Palo Alto Wealth Advisors, LLC Options Holdings

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $343 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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