The Analysis of Alta Wealth Advisors LLC's Holdings
Currently, Alta Wealth Advisors LLC holds 155 types of securities in its portfolio with a total value $279.1M. In the most recent quarter, they have increased their positions in SOPH (+1.4M shares, valued at $6.7M), RSP (+27.5K shares, valued at $5.2M), SPYV (+65.3K shares, valued at $3.6M); decreased their positions in LLY (-522 shares, valued at $398.3K), GOOGL (-785 shares, valued at $190.8K), CTRA (-7.9K shares, valued at $187.5K); initiated new positions in SOPH (+1.4M shares, valued at $6.7M), RSP (+27.5K shares, valued at $5.2M), QQQ (+5.3K shares, valued at $3.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST321.7K shares10.14%2025-09-302025-11-03
SPYV SPDR SERIES TRUST559.6K shares13.21%2025-09-302025-11-03 SPMD SPDR SERIES TRUST261.0K shares12.63%2025-09-302025-11-03 NVDA NVIDIA CORPORATION71.1K shares-0.64%2025-09-302025-11-03 AAPL APPLE INC35.3K shares-0.03%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR11.2K shares2.39%2025-09-302025-11-03 SOPH SOPHIA GENETICS SA1.4M sharesnew addition2025-09-302025-11-03 IWF ISHARES TR12.5K shares-1.46%2025-09-302025-11-03 MSFT MICROSOFT CORP11.2K shares-1.79%2025-09-302025-11-03 RSP INVESCO EXCHANGE TRADED FD T27.5K sharesnew addition2025-09-302025-11-03 IWD ISHARES TR25.3K shares0.42%2025-09-302025-11-03 META META PLATFORMS INC6.6K shares-2.07%2025-09-302025-11-03 IVV ISHARES TR6.4K shares-0.08%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.13.3K shares-2.17%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW4.4K shares-3.80%2025-09-302025-11-03 GOOGL ALPHABET INC16.5K shares-4.55%2025-09-302025-11-03 AMZN AMAZON COM INC17.4K shares-4.09%2025-09-302025-11-03 ITOT ISHARES TR25.3K shares11.99%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL6.7K shares-4.33%2025-09-302025-11-03 QQQ INVESCO QQQ TR5.3K sharesnew addition2025-09-302025-11-03 SHOP SHOPIFY INC19.3K shares-0.46%2025-09-302025-11-03 APP APPLOVIN CORP3.9K sharesnew addition2025-09-302025-11-03 VTV VANGUARD INDEX FDS12.8K shares0.32%2025-09-302025-11-03 TSLA TESLA INC5.1K shares0.18%2025-09-302025-11-03 SPSM SPDR SERIES TRUST48.0K shares14.28%2025-09-302025-11-03 IVW ISHARES TR18.3K shares-2.10%2025-09-302025-11-03 VXUS VANGUARD STAR FDS29.0K shares0.00%2025-09-302025-11-03 KLAC KLA CORP1.9K shares0.00%2025-09-302025-11-03 VUG VANGUARD INDEX FDS4.3K shares-0.53%2025-09-302025-11-03 QUAL ISHARES TR10.1K shares0.23%2025-09-302025-11-03 LLY ELI LILLY & CO2.5K shares-17.04%2025-09-302025-11-03 BKIE BNY MELLON ETF TRUST21.5K sharesnew addition2025-09-302025-11-03 CRDO CREDO TECHNOLOGY GROUP HOLDI12.8K sharesnew addition2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS22.9K shares0.00%2025-09-302025-11-03 ABBV ABBVIE INC7.8K shares-3.10%2025-09-302025-11-03 LRCX LAM RESEARCH CORP13.1K sharesnew addition2025-09-302025-11-03 SOFI SOFI TECHNOLOGIES INC66.0K sharesnew addition2025-09-302025-11-03 NOBL PROSHARES TR16.9K shares23.07%2025-09-302025-11-03 STNE STONECO LTD86.3K sharesnew addition2025-09-302025-11-03 SPTM SPDR SERIES TRUST20.1K shares-0.05%2025-09-302025-11-03 SGOV ISHARES TR15.9K sharesnew addition2025-09-302025-11-03 PANW PALO ALTO NETWORKS INC7.7K shares-2.78%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE3.4K shares-7.83%2025-09-302025-11-03 DLN WISDOMTREE TR17.4K shares0.00%2025-09-302025-11-03 WMT WALMART INC14.6K shares-1.28%2025-09-302025-11-03 GLD SPDR GOLD TR4.1K shares-4.54%2025-09-302025-11-03 INCY INCYTE CORP16.4K shares-0.23%2025-09-302025-11-03 IVE ISHARES TR6.7K shares-1.76%2025-09-302025-11-03 ORCL ORACLE CORP4.9K shares27.97%2025-09-302025-11-03 GILD GILEAD SCIENCES INC12.4K shares-0.59%2025-09-302025-11-03 LDOS LEIDOS HOLDINGS INC7.2K sharesnew addition2025-09-302025-11-03 V VISA INC3.6K shares-6.39%2025-09-302025-11-03 UBER UBER TECHNOLOGIES INC12.0K sharesnew addition2025-09-302025-11-03 LOW LOWES COS INC4.3K shares-5.71%2025-09-302025-11-03 PYPL PAYPAL HLDGS INC15.5K shares-14.75%2025-09-302025-11-03 AFRM AFFIRM HLDGS INC13.9K sharesnew addition2025-09-302025-11-03 HOOD ROBINHOOD MKTS INC7.1K sharesnew addition2025-09-302025-11-03 SOUN SOUNDHOUND AI INC62.3K sharesnew addition2025-09-302025-11-03 ZM ZOOM COMMUNICATIONS INC11.5K sharesnew addition2025-09-302025-11-03 CDNS CADENCE DESIGN SYSTEM INC2.6K sharesnew addition2025-09-302025-11-03 CYBR CYBERARK SOFTWARE LTD1.7K shares7.86%2025-09-302025-11-03 GE GE AEROSPACE2.6K sharesnew addition2025-09-302025-11-03 ANET ARISTA NETWORKS INC5.2K sharesnew addition2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS2.7K shares60.10%2025-09-302025-11-03 APH AMPHENOL CORP NEW6.1K shares-0.38%2025-09-302025-11-03 USMV ISHARES TR7.5K shares0.12%2025-09-302025-11-03 AMD ADVANCED MICRO DEVICES INC4.4K shares-0.05%2025-09-302025-11-03 VTI VANGUARD INDEX FDS2.0K shares4.88%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR4.8K shares-19.89%2025-09-302025-11-03 IWB ISHARES TR1.8K shares-3.55%2025-09-302025-11-03 SPHQ INVESCO EXCHANGE TRADED FD T8.9K sharesnew addition2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares54.11%2025-09-302025-11-03 SPMO INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-09-302025-11-03 XOM EXXON MOBIL CORP5.7K shares-2.90%2025-09-302025-11-03 IJH ISHARES TR9.8K shares-1.39%2025-09-302025-11-03 MU MICRON TECHNOLOGY INC3.7K sharesnew addition2025-09-302025-11-03 VRTX VERTEX PHARMACEUTICALS INC1.6K shares-10.94%2025-09-302025-11-03 ARGX ARGENX SE845 sharesnew addition2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II2.5K sharesnew addition2025-09-302025-11-03 MUB ISHARES TR5.4K shares-9.89%2025-09-302025-11-03 DTD WISDOMTREE TR6.8K shares-1.52%2025-09-302025-11-03 VHT VANGUARD WORLD FD2.2K shares-9.22%2025-09-302025-11-03 REGN REGENERON PHARMACEUTICALS1.0K shares0.00%2025-09-302025-11-03 INTU INTUIT819 shares24.47%2025-09-302025-11-03 IEFA ISHARES TR6.2K shares-4.13%2025-09-302025-11-03 GOOG ALPHABET INC2.2K shares0.00%2025-09-302025-11-03 DGRW WISDOMTREE TR6.1K shares3.01%2025-09-302025-11-03 IJR ISHARES TR4.5K shares-2.51%2025-09-302025-11-03 MRVL MARVELL TECHNOLOGY INC6.3K sharesnew addition2025-09-302025-11-03 YLDE LEGG MASON ETF INVT9.6K sharesnew addition2025-09-302025-11-03 SNOW SNOWFLAKE INC2.3K sharesnew addition2025-09-302025-11-03 CRWD CROWDSTRIKE HLDGS INC1.0K sharesnew addition2025-09-302025-11-03 DGRO ISHARES TR7.2K shares0.31%2025-09-302025-11-03 IBKR INTERACTIVE BROKERS GROUP IN7.0K sharesnew addition2025-09-302025-11-03 VOO VANGUARD INDEX FDS781 shares0.00%2025-09-302025-11-03 KO COCA COLA CO7.2K shares66.16%2025-09-302025-11-03 THC TENET HEALTHCARE CORP2.3K sharesnew addition2025-09-302025-11-03 C CITIGROUP INC4.6K shares0.54%2025-09-302025-11-03 VB VANGUARD INDEX FDS1.8K shares4.53%2025-09-302025-11-03 VRT VERTIV HOLDINGS CO3.0K sharesnew addition2025-09-302025-11-03 AVGO BROADCOM INC1.2K sharesnew addition2025-09-302025-11-03 GH GUARDANT HEALTH INC6.5K sharesnew addition2025-09-302025-11-03 VO VANGUARD INDEX FDS1.4K shares0.22%2025-09-302025-11-03 CTRA COTERRA ENERGY INC16.4K shares-32.56%2025-09-302025-11-03 COHR COHERENT CORP3.6K sharesnew addition2025-09-302025-11-03 BMY BRISTOL-MYERS SQUIBB CO8.6K shares-14.06%2025-09-302025-11-03 AXP AMERICAN EXPRESS CO1.2K shares-7.92%2025-09-302025-11-03 HYMB SPDR SERIES TRUST14.9K shares0.13%2025-09-302025-11-03 SPDW SPDR INDEX SHS FDS8.6K shares0.98%2025-09-302025-11-03 FMB FIRST TR EXCH TRADED FD III7.1K shares-1.31%2025-09-302025-11-03 CRS CARPENTER TECHNOLOGY CORP1.4K sharesnew addition2025-09-302025-11-03 SLV ISHARES SILVER TR8.2K shares0.00%2025-09-302025-11-03 TLT ISHARES TR3.8K shares-32.99%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS5.6K shares-1.19%2025-09-302025-11-03 MOS MOSAIC CO NEW9.5K sharesnew addition2025-09-302025-11-03 RDVY FIRST TR EXCHANGE TRADED FD4.8K shares-8.55%2025-09-302025-11-03 MS MORGAN STANLEY2.0K shares0.00%2025-09-302025-11-03 EFA ISHARES TR3.5K shares-0.29%2025-09-302025-11-03 RTX RTX CORPORATION1.9K sharesnew addition2025-09-302025-11-03 SUB ISHARES TR3.0K shares0.00%2025-09-302025-11-03 PAAS PAN AMERN SILVER CORP8.0K sharesnew addition2025-09-302025-11-03 MA MASTERCARD INCORPORATED540 shares0.00%2025-09-302025-11-03 HON HONEYWELL INTL INC1.5K shares-7.04%2025-09-302025-11-03 QCOM QUALCOMM INC1.8K shares-29.25%2025-09-302025-11-03 BNDX VANGUARD CHARLOTTE FDS6.1K shares-3.54%2025-09-302025-11-03 BAC BANK AMERICA CORP5.5K shares0.00%2025-09-302025-11-03 RDDT REDDIT INC1.2K sharesnew addition2025-09-302025-11-03 JNJ JOHNSON & JOHNSON1.5K shares0.20%2025-09-302025-11-03 SPG SIMON PPTY GROUP INC NEW1.5K shares0.00%2025-09-302025-11-03 DASH DOORDASH INC1.0K sharesnew addition2025-09-302025-11-03 MDYV SPDR SERIES TRUST3.3K shares-3.75%2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-03 JCI JOHNSON CTLS INTL PLC2.4K shares0.41%2025-09-302025-11-03 NEM NEWMONT CORP3.0K sharesnew addition2025-09-302025-11-03 WWW WOLVERINE WORLD WIDE INC8.8K sharesnew addition2025-09-302025-11-03 PGR PROGRESSIVE CORP971 shares-17.08%2025-09-302025-11-03 FVD FIRST TR EXCHANGE-TRADED FD5.1K shares9.82%2025-09-302025-11-03 CTAS CINTAS CORP1.1K shares0.00%2025-09-302025-11-03 IQLT ISHARES TR5.2K shares0.00%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC5.2K shares-0.23%2025-09-302025-11-03 QGRO AMERICAN CENTY ETF TR2.0K sharesnew addition2025-09-302025-11-03 BMRN BIOMARIN PHARMACEUTICAL INC4.1K shares-17.84%2025-09-302025-11-03 HD HOME DEPOT INC541 shares-1.28%2025-09-302025-11-03 PFE PFIZER INC8.6K shares0.27%2025-09-302025-11-03 FSMB FIRST TR EXCH TRADED FD III10.9K sharesnew addition2025-09-302025-11-03 T AT&T INC7.7K shares0.03%2025-09-302025-11-03 IWP ISHARES TR1.5K shares0.00%2025-09-302025-11-03 DE DEERE & CO470 shares0.00%2025-09-302025-11-03 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-11-03 IWX ISHARES TR2.4K shares-8.81%2025-09-302025-11-03 PM PHILIP MORRIS INTL INC1.3K shares0.08%2025-09-302025-11-03 VXF VANGUARD INDEX FDS957 sharesnew addition2025-09-302025-11-03 PATH UIPATH INC14.3K sharesnew addition2025-09-302025-11-03 QUAD QUAD / GRAPHICS INC14.7K sharesnew addition2025-09-302025-11-03 FHTX FOGHORN THERAPEUTICS INC10.0K sharesnew addition2025-09-302025-11-03 Call Option Holdings
Put Option Holdings
No put option holdings data available