Alta Advisers LTD has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $216 Million distributed in 413 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $40.2M, Vanguard Index Fds S&P 500 ETF with a value of $26.7M, Vanguard Ftse All World Ex Us with a value of $14.1M, Apple Inc. with a value of $10.1M, and Microsoft Corp with a value of $9.03M.

Examining the 13F form we can see an increase of $9.77M in the current position value, from $206M to 216M.

Below you can find more details about Alta Advisers LTD portfolio as well as his latest detailed transactions.

Portfolio value $216 Million
ETFs: $81 Million
Technology: $45.4 Million
Financial Services: $18.3 Million
Healthcare: $16.1 Million
Consumer Cyclical: $14.1 Million
Communication Services: $12.6 Million
Industrials: $8.15 Million
Consumer Defensive: $7.76 Million
Other: $12.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 413
  • Current Value $216 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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