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Size ($ in 1000's)
At 12/31/2023: $179,264
At 09/30/2023: $163,231
Alta Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alta Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Alta Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Alta Wealth Advisors LLC.
In the Alta Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Alta Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Alta Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPYV) |
379,919 |
+169,682 |
$17,716 | | SPYV | 379,919 | +169,682 | $17,716 | | SPDR SER TR (SPYG) |
254,207 |
+99,184 |
$16,539 | | SPYG | 254,207 | +99,184 | $16,539 | | SPDR SER TR (SPMD) |
181,361 |
+101,794 |
$8,836 | | SPMD | 181,361 | +101,794 | $8,836 | | SOPHIA GENETICS SA |
1,409,160 |
UNCH |
$6,637 | | SOPH | 1,409,160 | UNCH | $6,637 | | APPLE INC |
34,252 |
-100 |
$6,594 | | AAPL | 34,252 | -100 | $6,594 | | SPDR S&P 500 ETF TR (SPY) |
10,164 |
-6,248 |
$4,831 | | SPY | 10,164 | -6,248 | $4,831 | | ISHARES TR (IWF) |
13,303 |
-2,383 |
$4,033 | | IWF | 13,303 | -2,383 | $4,033 | | ISHARES TR (IWD) |
23,812 |
-3,446 |
$3,935 | | IWD | 23,812 | -3,446 | $3,935 | | MICROSOFT CORP |
9,523 |
+158 |
$3,581 | | MSFT | 9,523 | +158 | $3,581 | | TESLA INC |
13,893 |
-117 |
$3,452 | | TSLA | 13,893 | -117 | $3,452 | | VANGUARD SCOTTSDALE FDS (VCSH) |
44,475 |
UNCH |
$3,441 | | VCSH | 44,475 | UNCH | $3,441 | | NVIDIA CORPORATION |
6,647 |
+26 |
$3,292 | | NVDA | 6,647 | +26 | $3,292 | | COSTCO WHSL CORP NEW |
4,650 |
-151 |
$3,069 | | COST | 4,650 | -151 | $3,069 | | INVESCO QQQ TR |
6,559 |
+3,437 |
$2,686 | | QQQ | 6,559 | +3,437 | $2,686 |  BERKSHIRE HATHAWAY INC DEL |
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$2,462 | | BRK.B | 6,904 | +988 | $2,462 | | AMAZON COM INC |
15,979 |
+276 |
$2,428 | | AMZN | 15,979 | +276 | $2,428 | | META PLATFORMS INC |
6,650 |
+87 |
$2,354 | | META | 6,650 | +87 | $2,354 | | ADVANCED MICRO DEVICES INC |
15,727 |
-144 |
$2,318 | | AMD | 15,727 | -144 | $2,318 | | ALPHABET INC |
16,585 |
+155 |
$2,317 | | GOOGL | 16,585 | +155 | $2,317 | | INVESCO EXCHANGE TRADED FD T (RSP) |
13,803 |
-8,029 |
$2,178 | | RSP | 13,803 | -8,029 | $2,178 | | ISHARES TR (IVV) |
3,930 |
-2,554 |
$1,877 | | IVV | 3,930 | -2,554 | $1,877 | | UNITEDHEALTH GROUP INC |
3,396 |
-145 |
$1,788 | | UNH | 3,396 | -145 | $1,788 | | VANGUARD INDEX FDS (VTV) |
11,960 |
-1,596 |
$1,788 | | VTV | 11,960 | -1,596 | $1,788 | | ELI LILLY & CO |
3,048 |
+2 |
$1,777 | | LLY | 3,048 | +2 | $1,777 | | ISHARES TR (IVE) |
10,101 |
+2,210 |
$1,756 | | IVE | 10,101 | +2,210 | $1,756 | | SERVICENOW INC |
2,374 |
-8 |
$1,677 | | NOW | 2,374 | -8 | $1,677 | | ISHARES TR (ITOT) |
15,705 |
+5,000 |
$1,653 | | ITOT | 15,705 | +5,000 | $1,653 | | SPDR DOW JONES INDL AVERAGE (DIA) |
4,236 |
-29 |
$1,596 | | DIA | 4,236 | -29 | $1,596 | | LAM RESEARCH CORP |
1,999 |
+138 |
$1,566 | | LRCX | 1,999 | +138 | $1,566 | | SALESFORCE INC |
5,529 |
-82 |
$1,455 | | CRM | 5,529 | -82 | $1,455 | | SHOPIFY INC |
18,488 |
+390 |
$1,440 | | SHOP | 18,488 | +390 | $1,440 | | SPDR SER TR (SPSM) |
33,939 |
+5,646 |
$1,432 | | SPSM | 33,939 | +5,646 | $1,432 | | ISHARES TR (QUAL) |
9,695 |
-2,375 |
$1,426 | | QUAL | 9,695 | -2,375 | $1,426 | | WORKDAY INC |
5,040 |
-13 |
$1,391 | | WDAY | 5,040 | -13 | $1,391 | | JPMORGAN CHASE & CO |
7,747 |
-70 |
$1,318 | | JPM | 7,747 | -70 | $1,318 | | VANGUARD INDEX FDS (VUG) |
4,182 |
-1,973 |
$1,300 | | VUG | 4,182 | -1,973 | $1,300 | | ISHARES TR (IVW) |
16,708 |
+7,048 |
$1,255 | | IVW | 16,708 | +7,048 | $1,255 | | ABBVIE INC |
8,049 |
-125 |
$1,247 | | ABBV | 8,049 | -125 | $1,247 | | LOWES COS INC |
5,403 |
-81 |
$1,202 | | LOW | 5,403 | -81 | $1,202 | | WISDOMTREE TR |
17,420 |
UNCH |
$1,156 | | DLN | 17,420 | UNCH | $1,156 | | PROSHARES TR (NOBL) |
11,956 |
+3,669 |
$1,138 | | NOBL | 11,956 | +3,669 | $1,138 | | SPDR SER TR (SPTM) |
19,154 |
-18,995 |
$1,120 | | SPTM | 19,154 | -18,995 | $1,120 | | PALO ALTO NETWORKS INC |
3,745 |
+79 |
$1,104 | | PANW | 3,745 | +79 | $1,104 | | PEPSICO INC |
6,339 |
-139 |
$1,077 | | PEP | 6,339 | -139 | $1,077 | | INCYTE CORP |
16,448 |
+16,448 |
$1,033 | | INCY | 16,448 | +16,448 | $1,033 | | KLA CORP |
1,769 |
-82 |
$1,028 | | KLAC | 1,769 | -82 | $1,028 | | BRISTOL MYERS SQUIBB CO |
19,675 |
-796 |
$1,010 | | BMY | 19,675 | -796 | $1,010 | | ISHARES TR (IJR) |
9,098 |
+6,906 |
$985 | | IJR | 9,098 | +6,906 | $985 | | THE TRADE DESK INC |
13,367 |
-3,073 |
$962 | | TTD | 13,367 | -3,073 | $962 | | GILEAD SCIENCES INC |
11,675 |
-53 |
$946 | | GILD | 11,675 | -53 | $946 |
See Full List: All Stocks Held By Alta Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alta Wealth Advisors LLC
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