Alta Wealth Advisors LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$211.9B
Holdings
118
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JCIJOHNSON CTLS INTL PLC | 2,430 | $256.7M | 0.12% | |
| 102 | CITCINTAS CORP | 1,116 | $248.7M | 0.12% | |
| 103 | DEDEERE & CO | 470 | $238.7M | 0.11% | |
| 104 | CRSPCRISPR THERAPEUTICS AG | 4,884 | $237.6M | 0.11% | |
| 105 | ACNACCENTURE PLC IRELAND | 790 | $236.1M | 0.11% | |
| 106 | SPGSIMON PPTY GROUP INC NEW | 1,461 | $234.9M | 0.11% | |
| 107 | 4I1PHILIP MORRIS INTL INC | 1,257 | $228.9M | 0.11% | |
| 108 | JNJJOHNSON & JOHNSON | 1,482 | $226.4M | 0.11% | |
| 109 | BACVERIZON COMMUNICATIONS INC | 5,216 | $225.7M | 0.11% | |
| 110 | IQLTISHARES TR | 5,182 | $224.0M | 0.11% | |
| 111 | TAT&T INC | 7,675 | $222.1M | 0.10% | |
| 112 | IWXISHARES TR | 2,632 | $221.6M | 0.10% | |
| 113 | IWPISHARES TR | 1,511 | $209.5M | 0.10% | |
| 114 | PFEPFIZER INC | 8,568 | $207.7M | 0.10% | |
| 115 | FVDFIRST TR EXCHANGE-TRADED FD | 4,611 | $206.1M | 0.10% | |
| 116 | SHAKSHAKE SHACK INC | 1,430 | $201.1M | 0.09% | |
| 117 | HDHOME DEPOT INC | 548 | $200.9M | 0.09% | |
| 118 | BB3BROOKLINE BANCORP INC DEL | 12,613 | $133.1M | 0.06% |
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