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
$630,000 0.3% of portfolio
6,038
Q2 2025 Added 0.13%
$442B
$636,000 0.3% of portfolio
5,902
Q2 2025 Added 4.42%
$0
$640,000 0.3% of portfolio
1,887
Q2 2025 Added 150.93%
$19.1B
$617,000 0.29% of portfolio
24,343
Q2 2025 Reduced 26.76%
$282B
$623,000 0.29% of portfolio
4,394
Q2 2025 Reduced 23.25%
$1.17B
$604,000 0.29% of portfolio
11,801
Q2 2025 New
$0
$618,000 0.29% of portfolio
9,979
Q2 2025 Added 1.51%
$66.5B
$601,000 0.28% of portfolio
6,093
Q2 2025 New
$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%
$14.8B
$594,000 0.28% of portfolio
10,946
Q2 2025 New
$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%
$59.7B
$525,000 0.25% of portfolio
1,000
Q1 2022 New
$0
$499,000 0.24% of portfolio
5,663
Q2 2025 New
$201B
$518,000 0.24% of portfolio
658
Q2 2025 Added 34.01%
$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%
$210B
$490,000 0.23% of portfolio
1,664
Q2 2025 Reduced 10.3%
$99B
$461,000 0.22% of portfolio
9,979
Q2 2025 Reduced 45.02%
$0
$457,000 0.22% of portfolio
7,161
Q2 2025 Added 0.28%
$113B
$465,000 0.22% of portfolio
1,006
Q2 2025 Reduced 2.52%
$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%
$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%
$173B
$407,000 0.19% of portfolio
2,561
Q1 2025 Reduced 13.89%
$0
$385,000 0.18% of portfolio
1,378
Q1 2025 Added 0.22%
$185B
$391,000 0.18% of portfolio
4,603
Q2 2025 Reduced 17.52%
$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%
$146B
$363,000 0.17% of portfolio
1,563
Q1 2025 Reduced 17.87%
$0
$332,000 0.16% of portfolio
5,301
Q2 2025 Reduced 5.39%
$1.27T
$344,000 0.16% of portfolio
1,519
Q2 2025 Reduced 16.72%
$141B
$332,000 0.16% of portfolio
4,786
Q2 2025 Reduced 59.02%
$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%
$142B
$312,000 0.15% of portfolio
1,171
Q2 2025 Added 23.39%
$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%
$2.29B
$289,000 0.14% of portfolio
13,724
Q2 2025 New
$250B
$288,000 0.14% of portfolio
2,049
Q2 2025 Reduced 10.87%
$18B
$268,000 0.13% of portfolio
8,182
Q4 2024 Added 4.6%
$10.6B
$277,000 0.13% of portfolio
5,044
Q2 2025 Reduced 32.19%
$0
$269,000 0.13% of portfolio
3,391
Q2 2025 Reduced 0.93%
$381B
$261,000 0.12% of portfolio
5,521
Q1 2025 Added 1.38%

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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