Palo Alto Wealth Advisors, LLC Purchases in Q2 2024

Palo Alto Wealth Advisors, LLC

$145 Billion
Q2 2024

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL Ishares Msci Usa Quality Facto ETFs	2.95K + 3.49%	$154.56 - $173.19 $457K - $512K	87.6K $15B
KRBN Kraneshares Global Carbon Stra Technology	22.8K + 60.75%	$29.49 - $35.69 $672K - $813K	60.3K $1.96B
TFLO Ishares Treasury Floating Rate ETFs	13K + 27.58%	$50.44 - $50.7 $656K - $660K	60.2K $3.05B
DGRW Wisdomtree Tr Us Quality Divid ETFs	1.64K + 0.81%	$72.31 - $79.02 $119K - $130K	206K $16B
NVDA Nvidia Corp Technology	12.3K + 900.15%	$118.11 - $1224.4 $1.46M - $15.1M	13.7K $1.69B
QQQ Invesco Qqq Trust, Series 1 ETFs	481 + 45.81%	$414.65 - $485.21 $199K - $233K	1.53K $734M
JHMM John Hancock Multifactor Mid C ETFs	8.84K + 5.76%	$53.47 - $57.04 $473K - $504K	162K $8.93B
AMZN Amazon Com Inc Consumer Cyclical	4 + 0.05%	$173.67 - $197.85 $695 - $791	8.47K $1.64B
GSIE Goldman Sachs ETF Tr Activebet ETFs	6.74K + 3.65%	N/A	191K $6.44B
ORCL Oracle Corp Technology	9 + 0.33%	$113.75 - $144.64 $1.02K - $1.3K	2.7K $381M
IQLT Ishares Msci Intl Quality Fact ETFs	2.01K + 3.47%	$37.62 - $40.69 $75.7K - $81.8K	60K $2.34B
HYD Vaneck High Yield Muni ETF ETFs	439 + 10.3%	$51.05 - $52.32 $22.4K - $23K	4.7K $243M
IVV Ishares Core S&P 500 ETF ETFs	3 + 0.4%	$497.53 - $549.64 $1.49K - $1.65K	750 $410M
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	222 + 5.02%	$51.55 - $52.29 $11.4K - $11.6K	4.64K $242M
QUS Spdr Ser Tr Msci Usa Strategic ETFs	20 + 0.66%	$138.56 - $148.14 $2.77K - $2.96K	3.05K $449M
JPM Jpmorgan Chase & CO Financial Services	12 + 0.61%	$180.08 - $204.79 $2.16K - $2.46K	2K $403M
USMV Ishares Msci Usa Min Vol Facto ETFs	23 + 0.36%	$79.92 - $84.63 $1.84K - $1.95K	6.37K $535M
IWM Ishares Russell 2000 ETF ETFs	6 + 0.29%	$192.84 - $209.44 $1.16K - $1.26K	2.09K $424M

Activity Summary All Purchases 18 New Holdings 0 Increased Positions 18 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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