Palo Alto Wealth Advisors, LLC Portfolio Holdings by Sector

Palo Alto Wealth Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG GOOGL DASH TWLO META PINS 6 stocks	$139 Million 49.01% of portfolio	4	2	-	-	0 Calls 0 Puts
ETFs \| ETFs MOAT DGRW QUAL JHMM USFR GSIE IWB IQLT 26 stocks	$108 Million 38.24% of portfolio	18	6	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER 2 stocks	$9.54 Million 3.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.62 Million 3.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT OKTA ORCL PLTR 4 stocks	$7.86 Million 2.77% of portfolio	2	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$4.45 Million 1.57% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.16 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$850,550 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$534,513 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$413,532 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$404,282 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$318,949 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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