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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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