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

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%
$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%
$0
$6.77 Million 3.2% of portfolio
10,954
Q2 2025 Reduced 1.65%
$3.95T
$5.65 Million 2.67% of portfolio
11,363
Q2 2025 Added 4.3%
$0
$5.37 Million 2.54% of portfolio
12,735
Q2 2025 Added 0.2%
$1.78T
$4.99 Million 2.35% of portfolio
6,756
Q2 2025 Reduced 1.65%
$0
$4.89 Million 2.31% of portfolio
25,157
Q2 2025 Added 0.46%
$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%
$0
$3.96 Million 1.87% of portfolio
6,375
Q2 2025 Added 11.37%
$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%
$0
$3.05 Million 1.44% of portfolio
22,595
Q2 2025 Added 29.21%
$608B
$2.39 Million 1.13% of portfolio
3,063
Q1 2025 Added 0.07%
$0
$2.26 Million 1.06% of portfolio
12,762
Q2 2025 Added 3.15%
$178B
$2.23 Million 1.05% of portfolio
19,339
Q1 2025 Reduced 2.0%
$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%
$133B
$1.72 Million 0.81% of portfolio
1,919
Q2 2025 Added 4.24%
$52.5B
$1.62 Million 0.77% of portfolio
7,926
Q2 2025 Added 0.06%
$0
$1.61 Million 0.76% of portfolio
3,654
Q2 2025 Reduced 2.51%
$1.08T
$1.61 Million 0.76% of portfolio
5,063
Q2 2025 Reduced 1.04%
$0
$1.5 Million 0.71% of portfolio
20,067
Q2 2025 Reduced 0.26%
$351B
$1.5 Million 0.71% of portfolio
8,057
Q2 2025 Added 1.78%
$0
$1.43 Million 0.68% of portfolio
17,420
Q1 2022 New
$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%
$150B
$1.38 Million 0.65% of portfolio
12,439
Q2 2025 Added 0.01%
$0
$1.38 Million 0.65% of portfolio
13,705
Q2 2025 Added 1.84%
$232B
$1.36 Million 0.64% of portfolio
4,999
Q2 2025 Reduced 1.23%
$78.6B
$1.35 Million 0.64% of portfolio
18,221
Q2 2025 Reduced 4.19%
$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%
$18.2B
$1.12 Million 0.53% of portfolio
16,483
Q3 2024 Reduced 0.15%
$152B
$1.01 Million 0.48% of portfolio
4,552
Q2 2025 Reduced 2.69%
$684B
$834,000 0.39% of portfolio
3,819
Q2 2025 Added 0.13%
$99.5B
$797,000 0.38% of portfolio
1,792
Q1 2025 Reduced 2.18%
$0
$804,000 0.38% of portfolio
5,972
Q2 2025 Reduced 22.06%
$545B
$776,000 0.37% of portfolio
580
Q2 2025 Added 12.4%
$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%
$17B
$647,000 0.31% of portfolio
1,591
Q2 2025 Added 4.53%

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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