLO
Ishares Treasury Floating Rate

ETFs
64.2K
+ 107.02%
$50.48 - $50.68 $3.24M - $3.26M
124K $6.28B
QUAL
Ishares Msci Usa Quality Facto

ETFs
18.3K
+ 18.91%
$168.16 - $186.21 $3.08M - $3.41M
115K $20.3B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.8K
+ 5.04%
$78.0 - $84.37 $845K - $914K
226K $18.1B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.61K
+ 4.0%
$36.91 - $41.03 $133K - $148K
93.8K $3.94B
MSFT
Microsoft Corp

Technology
122
+ 0.77%
$375.39 - $447.2 $45.8K - $54.6K
16K $7.17B
TSLA
Tesla, Inc.

Consumer Cyclical
1.48K
+ 144.04%
$222.15 - $428.22 $328K - $632K
2.5K $835M
PLTR
Palantir Technologies Inc.

Technology
1.53K
+ 35.91%
$64.98 - $124.62 $99.4K - $191K
5.79K $742M
DASH
Door Dash, Inc.

Communication Services
54
+ 0.45%
$168.37 - $213.38 $9.09K - $11.5K
12.1K $2.38B
JPM
Jpmorgan Chase & CO

Financial Services
494
+ 13.92%
$225.19 - $279.95 $111K - $138K
4.04K $1.06B
VTI
Vanguard Total Stock Market Et

ETFs
260
+ 18.64%
$271.18 - $303.12 $70.5K - $78.8K
1.66K $479M
AVGO
Broadcom Inc.

Technology
133
+ 4.96%
$167.43 - $244.7 $22.3K - $32.5K
2.81K $654M
Pimco ETF Tr
1.11K
+ 10.74%
N/A
11.5K $298M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 2.15%
$524.81 - $672.19 $6.3K - $8.07K
569 $344M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19
+ 0.35%
$87.68 - $94.52 $1.67K - $1.8K
5.45K $503M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.33%
N/A
3.94K $774M
INMU
Blackrock ETF Tr Ii Intermedia
103
+ 1.18%
$23.44 - $23.97 $2.41K - $2.47K
8.84K $207M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.25%
$120.24 - $134.3 $481 - $537
1.61K $206M
LLY
Eli Lilly & CO

Healthcare
20
+ 2.89%
$725.72 - $929.72 $14.5K - $18.6K
712 $532M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
63
+ 0.51%
$51.26 - $52.53 $3.23K - $3.31K
12.5K $637M
HYD
Vaneck High Yield Muni ETF

ETFs
68
+ 0.79%
$50.79 - $52.53 $3.45K - $3.57K
8.72K $437M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.24%
$198.1 - $229.79 $991 - $1.15K
2.11K $440M
NOW
Service Now, Inc.

Technology
25
+ 0.29%
$783.83 - $1170.39 $19.6K - $29.3K
8.58K $8.89B
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email