Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD SCOTTSDALE FDS (VGSH) | 699,427 | +30,753 | $40,616 |
VGSH | 699,427 | +30,753 | $40,616 |
VANGUARD INDEX FDS (VOO) | 54,834 | -2,888 | $26,359 |
VOO | 54,834 | -2,888 | $26,359 |
VANGUARD INTL EQUITY INDEX F (VEU) | 243,639 | -12,843 | $14,289 |
VEU | 243,639 | -12,843 | $14,289 |
MICROSOFT CORP | 20,600 | +100 | $8,667 |
MSFT | 20,600 | +100 | $8,667 |
APPLE INC | 40,500 | UNCH | $6,945 |
AAPL | 40,500 | UNCH | $6,945 |
NVIDIA CORPORATION | 6,800 | +100 | $6,144 |
NVDA | 6,800 | +100 | $6,144 |
AMAZON COM INC | 25,000 | UNCH | $4,510 |
AMZN | 25,000 | UNCH | $4,510 |
META PLATFORMS INC | 6,200 | UNCH | $3,011 |
META | 6,200 | UNCH | $3,011 |
ALPHABET INC | 15,800 | UNCH | $2,385 |
GOOGL | 15,800 | UNCH | $2,385 |
ALPHABET INC | 14,200 | UNCH | $2,162 |
GOOG | 14,200 | UNCH | $2,162 |
BERKSHIRE HATHAWAY INC DEL | $2,061 | ||
BRK.B | 4,900 | UNCH | $2,061 |
ELI LILLY & CO | 2,300 | UNCH | $1,789 |
LLY | 2,300 | UNCH | $1,789 |
BROADCOM INC | 1,191 | UNCH | $1,579 |
AVGO | 1,191 | UNCH | $1,579 |
JPMORGAN CHASE & CO | 7,600 | +100 | $1,522 |
JPM | 7,600 | +100 | $1,522 |
TESLA INC | 7,700 | +100 | $1,354 |
TSLA | 7,700 | +100 | $1,354 |
EXXON MOBIL CORP | 11,100 | UNCH | $1,290 |
XOM | 11,100 | UNCH | $1,290 |
UNITEDHEALTH GROUP INC | 2,600 | UNCH | $1,286 |
UNH | 2,600 | UNCH | $1,286 |
VISA INC | 4,300 | UNCH | $1,200 |
V | 4,300 | UNCH | $1,200 |
JOHNSON & JOHNSON | 7,100 | UNCH | $1,123 |
JNJ | 7,100 | UNCH | $1,123 |
MASTERCARD INCORPORATED | 2,200 | UNCH | $1,059 |
MA | 2,200 | UNCH | $1,059 |
HOME DEPOT INC | 2,700 | UNCH | $1,036 |
HD | 2,700 | UNCH | $1,036 |
PROCTER AND GAMBLE CO | 6,100 | UNCH | $990 |
PG | 6,100 | UNCH | $990 |
MERCK & CO INC | 7,420 | UNCH | $979 |
MRK | 7,420 | UNCH | $979 |
COSTCO WHSL CORP NEW | 1,200 | +100 | $879 |
COST | 1,200 | +100 | $879 |
ABBVIE INC | 4,700 | UNCH | $856 |
ABBV | 4,700 | UNCH | $856 |
SALESFORCE INC | 2,700 | UNCH | $813 |
CRM | 2,700 | UNCH | $813 |
ADVANCED MICRO DEVICES INC | 4,400 | UNCH | $794 |
AMD | 4,400 | UNCH | $794 |
CHEVRON CORP NEW | 4,700 | UNCH | $741 |
CVX | 4,700 | UNCH | $741 |
NETFLIX INC | 1,200 | UNCH | $729 |
NFLX | 1,200 | UNCH | $729 |
BANK AMERICA CORP | 18,200 | UNCH | $690 |
BAC | 18,200 | UNCH | $690 |
WALMART INC | 11,300 | +7,700 | $680 |
WMT | 11,300 | +7,700 | $680 |
ADOBE INC | 1,300 | UNCH | $656 |
ADBE | 1,300 | UNCH | $656 |
PEPSICO INC | 3,700 | +200 | $648 |
PEP | 3,700 | +200 | $648 |
LINDE PLC | 1,300 | UNCH | $604 |
LIN | 1,300 | UNCH | $604 |
DISNEY WALT CO | 4,900 | UNCH | $600 |
DIS | 4,900 | UNCH | $600 |
COCA COLA CO | 9,800 | UNCH | $600 |
KO | 9,800 | UNCH | $600 |
ACCENTURE PLC IRELAND | 1,700 | UNCH | $589 |
ACN | 1,700 | UNCH | $589 |
THERMO FISHER SCIENTIFIC INC | 1,000 | UNCH | $581 |
TMO | 1,000 | UNCH | $581 |
WELLS FARGO CO NEW | 9,900 | UNCH | $574 |
WFC | 9,900 | UNCH | $574 |
ORACLE CORP | 4,200 | UNCH | $528 |
ORCL | 4,200 | UNCH | $528 |
GENERAL ELECTRIC CO | 3,000 | UNCH | $527 |
GE | 3,000 | UNCH | $527 |
INTUIT | 800 | UNCH | $520 |
INTU | 800 | UNCH | $520 |
CISCO SYS INC | 10,400 | UNCH | $519 |
CSCO | 10,400 | UNCH | $519 |
APPLIED MATLS INC | 2,500 | UNCH | $516 |
AMAT | 2,500 | UNCH | $516 |
CATERPILLAR INC | 1,400 | UNCH | $513 |
CAT | 1,400 | UNCH | $513 |
COMCAST CORP NEW | 11,800 | UNCH | $512 |
CMCSA | 11,800 | UNCH | $512 |
INTEL CORP | 11,600 | +900 | $512 |
INTC | 11,600 | +900 | $512 |
ABBOTT LABS | 4,500 | UNCH | $511 |
ABT | 4,500 | UNCH | $511 |
MCDONALDS CORP | 1,800 | UNCH | $508 |
MCD | 1,800 | UNCH | $508 |
QUALCOMM INC | 3,000 | UNCH | $508 |
QCOM | 3,000 | UNCH | $508 |
See Full List: All Stocks Held By Alta Advisers Ltd
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Alta Advisers Ltd
Size ($ in 1000's)
At 03/31/2024: $201,718 At 12/31/2023: $187,234 Combined Holding Report Includes:
Alta Advisers Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alta Advisers Ltd 13F filings. Link to 13F filings: SEC filings |