Alta Wealth Advisors LLC Reduced Holdings in Q1 2025

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.32K
- 8.72%
$209.68 - $247.1 $697K - $821K
34.8K $7.73M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.16K
- 29.65%
$222.15 - $428.22 $479K - $923K
5.12K $1.33M
IVE
Ishares S&P 500 Value ETF

ETFs
-5.36K
- 35.41%
$185.78 - $198.58 $995K - $1.06M
9.77K $1.86M
NOW
Service Now, Inc.

Technology
-67
- 2.06%
$783.83 - $1170.39 $52.5K - $78.4K
3.18K $2.53M
TTD
Trade Desk, Inc.

Technology
-1.51K
- 12.31%
$53.59 - $126.58 $81.1K - $192K
10.8K $589K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-567
- 4.27%
$360.07 - $417.26 $204K - $237K
12.7K $4.59M
GOOGL
Alphabet Inc.

Communication Services
-375
- 2.12%
$154.33 - $206.19 $57.9K - $77.3K
17.3K $2.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-468
- 4.03%
$551.42 - $612.93 $258K - $287K
11.1K $6.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-486
- 7.41%
$468.34 - $539.52 $228K - $262K
6.08K $2.85M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.5K
- 4.95%
$11.18 - $18.03 $39.1K - $63.1K
67.2K $781K
LOW
Lowes Companies Inc

Consumer Cyclical
-567
- 10.81%
$222.66 - $268.42 $126K - $152K
4.68K $1.09M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-509
- 1.23%
$40.03 - $46.81 $20.4K - $23.8K
40.9K $1.67M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 0.75%
$554.06 - $615.85 $23.8K - $26.5K
5.72K $3.22M
AMD
Advanced Micro Devices Inc

Technology
-583
- 9.24%
$96.63 - $129.55 $56.3K - $75.5K
5.73K $588K
NEE
Nextera Energy Inc

Utilities
-2.25K
- 16.14%
$66.96 - $76.16 $150K - $171K
11.7K $827K
UNH
Unitedhealth Group Inc

Healthcare
-370
- 13.35%
$461.52 - $548.18 $171K - $203K
2.4K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-391
- 6.68%
$102.49 - $119.96 $40.1K - $46.9K
5.46K $570K
ADBE
Adobe Inc.

Technology
-33
- 2.23%
$377.84 - $464.11 $12.5K - $15.3K
1.45K $554K
LMT
Lockheed Martin Corp

Industrials
-123
- 10.65%
$423.19 - $506.29 $52.1K - $62.3K
1.03K $461K
HON
Honeywell International Inc

Industrials
-340
- 17.87%
$202.75 - $226.52 $68.9K - $77K
1.56K $330K
PANW
Palo Alto Networks Inc

Technology
-39
- 0.49%
$167.82 - $208.28 $6.54K - $8.12K
7.92K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-103
- 11.48%
$507.05 - $563.67 $52.2K - $58.1K
794 $408K
QCOM
Qualcomm Inc

Technology
-413
- 13.89%
$151.94 - $175.86 $62.8K - $72.6K
2.56K $393K
SPG
Simon Property Group Inc

Real Estate
-155
- 3.61%
$159.48 - $187.78 $24.7K - $29.1K
4.14K $687K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-94
- 2.23%
$81.1 - $94.7 $7.62K - $8.9K
4.12K $333K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14
- 0.14%
$57.21 - $65.8 $801 - $921
9.83K $573K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-37
- 0.98%
$408.78 - $448.82 $15.1K - $16.6K
3.75K $1.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
-139
- 12.28%
$308.86 - $455.36 $42.9K - $63.3K
993 $350K
IWX
Ishares Tr Russell 200 Value E

ETFs
-464
- 15.49%
$78.54 - $84.86 $36.4K - $39.4K
2.53K $208K
IWD
Ishares Russell 1000 Val ETF

ETFs
-514
- 2.01%
$182.82 - $196.21 $94K - $101K
25K $4.71M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-187
- 2.52%
$50.17 - $51.45 $9.38K - $9.62K
7.23K $364K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-20
- 0.58%
$75.47 - $84.24 $1.51K - $1.68K
3.42K $263K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-227
- 3.13%
$74.87 - $79.99 $17K - $18.2K
7.03K $541K
Arista Networks Inc
-411
- 7.28%
N/A
5.23K $0
Lam Research Corp
-2.03K
- 11.33%
N/A
15.8K $0
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-853
- 6.2%
$71.58 - $79.91 $61.1K - $68.2K
12.9K $997K
IEO
Ishares Tr

ETFs
-151
- 3.59%
$86.02 - $99.13 $13K - $15K
4.06K $383K
VEA
Vanguard Ftse Developed Market

ETFs
-41
- 0.86%
$47.4 - $52.99 $1.94K - $2.17K
4.72K $239K
VZ
Verizon Communications Inc

Communication Services
-293
- 5.32%
$37.81 - $46.49 $11.1K - $13.6K
5.21K $236K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-105
- 1.1%
$33.84 - $37.77 $3.55K - $3.97K
9.43K $343K
VHT
Vanguard Health Care ETF

ETFs
-30
- 1.13%
$254.06 - $273.83 $7.62K - $8.21K
2.63K $697K
XLV
Select Sector Spdr Fund Health

ETFs
-89
- 1.15%
$137.61 - $149.68 $12.2K - $13.3K
7.66K $1.12M
CVX
Chevron Corp

Energy
-128
- 3.84%
$146.71 - $167.97 $18.8K - $21.5K
3.21K $536K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.17%
$890.62 - $1076.86 $7.12K - $8.61K
4.6K $4.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-40
- 2.18%
$402.49 - $513.76 $16.1K - $20.6K
1.79K $868K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.28%
$442.66 - $534.52 $8.41K - $10.2K
6.87K $3.66M
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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