PA

PALO ALTO WEALTH ADVISORS, LLC

13F
PALO ALTO WEALTH ADVISORS, LLC
Last update 2024-11-06 50 Stocks (10 new)
Value $242.00 Mil Turnover 40 %
Countries:
Top Holdings: GOOG(22.45%)GOOGL(17.32%)MOAT(12.50%)DGRW(7.17%)QUAL(6.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
PALO ALTO 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
GOOG 		Alphabet Inc
327,081
54230.000
+320.67%
22.450
+17.11%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media
GOOGL 		Alphabet Inc
255,063
41848.240
+447.36%
17.320
+14.16%
0.000
+12.06%
+30.34%
2232618.220
Interactive Media
MOAT 		VanEck Morningstar Wide Moat ETF
311,240
30190.280
-2.06%
12.500
-0.39%
0.190
+9.81%
+14.76%
16109.440
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
205,871
17330.230
+0.17%
7.170
+0.01%
0.120
+9.21%
+20.66%
15013.840
 
QUAL 		iShares MSCI USA Quality Factor ETF
92,172
16772.540
+5.26%
6.940
+0.35%
0.030
+9.21%
+25.10%
51281.388
 
JHMM 		John Hancock Multifactor Mid Cap ETF
177,160
10778.430
+9.20%
4.460
+0.38%
0.270
+13.94%
+19.83%
4191.416
 
AAPL 		Apple Inc
34,136
8072.460
+72.41%
3.340
+1.40%
0.000
+3.19%
+17.04%
3389420.991
Hardware
NOW 		ServiceNow Inc
8,664
7956.500
New Holding
3.290
+3.29%
0.000
+29.96%
+48.38%
216280.048
Software
MSFT 		Microsoft Corp
17,747
7432.010
-20.95%
3.080
-1.45%
0.000
+4.17%
+13.11%
3145177.615
Software
USFR 		WisdomTree Floating Rate Treasury Fund
143,674
7239.740
+10.71%
3.000
+0.29%
0.040
-0.02%
+0.20%
16756.550
 

PALO ALTO WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

PALO ALTO 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
GOOG 		Alphabet Inc2024-09-30Add
+17.11%
●
149.54 ($169.25) 192.66
$183.32
8.31%
Add 320.67%
327,081
249,329
GOOGL 		Alphabet Inc2024-09-30Add
+14.16%
●
148.66 ($167.74) 191.18
$181.62
8.27%
Add 447.36%
255,063
208,464
NOW 		ServiceNow Inc2024-09-30New Buy
+3.29%
●
730.87 ($822.02) 937.36
$1,048.29
27.53%
New holding
8,664
8,664
MSFT 		Microsoft Corp2024-09-30Reduce
-1.45%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -20.95%
17,747
-4,703
AAPL 		Apple Inc2024-09-30Add
+1.40%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Add 72.41%
34,136
14,337
DASH 		DoorDash Inc2024-09-30New Buy
+0.76%
●
100.28 ($121.28) 143.93
$176.45
45.49%
New holding
12,000
12,000
TFLO 		iShares Treasury Floating Rate Bond ETF2024-09-30Reduce
-0.65%
●
50.42 ($50.54) 50.66
$50.50
-0.08%
Reduce -30.68%
41,734
-18,474
MOAT 		VanEck Morningstar Wide Moat ETF2024-09-30Reduce
-0.39%
●
85.84 ($91.44) 96.95
$97.40
6.52%
Reduce -2.06%
311,240
-6,531
JHMM 		John Hancock Multifactor Mid Cap ETF2024-09-30Add
+0.38%
●
54.25 ($57.19) 60.2
$63.10
10.33%
Add 9.2%
177,160
14,923
NVDA 		NVIDIA Corp2024-09-30Add
+0.38%
●
98.91 ($118.12) 134.91
$148.29
25.54%
Add 46.82%
20,102
6,410

PALO ALTO WEALTH ADVISORS, LLC Total Holding History ($B)

To

PALO ALTO WEALTH ADVISORS, LLC's Asset Allocation

To

PALO ALTO WEALTH ADVISORS, LLC Past Portfolios

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

Top Ranked Articles

  • 1

PALO ALTO WEALTH ADVISORS, LLC's Hypothetical Growth since 2024-09-30

PALO ALTO WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PALO ALTO WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

PALO ALTO WEALTH ADVISORS, LLC's Holdings Bubble Chart

PALO ALTO WEALTH ADVISORS, LLC News

  • 1

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