Alta Wealth Advisors LLC Purchases and Sells in Q1 2025

Alta Wealth Advisors LLC

$216 Million
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	4.88K + 56.53%	$225.19 - $279.95 $1.1M - $1.37M	13.5K $3.31M
SPYV	15.5K + 3.44%	$49.78 - $53.19 $774K - $827K	468K $23.9M
SGOV	5.07K + 53.93%	$100.34 - $100.68 $509K - $511K	14.5K $1.46M
PYPL	8.66K + 83.52%	$65.15 - $91.81 $564K - $795K	19K $1.24M
GLD	724 + 23.13%	$243.19 - $288.14 $176K - $209K	3.85K $1.11M
GILD	411 + 3.42%	$89.14 - $117.41 $36.6K - $48.3K	12.4K $1.39M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTRA	33.2K New	$25.51 - $29.83 $848K - $991K	33.2K $960K
BMRN	7.44K New	$61.25 - $72.83 $456K - $542K	7.44K $525K
IBM	1.86K New	$217.4 - $264.74 $403K - $491K	1.86K $461K
NTRS	4.19K New	$96.09 - $113.81 $402K - $477K	4.19K $413K
C	5.58K New	$67.23 - $84.63 $375K - $472K	5.58K $396K
PGR	949 New	$235.61 - $291.22 $224K - $276K	949 $268K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.32K - 8.72%	$209.68 - $247.1 $697K - $821K	34.8K $7.73M
TSLA	-2.16K - 29.65%	$222.15 - $428.22 $479K - $923K	5.12K $1.33M
IVE	-5.36K - 35.41%	$185.78 - $198.58 $995K - $1.06M	9.77K $1.86M
NOW	-67 - 2.06%	$783.83 - $1170.39 $52.5K - $78.4K	3.18K $2.53M
TTD	-1.51K - 12.31%	$53.59 - $126.58 $81.1K - $192K	10.8K $589K
IWF	-567 - 4.27%	$360.07 - $417.26 $204K - $237K	12.7K $4.59M

Activity Summary All Purchases 78 New Holdings 18 Increased Positions 60 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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