Alta Wealth Advisors LLC Portfolio Holdings
Alta Wealth Advisors LLC
- $216 Million
- Q1 2025
Alta Wealth Advisors LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $23.9M, Spdr Portfolio with a value of $23.4M, Spdr Portfolio with a value of $11.1M, Nvidia Corp with a value of $7.73M, and Apple Inc. with a value of $7.73M.
Examining the 13F form we can see an decrease of $9.63M in the current position value, from $226M to 216M.
Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$216 Million
ETFs: $125 Million
Technology: $36.2 Million
Healthcare: $16.3 Million
Financial Services: $12.7 Million
Communication Services: $7.91 Million
Consumer Cyclical: $6.31 Million
Consumer Defensive: $5.65 Million
Energy: $2.43 Million
Other: $3.59 Million