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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Million 13.15% of portfolio
292,109
Q2 2025 Added 0.14%
$0
$25.9 Million 12.22% of portfolio
494,328
Q2 2025 Added 5.67%
$0
$12.6 Million 5.95% of portfolio
231,724
Q2 2025 Added 6.67%
$0
$6.77 Million 3.2% of portfolio
10,954
Q2 2025 Reduced 1.65%
$0
$5.37 Million 2.54% of portfolio
12,735
Q2 2025 Added 0.2%
$0
$4.89 Million 2.31% of portfolio
25,157
Q2 2025 Added 0.46%
$0
$3.96 Million 1.87% of portfolio
6,375
Q2 2025 Added 11.37%
$0
$3.05 Million 1.44% of portfolio
22,595
Q2 2025 Added 29.21%
$0
$2.26 Million 1.06% of portfolio
12,762
Q2 2025 Added 3.15%
$0
$2.06 Million 0.97% of portfolio
18,743
Q2 2025 Reduced 6.13%
$0
$2 Million 0.95% of portfolio
28,986
Q2 2025 Added 97.28%
$0
$1.89 Million 0.89% of portfolio
4,320
Q2 2025 Added 5.39%
$0
$1.84 Million 0.87% of portfolio
10,087
Q2 2025 Reduced 2.79%
$0
$1.82 Million 0.86% of portfolio
22,853
Q2 2025 Added 0.01%
$0
$1.79 Million 0.84% of portfolio
41,989
Q2 2025 Added 2.7%
$0
$1.61 Million 0.76% of portfolio
3,654
Q2 2025 Reduced 2.51%
$0
$1.43 Million 0.68% of portfolio
17,420
Q1 2022 New
$0
$1.38 Million 0.65% of portfolio
13,705
Q2 2025 Added 1.84%
$0
$1.34 Million 0.63% of portfolio
6,832
Q2 2025 Reduced 30.08%
$106B
$1.3 Million 0.61% of portfolio
4,251
Q2 2025 Added 10.3%
$0
$804,000 0.38% of portfolio
5,972
Q2 2025 Reduced 22.06%
$0
$704,000 0.33% of portfolio
7,506
Q2 2025 Added 0.09%
$0
$707,000 0.33% of portfolio
12,847
Q2 2025 Reduced 25.36%
$0
$630,000 0.3% of portfolio
6,038
Q2 2025 Added 0.13%
$0
$640,000 0.3% of portfolio
1,887
Q2 2025 Added 150.93%
$0
$618,000 0.29% of portfolio
9,979
Q2 2025 Added 1.51%
$0
$591,000 0.28% of portfolio
1,946
Q2 2025 Added 3.18%
$0
$592,000 0.28% of portfolio
2,386
Q2 2025 Reduced 9.42%
$0
$550,000 0.26% of portfolio
6,927
Q2 2025 Reduced 1.48%
$0
$539,000 0.25% of portfolio
6,465
Q2 2025 Added 4.59%
$0
$499,000 0.24% of portfolio
5,663
Q2 2025 New
$0
$504,000 0.24% of portfolio
4,615
Q2 2025 Reduced 15.46%
$0
$493,000 0.23% of portfolio
5,889
Q2 2025 Added 6.43%
$0
$457,000 0.22% of portfolio
7,161
Q2 2025 Added 0.28%
$0
$443,000 0.21% of portfolio
781
Q2 2025 Reduced 1.64%
$0
$418,000 0.2% of portfolio
1,766
Q2 2025 Added 5.12%
$0
$385,000 0.18% of portfolio
1,378
Q1 2025 Added 0.22%
$0
$369,000 0.17% of portfolio
14,895
Q2 2025 Reduced 12.0%
$0
$357,000 0.17% of portfolio
7,173
Q2 2025 Reduced 0.73%
$0
$332,000 0.16% of portfolio
5,301
Q2 2025 Reduced 5.39%
$0
$344,000 0.16% of portfolio
8,499
Q2 2025 Reduced 9.84%
$0
$311,000 0.15% of portfolio
6,295
Q2 2025 Added 0.62%
$0
$324,000 0.15% of portfolio
5,691
Q2 2025 Added 20.6%
$0
$310,000 0.15% of portfolio
3,471
Q2 2025 New
$0
$315,000 0.15% of portfolio
2,966
Q2 2024 Added 3.34%
$18B
$268,000 0.13% of portfolio
8,182
Q4 2024 Added 4.6%
$0
$269,000 0.13% of portfolio
3,391
Q2 2025 Reduced 0.93%
$0
$223,000 0.11% of portfolio
5,182
Q1 2025 New
$0
$221,000 0.1% of portfolio
2,632
Q2 2025 Added 3.95%

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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