Alta Wealth Advisors LLC
CIK Number: 0001843826
Main Sectors:
Top Industries:
Filing Date: Apr 24, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR Portfolio ... | 53.97 | -0.18% | 467.8K | +3.44% | 23.89M | 44.57 | 10.97% | Share |
| 2 | SPYG | SPDR Portfolio ... | 100.04 | +0.07% | 291.7K | +2.39% | 23.44M | 64.51 | 10.76% | Share |
| 3 | SPMD | SPDR Portfolio ... | 55.81 | +0.24% | 217.24K | +2.61% | 11.12M | 48.21 | 5.10% | Share |
| 4 | NVDA | NVIDIA Corporat... | 182.01 | +0.86% | 71.36K | +3.49% | 7.73M | 23.99 | 3.55% | Share |
| 5 | AAPL | Apple Inc. | 230.94 | -0.28% | 34.79K | -8.72% | 7.73M | 162.43 | 3.55% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 643.27 | -0.03% | 11.14K | -4.03% | 6.23M | 437.85 | 2.86% | Share |
| 7 | RSP | Invesco S&P 500... | 185.79 | -0.04% | 28.7K | +1.02% | 4.97M | 155.39 | 2.28% | Share |
| 8 | IWD | iShares Russell... | 198.29 | 0.00% | 25.04K | -2.01% | 4.71M | 140.59 | 2.16% | Share |
| 9 | SOPH | SOPHiA GENETICS... | 3.49 | +0.58% | 1.41M | 0.00% | 4.68M | 3.62 | 2.15% | Share |
| 10 | IWF | iShares Russell... | 449.11 | +0.02% | 12.71K | -4.27% | 4.59M | 242.02 | 2.11% | Share |
| 11 | COST | Costco Wholesal... | 979.43 | +0.76% | 4.6K | -0.17% | 4.35M | 403.57 | 2.00% | Share |
| 12 | MSFT | Microsoft Corpo... | 516.95 | -0.62% | 10.89K | +0.68% | 4.09M | 271.31 | 1.88% | Share |
| 13 | META | Meta Platforms,... | 767.37 | -2.27% | 6.87K | +0.54% | 3.96M | 240.06 | 1.82% | Share |
| 14 | BRK-B | Berkshire Hatha... | 478.53 | +0.28% | 6.87K | -0.28% | 3.66M | 316.86 | 1.68% | Share |
| 15 | AMZN | Amazon.com, Inc... | 231.50 | +0.20% | 18.11K | +3.31% | 3.45M | 157.1 | 1.58% | Share |
| 16 | JPM | JPMorgan Chase ... | 291.42 | +0.32% | 13.5K | +56.53% | 3.31M | 187.33 | 1.52% | Share |
| 17 | IVV | iShares Core S&... | 646.33 | -0.05% | 5.72K | -0.75% | 3.22M | 451.52 | 1.48% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 577.10 | -0.04% | 6.08K | -7.41% | 2.85M | 392.68 | 1.31% | Share |
| 19 | GOOGL | Alphabet Inc. | 203.47 | -0.21% | 17.34K | -2.12% | 2.68M | 105.97 | 1.23% | Share |
| 20 | NOW | ServiceNow, Inc... | 891.96 | +2.85% | 3.18K | -2.06% | 2.53M | 645.34 | 1.16% | Share |
| 21 | LLY | Eli Lilly and C... | 698.85 | -0.34% | 3.06K | +0.07% | 2.53M | 350.53 | 1.16% | Share |
| 22 | VTV | Vanguard Value ... | 180.25 | -0.01% | 12.37K | +2.76% | 2.14M | 137.84 | 0.98% | Share |
| 23 | ITOT | iShares Core S&... | 140.57 | +0.01% | 17.49K | +0.51% | 2.13M | 96.69 | 0.98% | Share |
| 24 | IVE | iShares S&P 500... | 201.40 | -0.12% | 9.77K | -35.41% | 1.86M | 165.13 | 0.85% | Share |
| 25 | IVW | iShares S&P 500... | 115.54 | +0.08% | 19.97K | +4.58% | 1.85M | 73.57 | 0.85% | Share |
| 26 | SHOP | Shopify Inc. | 143.11 | +1.16% | 19.34K | -2% | 1.85M | 101.04 | 0.85% | Share |
| 27 | VCSH | Vanguard Short-... | 79.56 | -0.03% | 22.85K | +1.30% | 1.8M | 78.1 | 0.83% | Share |
| 28 | QUAL | iShares MSCI US... | 188.06 | -0.03% | 10.38K | +0.51% | 1.77M | 130.3 | 0.81% | Share |
| 29 | SPSM | SPDR Portfolio ... | 44.69 | +0.20% | 40.88K | -1.23% | 1.67M | 40 | 0.77% | Share |
| 30 | ABBV | AbbVie Inc. | 206.48 | -0.1% | 7.92K | +0.19% | 1.66M | 110.36 | 0.76% | Share |
| 31 | DIA | SPDR Dow Jones ... | 449.00 | -0.12% | 3.75K | -0.98% | 1.57M | 333.94 | 0.72% | Share |
| 32 | VUG | Vanguard Growth... | 462.05 | -0.01% | 4.1K | 0.00% | 1.52M | 274.67 | 0.70% | Share |
| 33 | SGOV | iShares 0-3 Mon... | 100.58 | +0.02% | 14.47K | +53.93% | 1.46M | 100.44 | 0.67% | Share |
| 34 | GILD | Gilead Sciences... | 117.99 | -0.32% | 12.44K | +3.42% | 1.39M | 63.37 | 0.64% | Share |
| 35 | DLN | WisdomTree U.S.... | 84.59 | -0.17% | 17.42K | 0.00% | 1.38M | 65.72 | 0.63% | Share |
| 36 | NOBL | ProShares S&P 5... | 103.94 | -0.23% | 13.46K | +3.13% | 1.37M | 89.9 | 0.63% | Share |
| 37 | SPTM | SPDR Portfolio ... | 77.93 | -0.01% | 20.12K | +0.27% | 1.37M | 54.64 | 0.63% | Share |
| 38 | CRM | Salesforce, Inc... | 244.30 | +0.77% | 5.06K | 0.00% | 1.36M | 226.23 | 0.62% | Share |
| 39 | PANW | Palo Alto Netwo... | 176.35 | -0.42% | 7.92K | -0.49% | 1.35M | 101.12 | 0.62% | Share |
| 40 | V | Visa Inc. | 342.66 | -0.53% | 3.85K | +0.23% | 1.35M | 226.73 | 0.62% | Share |
| 41 | TSLA | Tesla, Inc. | 335.06 | +1.36% | 5.12K | -29.65% | 1.33M | 258.49 | 0.61% | Share |
| 42 | WMT | Walmart Inc. | 100.68 | +0.68% | 14.85K | +1.99% | 1.3M | 55.08 | 0.60% | Share |
| 43 | UNH | UnitedHealth Gr... | 308.50 | +1.48% | 2.4K | -13.35% | 1.26M | 396.79 | 0.58% | Share |
| 44 | KLAC | KLA Corporation | 883.16 | +0.94% | 1.84K | +0.38% | 1.25M | 277.95 | 0.57% | Share |
| 45 | PYPL | PayPal Holdings... | 69.53 | +0.43% | 19.02K | +83.52% | 1.24M | 72.22 | 0.57% | Share |
| 46 | LRCX | Lam Research Co... | 98.82 | -0.69% | 15.85K | -11.33% | 1.15M | 72.23 | 0.53% | Share |
| 47 | XLV | Health Care Sel... | 135.88 | -0.24% | 7.66K | -1.15% | 1.12M | 142.01 | 0.51% | Share |
| 48 | GLD | SPDR Gold Share... | 306.94 | -0.16% | 3.85K | +23.13% | 1.11M | 196.09 | 0.51% | Share |
| 49 | BMY | Bristol-Myers S... | 48.20 | -0.49% | 18.15K | +0.28% | 1.11M | 68.19 | 0.51% | Share |
| 50 | LOW | Lowe's Companie... | 250.90 | -0.46% | 4.68K | -10.81% | 1.09M | 182.65 | 0.50% | Share |
| 51 | INCY | Incyte Corporat... | 84.91 | -2.31% | 16.48K | 0.00% | 998.05K | 62.78 | 0.46% | Share |
| 52 | BKIE | BNY Mellon Inte... | 87.82 | -0.02% | 12.9K | -6.2% | 997.71K | 72.43 | 0.46% | Share |
| 53 | CTRA | Coterra Energy ... | 23.23 | -3.32% | 33.24K | +100.00% | 960.52K | 28.9 | 0.44% | Share |
| 54 | COWZ | Pacer US Cash C... | 56.82 | -0.04% | 17.21K | +1.40% | 942.53K | 50.36 | 0.43% | Share |
| 55 | VXUS | Vanguard Total ... | 71.55 | +0.13% | 14.69K | 0.00% | 912.43K | 59.48 | 0.42% | Share |
| 56 | VRTX | Vertex Pharmace... | 389.89 | -0.74% | 1.79K | -2.18% | 868.8K | 289.09 | 0.40% | Share |
| 57 | NEE | NextEra Energy,... | 75.76 | +0.46% | 11.68K | -16.14% | 827.86K | 76.87 | 0.38% | Share |
| 58 | UBER | Uber Technologi... | 93.94 | +1.44% | 10.92K | +5.46% | 795.92K | 53.71 | 0.37% | Share |
| 59 | SOFI | SoFi Technologi... | 24.21 | +1.87% | 67.22K | -4.95% | 781.76K | 5.92 | 0.36% | Share |
| 60 | USMV | iShares MSCI US... | 93.45 | -0.07% | 7.5K | +1.75% | 702.39K | 77.77 | 0.32% | Share |
| 61 | VHT | Vanguard Health... | 252.06 | -0.19% | 2.63K | -1.13% | 697.3K | 251.14 | 0.32% | Share |
| 62 | SPG | Simon Property ... | 172.63 | -0.38% | 4.14K | -3.61% | 687.4K | 128.2 | 0.32% | Share |
| 63 | XOM | Exxon Mobil Cor... | 106.70 | +0.20% | 5.65K | +0.62% | 672.22K | 111.4 | 0.31% | Share |
| 64 | SPHQ | Invesco S&P 500... | 72.11 | +0.06% | 9.62K | +0.10% | 637.86K | 50.9 | 0.29% | Share |
| 65 | MUB | iShares Nationa... | 104.05 | -0.01% | 6.03K | +0.10% | 635.77K | 108.49 | 0.29% | Share |
| 66 | REGN | Regeneron Pharm... | 573.95 | -1.11% | 1K | 0.00% | 634.23K | 698.42 | 0.29% | Share |
| 67 | TTD | The Trade Desk,... | 54.92 | +5.37% | 10.78K | -12.31% | 589.64K | 75.59 | 0.27% | Share |
| 68 | AMD | Advanced Micro ... | 176.10 | -0.79% | 5.72K | -9.24% | 588.19K | 92.95 | 0.27% | Share |
| 69 | IJH | iShares Core S&... | 63.67 | +0.23% | 9.83K | -0.14% | 573.61K | 52.47 | 0.26% | Share |
| 70 | IJR | iShares Core S&... | 114.60 | +0.14% | 5.46K | -6.68% | 570.88K | 105.81 | 0.26% | Share |
| 71 | ADBE | Adobe Inc. | 357.24 | +0.67% | 1.45K | -2.23% | 554.59K | 512.21 | 0.25% | Share |
| 72 | DTD | WisdomTree U.S.... | 81.88 | -0.04% | 7.03K | -3.13% | 541.06K | 60.81 | 0.25% | Share |
| 73 | CVX | Chevron Corpora... | 155.48 | -0.68% | 3.21K | -3.84% | 536.33K | 166.05 | 0.25% | Share |
| 74 | SPMO | Invesco S&P 500... | 117.37 | +0.05% | 5.77K | +7.49% | 534.1K | 94.84 | 0.25% | Share |
| 75 | OKTA | Okta, Inc. | 91.43 | -0.64% | 5.07K | +0.82% | 533.57K | 76.37 | 0.24% | Share |
| 76 | ORCL | Oracle Corporat... | 248.86 | +0.23% | 3.81K | +0.50% | 533.27K | 126.66 | 0.24% | Share |
| 77 | BMRN | BioMarin Pharma... | 57.45 | -0.15% | 7.44K | +100.00% | 525.79K | 70.69 | 0.24% | Share |
| 78 | VTI | Vanguard Total ... | 316.54 | +0.02% | 1.89K | 0.00% | 518.47K | 213.62 | 0.24% | Share |
| 79 | CYBR | CyberArk Softwa... | 421.38 | -0.58% | 1.52K | 0.00% | 514.44K | 333.15 | 0.24% | Share |
| 80 | YLDE | ClearBridge Div... | 53.10 | -0.44% | 9.67K | 0.00% | 500.7K | 46.81 | 0.23% | Share |
| 81 | APP | AppLovin Corpor... | 438.51 | -0.04% | 1.83K | +0.16% | 483.84K | 159.98 | 0.22% | Share |
| 82 | NFLX | Netflix, Inc. | 1244.71 | +0.47% | 516 | +4.67% | 481.19K | 522.81 | 0.22% | Share |
| 83 | IEFA | iShares Core MS... | 86.02 | -0.13% | 6.18K | +7.31% | 467.59K | 70.22 | 0.21% | Share |
| 84 | IBM | International B... | 239.50 | -0.09% | 1.85K | +100.00% | 461.27K | 248.66 | 0.21% | Share |
| 85 | LMT | Lockheed Martin... | 440.74 | +0.73% | 1.03K | -10.65% | 461K | 440.87 | 0.21% | Share |
| 86 | DGRW | WisdomTree U.S.... | 87.02 | -0.06% | 5.53K | +15.42% | 441.87K | 68.35 | 0.20% | Share |
| 87 | DGRO | iShares Core Di... | 66.08 | -0.05% | 7.14K | +0.28% | 441.16K | 46.86 | 0.20% | Share |
| 88 | HYMB | SPDR Nuveen Blo... | 24.20 | -0.06% | 16.93K | +0.07% | 426.89K | 24.86 | 0.20% | Share |
| 89 | SNOW | Snowflake Inc. | 198.13 | -0.48% | 2.92K | +2.82% | 426.5K | 230.39 | 0.20% | Share |
| 90 | HUBS | HubSpot, Inc. | 448.63 | +2.11% | 730 | 0.00% | 417.04K | 592.58 | 0.19% | Share |
| 91 | VOO | Vanguard S&P 50... | 591.37 | -0.03% | 794 | -11.48% | 407.83K | 344.99 | 0.19% | Share |
| 92 | ANET | Arista Networks... | 137.97 | +0.49% | 5.23K | -7.28% | 405.45K | 110.53 | 0.19% | Share |
| 93 | C | Citigroup Inc. | 94.20 | +0.54% | 5.58K | +100.00% | 396.2K | 70.99 | 0.18% | Share |
| 94 | QCOM | QUALCOMM Incorp... | 158.93 | +0.68% | 2.56K | -13.89% | 393.33K | 135.01 | 0.18% | Share |
| 95 | IEO | iShares U.S. Oi... | 87.42 | -0.97% | 4.06K | -3.59% | 383.99K | 91.45 | 0.18% | Share |
| 96 | VB | Vanguard Small ... | 246.59 | +0.22% | 1.68K | +0.12% | 372.62K | 201.56 | 0.17% | Share |
| 97 | FMB | First Trust Man... | 49.77 | +0.02% | 7.23K | -2.52% | 364.38K | 55.98 | 0.17% | Share |
| 98 | VO | Vanguard Mid Ca... | 285.98 | +0.06% | 1.38K | +0.22% | 356.47K | 208.07 | 0.16% | Share |
| 99 | MRVL | Marvell Technol... | 76.72 | +0.70% | 5.75K | +5.04% | 354.25K | 69.79 | 0.16% | Share |
| 100 | MRK | Merck & Co., In... | 84.22 | +0.01% | 3.93K | +18.03% | 352.5K | 97.99 | 0.16% | Share |
| 101 | CRWD | CrowdStrike Hol... | 426.52 | -0.32% | 993 | -12.28% | 350.11K | 263.43 | 0.16% | Share |
| 102 | AXP | American Expres... | 306.92 | +0.47% | 1.3K | +0.15% | 349.66K | 296.75 | 0.16% | Share |
| 103 | SPDW | SPDR Portfolio ... | 41.80 | -0.13% | 9.43K | -1.1% | 343.24K | 32.63 | 0.16% | Share |
| 104 | GOOG | Alphabet Inc. | 204.31 | -0.3% | 2.18K | +2.59% | 340.48K | 111.48 | 0.16% | Share |
| 105 | XBI | SPDR S&P Biotec... | 90.20 | -0.52% | 4.12K | -2.23% | 333.98K | 93.85 | 0.15% | Share |
| 106 | HON | Honeywell Inter... | 216.34 | -0.2% | 1.56K | -17.87% | 330.97K | 210.8 | 0.15% | Share |
| 107 | RDVY | First Trust Ris... | 64.69 | -0.02% | 5.6K | +4.40% | 327.97K | 50.54 | 0.15% | Share |
| 108 | VRT | Vertiv Holdings... | 135.68 | +1.96% | 4.35K | +0.95% | 314.29K | 113.22 | 0.14% | Share |
| 109 | SUB | iShares Short-T... | 106.86 | -0.02% | 2.97K | 0.00% | 313.21K | 104.28 | 0.14% | Share |
| 110 | BNDX | Vanguard Total ... | 49.17 | +0.06% | 6.26K | +2.74% | 305.43K | 58.01 | 0.14% | Share |
| 111 | TSM | Taiwan Semicond... | 241.34 | +1.03% | 1.82K | +7.61% | 302.79K | 176.9 | 0.14% | Share |
| 112 | INTU | Intuit Inc. | 716.97 | +0.03% | 491 | +3.15% | 301.62K | 434.01 | 0.14% | Share |
| 113 | MA | Mastercard Inco... | 584.15 | +0.42% | 540 | +3.65% | 295.99K | 436.53 | 0.14% | Share |
| 114 | PGR | The Progressive... | 247.23 | +0.03% | 949 | +100.00% | 268.56K | 283.01 | 0.12% | Share |
| 115 | MS | Morgan Stanley | 144.83 | +0.14% | 2.3K | +10.90% | 268.23K | 95.8 | 0.12% | Share |
| 116 | DVN | Devon Energy Co... | 33.55 | -0.42% | 7.07K | +100.00% | 264.48K | 37.4 | 0.12% | Share |
| 117 | MDYV | SPDR S&P 400 Mi... | 81.37 | +0.15% | 3.42K | -0.58% | 263.75K | 80.2 | 0.12% | Share |
| 118 | HOOD | Robinhood Marke... | 115.05 | +0.77% | 6.18K | +100.00% | 257.25K | 41.62 | 0.12% | Share |
| 119 | SLV | iShares Silver ... | 34.55 | +0.13% | 8.18K | 0.00% | 253.56K | 26.83 | 0.12% | Share |
| 120 | ACN | Accenture plc | 249.17 | +0.87% | 790 | +0.38% | 246.51K | 353.3 | 0.11% | Share |
| 121 | VEA | Vanguard Develo... | 58.80 | -0.12% | 4.72K | -0.86% | 239.89K | 52.65 | 0.11% | Share |
| 122 | RTX | RTX Corporation | 155.51 | +0.92% | 1.79K | +0.06% | 237.21K | 121.16 | 0.11% | Share |
| 123 | VZ | Verizon Communi... | 44.36 | +0.27% | 5.21K | -5.32% | 236.49K | 37.71 | 0.11% | Share |
| 124 | JNJ | Johnson & Johns... | 176.30 | -0.19% | 1.4K | +100.00% | 231.75K | 165.84 | 0.11% | Share |
| 125 | SHAK | Shake Shack Inc... | 104.85 | -1.96% | 2.62K | +100.00% | 231.18K | 88.17 | 0.11% | Share |
| 126 | IWB | iShares Russell... | 353.15 | -0.03% | 752 | +19.18% | 230.53K | 319.68 | 0.11% | Share |
| 127 | BAC | Bank of America... | 47.91 | +2.08% | 5.52K | +1.38% | 230.4K | 39.71 | 0.11% | Share |
| 128 | CTAS | Cintas Corporat... | 214.22 | -1.08% | 1.12K | +100.00% | 229.37K | 205.53 | 0.11% | Share |
| 129 | IWY | iShares Russell... | 260.81 | -0.07% | 1.06K | +100.00% | 224.45K | 210.94 | 0.10% | Share |
| 130 | DE | Deere & Company | 490.80 | +0.41% | 469 | +100.00% | 220.29K | 469.35 | 0.10% | Share |
| 131 | GE | GE Aerospace | 268.43 | +0.22% | 1.09K | +100.00% | 218.17K | 200.15 | 0.10% | Share |
| 132 | T | AT&T Inc. | 28.91 | +0.14% | 7.67K | +100.00% | 216.96K | 28.28 | 0.10% | Share |
| 133 | FSMB | First Trust Sho... | 20.02 | +0.07% | 10.86K | +0.30% | 215.85K | 20.03 | 0.10% | Share |
| 134 | HD | The Home Depot,... | 394.67 | -1.18% | 584 | +100.00% | 214.19K | 366.49 | 0.10% | Share |
| 135 | FVD | First Trust Val... | 45.77 | -0.23% | 4.74K | 0.00% | 211.18K | 38.04 | 0.10% | Share |
| 136 | IWX | iShares Russell... | 85.62 | -0.01% | 2.53K | -15.49% | 208.08K | 79.03 | 0.10% | Share |
| 137 | IQLT | iShares MSCI In... | 43.13 | +0.01% | 5.18K | +100.00% | 205.67K | 39.69 | 0.09% | Share |
| 138 | PLTR | Palantir Techno... | 174.02 | -1.78% | 2.43K | +100.00% | 204.75K | 84.4 | 0.09% | Share |
| 139 | BRKL | Brookline Banco... | 10.52 | -0.38% | 11.57K | 0.00% | 126.11K | 10.09 | 0.06% | Share |
| 140 | FHTX | Foghorn Therape... | 5.10 | +2.41% | 15.03K | 0.00% | 54.87K | 6.45 | 0.03% | Share |