Alta Wealth Advisors LLC Purchases and Sells in Q2 2025

Alta Wealth Advisors LLC

$212 Million
Q2 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	406 + 0.14%	$71.83 - $95.32 $29.2K - $38.7K	292K $27.8M
NVDA	177 + 0.25%	$94.31 - $157.99 $16.7K - $28K	71.5K $11.3M
SPYV	26.5K + 5.67%	$45.11 - $52.34 $1.2M - $1.39M	494K $25.9M
MSFT	468 + 4.3%	$354.56 - $497.45 $166K - $233K	11.4K $5.65M
SPMD	14.5K + 6.67%	$44.89 - $54.38 $650K - $788K	232K $12.6M
VXUS	14.3K + 97.28%	$55.54 - $69.09 $794K - $988K	29K $2M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INOD	11.8K New	$29.68 - $51.96 $350K - $613K	11.8K $604K
APH	6.09K New	$59.09 - $98.75 $360K - $602K	6.09K $601K
CNC	10.9K New	$53.4 - $64.29 $585K - $704K	10.9K $594K
TLT	5.66K New	$83.97 - $92.85 $476K - $526K	5.66K $499K
EFA	3.47K New	$72.96 - $90.39 $253K - $314K	3.47K $310K
KO	4.31K New	$68.37 - $73.9 $294K - $318K	4.31K $304K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMY	-8.17K - 45.02%	$44.12 - $59.6 $361K - $487K	9.98K $461K
IVE	-2.94K - 30.08%	$168.34 - $195.42 $495K - $574K	6.83K $1.34M
NEE	-6.89K - 59.02%	$64.11 - $75.0 $442K - $517K	4.79K $332K
SPG	-2.68K - 64.7%	$140.37 - $171.44 $376K - $459K	1.46K $234K
CTRA	-8.89K - 26.76%	$22.6 - $29.07 $201K - $259K	24.3K $617K
XLV	-1.69K - 22.06%	$128.77 - $144.3 $218K - $244K	5.97K $804K

Activity Summary All Purchases 61 New Holdings 12 Increased Positions 49 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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