Alta Wealth Advisors LLC Reduced Holdings in Q3 2025

Alta Wealth Advisors LLC

  • $276 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-173
- 3.8%
$915.95 - $994.57 $158K - $172K
4.38K $4.05M
LLY
Eli Lilly & CO

Healthcare
-522
- 17.04%
$625.65 - $812.69 $327K - $424K
2.54K $1.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.69K
- 14.75%
$65.64 - $78.22 $176K - $210K
15.5K $1.04M
CTRA
Coterra Energy Inc.

Energy
-7.93K
- 32.56%
$23.09 - $25.45 $183K - $202K
16.4K $388K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-196
- 10.94%
$366.54 - $479.53 $71.8K - $94K
1.6K $625K
AMZN
Amazon Com Inc

Consumer Cyclical
-742
- 4.09%
$211.65 - $238.24 $157K - $177K
17.4K $3.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.87K
- 32.99%
$85.01 - $90.35 $159K - $169K
3.8K $339K
XLV
Select Sector Spdr Fund Health

ETFs
-1.19K
- 19.89%
$129.01 - $139.72 $153K - $166K
4.78K $665K
V
Visa Inc.

Financial Services
-246
- 6.39%
$332.09 - $358.86 $81.7K - $88.3K
3.61K $1.23M
META
Meta Platforms, Inc.

Communication Services
-140
- 2.07%
$695.21 - $791.73 $97.3K - $111K
6.62K $4.86M
BMY
Bristol Myers Squibb CO

Healthcare
-1.4K
- 14.06%
$43.31 - $48.98 $60.8K - $68.7K
8.58K $386K
PGR
Progressive Corp

Financial Services
-200
- 17.08%
$238.61 - $264.3 $47.7K - $52.9K
971 $239K
HON
Honeywell International Inc

Industrials
-110
- 7.04%
$207.7 - $240.4 $22.8K - $26.4K
1.45K $305K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-900
- 17.84%
$52.62 - $61.93 $47.4K - $55.7K
4.14K $224K
PANW
Palo Alto Networks Inc

Technology
-220
- 2.78%
$167.06 - $208.19 $36.8K - $45.8K
7.71K $1.57M
MUB
Ishares National Muni Bond ETF

ETFs
-597
- 9.89%
$103.24 - $106.68 $61.6K - $63.7K
5.44K $579K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-286
- 7.83%
$435.72 - $463.74 $125K - $133K
3.37K $1.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-302
- 4.33%
$459.11 - $506.91 $139K - $153K
6.67K $3.35M
VHT
Vanguard Health Care ETF

ETFs
-220
- 9.22%
$239.12 - $259.95 $52.6K - $57.2K
2.17K $562K
AXP
American Express CO

Financial Services
-100
- 7.92%
$294.27 - $342.31 $29.4K - $34.2K
1.16K $386K
BNDX
Vanguard Total International B

ETFs
-223
- 3.54%
$49.0 - $49.51 $10.9K - $11K
6.07K $300K
IWX
Ishares Tr Russell 200 Value E

ETFs
-232
- 8.81%
$83.04 - $87.88 $19.3K - $20.4K
2.4K $210K
GILD
Gilead Sciences, Inc.

Healthcare
-74
- 0.59%
$108.22 - $120.47 $8.01K - $8.91K
12.4K $1.37M
RDVY
First Trust Rising Dividend Ac

ETFs
-453
- 8.55%
$62.38 - $67.29 $28.3K - $30.5K
4.85K $326K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-94
- 1.31%
$49.32 - $50.93 $4.64K - $4.79K
7.08K $358K
IEFA
Ishares Tr

ETFs
-267
- 4.13%
$81.7 - $87.53 $21.8K - $23.4K
6.2K $541K
VZ
Verizon Communications Inc

Communication Services
-12
- 0.23%
$40.84 - $45.06 $490 - $541
5.2K $228K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-127
- 3.75%
$78.88 - $85.2 $10K - $10.8K
3.26K $272K
XOM
Exxon Mobil Corp

Energy
-171
- 2.9%
$105.83 - $117.22 $18.1K - $20K
5.73K $646K
VEA
Vanguard Ftse Developed Market

ETFs
-68
- 1.19%
$56.02 - $60.3 $3.81K - $4.1K
5.62K $336K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10
- 0.29%
$87.29 - $93.61 $873 - $936
3.46K $323K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 1.28%
$357.4 - $423.42 $2.5K - $2.96K
541 $219K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-105
- 1.52%
$79.83 - $84.0 $8.38K - $8.82K
6.82K $573K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-139
- 1.39%
$62.09 - $66.51 $8.63K - $9.24K
9.84K $642K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-67
- 3.55%
$339.37 - $366.46 $22.7K - $24.6K
1.82K $665K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-116
- 2.51%
$108.46 - $120.63 $12.6K - $14K
4.5K $534K
IVE
Ishares S&P 500 Value ETF

ETFs
-120
- 1.76%
$194.44 - $206.51 $23.3K - $24.8K
6.71K $1.39M
WMT
Walmart Inc.

Consumer Defensive
-190
- 1.28%
$94.4 - $104.27 $17.9K - $19.8K
14.6K $1.51M
LOW
Lowes Companies Inc

Consumer Cyclical
-260
- 5.71%
$215.01 - $273.02 $55.9K - $71K
4.29K $1.08M
AMD
Advanced Micro Devices Inc

Technology
-2
- 0.05%
$134.8 - $184.42 $270 - $369
4.39K $710K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-11
- 0.05%
$74.93 - $80.73 $824 - $888
20.1K $1.62M
MSFT
Microsoft Corp

Technology
-203
- 1.79%
$491.09 - $535.64 $99.7K - $109K
11.2K $5.78M
GLD
Spdr Gold Trust

ETFs
-193
- 4.54%
$300.96 - $355.47 $58.1K - $68.6K
4.06K $1.44M
APH
Amphenol Corp

Technology
-23
- 0.38%
$97.39 - $125.4 $2.24K - $2.88K
6.07K $751K
IVW
Ishares S&P 500 Growth ETF

ETFs
-394
- 2.1%
$108.97 - $121.65 $42.9K - $47.9K
18.3K $2.22M
VUG
Vanguard Growth ETF

ETFs
-23
- 0.53%
$433.97 - $484.08 $9.98K - $11.1K
4.3K $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
-296
- 2.17%
$282.78 - $316.06 $83.7K - $93.6K
13.3K $4.2M
INCY
Incyte Corp

Healthcare
-38
- 0.23%
$67.27 - $86.96 $2.56K - $3.3K
16.4K $1.39M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.08%
$620.67 - $670.08 $3.1K - $3.35K
6.37K $4.26M
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
Track This Portfolio

Track Alta Wealth Advisors LLC Portfolio

Follow Alta Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email