Alta Wealth Advisors LLC Purchases in Q4 2024

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
4.39K
+ 1.57%
$81.74 - $91.38 $359K - $401K
285K $25M
TSLA
Tesla, Inc.

Consumer Cyclical
658
+ 9.95%
$213.65 - $479.86 $141K - $316K
7.27K $2.94M
NVDA
Nvidia Corp

Technology
2.19K
+ 3.29%
$117.0 - $148.88 $257K - $326K
68.9K $9.26M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
13.8K
New
$72.43 - $78.39 $996K - $1.08M
13.8K $995K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.4K
New
$100.16 - $100.7 $942K - $947K
9.4K $943K
IVV
Ishares Core S&P 500 ETF

ETFs
1.23K
+ 27.14%
$570.51 - $610.59 $702K - $752K
5.77K $3.39M
AMZN
Amazon Com Inc

Consumer Cyclical
884
+ 5.31%
$180.88 - $232.93 $160K - $206K
17.5K $3.85M
NOW
Service Now, Inc.

Technology
103
+ 3.28%
$867.18 - $1148.42 $89.3K - $118K
3.25K $3.44M
SPMD
Spdr Portfolio

ETFs
9.84K
+ 4.88%
$54.13 - $59.56 $533K - $586K
212K $11.6M
SHOP
Shopify Inc.

Technology
213
+ 1.09%
$78.14 - $119.49 $16.6K - $25.5K
19.7K $2.1M
CYBR
Cyber Ark Software Ltd.

Technology
1.52K
New
$274.1 - $333.15 $417K - $507K
1.52K $507K
GOOGL
Alphabet Inc.

Communication Services
393
+ 2.27%
$161.86 - $196.66 $63.6K - $77.3K
17.7K $3.35M
APP
App Lovin Corp

Technology
276
+ 17.84%
$130.67 - $401.5 $36.1K - $111K
1.82K $590K
AXP
American Express CO

Financial Services
1.3K
New
$267.35 - $305.57 $347K - $397K
1.3K $385K
VRT
Vertiv Holdings CO

Industrials
4.31K
New
N/A
4.31K $373K
MRVL
Marvell Technology, Inc.

Technology
2.14K
+ 64.26%
$70.31 - $124.78 $151K - $267K
5.48K $605K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.31K
+ 13.75%
$94.43 - $105.47 $218K - $243K
19.1K $1.94M
MRK
Merck & Co., Inc.

Healthcare
3.33K
New
$96.31 - $114.76 $320K - $382K
3.33K $330K
QQQ
Invesco Qqq Trust, Series 1

ETFs
328
+ 5.26%
$481.22 - $538.17 $158K - $177K
6.56K $3.35M
CRM
Salesforce, Inc.

Technology
5
+ 0.1%
$270.87 - $367.87 $1.35K - $1.84K
5.06K $1.69M
IVE
Ishares S&P 500 Value ETF

ETFs
1.97K
+ 14.95%
$189.5 - $206.17 $373K - $406K
15.1K $2.89M
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 1.78%
$205.18 - $250.29 $31K - $37.8K
8.63K $2.07M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.44K
New
$78.43 - $87.17 $270K - $300K
3.44K $276K
IWX
Ishares Tr Russell 200 Value E

ETFs
3K
New
$78.25 - $85.17 $234K - $255K
3K $236K
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 1.42%
$567.81 - $607.81 $92K - $98.5K
11.6K $6.8M
V
Visa Inc.

Financial Services
264
+ 7.39%
$273.87 - $320.91 $72.3K - $84.7K
3.84K $1.21M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.09K
New
$90.31 - $106.37 $189K - $223K
2.09K $208K
IWB
Ishares Tr Russell 1000 ETF

ETFs
631
New
$311.11 - $335.64 $196K - $212K
631 $203K
PANW
Palo Alto Networks Inc

Technology
4.28K
+ 116.3%
$181.96 - $405.9 $779K - $1.74M
7.96K $1.45M
OKTA
Okta, Inc.

Technology
2.03K
+ 67.39%
$71.81 - $86.11 $145K - $174K
5.03K $396K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.18K
+ 11.22%
$44.33 - $49.55 $185K - $207K
41.4K $1.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
847
+ 8.94%
$176.42 - $186.91 $149K - $158K
10.3K $1.84M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.29%
$554.08 - $632.68 $11.1K - $12.7K
6.83K $4.03M
IEFA
Ishares Tr

ETFs
2.23K
+ 63.31%
$70.06 - $77.43 $156K - $173K
5.76K $404K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.9K
+ 3.87%
$51.09 - $55.27 $861K - $932K
452K $23.1M
ZBRA
Zebra Technologies Corp

Technology
243
+ 20.98%
$360.09 - $411.94 $87.5K - $100K
1.4K $541K
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.06%
$83.95 - $97.9 $588 - $685
12K $1.11M
NFLX
Netflix Inc

Communication Services
17
+ 3.57%
$687.65 - $936.56 $11.7K - $15.9K
493 $439K
CDNS
Cadence Design Systems Inc

Technology
193
+ 13.24%
$249.1 - $324.54 $48.1K - $62.6K
1.65K $496K
TTD
Trade Desk, Inc.

Technology
15
+ 0.12%
$108.7 - $139.51 $1.63K - $2.09K
12.3K $1.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 18.87%
$61.68 - $67.87 $96.4K - $106K
9.85K $613K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
893
+ 4.66%
$69.3 - $74.3 $61.9K - $66.3K
20.1K $1.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
289
+ 20.55%
$172.07 - $207.36 $49.7K - $59.9K
1.7K $334K
ITOT
Ishares Core S&P Total U.S. St

ETFs
301
+ 1.76%
$124.26 - $134.12 $37.4K - $40.4K
17.4K $2.24M
BMY
Bristol Myers Squibb CO

Healthcare
50
+ 0.28%
$51.92 - $59.94 $2.6K - $3K
18.1K $1.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.1%
$77.25 - $91.3 $773 - $913
10.4K $884K
MSFT
Microsoft Corp

Technology
375
+ 3.59%
$406.35 - $454.46 $152K - $170K
10.8K $4.56M
HON
Honeywell International Inc

Industrials
5
+ 0.26%
$202.84 - $236.0 $1.01K - $1.18K
1.9K $429K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
+ 7.34%
$113.92 - $127.38 $45.6K - $51K
5.85K $674K
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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