Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

Alta Wealth Advisors LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25M, Spdr Portfolio S&P 500 Value E with a value of $23.1M, Spdr Portfolio with a value of $11.6M, Apple Inc. with a value of $9.55M, and Nvidia Corp with a value of $9.26M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $219M to 226M.

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

Portfolio value $226 Million
ETFs: $130 Million
Technology: $43.6 Million
Healthcare: $15.1 Million
Financial Services: $9.67 Million
Consumer Cyclical: $8.71 Million
Communication Services: $8.45 Million
Consumer Defensive: $6.44 Million
Industrials: $1.57 Million
Other: $2.82 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25 Million 11.09% of portfolio
284,896
Q4 2024 Added 1.57%
$0
$23.1 Million 10.24% of portfolio
452,260
Q4 2024 Added 3.87%
$0
$11.6 Million 5.13% of portfolio
211,714
Q4 2024 Added 4.88%
$0
$6.8 Million 3.01% of portfolio
11,606
Q4 2024 Added 1.42%
$0
$5.33 Million 2.36% of portfolio
13,277
Q4 2024 Reduced 1.26%
$0
$4.98 Million 2.2% of portfolio
28,412
Q4 2024 Reduced 1.47%
$0
$4.73 Million 2.09% of portfolio
25,555
Q4 2024 Added 2.52%
$0
$3.39 Million 1.5% of portfolio
5,767
Q4 2024 Added 27.14%
$0
$3.35 Million 1.48% of portfolio
6,561
Q4 2024 Added 5.26%
$0
$2.89 Million 1.28% of portfolio
15,127
Q4 2024 Added 14.95%
$0
$2.24 Million 0.99% of portfolio
17,399
Q4 2024 Added 1.76%
$0
$2.04 Million 0.9% of portfolio
12,040
Q4 2024 Added 0.92%
$0
$1.94 Million 0.86% of portfolio
19,091
Q4 2024 Added 13.75%
$0
$1.86 Million 0.82% of portfolio
41,394
Q4 2024 Added 11.22%
$0
$1.84 Million 0.81% of portfolio
10,323
Q4 2024 Added 8.94%
$0
$1.76 Million 0.78% of portfolio
22,557
Q4 2024 Added 1.43%
$0
$1.61 Million 0.71% of portfolio
3,785
Q4 2024 Reduced 0.63%
$0
$1.43 Million 0.63% of portfolio
20,065
Q4 2024 Added 4.66%
$0
$1.36 Million 0.6% of portfolio
17,420
Q1 2022 New
$0
$1.3 Million 0.58% of portfolio
13,049
Q4 2024 Added 3.71%
$0
$1.07 Million 0.47% of portfolio
7,751
Q4 2024 Reduced 7.59%
$0
$995,000 0.44% of portfolio
13,750
Q4 2024 New
$0
$943,000 0.42% of portfolio
9,403
Q4 2024 New
$0
$958,000 0.42% of portfolio
16,974
Q4 2024 Added 3.68%
$0
$865,000 0.38% of portfolio
14,693
Q3 2023 Reduced 5.77%
$89.2B
$757,000 0.34% of portfolio
3,130
Q4 2024 Reduced 0.63%
$0
$675,000 0.3% of portfolio
2,664
Q4 2024 Reduced 1.19%
$0
$674,000 0.3% of portfolio
5,850
Q4 2024 Added 7.34%
$0
$652,000 0.29% of portfolio
7,615
Q4 2024 Reduced 3.15%
$0
$654,000 0.29% of portfolio
7,370
Q4 2024 Reduced 15.04%
$0
$643,000 0.28% of portfolio
9,605
Q4 2024 Added 2.02%
$0
$641,000 0.28% of portfolio
6,024
Q4 2024 Added 6.62%
$0
$613,000 0.27% of portfolio
9,845
Q4 2024 Added 18.87%
$0
$550,000 0.24% of portfolio
7,258
Q4 2024 Reduced 0.55%
$0
$546,000 0.24% of portfolio
1,886
Q4 2024 Reduced 4.36%
$0
$510,000 0.23% of portfolio
5,370
Q4 2024 New
$0
$491,000 0.22% of portfolio
9,674
Q4 2024 Reduced 4.5%
$0
$483,000 0.21% of portfolio
897
Q4 2024 Added 0.67%
$0
$436,000 0.19% of portfolio
7,121
Q4 2024 Reduced 7.44%
$0
$432,000 0.19% of portfolio
16,915
Q4 2024 Reduced 12.95%
$0
$403,000 0.18% of portfolio
1,678
Q4 2024 Reduced 1.35%
$0
$404,000 0.18% of portfolio
5,760
Q4 2024 Added 63.31%
$0
$378,000 0.17% of portfolio
7,413
Q4 2024 Reduced 54.14%
$0
$379,000 0.17% of portfolio
4,212
Q4 2024 Reduced 0.8%
$0
$387,000 0.17% of portfolio
4,794
Q4 2024 Added 7.78%
$0
$377,000 0.17% of portfolio
4,211
Q4 2024 Reduced 7.59%
$0
$363,000 0.16% of portfolio
1,375
Q4 2024 Reduced 1.65%
$0
$317,000 0.14% of portfolio
5,367
Q4 2024 Reduced 16.65%
$0
$325,000 0.14% of portfolio
9,532
Q4 2024 Reduced 1.74%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $226 Million
  • Prior Value $219 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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