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PALO ALTO WEALTH ADVISORS, LLC13F | |
| PALO ALTO WEALTH ADVISORS, LLC | |
| Last update 2025-05-15 | 52 Stocks (2 new) |
| Value $256.00 Mil | Turnover 6 % |
PALO ALTO WEALTH ADVISORS, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG | Alphabet Inc | 435,369 | 70,046.5 | -0.88% | 27.320 | -0.26% | 0.000 | +9.94% | -6.91% | 2,140,808.1 | Interactive Media | |
GOOGL | Alphabet Inc | 262,899 | 41,940.3 | -2.58% | 16.360 | -0.46% | 0.000 | +10.93% | -6.89% | 2,138,300.5 | Interactive Media | |
QUAL | iShares MSCI USA Quality Factor ETF | 115,027 | 20,319.5 | +18.91% | 7.930 | +1.26% | 0.040 | +11.69% | +4.13% | 53,481.5 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 225,705 | 18,149.0 | +5.04% | 7.080 | +0.34% | 0.120 | +11.16% | +5.88% | 15,990.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 144,992 | 13,176.9 | -52.72% | 5.140 | -5.26% | 0.100 | +15.84% | +4.10% | 13,056.0 | ||
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 175,505 | 10,518.0 | -5.66% | 4.100 | -0.22% | 0.260 | +14.18% | +4.47% | 4,218.0 | ||
NVDA | NVIDIA Corp | 69,022 | 8,968.0 | +164.26% | 3.500 | +2.18% | 0.000 | +42.44% | +21.28% | 3,971,391.7 | Semiconductors | |
NOW | ServiceNow Inc | 8,579 | 8,894.0 | +0.29% | 3.470 | +0.01% | 0.000 | +22.66% | -4.44% | 209,863.5 | Software | |
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 195,491 | 7,448.2 | -3.32% | 2.900 | -0.08% | 0.190 | +15.83% | +21.75% | 4,101.7 | ||
MSFT | Microsoft Corp | 15,972 | 7,173.5 | +0.77% | 2.800 | +0.02% | 0.000 | +28.98% | +19.73% | 3,736,711.4 | Software |
PALO ALTO WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
PALO ALTO WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -5.26% | 87.69 ($92.02) 96.49 | $96.53 | 4.90% | Reduce -52.72% | 144,992 | -161,682 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +2.18% | 106.98 ($126.74) 149.43 | $162.84 | 28.49% | Add 164.26% | 69,022 | 42,903 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | Add Add | +1.27% | 50.48 ($50.58) 50.68 | $50.52 | -0.13% | Add 107.02% | 124,268 | 64,241 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +1.26% | 168.16 ($179.03) 186.21 | $184.61 | 3.12% | Add 18.91% | 115,027 | 18,295 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -0.74% | 50.29 ($50.4) 50.5 | $50.37 | -0.07% | Reduce -26.17% | 117,326 | -41,597 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.46% | 154.33 ($181.36) 206.38 | $175.85 | -3.04% | Reduce -2.58% | 262,899 | -6,960 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-03-31 | Add Add | +0.34% | 78 ($81.92) 84.37 | $85.06 | 3.83% | Add 5.04% | 225,705 | 10,839 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.32% | 190.26 ($217) 242.06 | $222.43 | 2.50% | Reduce -28.46% | 10,296 | -4,095 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.30% | 209.68 ($231.67) 247.1 | $209.62 | -9.52% | Reduce -9.91% | 31,003 | -3,409 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.26% | 156.06 ($183.12) 207.71 | $176.86 | -3.42% | Reduce -0.88% | 435,369 | -3,874 |
PALO ALTO WEALTH ADVISORS, LLC Total Holding History ($B)
PALO ALTO WEALTH ADVISORS, LLC's Asset Allocation
PALO ALTO WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PALO ALTO WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31
PALO ALTO WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PALO ALTO WEALTH ADVISORS, LLC's Holdings Heat Map
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PALO ALTO WEALTH ADVISORS, LLC's Holdings Bubble Chart
PALO ALTO WEALTH ADVISORS, LLC News
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