Palo Alto Wealth Advisors, LLC Portfolio Holdings by Sector

Palo Alto Wealth Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG GOOGL DASH TWLO META PINS 6 stocks	$139 Million 49.01% of portfolio	4	2	-	-	0 Calls 0 Puts
ETFs \| ETFs MOAT DGRW QUAL JHMM USFR GSIE IWB IQLT 26 stocks	$108 Million 38.24% of portfolio	18	6	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER 2 stocks	$9.54 Million 3.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.62 Million 3.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT OKTA ORCL PLTR 4 stocks	$7.86 Million 2.77% of portfolio	2	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$4.45 Million 1.57% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.16 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$850,550 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$534,513 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$413,532 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$404,282 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$318,949 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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