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Size ($ in 1000's)
At 12/31/2023: $132,270
At 09/30/2023: $119,826
Palo Alto Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Palo Alto Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Palo Alto Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Palo Alto Wealth Advisors LLC.
In the Palo Alto Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Palo Alto Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Palo Alto Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANECK ETF TRUST (MOAT) |
305,018 |
+7,440 |
$25,887 | | MOAT | 305,018 | +7,440 | $25,887 | | WISDOMTREE TR |
208,679 |
-1,883 |
$14,666 | | DGRW | 208,679 | -1,883 | $14,666 | | ISHARES TR (QUAL) |
76,568 |
+2,085 |
$11,274 | | QUAL | 76,568 | +2,085 | $11,274 | | MICROSOFT CORP |
28,323 |
+82 |
$10,651 | | MSFT | 28,323 | +82 | $10,651 | | WISDOMTREE TR |
201,960 |
+32,250 |
$10,146 | | USFR | 201,960 | +32,250 | $10,146 | | ALPHABET INC |
70,530 |
-2,016 |
$9,940 | | GOOG | 70,530 | -2,016 | $9,940 | | JOHN HANCOCK EXCHANGE TRADED (JHMM) |
136,043 |
-9,781 |
$7,164 | | JHMM | 136,043 | -9,781 | $7,164 | | GOLDMAN SACHS ETF TR (GSIE) |
211,923 |
-17,936 |
$6,952 | | GSIE | 211,923 | -17,936 | $6,952 | | ALPHABET INC |
46,896 |
+42 |
$6,551 | | GOOGL | 46,896 | +42 | $6,551 | | ISHARES TR (IWB) |
15,540 |
-100 |
$4,076 | | IWB | 15,540 | -100 | $4,076 | | APPLE INC |
20,429 |
-1,028 |
$3,933 | | AAPL | 20,429 | -1,028 | $3,933 | | ISHARES TR (IQLT) |
64,588 |
-12 |
$2,426 | | IQLT | 64,588 | -12 | $2,426 | | KRANESHARES TR (KRBN) |
61,235 |
-53,578 |
$2,234 | | KRBN | 61,235 | -53,578 | $2,234 | | KRANESHARES TR (KCCA) |
54,210 |
+41,530 |
$1,635 | | KCCA | 54,210 | +41,530 | $1,635 | | PINTEREST INC |
37,573 |
-4,837 |
$1,392 | | PINS | 37,573 | -4,837 | $1,392 | | AMAZON COM INC |
8,461 |
-345 |
$1,286 | | AMZN | 8,461 | -345 | $1,286 | | SPDR S&P 500 ETF TR (SPY) |
2,670 |
UNCH |
$1,274 | | SPY | 2,670 | UNCH | $1,274 | | INNOVATOR ETFS TR (PAPR) |
31,326 |
UNCH |
$1,024 | | PAPR | 31,326 | UNCH | $1,024 | | TESLA INC |
3,236 |
UNCH |
$804 | | TSLA | 3,236 | UNCH | $804 | | OKTA INC |
8,655 |
+1,700 |
$784 | | OKTA | 8,655 | +1,700 | $784 | | ISHARES TR (TFLO) |
15,525 |
+15,525 |
$784 | | TFLO | 15,525 | +15,525 | $784 | | NVIDIA CORPORATION |
1,499 |
+13 |
$742 | | NVDA | 1,499 | +13 | $742 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,922 |
+188 |
$668 | | VIG | 3,922 | +188 | $668 | | VANGUARD INDEX FDS (VXF) |
3,641 |
+331 |
$599 | | VXF | 3,641 | +331 | $599 | | ISHARES TR (USMV) |
6,984 |
-885 |
$545 | | USMV | 6,984 | -885 | $545 | | UBER TECHNOLOGIES INC |
8,800 |
UNCH |
$542 | | UBER | 8,800 | UNCH | $542 | | META PLATFORMS INC |
1,359 |
+15 |
$481 | | META | 1,359 | +15 | $481 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
9,645 |
+3,255 |
$456 | | JCPB | 9,645 | +3,255 | $456 | | PAYPAL HLDGS INC |
7,129 |
+7,129 |
$438 | | PYPL | 7,129 | +7,129 | $438 | | ISHARES TR (IWM) |
2,078 |
UNCH |
$417 | | IWM | 2,078 | UNCH | $417 | | SPDR SER TR (QUS) |
2,936 |
UNCH |
$388 | | QUS | 2,936 | UNCH | $388 | | ISHARES TR (IVV) |
745 |
-60 |
$356 | | IVV | 745 | -60 | $356 | | ISHARES TR (IJR) |
3,234 |
UNCH |
$350 | | IJR | 3,234 | UNCH | $350 | | JPMORGAN CHASE & CO |
1,983 |
+19 |
$337 | | JPM | 1,983 | +19 | $337 | | ORACLE CORP |
2,689 |
UNCH |
$284 | | ORCL | 2,689 | UNCH | $284 | | INNOVATOR ETFS TR (PMAY) |
8,660 |
-1,340 |
$273 | | PMAY | 8,660 | -1,340 | $273 | | VANGUARD TAX MANAGED FDS (VEA) |
5,374 |
+5,374 |
$257 | | VEA | 5,374 | +5,374 | $257 |
See Full List: All Stocks Held By Palo Alto Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Palo Alto Wealth Advisors LLC
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