Palo Alto Wealth Advisors, LLC Purchases in Q3 2025

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.54K
+ 4.61%
$182.33 - $194.5 $1.01M - $1.08M
126K $24.7B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.13K
+ 3.11%
$84.28 - $89.46 $601K - $638K
237K $21.2B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
31.7K
+ 15.23%
N/A
240K $10.1B
American Centy ETF Tr
15.5K
+ 29.11%
N/A
68.7K $4.79B
TFLO
Ishares Treasury Floating Rate

ETFs
25K
+ 28.56%
$50.45 - $50.65 $1.26M - $1.27M
113K $5.68B
AVGO
Broadcom Inc.

Technology
2.49K
+ 87.91%
$264.74 - $369.57 $660K - $922K
5.33K $1.88B
AVDE
American Centy ETF Tr Avantis

ETFs
8.49K
New
$73.24 - $79.04 $622K - $671K
8.49K $684M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.86K
New
$62.09 - $66.51 $612K - $655K
9.86K $644M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 12.12%
$211.65 - $238.24 $263K - $296K
11.5K $2.86B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.24K
+ 174.28%
$108.46 - $120.63 $460K - $512K
6.68K $798M
IVV
Ishares Core S&P 500 ETF

ETFs
573
+ 86.3%
$620.67 - $670.08 $356K - $384K
1.24K $849M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.13K
New
$108.97 - $121.65 $341K - $381K
3.13K $388M
TSLA
Tesla, Inc.

Consumer Cyclical
102
+ 4.07%
$293.94 - $444.72 $30K - $45.4K
2.61K $1.15B
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.49K
+ 2.61%
$41.43 - $44.2 $103K - $110K
97.8K $4.42B
MSFT
Microsoft Corp

Technology
232
+ 1.44%
$491.09 - $535.64 $114K - $124K
16.3K $8.3B
Pimco ETF Tr
9.98K
+ 83.78%
N/A
21.9K $587M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
538
New
$459.11 - $506.91 $247K - $273K
538 $267M
AMD
Advanced Micro Devices Inc

Technology
1.04K
New
$134.8 - $184.42 $140K - $191K
1.04K $247M
BAC
Bank Of America Corp

Financial Services
4.55K
New
$44.92 - $52.42 $205K - $239K
4.55K $244M
XOM
Exxon Mobil Corp

Energy
1.93K
New
$105.83 - $117.22 $204K - $226K
1.93K $231M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
5.6K
New
$32.29 - $38.12 $181K - $213K
5.6K $228M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.35K
New
$135.0 - $146.02 $182K - $197K
1.35K $201M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.74%
$617.65 - $666.84 $12.4K - $13.3K
2.71K $1.85B
LLY
Eli Lilly & CO

Healthcare
18
+ 2.54%
$625.65 - $812.69 $11.3K - $14.6K
726 $717M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 4.38%
$282.78 - $316.06 $50.9K - $56.9K
4.29K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
167
+ 29.09%
$546.99 - $602.2 $91.3K - $101K
741 $460M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
80
+ 4.92%
$224.68 - $282.71 $18K - $22.6K
1.71K $497M
VEA
Vanguard Ftse Developed Market

ETFs
1.24K
+ 22.11%
$56.02 - $60.3 $69.6K - $75K
6.87K $424M
VTI
Vanguard Total Stock Market Et

ETFs
175
+ 12.52%
$303.93 - $329.86 $53.2K - $57.7K
1.57K $528M
JNJ
Johnson & Johnson

Healthcare
234
+ 17.36%
$155.17 - $185.42 $36.3K - $43.4K
1.58K $307M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 2.25%
$696.56 - $806.32 $9.06K - $10.5K
590 $478M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.28%
$214.92 - $244.84 $1.29K - $1.47K
2.12K $518M
EBAY
Ebay Inc

Consumer Cyclical
74
+ 2.46%
$75.33 - $100.77 $5.57K - $7.46K
3.09K $269M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 5.67%
$567.77 - $614.76 $15.3K - $16.6K
503 $316M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
465
+ 3.4%
$50.9 - $52.37 $23.7K - $24.4K
14.1K $744M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.06%
$193.58 - $213.07 $194 - $213
1.76K $370M
ORCL
Oracle Corp

Technology
20
+ 1.64%
$218.96 - $328.33 $4.38K - $6.57K
1.24K $293M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.25%
$134.94 - $145.86 $540 - $583
1.62K $242M
UBER
Uber Technologies, Inc

Technology
53
+ 0.76%
$86.91 - $99.57 $4.61K - $5.28K
7.05K $660M
NFLX
Netflix Inc

Communication Services
14
+ 5.93%
$1147.87 - $1297.18 $16.1K - $18.2K
250 $284M
META
Meta Platforms, Inc.

Communication Services
30
+ 2.12%
$695.21 - $791.73 $20.9K - $23.8K
1.44K $905M
DASH
Door Dash, Inc.

Communication Services
14
+ 0.12%
$234.5 - $272.5 $3.28K - $3.82K
12.1K $2.42B
Activity Summary
Buys All Purchases 43 New Holdings 10 Increased Positions 33 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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