AA

Alta Advisers Ltd

13F
Alta Advisers Ltd
Last update 2024-08-08 399 Stocks (9 new)
Value $208.00 Mil Turnover 1 %
Countries:
Top Holdings: VGSH(19.41%)VOO(13.14%)VEU(6.85%)MSFT(4.45%)NVDA(4.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
Alta Advisers Ltd Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH 		Vanguard Short-Term Government Bond ETF
696,073
40365.270
-0.48%
19.410
-0.10%
-
+0.52%
+0.29%
19866.041
 
VOO 		Vanguard S&P 500 ETF
54,627
27320.600
-0.38%
13.140
-0.05%
-
+4.39%
+21.63%
483260.339
 
VEU 		Vanguard FTSE All-World ex-US ETF
242,720
14233.100
-0.38%
6.850
-0.03%
-
+1.79%
+8.23%
38250.137
 
MSFT 		Microsoft Corp
20,700
9251.870
+0.49%
4.450
+0.02%
0.000
-4.38%
+13.53%
3156068.097
Software
NVDA 		NVIDIA Corp
69,100
8536.610
+1.62%
4.110
+0.07%
0.000
+13.85%
+181.87%
3423406.800
Semiconductors
AAPL 		Apple Inc
40,500
8530.110
0%
4.100
0%
0.000
+2.67%
+20.31%
3508506.654
Hardware
AMZN 		Amazon.com Inc
25,600
4947.200
+2.40%
2.380
+0.06%
0.000
-0.91%
+21.57%
1938636.159
Retail - Cyclical
META 		Meta Platforms Inc
6,200
3126.160
0%
1.500
0%
0.000
+15.46%
+59.73%
1426032.405
Interactive Media
GOOGL 		Alphabet Inc
16,100
2932.620
+1.90%
1.410
+0.03%
0.000
-10.34%
+16.82%
2013316.300
Interactive Media
GOOG 		Alphabet Inc
14,200
2604.560
0%
1.250
0%
0.000
-10.30%
+17.00%
2013316.300
Interactive Media

Alta Advisers Ltd's Historical Top Holdings Breakdowns

Alta Advisers Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GE 		GE Aerospace2024-06-30Sold Out
-0.20%
●
136.47 ($159.66) 168.86
$181.69
13.80%
Sold Out
0
-3,000
VGSH 		Vanguard Short-Term Government Bond ETF2024-06-30Reduce
-0.10%
●
57.55 ($57.78) 58
$58.50
1.25%
Reduce -0.48%
696,073
-3,354
CRH 		CRH PLC2024-06-30New Buy
+0.08%
●
72.72 ($79.79) 86.4
$90.82
13.82%
New holding
2,299
2,299
XOM 		Exxon Mobil Corp2024-06-30Add
+0.08%
●
108.36 ($116.47) 122.2
$120.27
3.26%
Add 12.56%
12,494
1,394
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.08%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-600
NVDA 		NVIDIA Corp2024-06-30Add
+0.07%
●
76.2 ($101.1) 135.58
$139.56
38.04%
Add 1.62%
69,100
1,100
AMZN 		Amazon.com Inc2024-06-30Add
+0.06%
●
173.67 ($183.7) 197.85
$184.71
0.55%
Add 2.4%
25,600
600
TDY 		Teledyne Technologies Inc2024-06-30Sold Out
-0.06%
●
362.5 ($396.07) 424.93
$470.09
18.69%
Sold Out
0
-300
VOO 		Vanguard S&P 500 ETF2024-06-30Reduce
-0.05%
●
455.1 ($481.2) 504.28
$531.27
10.41%
Reduce -0.38%
54,627
-207
FICO 		Fair Isaac Corp2024-06-30New Buy
+0.04%
●
1110.85 ($1292.47) 1488.66
$1,998.66
54.64%
New holding
50
50

Alta Advisers Ltd Total Holding History ($B)

To

Alta Advisers Ltd's Asset Allocation

To

Alta Advisers Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alta Advisers Ltd's Hypothetical Growth since 2024-06-30

Alta Advisers Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Alta Advisers Ltd's Holdings Heat Map

Size field:

Alta Advisers Ltd's Holdings Bubble Chart

Alta Advisers Ltd News

  • 1

Discussions on Alta Advisers Ltd

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.