HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPYG) |
280,505 | +15,635 | $23,265 |
| SPYG | 280,505 | +15,635 | $23,265 |
| SPDR SER TR (SPYV) |
435,398 | +28,305 | $23,015 |
| SPYV | 435,398 | +28,305 | $23,015 |
| SPDR SER TR (SPMD) |
201,871 | +15,284 | $11,038 |
| SPMD | 201,871 | +15,284 | $11,038 |
| APPLE INC |
38,139 | +2,269 | $8,886 |
| AAPL | 38,139 | +2,269 | $8,886 |
| NVIDIA CORPORATION |
66,754 | -900 | $8,107 |
| NVDA | 66,754 | -900 | $8,107 |
| SPDR S&P 500 ETF TR (SPY) |
11,444 | +427 | $6,566 |
| SPY | 11,444 | +427 | $6,566 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
28,836 | +4,150 | $5,166 |
| RSP | 28,836 | +4,150 | $5,166 |
| SOPHIA GENETICS SA |
1,409,160 | UNCH | $5,143 |
| SOPH | 1,409,160 | UNCH | $5,143 |
| ISHARES TR (IWF) |
13,447 | +235 | $5,048 |
| IWF | 13,447 | +235 | $5,048 |
| ISHARES TR (IWD) |
24,928 | +457 | $4,731 |
| IWD | 24,928 | +457 | $4,731 |
| MICROSOFT CORP |
10,446 | +692 | $4,495 |
| MSFT | 10,446 | +692 | $4,495 |
| COSTCO WHSL CORP NEW |
4,609 | -15 | $4,086 |
| COST | 4,609 | -15 | $4,086 |
| META PLATFORMS INC |
6,812 | +118 | $3,899 |
| META | 6,812 | +118 | $3,899 |
 BERKSHIRE HATHAWAY INC DEL |
$3,156 | ||
| BRK.B | 6,857 | -35 | $3,156 |
| AMAZON COM INC |
16,648 | +41 | $3,102 |
| AMZN | 16,648 | +41 | $3,102 |
| INVESCO QQQ TR |
6,233 | -2,390 | $3,042 |
| QQQ | 6,233 | -2,390 | $3,042 |
| ALPHABET INC |
17,327 | +794 | $2,874 |
| GOOGL | 17,327 | +794 | $2,874 |
| SERVICENOW INC |
3,143 | +760 | $2,811 |
| NOW | 3,143 | +760 | $2,811 |
| ELI LILLY & CO |
3,045 | -7 | $2,698 |
| LLY | 3,045 | -7 | $2,698 |
| ISHARES TR (IVV) |
4,536 | +576 | $2,616 |
| IVV | 4,536 | +576 | $2,616 |
| ISHARES TR (IVE) |
13,160 | +3,095 | $2,595 |
| IVE | 13,160 | +3,095 | $2,595 |
| ISHARES TR (ITOT) |
17,098 | +1,670 | $2,148 |
| ITOT | 17,098 | +1,670 | $2,148 |
| VANGUARD INDEX FDS (VTV) |
11,930 | +478 | $2,083 |
| VTV | 11,930 | +478 | $2,083 |
| UNITEDHEALTH GROUP INC |
3,331 | -26 | $1,948 |
| UNH | 3,331 | -26 | $1,948 |
| JPMORGAN CHASE & CO. |
8,475 | +676 | $1,787 |
| JPM | 8,475 | +676 | $1,787 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
22,238 | UNCH | $1,766 |
| VCSH | 22,238 | UNCH | $1,766 |
| TESLA INC |
6,614 | +7 | $1,730 |
| TSLA | 6,614 | +7 | $1,730 |
| ISHARES TR (QUAL) |
9,476 | +29 | $1,699 |
| QUAL | 9,476 | +29 | $1,699 |
| SPDR SER TR (SPSM) |
37,218 | +1,376 | $1,694 |
| SPSM | 37,218 | +1,376 | $1,694 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
3,809 | -18 | $1,612 |
| DIA | 3,809 | -18 | $1,612 |
| ISHARES TR (IVW) |
16,783 | +75 | $1,607 |
| IVW | 16,783 | +75 | $1,607 |
| ABBVIE INC |
8,039 | -10 | $1,587 |
| ABBV | 8,039 | -10 | $1,587 |
| VANGUARD INDEX FDS (VUG) |
4,099 | +229 | $1,574 |
| VUG | 4,099 | +229 | $1,574 |
| SHOPIFY INC |
19,521 | +525 | $1,564 |
| SHOP | 19,521 | +525 | $1,564 |
| LAM RESEARCH CORP |
1,789 | -5 | $1,460 |
| LRCX | 1,789 | -5 | $1,460 |
| LOWES COS INC |
5,265 | -139 | $1,426 |
| LOW | 5,265 | -139 | $1,426 |
| SALESFORCE INC |
5,056 | -403 | $1,384 |
| CRM | 5,056 | -403 | $1,384 |
| KLA CORP |
1,769 | UNCH | $1,370 |
| KLAC | 1,769 | UNCH | $1,370 |
| WISDOMTREE TR |
17,420 | UNCH | $1,369 |
| DLN | 17,420 | UNCH | $1,369 |
| THE TRADE DESK INC |
12,274 | -53 | $1,346 |
| TTD | 12,274 | -53 | $1,346 |
| PROSHARES TR (NOBL) |
12,582 | +726 | $1,343 |
| NOBL | 12,582 | +726 | $1,343 |
| SPDR SER TR (SPTM) |
19,172 | +365 | $1,343 |
| SPTM | 19,172 | +365 | $1,343 |
| SELECT SECTOR SPDR TR (XLV) |
8,388 | +5,750 | $1,292 |
| XLV | 8,388 | +5,750 | $1,292 |
| PALO ALTO NETWORKS INC |
3,680 | -27 | $1,258 |
| PANW | 3,680 | -27 | $1,258 |
| NEXTERA ENERGY INC |
13,957 | +166 | $1,180 |
| NEE | 13,957 | +166 | $1,180 |
| WALMART INC |
14,602 | +1,339 | $1,179 |
| WMT | 14,602 | +1,339 | $1,179 |
| INCYTE CORP |
16,483 | -25 | $1,090 |
| INCY | 16,483 | -25 | $1,090 |
| REGENERON PHARMACEUTICALS |
1,000 | UNCH | $1,051 |
| REGN | 1,000 | UNCH | $1,051 |
| PEPSICO INC |
6,156 | -135 | $1,047 |
| PEP | 6,156 | -135 | $1,047 |
| HUBSPOT INC |
1,961 | -86 | $1,042 |
| HUBS | 1,961 | -86 | $1,042 |
See Full List: All Stocks Held By Alta Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alta Wealth Advisors LLC
|
Size ($ in 1000's)
At 09/30/2024: $218,779 At 06/30/2024: $200,426 Alta Wealth Advisors LLC AUM history Alta Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alta Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
