Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $145 Billion
  • Q2 2024

Palo Alto Wealth Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $27.5B, Wisdomtree Tr Us Quality Divid with a value of $16B, Ishares Msci Usa Quality Facto with a value of $15B, Alphabet Inc. with a value of $14.3B, and Microsoft Corp with a value of $10B.

Examining the 13F form we can see an increase of $2.84B in the current position value, from $142B to 145B.

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 $145 Billion
ETFs: $98 Billion
Communication Services: $23.8 Billion
Technology: $17.6 Billion
Consumer Cyclical: $1.88 Billion
Financial Services: $403 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.5 Billion 19.02% of portfolio
317,771
Q2 2024 Reduced 1.2%
$0
$16 Billion 11.09% of portfolio
205,530
Q2 2024 Added 0.81%
$0
$15 Billion 10.34% of portfolio
87,567
Q2 2024 Added 3.49%
$0
$8.93 Billion 6.17% of portfolio
162,237
Q2 2024 Added 5.76%
$0
$6.53 Billion 4.51% of portfolio
129,778
Q2 2024 Reduced 25.9%
$0
$6.44 Billion 4.45% of portfolio
191,462
Q2 2024 Added 3.65%
$0
$4.36 Billion 3.01% of portfolio
14,650
Q2 2024 Reduced 2.04%
$0
$3.05 Billion 2.11% of portfolio
60,208
Q2 2024 Added 27.58%
$0
$2.34 Billion 1.62% of portfolio
60,033
Q2 2024 Added 3.47%
$0
$1.96 Billion 1.36% of portfolio
60,301
Q2 2024 Added 60.75%
$0
$1.33 Billion 0.92% of portfolio
2,428
Q2 2024 Reduced 7.86%
$0
$734 Million 0.51% of portfolio
1,531
Q2 2024 Added 45.81%
$0
$723 Million 0.5% of portfolio
3,939
Q1 2024 Added 0.43%
$0
$535 Million 0.37% of portfolio
6,370
Q2 2024 Added 0.36%
$0
$449 Million 0.31% of portfolio
3,045
Q2 2024 Added 0.66%
$0
$424 Million 0.29% of portfolio
2,089
Q2 2024 Added 0.29%
$0
$395 Million 0.27% of portfolio
2,334
Q2 2024 Reduced 6.97%
$0
$389 Million 0.27% of portfolio
8,388
Q2 2024 Reduced 24.24%
$0
$358 Million 0.25% of portfolio
10,337
Q2 2024 Reduced 66.51%
$0
$297 Million 0.21% of portfolio
593
Q2 2024 Reduced 15.77%
$0
$295 Million 0.2% of portfolio
8,660
Q4 2023 Reduced 13.4%
$0
$270 Million 0.19% of portfolio
5,455
Q2 2024 Reduced 3.91%
$0
$259 Million 0.18% of portfolio
2,430
Q2 2024 Reduced 25.09%
$0
$249 Million 0.17% of portfolio
955
Q1 2024 New
$0
$243 Million 0.17% of portfolio
4,703
Q2 2024 Added 10.3%
$0
$242 Million 0.17% of portfolio
4,640
Q2 2024 Added 5.02%
$0
$221 Million 0.15% of portfolio
822
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $145 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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