AW

Alta Wealth Advisors LLC

13F
Alta Wealth Advisors LLC
Last update 2025-04-24 141 Stocks (18 new)
Value $218.00 Mil Turnover 5 %
Countries:
Top Holdings: SPYV(10.97%)SPYG(10.76%)SPMD(5.10%)NVDA(3.55%)AAPL(3.55%)
Summary Stock Picks Current Portfolio
Alta Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYV
SPDR Portfolio S&P 500 Value ETF
467,799
23,890.5
+3.44%
10.970
+0.36%
0.090
+15.15%
+3.30%
26,967.4
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
291,703
23,444.1
+2.39%
10.760
+0.25%
0.080
+30.90%
+8.48%
37,803.4
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
217,241
11,118.4
+2.61%
5.100
+0.13%
0.090
+20.58%
+1.23%
13,401.1
 
NVDA
NVIDIA Corp
71,356
7,733.6
+3.49%
3.550
+0.12%
0.000
+62.08%
+17.85%
3,859,087.0
Semiconductors
AAPL
Apple Inc
34,794
7,728.9
-8.72%
3.550
-0.36%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
SPY
SPDR S&P 500 ETF Trust
11,138
6,230.2
-4.03%
2.860
-0.12%
0.000
+23.06%
+5.90%
638,360.3
 
RSP
Invesco S&P 500 Equal Weight ETF
28,701
4,971.8
+1.02%
2.280
+0.02%
0.010
+17.85%
+4.83%
72,719.5
 
IWD
iShares Russell 1000 Value ETF
25,041
4,711.8
-2.01%
2.160
-0.04%
0.010
+15.79%
+5.81%
64,120.5
 
SOPH
Sophia Genetics SA
1,409,160
4,678.4
0%
2.150
0%
2.110
+20.82%
+5.86%
217.2
Healthcare Providers & Services
IWF
iShares Russell 1000 Growth ETF
12,710
4,589.3
-4.27%
2.110
-0.10%
0.000
+30.44%
+5.90%
111,906.5
 

Alta Wealth Advisors LLC's Historical Top Holdings Breakdowns

Alta Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.55%
●
225.19 ($254.94) 279.95
$291.97
14.52%
Add 56.53%
13,502
4,876
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.45%
●
185.78 ($193.5) 198.58
$197.20
1.91%
Reduce -35.41%
9,771
-5,356
CTRA
Coterra Energy Inc
2025-03-31
New Buy
New Buy
+0.44%
●
25.51 ($27.89) 29.83
$24.82
-11.01%
New holding
33,236
33,236
PEP
PepsiCo Inc
2025-03-31
Sold Out
Sold Out
-0.40%
●
142.64 ($148.84) 156.42
$134.45
-9.67%
Sold Out
0
-5,951
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.38%
●
222.15 ($333.26) 428.22
$293.94
-11.80%
Reduce -29.65%
5,116
-2,156
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.36%
●
209.68 ($231.67) 247.1
$209.95
-9.38%
Reduce -8.72%
34,794
-3,324
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.36%
●
49.78 ($51.86) 53.19
$52.83
1.87%
Add 3.44%
467,799
15,539
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Sold Out
Sold Out
-0.29%
●
85.7 ($90.17) 93.96
$86.19
-4.41%
Sold Out
0
-7,615
MCD
McDonald's Corp
2025-03-31
Sold Out
Sold Out
-0.28%
●
279.74 ($299.1) 321.29
$293.53
-1.86%
Sold Out
0
-2,199
PYPL
PayPal Holdings Inc
2025-03-31
Add
Add
+0.26%
●
65.15 ($77.89) 91.81
$76.18
-2.20%
Add 83.52%
19,018
8,655

Alta Wealth Advisors LLC Total Holding History ($B)

To

Alta Wealth Advisors LLC's Asset Allocation

To

Alta Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alta Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Alta Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alta Wealth Advisors LLC's Holdings Heat Map

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Alta Wealth Advisors LLC's Holdings Bubble Chart

Alta Wealth Advisors LLC News

  • 1

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