Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

  • $212 Million
  • Q2 2025

Alta Wealth Advisors LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $27.8M, Spdr Portfolio S&P 500 Value E with a value of $25.9M, Spdr Portfolio with a value of $12.6M, Nvidia Corp with a value of $11.3M, and Apple Inc. with a value of $7.24M.

Examining the 13F form we can see an decrease of $4.48M in the current position value, from $216M to 212M.

Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $126 Million
Technology: $36.9 Million
Financial Services: $12.1 Million
Healthcare: $9.71 Million
Communication Services: $9.64 Million
Consumer Cyclical: $7 Million
Consumer Defensive: $6.49 Million
Industrials: $1.57 Million
Other: $2.11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$11.3 Million 5.34% of portfolio
71,533
Q2 2025 Added 0.25%
$3.76T
$7.24 Million 3.42% of portfolio
35,275
Q2 2025 Added 1.38%
$3.8T
$5.65 Million 2.67% of portfolio
11,363
Q2 2025 Added 4.3%
$1.69T
$4.99 Million 2.35% of portfolio
6,756
Q2 2025 Reduced 1.65%
$428B
$4.5 Million 2.13% of portfolio
4,550
Q2 2025 Reduced 1.07%
$2.32T
$3.98 Million 1.88% of portfolio
18,157
Q2 2025 Added 0.24%
$900B
$3.95 Million 1.86% of portfolio
13,622
Q2 2025 Added 0.89%
$644B
$3.39 Million 1.6% of portfolio
6,972
Q2 2025 Added 1.54%
$1.44T
$3.04 Million 1.43% of portfolio
17,238
Q2 2025 Reduced 0.62%
$718B
$2.39 Million 1.13% of portfolio
3,063
Q1 2025 Added 0.07%
$171B
$2.23 Million 1.05% of portfolio
19,339
Q1 2025 Reduced 2.0%
$137B
$1.72 Million 0.81% of portfolio
1,919
Q2 2025 Added 4.24%
$58.7B
$1.62 Million 0.77% of portfolio
7,926
Q2 2025 Added 0.06%
$1.25T
$1.61 Million 0.76% of portfolio
5,063
Q2 2025 Reduced 1.04%
$386B
$1.5 Million 0.71% of portfolio
8,057
Q2 2025 Added 1.78%
$281B
$1.45 Million 0.68% of portfolio
14,834
Q2 2025 Reduced 0.11%
$144B
$1.38 Million 0.65% of portfolio
12,439
Q2 2025 Added 0.01%
$243B
$1.36 Million 0.64% of portfolio
4,999
Q2 2025 Reduced 1.23%
$77.4B
$1.35 Million 0.64% of portfolio
18,221
Q2 2025 Reduced 4.19%
$18.5B
$1.12 Million 0.53% of portfolio
16,483
Q3 2024 Reduced 0.15%
$169B
$1.01 Million 0.48% of portfolio
4,552
Q2 2025 Reduced 2.69%
$788B
$834,000 0.39% of portfolio
3,819
Q2 2025 Added 0.13%
$101B
$797,000 0.38% of portfolio
1,792
Q1 2025 Reduced 2.18%
$529B
$776,000 0.37% of portfolio
580
Q2 2025 Added 12.4%
$19B
$647,000 0.31% of portfolio
1,591
Q2 2025 Added 4.53%
$467B
$636,000 0.3% of portfolio
5,902
Q2 2025 Added 4.42%
$19.4B
$617,000 0.29% of portfolio
24,343
Q2 2025 Reduced 26.76%
$256B
$623,000 0.29% of portfolio
4,394
Q2 2025 Reduced 23.25%
$1.71B
$604,000 0.29% of portfolio
11,801
Q2 2025 New
$70.6B
$601,000 0.28% of portfolio
6,093
Q2 2025 New
$18.8B
$594,000 0.28% of portfolio
10,946
Q2 2025 New
$60B
$525,000 0.25% of portfolio
1,000
Q1 2022 New
$182B
$518,000 0.24% of portfolio
658
Q2 2025 Added 34.01%
$162B
$512,000 0.24% of portfolio
1,325
Q2 2025 Reduced 8.37%
$227B
$490,000 0.23% of portfolio
1,664
Q2 2025 Reduced 10.3%
$98.2B
$461,000 0.22% of portfolio
9,979
Q2 2025 Reduced 45.02%
$124B
$465,000 0.22% of portfolio
1,006
Q2 2025 Reduced 2.52%
$1.47T
$394,000 0.19% of portfolio
2,222
Q2 2025 Added 1.97%
$243B
$402,000 0.19% of portfolio
1,263
Q2 2025 Reduced 2.85%
$182B
$407,000 0.19% of portfolio
2,561
Q1 2025 Reduced 13.89%
$193B
$391,000 0.18% of portfolio
4,603
Q2 2025 Reduced 17.52%
$142B
$363,000 0.17% of portfolio
1,563
Q1 2025 Reduced 17.87%
$1.34T
$344,000 0.16% of portfolio
1,519
Q2 2025 Reduced 16.72%
$141B
$332,000 0.16% of portfolio
4,786
Q2 2025 Reduced 59.02%
$145B
$312,000 0.15% of portfolio
1,171
Q2 2025 Added 23.39%
$290B
$304,000 0.14% of portfolio
4,306
Q2 2025 New
$554B
$303,000 0.14% of portfolio
540
Q1 2025 Added 3.65%
$2.42B
$289,000 0.14% of portfolio
13,724
Q2 2025 New
$265B
$288,000 0.14% of portfolio
2,049
Q2 2025 Reduced 10.87%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $212 Million
  • Prior Value $216 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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