Alta Wealth Advisors LLC Purchases in Q1 2025

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
4.88K
+ 56.53%
$225.19 - $279.95 $1.1M - $1.37M
13.5K $3.31M
CTRA
Coterra Energy Inc.

Energy
33.2K
New
$25.51 - $29.83 $848K - $991K
33.2K $960K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.5K
+ 3.44%
$49.78 - $53.19 $774K - $827K
468K $23.9M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.44K
New
$61.25 - $72.83 $456K - $542K
7.44K $525K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.07K
+ 53.93%
$100.34 - $100.68 $509K - $511K
14.5K $1.46M
IBM
International Business Machines Corp

Technology
1.86K
New
$217.4 - $264.74 $403K - $491K
1.86K $461K
NTRS
Northern Trust Corp

Financial Services
4.19K
New
$96.09 - $113.81 $402K - $477K
4.19K $413K
C
Citigroup Inc

Financial Services
5.58K
New
$67.23 - $84.63 $375K - $472K
5.58K $396K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.66K
+ 83.52%
$65.15 - $91.81 $564K - $795K
19K $1.24M
GLD
Spdr Gold Trust

ETFs
724
+ 23.13%
$243.19 - $288.14 $176K - $209K
3.85K $1.11M
PGR
Progressive Corp

Financial Services
949
New
$235.61 - $291.22 $224K - $276K
949 $268K
DVN
Devon Energy Corp

Energy
7.07K
New
$33.15 - $38.55 $234K - $273K
7.07K $264K
HOOD
Robinhood Markets, Inc.

Technology
6.18K
New
$35.63 - $65.28 $220K - $403K
6.18K $257K
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.19%
$169.2 - $216.66 $2.54K - $3.25K
7.92K $1.66M
JNJ
Johnson & Johnson

Healthcare
1.4K
New
$142.06 - $167.7 $198K - $234K
1.4K $231K
SHAK
Shake Shack Inc.

Consumer Cyclical
2.62K
New
$82.77 - $133.38 $217K - $350K
2.62K $231K
CTAS
Cintas Corp

Industrials
1.12K
New
$182.09 - $208.14 $203K - $232K
1.12K $229K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.06K
New
$210.19 - $243.33 $224K - $259K
1.06K $224K
DE
Deere & CO

Industrials
469
New
$408.57 - $509.27 $192K - $239K
469 $220K
GE
General Electric CO

Industrials
1.09K
New
$168.59 - $212.13 $184K - $231K
1.09K $218K
T
At&T Inc.

Communication Services
7.67K
New
$21.56 - $28.28 $165K - $217K
7.67K $216K
HD
Home Depot, Inc.

Consumer Cyclical
584
New
$347.25 - $424.87 $203K - $248K
584 $214K
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.18K
New
$36.91 - $41.03 $191K - $213K
5.18K $205K
PLTR
Palantir Technologies Inc.

Technology
2.43K
New
$64.98 - $124.62 $158K - $302K
2.43K $204K
UBER
Uber Technologies, Inc

Technology
566
+ 5.46%
$63.17 - $81.49 $35.8K - $46.1K
10.9K $795K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.07%
$725.72 - $929.72 $1.45K - $1.86K
3.06K $2.53M
OKTA
Okta, Inc.

Technology
41
+ 0.82%
$78.83 - $116.72 $3.23K - $4.79K
5.07K $533K
V
Visa Inc.

Financial Services
9
+ 0.23%
$306.92 - $362.71 $2.76K - $3.26K
3.85K $1.35M
VTV
Vanguard Value ETF

ETFs
332
+ 2.76%
$167.73 - $179.21 $55.7K - $59.5K
12.4K $2.14M
KLAC
Kla Corp

Technology
7
+ 0.38%
$636.62 - $777.63 $4.46K - $5.44K
1.84K $1.25M
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.28%
$53.9 - $63.11 $2.7K - $3.16K
18.2K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
408
+ 3.13%
$97.38 - $104.52 $39.7K - $42.6K
13.5K $1.38M
XOM
Exxon Mobil Corp

Energy
35
+ 0.62%
$105.44 - $118.93 $3.69K - $4.16K
5.65K $672K
IEFA
Ishares Tr

ETFs
421
+ 7.31%
$69.57 - $78.65 $29.3K - $33.1K
6.18K $467K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
739
+ 15.42%
$78.0 - $84.37 $57.6K - $62.3K
5.53K $441K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
129
+ 1.75%
$87.68 - $94.52 $11.3K - $12.2K
7.5K $702K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
294
+ 1.3%
$77.7 - $78.94 $22.8K - $23.2K
22.9K $1.8M
NFLX
Netflix Inc

Communication Services
23
+ 4.67%
$828.4 - $1058.6 $19.1K - $24.3K
516 $481K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$114.1 - $135.66 $114 - $136
1.79K $237K
IWB
Ishares Tr Russell 1000 ETF

ETFs
121
+ 19.18%
$302.31 - $337.54 $36.6K - $40.8K
752 $230K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
402
+ 7.49%
$91.76 - $103.26 $36.9K - $41.5K
5.77K $534K
MRK
Merck & Co., Inc.

Healthcare
600
+ 18.03%
$83.01 - $101.02 $49.8K - $60.6K
3.93K $352K
MA
Mastercard Inc

Financial Services
19
+ 3.65%
$504.67 - $576.31 $9.59K - $10.9K
540 $295K
RDVY
First Trust Rising Dividend Ac

ETFs
236
+ 4.4%
$57.22 - $63.39 $13.5K - $15K
5.6K $327K
MS
Morgan Stanley

Financial Services
226
+ 10.9%
$111.68 - $141.08 $25.2K - $31.9K
2.3K $268K
BNDX
Vanguard Total International B

ETFs
167
+ 2.74%
$48.33 - $49.5 $8.07K - $8.27K
6.26K $305K
DGRO
Ishares Core Dividend Growth E

ETFs
20
+ 0.28%
$60.46 - $64.42 $1.21K - $1.29K
7.14K $441K
VRT
Vertiv Holdings CO

Industrials
41
+ 0.95%
N/A
4.35K $377K
INTU
Intuit Inc

Technology
15
+ 3.15%
$555.63 - $630.23 $8.33K - $9.45K
491 $301K
Activity Summary
Buys All Purchases 78 New Holdings 18 Increased Positions 60 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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