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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.1B
$752 Million 0.52% of portfolio
8,035
Q2 2024 Reduced 19.07%
$145B
$538 Million 0.37% of portfolio
7,400
Q1 2024 Reduced 15.91%
$19B
$476 Million 0.33% of portfolio
10,792
Q1 2024 Reduced 71.28%

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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