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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$11.3 Million 5.34% of portfolio
71,533
Q2 2025 Added 0.25%
$3.69T
$7.24 Million 3.42% of portfolio
35,275
Q2 2025 Added 1.38%
$3.95T
$5.65 Million 2.67% of portfolio
11,363
Q2 2025 Added 4.3%
$1.78T
$4.99 Million 2.35% of portfolio
6,756
Q2 2025 Reduced 1.65%
$439B
$4.5 Million 2.13% of portfolio
4,550
Q2 2025 Reduced 1.07%
$2.26T
$3.98 Million 1.88% of portfolio
18,157
Q2 2025 Added 0.24%
$859B
$3.95 Million 1.86% of portfolio
13,622
Q2 2025 Added 0.89%
$621B
$3.39 Million 1.6% of portfolio
6,972
Q2 2025 Added 1.54%
$1.21T
$3.04 Million 1.43% of portfolio
17,238
Q2 2025 Reduced 0.62%
$608B
$2.39 Million 1.13% of portfolio
3,063
Q1 2025 Added 0.07%
$1.08T
$1.61 Million 0.76% of portfolio
5,063
Q2 2025 Reduced 1.04%
$351B
$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%
$551B
$1.37 Million 0.65% of portfolio
3,851
Q2 2025 Added 0.13%
$232B
$1.36 Million 0.64% of portfolio
4,999
Q2 2025 Reduced 1.23%
$684B
$834,000 0.39% of portfolio
3,819
Q2 2025 Added 0.13%
$442B
$636,000 0.3% of portfolio
5,902
Q2 2025 Added 4.42%
$282B
$623,000 0.29% of portfolio
4,394
Q2 2025 Reduced 23.25%
$201B
$518,000 0.24% of portfolio
658
Q2 2025 Added 34.01%
$210B
$490,000 0.23% of portfolio
1,664
Q2 2025 Reduced 10.3%
$1.24T
$394,000 0.19% of portfolio
2,222
Q2 2025 Added 1.97%
$227B
$402,000 0.19% of portfolio
1,263
Q2 2025 Reduced 2.85%
$1.27T
$344,000 0.16% of portfolio
1,519
Q2 2025 Reduced 16.72%
$306B
$304,000 0.14% of portfolio
4,306
Q2 2025 New
$548B
$303,000 0.14% of portfolio
540
Q1 2025 Added 3.65%
$250B
$288,000 0.14% of portfolio
2,049
Q2 2025 Reduced 10.87%
$381B
$261,000 0.12% of portfolio
5,521
Q1 2025 Added 1.38%
$261B
$228,000 0.11% of portfolio
1,257
Q2 2025 New
$452B
$226,000 0.11% of portfolio
1,482
Q2 2025 Added 6.08%
$203B
$222,000 0.1% of portfolio
7,675
Q2 2025 Added 0.04%
$405B
$200,000 0.09% of portfolio
548
Q2 2025 Reduced 6.16%

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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