Alta Wealth Advisors LLC Purchases in Q2 2025

Alta Wealth Advisors LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
406
+ 0.14%
$71.83 - $95.32 $29.2K - $38.7K
292K $27.8M
NVDA
Nvidia Corp

Technology
177
+ 0.25%
$94.31 - $157.99 $16.7K - $28K
71.5K $11.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26.5K
+ 5.67%
$45.11 - $52.34 $1.2M - $1.39M
494K $25.9M
MSFT
Microsoft Corp

Technology
468
+ 4.3%
$354.56 - $497.45 $166K - $233K
11.4K $5.65M
SPMD
Spdr Portfolio

ETFs
14.5K
+ 6.67%
$44.89 - $54.38 $650K - $788K
232K $12.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.3K
+ 97.28%
$55.54 - $69.09 $794K - $988K
29K $2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.11K
+ 29.21%
$108.12 - $135.04 $552K - $690K
22.6K $3.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
25
+ 0.2%
$320.42 - $424.58 $8.01K - $10.6K
12.7K $5.37M
IVV
Ishares Core S&P 500 ETF

ETFs
651
+ 11.37%
$498.8 - $620.9 $325K - $404K
6.38K $3.96M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 0.89%
$210.28 - $289.91 $25.2K - $34.8K
13.6K $3.95M
APH
Amphenol Corp

Technology
6.09K
New
$59.09 - $98.75 $360K - $602K
6.09K $601K
CNC
Centene Corp

Healthcare
10.9K
New
$53.4 - $64.29 $585K - $704K
10.9K $594K
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.24%
$167.32 - $223.3 $7.36K - $9.83K
18.2K $3.98M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.66K
New
$83.97 - $92.85 $476K - $526K
5.66K $499K
KLAC
Kla Corp

Technology
78
+ 4.24%
$576.53 - $902.94 $45K - $70.4K
1.92K $1.72M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.14K
+ 150.93%
$272.36 - $339.57 $309K - $385K
1.89K $640K
VUG
Vanguard Growth ETF

ETFs
221
+ 5.39%
$329.49 - $438.4 $72.8K - $96.9K
4.32K $1.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.47K
New
$72.96 - $90.39 $253K - $314K
3.47K $310K
KO
Coca Cola CO

Consumer Defensive
4.31K
New
$68.37 - $73.9 $294K - $318K
4.31K $304K
ORCL
Oracle Corp

Technology
5
+ 0.13%
$122.82 - $218.63 $614 - $1.09K
3.82K $834K
NFLX
Netflix Inc

Communication Services
64
+ 12.4%
$855.86 - $1339.13 $54.8K - $85.7K
580 $776K
MAG
Mag Silver Corp

Basic Materials
13.7K
New
$12.56 - $21.63 $172K - $297K
13.7K $289K
PANW
Palo Alto Networks Inc

Technology
5
+ 0.06%
$152.44 - $204.64 $762 - $1.02K
7.93K $1.62M
JCI
Johnson Controls International PLC

Industrials
2.43K
New
$71.14 - $105.62 $173K - $257K
2.43K $256K
CRSP
Crispr Therapeutics Ag

Healthcare
4.88K
New
$31.27 - $48.64 $153K - $238K
4.88K $237K
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
New
$149.23 - $184.95 $188K - $232K
1.26K $228K
INTU
Intuit Inc

Technology
167
+ 34.01%
$544.07 - $787.63 $90.9K - $132K
658 $518K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.51K
New
$104.34 - $138.68 $158K - $210K
1.51K $209K
PFE
Pfizer Inc

Healthcare
8.57K
New
$21.59 - $24.84 $185K - $213K
8.57K $207K
GLD
Spdr Gold Trust

ETFs
397
+ 10.3%
$273.71 - $316.29 $109K - $126K
4.25K $1.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 0.46%
$166.82 - $194.23 $19.4K - $22.5K
25.2K $4.89M
CYBR
Cyber Ark Software Ltd.

Technology
69
+ 4.53%
$305.98 - $406.88 $21.1K - $28.1K
1.59K $647K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.1K
+ 2.7%
$35.35 - $42.68 $39K - $47.1K
42K $1.79M
VTV
Vanguard Value ETF

ETFs
390
+ 3.15%
$153.67 - $176.74 $59.9K - $68.9K
12.8K $2.26M
VEA
Vanguard Ftse Developed Market

ETFs
972
+ 20.6%
$45.65 - $57.01 $44.4K - $55.4K
5.69K $324K
VTI
Vanguard Total Stock Market Et

ETFs
60
+ 3.18%
$243.75 - $303.93 $14.6K - $18.2K
1.95K $591K
IEFA
Ishares Tr

ETFs
284
+ 4.59%
$67.83 - $84.09 $19.3K - $23.9K
6.47K $539K
GOOG
Alphabet Inc.

Communication Services
43
+ 1.97%
$146.58 - $180.01 $6.3K - $7.74K
2.22K $394K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
356
+ 6.43%
$71.28 - $83.74 $25.4K - $29.8K
5.89K $493K
VB
Vanguard Small Cap ETF

ETFs
86
+ 5.12%
$193.73 - $237.37 $16.7K - $20.4K
1.77K $418K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
148
+ 1.51%
$51.16 - $62.02 $7.57K - $9.18K
9.98K $618K
PGR
Progressive Corp

Financial Services
222
+ 23.39%
$255.27 - $288.74 $56.7K - $64.1K
1.17K $312K
V
Visa Inc.

Financial Services
5
+ 0.13%
$308.27 - $373.31 $1.54K - $1.87K
3.85K $1.37M
DE
Deere & CO

Industrials
1
+ 0.21%
$412.99 - $531.48 $413 - $531
470 $238K
DGRO
Ishares Core Dividend Growth E

ETFs
20
+ 0.28%
$55.22 - $63.94 $1.1K - $1.28K
7.16K $457K
IWX
Ishares Tr Russell 200 Value E

ETFs
100
+ 3.95%
$73.26 - $84.19 $7.33K - $8.42K
2.63K $221K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.01%
$77.94 - $79.5 $156 - $159
22.9K $1.82M
BRKL
Brookline Bancorp Inc

Financial Services
1.04K
+ 9.01%
$9.53 - $11.11 $9.94K - $11.6K
12.6K $133K
T
At&T Inc.

Communication Services
3
+ 0.04%
$26.33 - $28.94 $79 - $86.8
7.68K $222K
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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