Palo Alto Wealth Advisors, LLC Portfolio Holdings
Palo Alto Wealth Advisors, LLC
- $256 Billion
- Q1 2025
Palo Alto Wealth Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $70B, Alphabet Inc. with a value of $41.9B, Ishares Msci Usa Quality Facto with a value of $20.3B, Wisdomtree Tr Us Quality Divid with a value of $18.1B, and Vaneck Morningstar Wide Moat E with a value of $13.2B.
Examining the 13F form we can see an decrease of $28.6B in the current position value, from $285B to 256B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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