Alta Wealth Advisors LLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$217.8B
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MRKMERCK & CO INC | 3,927 | $352.5M | 0.16% | |
| 102 | CRWDCROWDSTRIKE HLDGS INC | 993 | $350.1M | 0.16% | |
| 103 | AXPAMERICAN EXPRESS CO | 1,300 | $349.7M | 0.16% | |
| 104 | SPDWSPDR INDEX SHS FDS | 9,427 | $343.2M | 0.16% | |
| 105 | GOOGALPHABET INC | 2,179 | $340.5M | 0.16% | |
| 106 | XBISPDR SER TR | 4,118 | $334.0M | 0.15% | |
| 107 | HONHONEYWELL INTL INC | 1,563 | $331.0M | 0.15% | |
| 108 | RDVYFIRST TR EXCHANGE TRADED FD | 5,603 | $328.0M | 0.15% | |
| 109 | VRTVERTIV HOLDINGS CO | 4,353 | $314.3M | 0.14% | |
| 110 | SUBISHARES TR | 2,966 | $313.2M | 0.14% | |
| 111 | BNDXVANGUARD CHARLOTTE FDS | 6,256 | $305.4M | 0.14% | |
| 112 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,824 | $302.8M | 0.14% | |
| 113 | INTUINTUIT | 491 | $301.6M | 0.14% | |
| 114 | MAMASTERCARD INCORPORATED | 540 | $296.0M | 0.14% | |
| 115 | PGRPROGRESSIVE CORP | 949 | $268.6M | 0.12% | |
| 116 | DWDMORGAN STANLEY | 2,299 | $268.2M | 0.12% | |
| 117 | DVNDEVON ENERGY CORP NEW | 7,072 | $264.5M | 0.12% | |
| 118 | MDYVSPDR SER TR | 3,423 | $263.8M | 0.12% | |
| 119 | HOODROBINHOOD MKTS INC | 6,181 | $257.3M | 0.12% | |
| 120 | SLVISHARES SILVER TR | 8,182 | $253.6M | 0.12% | |
| 121 | ACNACCENTURE PLC IRELAND | 790 | $246.5M | 0.11% | |
| 122 | VEAVANGUARD TAX-MANAGED FDS | 4,719 | $239.9M | 0.11% | |
| 123 | RTXRTX CORPORATION | 1,791 | $237.2M | 0.11% | |
| 124 | BACVERIZON COMMUNICATIONS INC | 5,214 | $236.5M | 0.11% | |
| 125 | JNJJOHNSON & JOHNSON | 1,397 | $231.8M | 0.11% | |
| 126 | SHAKSHAKE SHACK INC | 2,622 | $231.2M | 0.11% | |
| 127 | IWBISHARES TR | 752 | $230.5M | 0.11% | |
| 128 | BACBANK AMERICA CORP | 5,521 | $230.4M | 0.11% | |
| 129 | CITCINTAS CORP | 1,116 | $229.4M | 0.11% | |
| 130 | IWYISHARES TR | 1,064 | $224.5M | 0.10% | |
| 131 | DEDEERE & CO | 469 | $220.3M | 0.10% | |
| 132 | GEGE AEROSPACE | 1,090 | $218.2M | 0.10% | |
| 133 | TAT&T INC | 7,672 | $217.0M | 0.10% | |
| 134 | FSMBFIRST TR EXCH TRADED FD III | 10,863 | $215.9M | 0.10% | |
| 135 | HDHOME DEPOT INC | 584 | $214.2M | 0.10% | |
| 136 | FVDFIRST TR VALUE LINE DIVID IN | 4,736 | $211.2M | 0.10% | |
| 137 | IWXISHARES TR | 2,532 | $208.1M | 0.10% | |
| 138 | IQLTISHARES TR | 5,182 | $205.7M | 0.09% | |
| 139 | PLTRPALANTIR TECHNOLOGIES INC | 2,426 | $204.8M | 0.09% | |
| 140 | BB3BROOKLINE BANCORP INC DEL | 11,570 | $126.1M | 0.06% | |
| 141 | FHTXFOGHORN THERAPEUTICS INC | 15,032 | $54.9M | 0.03% |
PreviousPage 2 of 2