Alta Wealth Advisors LLC Reduced Holdings in Q4 2024

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-560
- 16.81%
$485.52 - $625.25 $272K - $350K
2.77K $1.4M
HUBS
Hubspot Inc

Technology
-1.23K
- 62.77%
$514.07 - $757.4 $633K - $932K
730 $508K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-8.75K
- 54.14%
$50.62 - $52.07 $443K - $456K
7.41K $378K
INTU
Intuit Inc

Technology
-706
- 59.73%
$602.01 - $706.25 $425K - $499K
476 $299K
XLV
Select Sector Spdr Fund Health

ETFs
-637
- 7.59%
$136.28 - $154.74 $86.8K - $98.6K
7.75K $1.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-424
- 1.47%
$174.22 - $187.62 $73.9K - $79.6K
28.4K $4.98M
ABBV
Abb Vie Inc.

Healthcare
-138
- 1.72%
$164.99 - $203.87 $22.8K - $28.1K
7.9K $1.4M
NEE
Nextera Energy Inc

Utilities
-32
- 0.23%
$69.77 - $85.43 $2.23K - $2.73K
13.9K $998K
PEP
Pepsico Inc

Consumer Defensive
-205
- 3.33%
$151.29 - $176.1 $31K - $36.1K
5.95K $904K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.31K
- 15.04%
$88.59 - $94.57 $116K - $123K
7.37K $654K
AMAT
Applied Materials Inc

Technology
-90
- 3.46%
$161.44 - $213.89 $14.5K - $19.3K
2.51K $408K
LMT
Lockheed Martin Corp

Industrials
-5
- 0.43%
$479.66 - $614.62 $2.4K - $3.07K
1.16K $561K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-5.61K
- 34.13%
$19.8 - $20.06 $111K - $113K
10.8K $214K
VHT
Vanguard Health Care ETF

ETFs
-32
- 1.19%
$250.81 - $283.3 $8.03K - $9.07K
2.66K $675K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.52K
- 12.95%
$25.3 - $26.31 $63.7K - $66.2K
16.9K $432K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.07K
- 16.65%
$58.65 - $64.37 $62.9K - $69K
5.37K $317K
XOM
Exxon Mobil Corp

Energy
-2
- 0.04%
$105.51 - $125.37 $211 - $251
5.62K $604K
FVD
First Tr Value Line Divid Inde

ETFs
-915
- 16.19%
$43.4 - $46.7 $39.7K - $42.7K
4.74K $206K
DGRO
Ishares Core Dividend Growth E

ETFs
-572
- 7.44%
$60.73 - $64.94 $34.7K - $37.1K
7.12K $436K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-34
- 0.8%
$89.81 - $104.0 $3.05K - $3.54K
4.21K $379K
VZ
Verizon Communications Inc

Communication Services
-278
- 4.81%
$39.6 - $45.21 $11K - $12.6K
5.51K $220K
IEO
Ishares Tr

ETFs
-346
- 7.59%
$85.22 - $101.77 $29.5K - $35.2K
4.21K $377K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-169
- 1.74%
$34.13 - $37.35 $5.77K - $6.31K
9.53K $325K
XLE
Energy Sector Spdr

ETFs
-248
- 3.15%
$83.32 - $97.27 $20.7K - $24.1K
7.62K $652K
YLDE
Legg Mason ETF Invt Tr

ETFs
-456
- 4.5%
$49.88 - $53.45 $22.7K - $24.4K
9.67K $491K
VTI
Vanguard Total Stock Market Et

ETFs
-86
- 4.36%
$280.04 - $302.45 $24.1K - $26K
1.89K $546K
CVX
Chevron Corp

Energy
-10
- 0.3%
$141.15 - $162.53 $1.41K - $1.63K
3.33K $482K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-40
- 0.55%
$75.44 - $80.53 $3.02K - $3.22K
7.26K $550K
GLD
Spdr Gold Trust

ETFs
-20
- 0.63%
$236.59 - $257.5 $4.73K - $5.15K
3.13K $757K
VO
Vanguard Mid Cap ETF

ETFs
-23
- 1.65%
$261.5 - $284.63 $6.01K - $6.55K
1.38K $363K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-24
- 0.63%
$417.69 - $450.94 $10K - $10.8K
3.79K $1.61M
VB
Vanguard Small Cap ETF

ETFs
-23
- 1.35%
$233.76 - $261.58 $5.38K - $6.02K
1.68K $403K
SPG
Simon Property Group Inc

Real Estate
-10
- 0.23%
$167.23 - $183.84 $1.67K - $1.84K
4.29K $739K
BAC
Bank Of America Corp

Financial Services
-273
- 4.77%
$39.22 - $47.77 $10.7K - $13K
5.45K $239K
GOOG
Alphabet Inc.

Communication Services
-70
- 3.19%
$163.08 - $198.16 $11.4K - $13.9K
2.12K $404K
MS
Morgan Stanley

Financial Services
-50
- 2.36%
$104.42 - $134.99 $5.22K - $6.75K
2.07K $260K
SNOW
Snowflake Inc.

Technology
-372
- 11.59%
$109.65 - $186.51 $40.8K - $69.4K
2.84K $438K
WMT
Walmart Inc.

Consumer Defensive
-42
- 0.29%
$79.1 - $95.7 $3.32K - $4.02K
14.6K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.04%
$873.59 - $994.69 $1.75K - $1.99K
4.61K $4.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-170
- 1.26%
$370.24 - $418.94 $62.9K - $71.2K
13.3K $5.33M
AAPL
Apple Inc.

Technology
-21
- 0.06%
$221.69 - $259.02 $4.66K - $5.44K
38.1K $9.55M
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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