Alta Wealth Advisors LLC Sells in Q2 2025

Alta Wealth Advisors LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-8.17K
- 45.02%
$44.12 - $59.6 $361K - $487K
9.98K $461K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.94K
- 30.08%
$168.34 - $195.42 $495K - $574K
6.83K $1.34M
NEE
Nextera Energy Inc

Utilities
-6.89K
- 59.02%
$64.11 - $75.0 $442K - $517K
4.79K $332K
SPG
Simon Property Group Inc

Real Estate
-2.68K
- 64.7%
$140.37 - $171.44 $376K - $459K
1.46K $234K
CTRA
Coterra Energy Inc.

Energy
-8.89K
- 26.76%
$22.6 - $29.07 $201K - $259K
24.3K $617K
XLV
Select Sector Spdr Fund Health

ETFs
-1.69K
- 22.06%
$128.77 - $144.3 $218K - $244K
5.97K $804K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-2.39K
- 32.19%
$54.08 - $68.32 $129K - $164K
5.04K $277K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.37K
- 25.36%
$47.46 - $55.3 $207K - $241K
12.8K $707K
VHT
Vanguard Health Care ETF

ETFs
-248
- 9.42%
$236.71 - $261.92 $58.7K - $65K
2.39K $592K
LOW
Lowes Companies Inc

Consumer Cyclical
-126
- 2.69%
$210.83 - $235.28 $26.6K - $29.6K
4.55K $1.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.03K
- 12.0%
$24.14 - $25.43 $49.1K - $51.7K
14.9K $369K
ADBE
Adobe Inc.

Technology
-121
- 8.37%
$340.0 - $420.68 $41.1K - $50.9K
1.33K $512K
SHAK
Shake Shack Inc.

Consumer Cyclical
-1.19K
- 45.46%
$75.85 - $140.6 $90.4K - $168K
1.43K $201K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 6.16%
$335.24 - $380.78 $12.1K - $13.7K
548 $200K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-53
- 0.73%
$49.12 - $50.93 $2.6K - $2.7K
7.17K $357K
C
Citigroup Inc

Financial Services
-978
- 17.52%
$58.13 - $85.12 $56.9K - $83.2K
4.6K $391K
FVD
First Tr Value Line Divid Inde

ETFs
-125
- 2.64%
$40.62 - $45.12 $5.08K - $5.64K
4.61K $206K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-928
- 9.84%
$32.66 - $40.75 $30.3K - $37.8K
8.5K $344K
LMT
Lockheed Martin Corp

Industrials
-26
- 2.52%
$430.82 - $486.45 $11.2K - $12.6K
1.01K $465K
CRM
Salesforce, Inc.

Technology
-62
- 1.23%
$236.26 - $291.15 $14.6K - $18.1K
5K $1.36M
RDVY
First Trust Rising Dividend Ac

ETFs
-302
- 5.39%
$51.6 - $62.74 $15.6K - $18.9K
5.3K $332K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-32
- 0.93%
$66.87 - $79.47 $2.14K - $2.54K
3.39K $269K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-104
- 1.48%
$68.45 - $79.52 $7.12K - $8.27K
6.93K $550K
MS
Morgan Stanley

Financial Services
-250
- 10.87%
$99.83 - $140.86 $25K - $35.2K
2.05K $288K
IBM
International Business Machines Corp

Technology
-191
- 10.3%
$221.03 - $294.78 $42.2K - $56.3K
1.66K $490K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.64%
$456.74 - $568.03 $5.94K - $7.38K
781 $443K
AMD
Advanced Micro Devices Inc

Technology
-1.33K
- 23.25%
$78.21 - $143.81 $104K - $191K
4.39K $623K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-94
- 2.51%
$376.48 - $440.65 $35.4K - $41.4K
3.65K $1.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-305
- 16.72%
$141.37 - $228.57 $43.1K - $69.7K
1.52K $344K
AXP
American Express CO

Financial Services
-37
- 2.85%
$231.39 - $318.98 $8.56K - $11.8K
1.26K $402K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-289
- 2.79%
$152.42 - $182.82 $44K - $52.8K
10.1K $1.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-797
- 4.19%
$57.41 - $74.81 $45.8K - $59.6K
18.2K $1.35M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-52
- 0.26%
$60.34 - $74.89 $3.14K - $3.89K
20.1K $1.5M
WMT
Walmart Inc.

Consumer Defensive
-16
- 0.11%
$81.79 - $99.98 $1.31K - $1.6K
14.8K $1.45M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.07%
$908.13 - $1056.85 $44.5K - $51.8K
4.55K $4.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.22K
- 6.13%
$82.96 - $110.1 $101K - $135K
18.7K $2.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-53
- 1.04%
$221.86 - $362.89 $11.8K - $19.2K
5.06K $1.61M
GOOGL
Alphabet Inc.

Communication Services
-107
- 0.62%
$144.7 - $178.6 $15.5K - $19.1K
17.2K $3.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-184
- 1.65%
$496.48 - $617.85 $91.4K - $114K
11K $6.77M
META
Meta Platforms, Inc.

Communication Services
-113
- 1.65%
$484.66 - $738.09 $54.8K - $83.4K
6.76K $4.99M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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