Alta Wealth Advisors LLC Incresed Positions 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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.5K
+ 3.44%
$49.78 - $53.19 $774K - $827K
468K $23.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.07K
+ 53.93%
$100.34 - $100.68 $509K - $511K
14.5K $1.46M
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
GILD
Gilead Sciences, Inc.

Healthcare
411
+ 3.42%
$89.14 - $117.41 $36.6K - $48.3K
12.4K $1.39M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.19%
$169.2 - $216.66 $2.54K - $3.25K
7.92K $1.66M
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
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
FSMB
First Tr Et Fd Iii Short Durat

ETFs
32
+ 0.3%
$19.8 - $19.97 $634 - $639
10.9K $215K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12
+ 0.07%
$25.12 - $26.05 $301 - $313
16.9K $426K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.1%
$65.27 - $71.18 $653 - $712
9.62K $637K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.1%
$104.71 - $107.69 $628 - $646
6.03K $635K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.22%
$251.87 - $277.95 $756 - $834
1.38K $356K
RSP
Invesco S&P 500 Equal Weight E

ETFs
289
+ 1.02%
$169.43 - $182.84 $49K - $52.8K
28.7K $4.97M
BAC
Bank Of America Corp

Financial Services
75
+ 1.38%
$39.61 - $47.74 $2.97K - $3.58K
5.52K $230K
WMT
Walmart Inc.

Consumer Defensive
290
+ 1.99%
$84.5 - $105.05 $24.5K - $30.5K
14.9K $1.3M
SNOW
Snowflake Inc.

Technology
80
+ 2.82%
$146.16 - $192.78 $11.7K - $15.4K
2.92K $426K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
238
+ 1.4%
$53.6 - $58.97 $12.8K - $14K
17.2K $942K
ACN
Accenture PLC

Technology
3
+ 0.38%
$300.91 - $398.25 $903 - $1.19K
790 $246K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.12%
$217.89 - $252.64 $436 - $505
1.68K $372K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
129
+ 7.61%
$165.25 - $224.62 $21.3K - $29K
1.82K $302K
AXP
American Express CO

Financial Services
2
+ 0.15%
$255.39 - $325.87 $511 - $652
1.3K $349K
GOOG
Alphabet Inc.

Communication Services
55
+ 2.59%
$156.06 - $207.71 $8.58K - $11.4K
2.18K $340K
QUAL
Ishares Msci Usa Quality Facto

ETFs
53
+ 0.51%
$168.16 - $186.21 $8.91K - $9.87K
10.4K $1.77M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
54
+ 0.27%
$67.03 - $74.61 $3.62K - $4.03K
20.1K $1.37M
META
Meta Platforms, Inc.

Communication Services
37
+ 0.54%
$576.36 - $736.67 $21.3K - $27.3K
6.87K $3.96M
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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