The Analysis of PALO ALTO WEALTH ADVISORS, LLC's Holdings
Currently, PALO ALTO WEALTH ADVISORS, LLC holds 64 types of securities in its portfolio with a total value $343.3M. In the most recent quarter, they have increased their positions in GSIE (+31.7K shares, valued at $1.3M), TFLO (+25.0K shares, valued at $1.3M), QUAL (+5.5K shares, valued at $1.1M); decreased their positions in GOOG (-30.4K shares, valued at $8.9M), NVDA (-15.4K shares, valued at $3.0M), MOAT (-13.5K shares, valued at $1.4M); initiated new positions in AVDE (+8.5K shares, valued at $683.8K), IJH (+9.9K shares, valued at $643.8K), AVLC (+6.5K shares, valued at $510.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GOOG ALPHABET INC401.7K shares-7.04%2025-09-302025-11-12
GOOGL ALPHABET INC190.3K shares-2.08%2025-09-302025-11-12 QUAL ISHARES TR125.7K shares4.61%2025-09-302025-11-12 DGRW WISDOMTREE TR236.8K shares3.11%2025-09-302025-11-12 NVDA NVIDIA CORPORATION83.0K shares-15.65%2025-09-302025-11-12 MOAT VANECK ETF TRUST114.1K shares-10.56%2025-09-302025-11-12 GSIE GOLDMAN SACHS ETF TR239.5K shares15.23%2025-09-302025-11-12 AAPL APPLE INC32.5K shares-2.48%2025-09-302025-11-12 MSFT MICROSOFT CORP16.3K shares1.44%2025-09-302025-11-12 JHMM JOHN HANCOCK EXCHANGE TRADED115.9K shares-3.71%2025-09-302025-11-12 USFR WISDOMTREE TR128.6K shares-12.34%2025-09-302025-11-12 TFLO ISHARES TR112.5K shares28.56%2025-09-302025-11-12 AVMC AMERICAN CENTY ETF TR68.7K shares29.11%2025-09-302025-11-12 IWB ISHARES TR12.2K shares-12.70%2025-09-302025-11-12 NOW SERVICENOW INC5.3K shares0.00%2025-09-302025-11-12 IQLT ISHARES TR97.8K shares2.61%2025-09-302025-11-12 AMZN AMAZON COM INC11.5K shares12.12%2025-09-302025-11-12 DASH DOORDASH INC12.1K shares0.12%2025-09-302025-11-12 AVGO BROADCOM INC5.3K shares87.91%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR2.7K shares0.74%2025-09-302025-11-12 TWLO TWILIO INC10.8K shares-2.39%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.4.3K shares4.38%2025-09-302025-11-12 TSLA TESLA INC2.6K shares4.07%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC5.3K shares-8.12%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS4.2K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC1.4K shares2.12%2025-09-302025-11-12 IVV ISHARES TR1.2K shares86.30%2025-09-302025-11-12 IJR ISHARES TR6.7K shares174.28%2025-09-302025-11-12 MUNI PIMCO ETF TR14.1K shares3.40%2025-09-302025-11-12 LLY ELI LILLY & CO726 shares2.54%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR8.5K sharesnew addition2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC7.0K shares0.76%2025-09-302025-11-12 IJH ISHARES TR9.9K sharesnew addition2025-09-302025-11-12 PYLD PIMCO ETF TR21.9K shares83.78%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.6K shares12.52%2025-09-302025-11-12 IWM ISHARES TR2.1K shares0.28%2025-09-302025-11-12 AVLC AMERICAN CENTY ETF TR6.5K sharesnew addition2025-09-302025-11-12 USMV ISHARES TR5.3K shares-3.55%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares4.92%2025-09-302025-11-12 QUS SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC590 shares2.25%2025-09-302025-11-12 QQQ INVESCO QQQ TR741 shares29.09%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS6.9K shares22.11%2025-09-302025-11-12 IVW ISHARES TR3.1K sharesnew addition2025-09-302025-11-12 HYD VANECK ETF TRUST7.5K shares-19.22%2025-09-302025-11-12 JCPB J P MORGAN EXCHANGE TRADED F7.9K shares-48.12%2025-09-302025-11-12 VXF VANGUARD INDEX FDS1.8K shares0.06%2025-09-302025-11-12 SMH VANECK ETF TRUST955 shares0.00%2025-09-302025-11-12 VOO VANGUARD INDEX FDS503 shares5.67%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.6K shares17.36%2025-09-302025-11-12 ORCL ORACLE CORP1.2K shares1.64%2025-09-302025-11-12 VGT VANGUARD WORLD FD377 shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC250 shares5.93%2025-09-302025-11-12 EBAY EBAY INC.3.1K shares2.46%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL538 sharesnew addition2025-09-302025-11-12 OKTA OKTA INC2.9K shares-51.83%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-09-302025-11-12 BAC BANK AMERICA CORP4.6K sharesnew addition2025-09-302025-11-12 ESGU ISHARES TR1.6K shares0.25%2025-09-302025-11-12 XOM EXXON MOBIL CORP1.9K sharesnew addition2025-09-302025-11-12 AAAU GOLDMAN SACHS PHYSICAL GOLD5.6K sharesnew addition2025-09-302025-11-12 XHLF BONDBLOXX ETF TRUST4.5K shares0.00%2025-09-302025-11-12 INMU BLACKROCK ETF TRUST II8.7K shares-1.66%2025-09-302025-11-12 ITOT ISHARES TR1.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available