Alta Wealth Advisors LLC Incresed Positions in Q3 2025

Alta Wealth Advisors LLC

  • $276 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
29.6K
+ 10.14%
$94.33 - $105.31 $2.8M - $3.12M
322K $33.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.3K
+ 13.21%
$52.12 - $55.33 $3.4M - $3.61M
560K $31M
SPMD
Spdr Portfolio

ETFs
29.3K
+ 12.63%
$54.43 - $58.29 $1.59M - $1.71M
261K $14.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
262
+ 2.39%
$617.65 - $666.84 $162K - $175K
11.2K $7.47M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.18%
$293.94 - $444.72 $2.65K - $4K
5.07K $2.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.71K
+ 11.99%
$135.0 - $146.02 $366K - $396K
25.3K $3.69M
ORCL
Oracle Corp

Technology
1.07K
+ 27.97%
$218.96 - $328.33 $234K - $351K
4.89K $1.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6K
+ 14.28%
$42.26 - $47.16 $253K - $283K
48K $2.22M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.16K
+ 23.07%
$101.12 - $106.18 $320K - $336K
16.9K $1.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
822
+ 54.11%
$224.68 - $282.71 $185K - $232K
2.34K $653K
IWD
Ishares Russell 1000 Val ETF

ETFs
106
+ 0.42%
$192.76 - $203.86 $20.4K - $21.6K
25.3K $5.14M
CYBR
Cyber Ark Software Ltd.

Technology
125
+ 7.86%
$374.8 - $491.1 $46.9K - $61.4K
1.72K $829K
KO
Coca Cola CO

Consumer Defensive
2.85K
+ 66.16%
$65.67 - $71.67 $187K - $204K
7.16K $474K
VTV
Vanguard Value ETF

ETFs
41
+ 0.32%
$175.51 - $186.57 $7.2K - $7.65K
12.8K $2.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
23
+ 0.23%
$182.33 - $194.5 $4.19K - $4.47K
10.1K $1.97M
C
Citigroup Inc

Financial Services
25
+ 0.54%
$85.57 - $103.49 $2.14K - $2.59K
4.63K $469K
VTI
Vanguard Total Stock Market Et

ETFs
95
+ 4.88%
$303.93 - $329.86 $28.9K - $31.3K
2.04K $669K
VB
Vanguard Small Cap ETF

ETFs
80
+ 4.53%
$237.58 - $259.17 $19K - $20.7K
1.85K $469K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.2%
$155.17 - $185.42 $466 - $556
1.49K $275K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
177
+ 3.01%
$84.28 - $89.46 $14.9K - $15.8K
6.07K $539K
INTU
Intuit Inc

Technology
161
+ 24.47%
$646.03 - $807.39 $104K - $130K
819 $559K
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 0.31%
$64.12 - $68.08 $1.41K - $1.5K
7.18K $489K
FVD
First Tr Value Line Divid Inde

ETFs
453
+ 9.82%
$44.73 - $46.86 $20.3K - $21.2K
5.06K $234K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
83
+ 0.98%
$39.8 - $42.86 $3.3K - $3.56K
8.58K $367K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.22%
$279.83 - $293.74 $839 - $881
1.38K $405K
JCI
Johnson Controls International PLC

Industrials
10
+ 0.41%
$103.24 - $111.73 $1.03K - $1.12K
2.44K $268K
PFE
Pfizer Inc

Healthcare
23
+ 0.27%
$23.29 - $25.88 $536 - $595
8.59K $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.12%
$92.18 - $95.14 $830 - $856
7.52K $714K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.0%
$78.96 - $80.04 $79 - $80
22.9K $1.83M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19
+ 0.13%
$24.11 - $24.94 $458 - $474
14.9K $371K
T
At&T Inc.

Communication Services
2
+ 0.03%
$26.94 - $29.62 $53.9 - $59.2
7.68K $216K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.08%
$157.77 - $183.27 $158 - $183
1.26K $204K
Activity Summary
Buys All Purchases 83 New Holdings 50 Increased Positions 33 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 2 Puts 0
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