Sponsored

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

Currently, Altura Wealth Advisors Inc. holds 84 types of securities in its portfolio with a total value $296.5M. In the most recent quarter, they have increased their positions in VGT (+99.0K shares, valued at $11.8M), N/A (+162.1K shares, valued at $11.6M), VB (+11.7K shares, valued at $3.5M); decreased their positions in SMH (-3.9K shares, valued at $2.5M), MUNI (-16.9K shares, valued at $889.6K), FNGU (-30.5K shares, valued at $785.4K); initiated new positions in N/A (+162.1K shares, valued at $11.6M), ARTY (+30.7K shares, valued at $2.3M), N/A (+1.4K shares, valued at $1.4M).

1M P&L

+6.9M+2.96%

3M P&L

+4.8M+2.03%

HY P&L

-53.2M-18.08%

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/A171.7M

69.2%

2Semiconductors24.4M

9.8%

3Consumer Electronics11.8M

4.8%

Top Industries by Stock Count

1N/A40 stocks

61.5%

2Semiconductors4 stocks

6.2%

3Drug Manufacturers - General4 stocks

6.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION111.3K shares-1.60%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS298.9K shares17.01%2026-06-302026-07-22

MUB ISHARES TR174.9K shares11.94%2026-06-302026-07-22

VGT VANGUARD WORLD FD112.9K shares712.20%2026-06-302026-07-22

JNK SPDR SERIES TRUST125.5K shares12.68%2026-06-302026-07-22

AAPL APPLE INC40.8K shares1.88%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.162.1K sharesnew addition2026-06-302026-07-22

GOOGL ALPHABET INC24.3K shares-2.06%2026-06-302026-07-22

Sponsored

VEU VANGUARD INTL EQUITY INDEX F101.1K shares7.28%2026-06-302026-07-22

MUNI PIMCO ETF TR156.0K shares-9.78%2026-06-302026-07-22

AMZN AMAZON COM INC33.5K shares5.16%2026-06-302026-07-22

VCR VANGUARD WORLD FD19.6K shares9.75%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS107.5K shares9.18%2026-06-302026-07-22

IVOG VANGUARD ADMIRAL FDS INC44.5K shares12.24%2026-06-302026-07-22

VFH VANGUARD WORLD FD44.7K shares12.59%2026-06-302026-07-22

VIS VANGUARD WORLD FD15.8K shares3.47%2026-06-302026-07-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS14.0K shares13.83%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC6.0K shares0.10%2026-06-302026-07-22

MSFT MICROSOFT CORP12.1K shares78.91%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST54.6K shares-0.33%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F71.5K shares209.99%2026-06-302026-07-22

VB VANGUARD INDEX FDS13.1K shares824.23%2026-06-302026-07-22

VDC VANGUARD WORLD FD17.0K shares6.48%2026-06-302026-07-22

VOX VANGUARD WORLD FD20.6K shares13.46%2026-06-302026-07-22

Sponsored

XLRE SELECT SECTOR SPDR TR84.4K shares6.17%2026-06-302026-07-22

SGOV ISHARES TR36.4K shares55.27%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR18.8K shares3.23%2026-06-302026-07-22

GLD SPDR GOLD TR9.6K shares8.37%2026-06-302026-07-22

VHT VANGUARD WORLD FD11.3K shares10.32%2026-06-302026-07-22

SMH VANECK ETF TRUST5.1K shares-42.91%2026-06-302026-07-22

EQIX EQUINIX INC2.9K shares116.57%2026-06-302026-07-22

VISA INC VISA INC8.5K shares12.30%2026-06-302026-07-22

Sponsored

ORACLE CORP ORACLE CORP19.8K shares36.91%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC5.1K shares18.16%2026-06-302026-07-22

MRK MERCK & CO INC21.8K shares-0.11%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR59.5K shares66.07%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.1K shares15.82%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.8K shares9.09%2026-06-302026-07-22

ARTY ISHARES TR30.7K sharesnew addition2026-06-302026-07-22

ABBVIE INC ABBVIE INC8.7K shares26.43%2026-06-302026-07-22

Sponsored

IBIT ISHARES BITCOIN TRUST ETF60.4K shares27.53%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON7.6K shares22.81%2026-06-302026-07-22

APPLOVIN CORP APPLOVIN CORP3.4K shares-1.73%2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC3.4K shares24.37%2026-06-302026-07-22

UNP UNION PAC CORP5.6K shares9.81%2026-06-302026-07-22

IGV ISHARES TR16.5K shares19.64%2026-06-302026-07-22

VAW VANGUARD WORLD FD6.3K shares14.78%2026-06-302026-07-22

EDIV SPDR INDEX SHS FDS34.8K shares0.47%2026-06-302026-07-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K sharesnew addition2026-06-302026-07-22

LOW LOWES COS INC5.9K shares27.61%2026-06-302026-07-22

ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS45.1K sharesnew addition2026-06-302026-07-22

LLY ELI LILLY & CO991 shares25.60%2026-06-302026-07-22

GOOG ALPHABET INC3.1K shares174.22%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC3.1K shares-0.46%2026-06-302026-07-22

QCOM QUALCOMM INC5.3K shares130.28%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares21.01%2026-06-302026-07-22

Sponsored

WMT WALMART INC8.0K shares20.45%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR5.7K shares-0.21%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares2.60%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO13.6K shares-1.14%2026-06-302026-07-22

HONEYWELL INTL INC HONEYWELL INTL INC3.3K sharesnew addition2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.3K sharesnew addition2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.2K shares-0.96%2026-06-302026-07-22

FNGU BANK MONTREAL MEDIUM21.9K shares-58.20%2026-06-302026-07-22

Sponsored

QQQ INVESCO QQQ TR685 shares12.85%2026-06-302026-07-22

BAC BANK OF AMER CORP8.1K sharesnew addition2026-06-302026-07-22

FALN ISHARES TR16.3K shares-4.39%2026-06-302026-07-22

TXN TEXAS INSTRS INC1.5K sharesnew addition2026-06-302026-07-22

ISHARES TR ISHARES TR4.1K shares9.10%2026-06-302026-07-22

DHR DANAHER CORP DEL2.0K shares-7.75%2026-06-302026-07-22

CMF ISHARES TR6.4K sharesnew addition2026-06-302026-07-22

AOA ISHARES TR3.4K shares-14.11%2026-06-302026-07-22

Sponsored

AOR ISHARES TR4.5K shares-5.11%2026-06-302026-07-22

CVX CHEVRON CORPORATION1.7K shares59.31%2026-06-302026-07-22

IYW ISHARES TR1.1K shares-5.36%2026-06-302026-07-22

CSX CSX CORP5.5K shares0.29%2026-06-302026-07-22

ISHARES TR ISHARES TR337 shares5.31%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST5.6K shares0.25%2026-06-302026-07-22

SLYG SPDR SERIES TRUST2.1K shares-10.43%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS818 shares-6.41%2026-06-302026-07-22

Sponsored

IYM ISHARES TR1.2K shares0.24%2026-06-302026-07-22

EXEL EXELIXIS INC4.1K sharesnew addition2026-06-302026-07-22

UPRO PROSHARES TR1.5K sharesnew addition2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND404 sharesnew addition2026-06-302026-07-22

NVDA

NVIDIA CORPORATION

-1.60%

Shares111.3K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

17.01%

Shares298.9K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

11.94%

Shares174.9K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

712.20%

Shares112.9K

Event2026-06-30

Filed2026-07-22

JNK

SPDR SERIES TRUST

12.68%

Shares125.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

1.88%

Shares40.8K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

New

Shares162.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-2.06%

Shares24.3K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

7.28%

Shares101.1K

Event2026-06-30

Filed2026-07-22

MUNI

PIMCO ETF TR

-9.78%

Shares156.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

5.16%

Shares33.5K

Event2026-06-30

Filed2026-07-22

VCR

VANGUARD WORLD FD

9.75%

Shares19.6K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

9.18%

Shares107.5K

Event2026-06-30

Filed2026-07-22

IVOG

VANGUARD ADMIRAL FDS INC

12.24%

Shares44.5K

Event2026-06-30

Filed2026-07-22

VFH

VANGUARD WORLD FD

12.59%

Shares44.7K

Event2026-06-30

Filed2026-07-22

VIS

VANGUARD WORLD FD

3.47%

Shares15.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

13.83%

Shares14.0K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

0.10%

Shares6.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

78.91%

Shares12.1K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

-0.33%

Shares54.6K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

209.99%

Shares71.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

824.23%

Shares13.1K

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD WORLD FD

6.48%

Shares17.0K

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

13.46%

Shares20.6K

Event2026-06-30

Filed2026-07-22

XLRE

SELECT SECTOR SPDR TR

6.17%

Shares84.4K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

55.27%

Shares36.4K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

3.23%

Shares18.8K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

8.37%

Shares9.6K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

10.32%

Shares11.3K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

-42.91%

Shares5.1K

Event2026-06-30

Filed2026-07-22

EQIX

EQUINIX INC

116.57%

Shares2.9K

Event2026-06-30

Filed2026-07-22

VISA INC

12.30%

Shares8.5K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

36.91%

Shares19.8K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

18.16%

Shares5.1K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

-0.11%

Shares21.8K

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

66.07%

Shares59.5K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

15.82%

Shares5.1K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

9.09%

Shares5.8K

Event2026-06-30

Filed2026-07-22

ARTY

ISHARES TR

New

Shares30.7K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

26.43%

Shares8.7K

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

27.53%

Shares60.4K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

22.81%

Shares7.6K

Event2026-06-30

Filed2026-07-22

APPLOVIN CORP

-1.73%

Shares3.4K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

24.37%

Shares3.4K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

9.81%

Shares5.6K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

19.64%

Shares16.5K

Event2026-06-30

Filed2026-07-22

VAW

VANGUARD WORLD FD

14.78%

Shares6.3K

Event2026-06-30

Filed2026-07-22

EDIV

SPDR INDEX SHS FDS

0.47%

Shares34.8K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

27.61%

Shares5.9K

Event2026-06-30

Filed2026-07-22

ADVISOR MANAGED PORTFOLIOS

New

Shares45.1K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

25.60%

Shares991

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

174.22%

Shares3.1K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

-0.46%

Shares3.1K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

130.28%

Shares5.3K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

21.01%

Shares1.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

20.45%

Shares8.0K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

-0.21%

Shares5.7K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

2.60%

Shares1.1K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

-1.14%

Shares13.6K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-0.96%

Shares1.2K

Event2026-06-30

Filed2026-07-22

FNGU

BANK MONTREAL MEDIUM

-58.20%

Shares21.9K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

12.85%

Shares685

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

New

Shares8.1K

Event2026-06-30

Filed2026-07-22

FALN

ISHARES TR

-4.39%

Shares16.3K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

9.10%

Shares4.1K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

-7.75%

Shares2.0K

Event2026-06-30

Filed2026-07-22

CMF

ISHARES TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

-14.11%

Shares3.4K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

-5.11%

Shares4.5K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

59.31%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-5.36%

Shares1.1K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

0.29%

Shares5.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

5.31%

Shares337

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares5.6K

Event2026-06-30

Filed2026-07-22

SLYG

SPDR SERIES TRUST

-10.43%

Shares2.1K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

-6.41%

Shares818

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

0.24%

Shares1.2K

Event2026-06-30

Filed2026-07-22

EXEL

EXELIXIS INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-22

UPRO

PROSHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

New

Shares404

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available