Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

Palo Alto Wealth Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $54.2B, Alphabet Inc. with a value of $41.8B, Vaneck Morningstar Wide Moat E with a value of $30.2B, Wisdomtree Tr Us Quality Divid with a value of $17.3B, and Ishares Msci Usa Quality Facto with a value of $16.8B.

Examining the 13F form we can see an increase of $96.9B in the current position value, from $145B to 242B.

Palo Alto Wealth Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Palo Alto Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $242 Billion
ETFs: $107 Billion
Communication Services: $99.8 Billion
Technology: $28.3 Billion
Consumer Cyclical: $2.72 Billion
Financial Services: $407 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01T
$54.2 Billion 22.45% of portfolio
327,081
Q3 2024 Added 320.67%
$1T
$41.8 Billion 17.32% of portfolio
255,063
Q3 2024 Added 447.36%
$0
$30.2 Billion 12.5% of portfolio
311,240
Q3 2024 Reduced 2.06%
$0
$17.3 Billion 7.17% of portfolio
205,871
Q3 2024 Added 0.17%
$0
$16.8 Billion 6.94% of portfolio
92,172
Q3 2024 Added 5.26%
$0
$10.8 Billion 4.46% of portfolio
177,160
Q3 2024 Added 9.2%
$3.69T
$8.07 Billion 3.34% of portfolio
34,136
Q3 2024 Added 72.41%
$214B
$7.96 Billion 3.29% of portfolio
8,664
Q3 2024 New
$3.11T
$7.43 Billion 3.08% of portfolio
17,747
Q3 2024 Reduced 20.95%
$0
$7.24 Billion 3.0% of portfolio
143,674
Q3 2024 Added 10.71%
$0
$7.06 Billion 2.92% of portfolio
200,944
Q3 2024 Added 4.95%
$0
$4.66 Billion 1.93% of portfolio
14,550
Q3 2024 Reduced 0.68%
$354B
$2.89 Billion 1.2% of portfolio
20,102
Q3 2024 Added 46.82%
$2.01T
$2.46 Billion 1.02% of portfolio
13,010
Q3 2024 Added 53.69%
$0
$2.43 Billion 1.01% of portfolio
60,633
Q3 2024 Added 1.0%
$0
$2.11 Billion 0.87% of portfolio
41,734
Q3 2024 Reduced 30.68%
$0
$1.57 Billion 0.65% of portfolio
50,391
Q3 2024 Reduced 16.43%
$0
$1.42 Billion 0.59% of portfolio
2,426
Q3 2024 Reduced 0.08%
$1.27T
$790 Million 0.33% of portfolio
1,373
Q3 2024 Added 13.38%
-
$776 Million 0.32% of portfolio
-
Q3 2024 Reduced 27.18%
$18.1B
$757 Million 0.31% of portfolio
10,729
Q3 2024 New
$0
$760 Million 0.31% of portfolio
3,798
Q3 2024 Reduced 3.58%
$142B
$628 Million 0.26% of portfolio
7,800
Q3 2024 Added 5.41%
$0
$592 Million 0.24% of portfolio
6,398
Q3 2024 Added 0.44%
Atlassian Corporation
-
$584 Million 0.24% of portfolio
-
Q3 2024 New
$0
$537 Million 0.22% of portfolio
11,418
Q3 2024 Added 36.12%
$0
$522 Million 0.22% of portfolio
1,052
Q3 2024 Reduced 31.29%
$0
$486 Million 0.2% of portfolio
3,045
Q2 2024 Added 0.66%
$0
$466 Million 0.19% of portfolio
2,096
Q3 2024 Added 0.34%
$11.6B
$450 Million 0.19% of portfolio
6,080
Q3 2024 Reduced 24.33%
$0
$436 Million 0.18% of portfolio
2,348
Q3 2024 Added 0.6%
$66.5B
$439 Million 0.18% of portfolio
2,439
Q3 2024 New
$0
$441 Million 0.18% of portfolio
753
Q3 2024 Added 0.4%
$729B
$407 Million 0.17% of portfolio
1,817
Q3 2024 Reduced 8.92%
$518B
$406 Million 0.17% of portfolio
2,331
Q3 2024 Reduced 13.6%
$17.6B
$356 Million 0.15% of portfolio
10,792
Q1 2024 Reduced 71.28%
-
$326 Million 0.14% of portfolio
-
Q3 2024 New
$0
$334 Million 0.14% of portfolio
6,519
Q3 2024 Added 19.51%
$0
$319 Million 0.13% of portfolio
594
Q3 2024 Added 0.17%
$0
$282 Million 0.12% of portfolio
2,431
Q3 2024 Added 0.04%
$0
$280 Million 0.12% of portfolio
971
Q3 2024 Added 18.13%
$1.11T
$263 Million 0.11% of portfolio
1,200
Q3 2024 Reduced 2.91%
Pimco ETF Tr
-
$262 Million 0.11% of portfolio
-
Q3 2024 New
$0
$241 Million 0.1% of portfolio
955
Q1 2024 New
$0
$246 Million 0.1% of portfolio
4,694
Q3 2024 Added 1.16%
$0
$251 Million 0.1% of portfolio
4,769
Q3 2024 Added 1.4%
$0
$229 Million 0.09% of portfolio
377
Q3 2024 New
$0
$207 Million 0.09% of portfolio
8,665
Q3 2024 New
$0
$205 Million 0.08% of portfolio
1,599
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $242 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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