Palo Alto Wealth Advisors, LLC Portfolio Holdings by Sector

Palo Alto Wealth Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MOAT DGRW QUAL JHMM USFR GSIE IWB IQLT 26 stocks	$106 Million 44.71% of portfolio	18	6	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL DASH META TWLO PINS 6 stocks	$99.8 Million 41.97% of portfolio	5	-	2	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER 2 stocks	$8.58 Million 3.61% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT OKTA ORCL 3 stocks	$8.29 Million 3.48% of portfolio	-	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.07 Million 3.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$3.33 Million 1.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.46 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$407,362 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$279,728 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$262,620 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts

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