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The Analysis of Altura Wealth Advisors Inc.'s Holdings & P&L

Currently, Altura Wealth Advisors Inc. holds 75 types of securities in its portfolio with a total value $229.1M. In the most recent quarter, they have increased their positions in SMH (+8.3K shares, valued at $3.2M), VBK (+8.7K shares, valued at $2.6M), EFG (+21.5K shares, valued at $2.4M); decreased their positions in N/A (-26.2K shares, valued at $3.1M), DFAS (-42.7K shares, valued at $3.0M), VEA (-40.3K shares, valued at $2.6M); initiated new positions in VBK (+8.7K shares, valued at $2.6M), EFG (+21.5K shares, valued at $2.4M), JNJ (+6.2K shares, valued at $1.5M).

1M P&L

+8.1M+3.88%

3M P&L

-59.9M-21.69%

HY P&L

-53.9M-19.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A146.0M

70.5%

2Semiconductors20.8M

10.0%

3Consumer Electronics9.8M

4.7%

Top Industries by Stock Count

1N/A37 stocks

60.7%

2Drug Manufacturers - General3 stocks

4.9%

3Semiconductors3 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION113.2K shares4.90%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS255.4K shares3.24%2026-03-312026-05-12

MUB ISHARES TR156.2K shares2.57%2026-03-312026-05-12

SPDR SERIES TRUST SPDR SERIES TRUST111.3K shares2.05%2026-03-312026-05-12

AAPL APPLE INC40.0K shares11.28%2026-03-312026-05-12

VGT VANGUARD WORLD FD13.9K shares0.49%2026-03-312026-05-12

MUNI PIMCO ETF TR173.0K shares-5.47%2026-03-312026-05-12

ALPHABET INC ALPHABET INC24.9K shares-14.51%2026-03-312026-05-12

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VEU VANGUARD INTL EQUITY INDEX F94.3K shares-0.01%2026-03-312026-05-12

AMZN AMAZON COM INC31.9K shares2.27%2026-03-312026-05-12

VCR VANGUARD WORLD FD17.9K shares1.74%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS98.5K shares-29.04%2026-03-312026-05-12

IVOG VANGUARD ADMIRAL FDS INC39.6K shares11.07%2026-03-312026-05-12

VFH VANGUARD WORLD FD39.7K shares5.33%2026-03-312026-05-12

VIS VANGUARD WORLD FD15.3K shares-23.98%2026-03-312026-05-12

VTI VANGUARD INDEX FDS12.3K shares1.36%2026-03-312026-05-12

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DFAS DIMENSIONAL ETF TRUST54.8K shares-43.82%2026-03-312026-05-12

GLD SPDR GOLD TR8.8K shares-7.38%2026-03-312026-05-12

VDC VANGUARD WORLD FD15.9K shares-22.53%2026-03-312026-05-12

SMH VANECK ETF TRUST9.0K shares1094.04%2026-03-312026-05-12

VOX VANGUARD WORLD FD18.1K shares29.00%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR79.5K shares-24.50%2026-03-312026-05-12

VHT VANGUARD WORLD FD10.3K shares-27.22%2026-03-312026-05-12

VBK VANGUARD INDEX FDS8.7K sharesnew addition2026-03-312026-05-12

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MERCK & CO INC MERCK & CO INC21.8K shares-54.58%2026-03-312026-05-12

MSFT MICROSOFT CORP6.8K shares12.37%2026-03-312026-05-12

META META PLATFORMS INC4.3K shares191.39%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR18.2K shares0.91%2026-03-312026-05-12

EFG ISHARES TR21.5K sharesnew addition2026-03-312026-05-12

SGOV ISHARES TR23.4K shares-35.66%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC6.0K shares9.04%2026-03-312026-05-12

V VISA INC7.6K shares12.64%2026-03-312026-05-12

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MA MASTERCARD INCORPORATED4.4K shares12.36%2026-03-312026-05-12

ORCL ORACLE CORP14.4K shares557.74%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF47.4K shares24.14%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR35.8K shares-36.07%2026-03-312026-05-12

ABBV ABBVIE INC6.9K shares475.62%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON6.2K sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC5.3K sharesnew addition2026-03-312026-05-12

HON HONEYWELL INTL INC6.2K shares16.46%2026-03-312026-05-12

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APP APPLOVIN CORP3.5K shares0.00%2026-03-312026-05-12

EDIV SPDR INDEX SHS FDS34.6K shares-41.63%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC2.7K shares7.73%2026-03-312026-05-12

EQIX EQUINIX INC1.4K shares-45.57%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F23.1K shares-52.18%2026-03-312026-05-12

UNP UNION PAC CORP5.1K shares20.42%2026-03-312026-05-12

VAW VANGUARD WORLD FD5.4K shares12.75%2026-03-312026-05-12

IGV ISHARES TR13.8K shares24.73%2026-03-312026-05-12

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LOW LOWES COS INC4.6K shares12.35%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION852 sharesnew addition2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR5.7K shares1.79%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO13.7K shares-0.71%2026-03-312026-05-12

WMT WALMART INC6.7K sharesnew addition2026-03-312026-05-12

FNGU BANK MONTREAL MEDIUM52.5K shares-6.73%2026-03-312026-05-12

LLY ELI LILLY & CO789 shares306.70%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T1.1K shares26.02%2026-03-312026-05-12

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PANW PALO ALTO NETWORKS INC3.1K sharesnew addition2026-03-312026-05-12

FALN ISHARES TR17.0K shares0.92%2026-03-312026-05-12

DHR DANAHER CORP DEL2.2K shares-52.97%2026-03-312026-05-12

AGG ISHARES TR3.8K shares-27.50%2026-03-312026-05-12

VB VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-05-12

AOA ISHARES TR4.0K shares-13.41%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR607 sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.1K shares-21.75%2026-03-312026-05-12

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AOR ISHARES TR4.8K shares-14.67%2026-03-312026-05-12

QCOM QUALCOMM INC2.3K shares0.61%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC1.3K shares0.08%2026-03-312026-05-12

CSX CSX CORP5.5K sharesnew addition2026-03-312026-05-12

SLYG SPDR SERIES TRUST2.3K shares-6.10%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST5.6K shares0.25%2026-03-312026-05-12

IYM ISHARES TR1.2K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-05-12

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IBM INTERNATIONAL BUSINESS MACHS874 shares9.11%2026-03-312026-05-12

IVV ISHARES TR320 shares0.00%2026-03-312026-05-12

IYW ISHARES TR1.1K shares-4.13%2026-03-312026-05-12

NVDA

NVIDIA CORPORATION

4.90%

Shares113.2K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

3.24%

Shares255.4K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

2.57%

Shares156.2K

Event2026-03-31

Filed2026-05-12

SPDR SERIES TRUST

2.05%

Shares111.3K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

11.28%

Shares40.0K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

0.49%

Shares13.9K

Event2026-03-31

Filed2026-05-12

MUNI

PIMCO ETF TR

-5.47%

Shares173.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-14.51%

Shares24.9K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

-0.01%

Shares94.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

2.27%

Shares31.9K

Event2026-03-31

Filed2026-05-12

VCR

VANGUARD WORLD FD

1.74%

Shares17.9K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-29.04%

Shares98.5K

Event2026-03-31

Filed2026-05-12

IVOG

VANGUARD ADMIRAL FDS INC

11.07%

Shares39.6K

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD WORLD FD

5.33%

Shares39.7K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

-23.98%

Shares15.3K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

1.36%

Shares12.3K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

-43.82%

Shares54.8K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-7.38%

Shares8.8K

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

-22.53%

Shares15.9K

Event2026-03-31

Filed2026-05-12

SMH

VANECK ETF TRUST

1094.04%

Shares9.0K

Event2026-03-31

Filed2026-05-12

VOX

VANGUARD WORLD FD

29.00%

Shares18.1K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

-24.50%

Shares79.5K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-27.22%

Shares10.3K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

New

Shares8.7K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-54.58%

Shares21.8K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

12.37%

Shares6.8K

Event2026-03-31

Filed2026-05-12