Alta Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Alta Wealth Advisors LLC | Institutional Filer | ▲ 3.85% | $308.0M | 161 |
Current Portfolio Holdings
Showing all 161 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | — | 642K | $36.3M | 11.79% |
| 2 | SPYG | SPDR SERIES TRUST | — | 350K | $34.2M | 11.12% |
| 3 | SPMD | SPDR SERIES TRUST | — | 295K | $17.4M | 5.67% |
| 4 | NVDA | NVIDIA Corporation | Technology | 74K | $13.0M | 4.21% |
| 5 | AAPL | Apple Inc. | Technology | 38K | $9.8M | 3.17% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.2M | 2.33% |
| 7 | IVV | ISHARES TR | — | 11K | $7.0M | 2.28% |
| 8 | SOPH | SOPHiA GENETICS S.A. | Healthcare | 1.4M | $7.0M | 2.27% |
| 9 | GOOGL | Alphabet Inc. | Technology | 19K | $5.3M | 1.74% |
| 10 | IWD | ISHARES TR | — | 24K | $5.2M | 1.69% |
| 11 | IWF | ISHARES TR | — | 12K | $5.1M | 1.67% |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | — | 23K | $4.3M | 1.41% |
| 13 | MSFT | Microsoft Corporation | Technology | 12K | $4.3M | 1.39% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 20K | $4.2M | 1.35% |
| 15 | IVW | ISHARES TR | — | 36K | $4.1M | 1.33% |
Showing 1 to 15 of 161 holdings