Palo Alto Wealth Advisors, LLC Reduced Holdings in Q3 2024

Palo Alto Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
MSFT Microsoft Corp Technology	-4.7K - 20.95%	$395.15 - $467.56 $1.86M - $2.2M	17.7K $7.43B
TFLO Ishares Treasury Floating Rate ETFs	-18.5K - 30.68%	$50.42 - $50.66 $931K - $936K	41.7K $2.11B
KRBN Kraneshares Global Carbon Stra Technology	-9.91K - 16.43%	$31.06 - $33.7 $308K - $334K	50.4K $1.57B
OKTA Okta, Inc. Technology	-1.96K - 24.33%	$71.0 - $100.39 $139K - $196K	6.08K $450M
KCCA Kraneshares California Carbon	-12.6K - 27.18%	N/A	33.6K $776M
QQQ Invesco Qqq Trust, Series 1 ETFs	-479 - 31.29%	$434.77 - $502.96 $208K - $241K	1.05K $522M
JPM Jpmorgan Chase & CO Financial Services	-178 - 8.92%	$194.9 - $224.8 $34.7K - $40K	1.82K $407M
TSLA Tesla, Inc. Consumer Cyclical	-36 - 2.91%	$191.76 - $263.26 $6.9K - $9.48K	1.2K $263M
ORCL Oracle Corp Technology	-367 - 13.6%	$125.9 - $170.35 $46.2K - $62.5K	2.33K $406M
VIG Vanguard Dividend Appreciation ETFs	-141 - 3.58%	$182.15 - $182.15 $25.7K - $25.7K	3.8K $760M
SPY Spdr S&P 500 ETF Trust ETFs	-2 - 0.08%	$517.38 - $573.86 $1.03K - $1.15K	2.43K $1.42B
IWB Ishares Tr Russell 1000 ETF ETFs	-100 - 0.68%	$283.28 - $314.39 $28.3K - $31.4K	14.6K $4.66B
MOAT Vaneck Morningstar Wide Moat E ETFs	-6.53K - 2.06%	$85.84 - $85.84 $561K - $561K	311K $30.2B

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