Palo Alto Wealth Advisors, LLC Purchases in Q3 2024

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
249K
+ 320.67%
$149.54 - $192.66 $37.3M - $48M
327K $54.2B
GOOGL
Alphabet Inc.

Communication Services
208K
+ 447.36%
$148.65 - $191.18 $31M - $39.9M
255K $41.8B
NOW
Service Now, Inc.

Technology
8.66K
New
$730.87 - $937.36 $6.33M - $8.12M
8.66K $7.96B
AAPL
Apple Inc.

Technology
14.3K
+ 72.41%
$207.23 - $234.82 $2.97M - $3.37M
34.1K $8.07B
JHMM
John Hancock Multifactor Mid C

ETFs
14.9K
+ 9.2%
$54.25 - $60.2 $810K - $898K
177K $10.8B
DASH
Door Dash, Inc.

Communication Services
12K
New
$100.28 - $143.99 $1.2M - $1.73M
12K $1.83B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.61K
+ 5.26%
$162.64 - $179.3 $749K - $826K
92.2K $16.8B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
341
+ 0.17%
$75.88 - $83.21 $25.9K - $28.4K
206K $17.3B
NVDA
Nvidia Corp

Technology
6.41K
+ 46.82%
$98.91 - $134.91 $634K - $865K
20.1K $2.89B
AMZN
Amazon Com Inc

Consumer Cyclical
4.55K
+ 53.69%
$161.02 - $200.0 $732K - $909K
13K $2.46B
USFR
Wisdomtree Floating Rate Treas

ETFs
13.9K
+ 10.71%
$50.2 - $50.48 $698K - $701K
144K $7.24B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.48K
+ 4.95%
N/A
201K $7.06B
Atlassian Corporation
3.03K
New
N/A
3.03K $584M
AVGO
Broadcom Inc.

Technology
2.44K
New
$136.27 - $1745.86 $332K - $4.26M
2.44K $439M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.49K
New
N/A
6.49K $326M
Pimco ETF Tr
9.98K
New
N/A
9.98K $262M
VGT
Vanguard Information Technolog

ETFs
377
New
$514.43 - $606.85 $194K - $229K
377 $229M
INMU
Blackrock ETF Tr Ii Intermedia
8.67K
New
$23.46 - $24.13 $203K - $209K
8.67K $207M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.6K
New
$113.45 - $126.18 $181K - $202K
1.6K $205M
META
Meta Platforms, Inc.

Communication Services
162
+ 13.38%
$453.41 - $572.44 $73.5K - $92.7K
1.37K $790M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.03K
+ 36.12%
$45.87 - $48.53 $139K - $147K
11.4K $537M
IQLT
Ishares Msci Intl Quality Fact

ETFs
600
+ 1.0%
$37.37 - $41.82 $22.4K - $25.1K
60.6K $2.43B
UBER
Uber Technologies, Inc

Technology
400
+ 5.41%
$58.48 - $77.47 $23.4K - $31K
7.8K $628M
VEA
Vanguard Ftse Developed Market

ETFs
1.06K
+ 19.51%
$47.6 - $53.31 $50.6K - $56.7K
6.52K $334M
VTI
Vanguard Total Stock Market Et

ETFs
149
+ 18.13%
$255.18 - $283.2 $38K - $42.2K
971 $280M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28
+ 0.44%
$83.76 - $91.82 $2.35K - $2.57K
6.4K $592M
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.34%
$200.87 - $224.6 $1.41K - $1.57K
2.1K $466M
VXF
Vanguard Extended Market ETF

ETFs
14
+ 0.6%
$163.98 - $182.92 $2.3K - $2.56K
2.35K $436M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.4%
$520.18 - $576.82 $1.56K - $1.73K
753 $441M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.04%
$105.53 - $118.34 $106 - $118
2.43K $282M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.17%
$475.2 - $527.7 $475 - $528
594 $319M
HYD
Vaneck High Yield Muni ETF

ETFs
66
+ 1.4%
$51.46 - $53.07 $3.4K - $3.5K
4.77K $251M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
54
+ 1.16%
$51.78 - $52.98 $2.8K - $2.86K
4.69K $246M
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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