Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

Palo Alto Wealth Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $54.2B, Alphabet Inc. with a value of $41.8B, Vaneck Morningstar Wide Moat E with a value of $30.2B, Wisdomtree Tr Us Quality Divid with a value of $17.3B, and Ishares Msci Usa Quality Facto with a value of $16.8B.

Examining the 13F form we can see an increase of $96.9B in the current position value, from $145B to 242B.

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 $242 Billion
ETFs: $107 Billion
Communication Services: $99.8 Billion
Technology: $28.3 Billion
Consumer Cyclical: $2.72 Billion
Financial Services: $407 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.6B
$1.83 Billion 0.76% of portfolio
12,000
Q3 2024 New
$16.7B
$757 Million 0.31% of portfolio
10,729
Q3 2024 New
$145B
$628 Million 0.26% of portfolio
7,800
Q3 2024 Added 5.41%
$11.2B
$450 Million 0.19% of portfolio
6,080
Q3 2024 Reduced 24.33%
$66.8B
$439 Million 0.18% of portfolio
2,439
Q3 2024 New
$16.6B
$356 Million 0.15% of portfolio
10,792
Q1 2024 Reduced 71.28%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $242 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email