Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

Palo Alto Wealth Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $54.2B, Alphabet Inc. with a value of $41.8B, Vaneck Morningstar Wide Moat E with a value of $30.2B, Wisdomtree Tr Us Quality Divid with a value of $17.3B, and Ishares Msci Usa Quality Facto with a value of $16.8B.

Examining the 13F form we can see an increase of $96.9B in the current position value, from $145B to 242B.

Palo Alto Wealth Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Palo Alto Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $242 Billion
ETFs: $107 Billion
Communication Services: $99.8 Billion
Technology: $28.3 Billion
Consumer Cyclical: $2.72 Billion
Financial Services: $407 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04T
$54.2 Billion 22.45% of portfolio
327,081
Q3 2024 Added 320.67%
$1.01T
$41.8 Billion 17.32% of portfolio
255,063
Q3 2024 Added 447.36%
$3.78T
$8.07 Billion 3.34% of portfolio
34,136
Q3 2024 Added 72.41%
$216B
$7.96 Billion 3.29% of portfolio
8,664
Q3 2024 New
$3.19T
$7.43 Billion 3.08% of portfolio
17,747
Q3 2024 Reduced 20.95%
$341B
$2.89 Billion 1.2% of portfolio
20,102
Q3 2024 Added 46.82%
$2.12T
$2.46 Billion 1.02% of portfolio
13,010
Q3 2024 Added 53.69%
$1.29T
$790 Million 0.33% of portfolio
1,373
Q3 2024 Added 13.38%
$733B
$407 Million 0.17% of portfolio
1,817
Q3 2024 Reduced 8.92%
$513B
$406 Million 0.17% of portfolio
2,331
Q3 2024 Reduced 13.6%
$1.07T
$263 Million 0.11% of portfolio
1,200
Q3 2024 Reduced 2.91%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $242 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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