AW

Alta Wealth Advisors LLC

13F
Alta Wealth Advisors LLC
Last update 2024-10-18 133 Stocks (16 new)
Value $219.00 Mil Turnover 7 %
Countries:
Top Holdings: SPYG(10.63%)SPYV(10.52%)SPMD(5.05%)AAPL(4.06%)NVDA(3.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
Alta Wealth Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG 		SPDR Portfolio S&P 500 Growth ETF
280,505
23265.060
+5.90%
10.630
+0.59%
0.080
+14.25%
+28.87%
31050.619
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
435,398
23015.150
+6.95%
10.520
+0.68%
0.090
+7.87%
+12.93%
24542.344
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
201,871
11038.310
+8.19%
5.050
+0.38%
0.100
+10.04%
+13.59%
11762.517
 
AAPL 		Apple Inc
38,139
8886.410
+6.33%
4.060
+0.24%
0.000
+6.90%
+16.50%
3377630.649
Hardware
NVDA 		NVIDIA Corp
66,754
8106.610
-1.33%
3.710
-0.06%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
11,444
6566.180
+3.88%
3.000
+0.11%
0.000
+11.47%
+21.33%
596470.496
 
RSP 		Invesco S&P 500 Equal Weight ETF
28,836
5166.320
+16.81%
2.360
+0.34%
0.010
+9.73%
+13.23%
66718.951
 
SOPH 		Sophia Genetics SA
1,409,160
5143.430
0%
2.350
0%
2.130
-9.64%
-20.38%
248.282
Healthcare Providers & Services
IWF 		iShares Russell 1000 Growth ETF
13,447
5047.810
+1.78%
2.310
+0.04%
0.010
+14.69%
+25.61%
98988.939
 
IWD 		iShares Russell 1000 Value ETF
24,928
4731.360
+1.87%
2.160
+0.04%
0.010
+8.90%
+14.71%
59474.742
 

Alta Wealth Advisors LLC's Historical Top Holdings Breakdowns

Alta Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMD 		Advanced Micro Devices Inc2024-09-30Reduce
-0.72%
●
128.67 ($151.94) 183.96
$141.66
-6.77%
Reduce -59.5%
6,065
-8,909
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.68%
●
48.51 ($50.89) 52.86
$52.66
3.48%
Add 6.95%
435,398
28,305
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Add
+0.59%
●
73.38 ($79.93) 84.1
$83.84
4.89%
Add 5.9%
280,505
15,635
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.57%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Reduce -27.72%
6,233
-2,390
CPRT 		Copart Inc2024-09-30Sold Out
-0.51%
●
49.19 ($51.93) 55.54
$52.89
1.85%
Sold Out
0
-19,000
XLV 		Health Care Select Sector SPDR2024-09-30Add
+0.40%
●
143.3 ($151.58) 157.24
$147.89
-2.43%
Add 217.97%
8,388
5,750
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-09-30Add
+0.38%
●
50.29 ($52.88) 54.92
$55.34
4.65%
Add 8.19%
201,871
15,284
PYPL 		PayPal Holdings Inc2024-09-30New Buy
+0.37%
●
57.22 ($66.89) 80.08
$79.25
18.48%
New holding
10,353
10,353
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Add
+0.34%
●
162.83 ($170.84) 179.16
$178.67
4.58%
Add 16.81%
28,836
4,150
XLE 		The Energy Select Sector SPDR Fund2024-09-30New Buy
+0.32%
●
84.35 ($89.4) 93.39
$90.17
0.86%
New holding
7,863
7,863

Alta Wealth Advisors LLC Total Holding History ($B)

To

Alta Wealth Advisors LLC's Asset Allocation

To

Alta Wealth Advisors LLC Past Portfolios

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

Top Ranked Articles

  • 1

Alta Wealth Advisors LLC's Hypothetical Growth since 2024-09-30

Alta Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alta Wealth Advisors LLC's Holdings Heat Map

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Alta Wealth Advisors LLC's Holdings Bubble Chart

Alta Wealth Advisors LLC News

  • 1

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