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
$73.5B
$256,000 0.12% of portfolio
2,430
Q2 2025 New
$22.7B
$248,000 0.12% of portfolio
1,116
Q1 2025 New
$182B
$225,000 0.11% of portfolio
5,216
Q2 2025 Added 0.04%
$261B
$228,000 0.11% of portfolio
1,257
Q2 2025 New
$0
$223,000 0.11% of portfolio
5,182
Q1 2025 New
$150B
$236,000 0.11% of portfolio
790
Q1 2025 Added 0.38%
$55.4B
$234,000 0.11% of portfolio
1,461
Q2 2025 Reduced 64.7%
$153B
$238,000 0.11% of portfolio
470
Q2 2025 Added 0.21%
$452B
$226,000 0.11% of portfolio
1,482
Q2 2025 Added 6.08%
$4.42B
$237,000 0.11% of portfolio
4,884
Q2 2025 New
$0
$221,000 0.1% of portfolio
2,632
Q2 2025 Added 3.95%
$0
$209,000 0.1% of portfolio
1,511
Q2 2025 New
$203B
$222,000 0.1% of portfolio
7,675
Q2 2025 Added 0.04%
$138B
$207,000 0.1% of portfolio
8,568
Q2 2025 New
$0
$206,000 0.1% of portfolio
4,611
Q2 2025 Reduced 2.64%
$4.33B
$201,000 0.09% of portfolio
1,430
Q2 2025 Reduced 45.46%
$818M
$133,000 0.06% of portfolio
12,613
Q2 2025 Added 9.01%

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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