The Analysis of Alta Wealth Advisors LLC's Holdings
Currently, Alta Wealth Advisors LLC holds 164 types of securities in its portfolio with a total value $299.1M. In the most recent quarter, they have increased their positions in SPYV (+35.1K shares, valued at $2.0M), N/A (+155.4K shares, valued at $1.4M), IVV (+1.7K shares, valued at $1.2M); decreased their positions in N/A (-3.2K shares, valued at $1.6M), COST (-1.2K shares, valued at $1.1M), INCY (-10.1K shares, valued at $997.9K); initiated new positions in N/A (+155.4K shares, valued at $1.4M), DYNF (+19.0K shares, valued at $1.2M), RBC (+2.2K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST324.8K shares0.96%2025-12-312026-02-03
SPYV SPDR SERIES TRUST594.8K shares6.28%2025-12-312026-02-03 SPMD SPDR SERIES TRUST274.5K shares5.18%2025-12-312026-02-03 NVDA NVIDIA CORPORATION73.9K shares4.00%2025-12-312026-02-03 AAPL APPLE INC36.8K shares4.31%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR12.0K shares7.43%2025-12-312026-02-03 SOPH SOPHIA GENETICS SA1.4M shares0.00%2025-12-312026-02-03 MSFT MICROSOFT CORP12.1K shares8.71%2025-12-312026-02-03 IWF ISHARES TR11.9K shares-5.38%2025-12-312026-02-03 IVV ISHARES TR8.1K shares26.86%2025-12-312026-02-03 ALPHABET INC ALPHABET INC17.4K shares6.02%2025-12-312026-02-03 IWD ISHARES TR24.7K shares-2.37%2025-12-312026-02-03 META META PLATFORMS INC7.1K shares6.73%2025-12-312026-02-03 AMZN AMAZON COM INC19.2K shares10.51%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.13.7K shares2.94%2025-12-312026-02-03 ITOT ISHARES TR27.0K shares6.83%2025-12-312026-02-03 IVW ISHARES TR26.4K shares43.98%2025-12-312026-02-03 SHOP SHOPIFY INC19.2K shares-0.14%2025-12-312026-02-03 LLY ELI LILLY & CO2.6K shares1.22%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW3.1K shares-28.10%2025-12-312026-02-03 APP APPLOVIN CORP3.9K shares0.62%2025-12-312026-02-03 VTV VANGUARD INDEX FDS13.5K shares5.44%2025-12-312026-02-03 IVE ISHARES TR11.7K shares73.97%2025-12-312026-02-03 QUAL ISHARES TR12.4K shares22.67%2025-12-312026-02-03 TSLA TESLA INC5.2K shares2.62%2025-12-312026-02-03 KLAC KLA CORP1.9K shares-0.73%2025-12-312026-02-03 SPSM SPDR SERIES TRUST48.1K shares0.31%2025-12-312026-02-03 VXUS VANGUARD STAR FDS29.0K shares0.00%2025-12-312026-02-03 VUG VANGUARD INDEX FDS4.2K shares-1.84%2025-12-312026-02-03 CRDO CREDO TECHNOLOGY GROUP HOLDI14.3K shares11.13%2025-12-312026-02-03 NOBL PROSHARES TR18.6K shares10.10%2025-12-312026-02-03 SGOV ISHARES TR19.2K shares20.20%2025-12-312026-02-03 BKIE BNY MELLON ETF TRUST20.6K shares-3.80%2025-12-312026-02-03 ABBV ABBVIE INC8.0K shares2.63%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS22.9K shares0.01%2025-12-312026-02-03 SOFI SOFI TECHNOLOGIES INC66.1K shares0.27%2025-12-312026-02-03 WMT WALMART INC15.2K shares4.07%2025-12-312026-02-03 SPTM SPDR SERIES TRUST20.1K shares0.14%2025-12-312026-02-03 DLN WISDOMTREE TR17.4K shares0.00%2025-12-312026-02-03 GILD GILEAD SCIENCES INC12.5K shares0.86%2025-12-312026-02-03 GLD SPDR GOLD TR3.5K shares-14.66%2025-12-312026-02-03 LDOS LEIDOS HOLDINGS INC7.3K shares1.56%2025-12-312026-02-03 STNE STONECO LTD88.0K shares1.97%2025-12-312026-02-03 V VISA INC3.6K shares1.17%2025-12-312026-02-03 APH AMPHENOL CORP NEW9.3K shares52.70%2025-12-312026-02-03 DYNF BLACKROCK ETF TRUST19.0K sharesnew addition2025-12-312026-02-03 ORCL ORACLE CORP5.9K shares20.59%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC3.9K shares2.83%2025-12-312026-02-03 AFRM AFFIRM HLDGS INC13.8K shares-1.25%2025-12-312026-02-03 RBC RBC BEARINGS INC2.2K sharesnew addition2025-12-312026-02-03 LOW LOWES COS INC4.2K shares-3.12%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC4.6K shares5.24%2025-12-312026-02-03 DIA SPDR DOW JONES INDL AVERAGE2.0K shares-40.05%2025-12-312026-02-03 IEMG ISHARES INC14.4K sharesnew addition2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC11.9K shares-1.47%2025-12-312026-02-03 HOOD ROBINHOOD MKTS INC8.5K shares19.49%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC2.0K shares96.32%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II3.6K shares44.32%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS2.8K shares4.50%2025-12-312026-02-03 MS MORGAN STANLEY4.6K shares123.57%2025-12-312026-02-03 OEF ISHARES TR2.3K sharesnew addition2025-12-312026-02-03 REGN REGENERON PHARMACEUTICALS1.0K shares0.00%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE2.5K shares-4.00%2025-12-312026-02-03 ALPHABET INC ALPHABET INC2.4K shares8.37%2025-12-312026-02-03 MUB ISHARES TR7.0K shares29.02%2025-12-312026-02-03 EFV ISHARES TR10.4K sharesnew addition2025-12-312026-02-03 XOM EXXON MOBIL CORP6.1K shares7.10%2025-12-312026-02-03 IJH ISHARES TR11.2K shares13.57%2025-12-312026-02-03 VRTX VERTEX PHARMACEUTICALS INC1.6K shares1.82%2025-12-312026-02-03 XLV SELECT SECTOR SPDR TR4.7K shares-1.44%2025-12-312026-02-03 USMV ISHARES TR7.7K shares2.93%2025-12-312026-02-03 ARGX ARGENX SE847 shares0.24%2025-12-312026-02-03 CDNS CADENCE DESIGN SYSTEM INC2.3K shares-11.64%2025-12-312026-02-03 VTI VANGUARD INDEX FDS2.1K shares2.45%2025-12-312026-02-03 BROADCOM INC BROADCOM INC2.0K shares62.91%2025-12-312026-02-03 IJR ISHARES TR5.7K shares26.07%2025-12-312026-02-03 IWB ISHARES TR1.8K shares0.22%2025-12-312026-02-03 SPHQ INVESCO EXCHANGE TRADED FD T8.9K shares0.11%2025-12-312026-02-03 GH GUARDANT HEALTH INC6.4K shares-2.11%2025-12-312026-02-03 INCY INCYTE CORP6.3K shares-61.44%2025-12-312026-02-03 SPMO INVESCO EXCH TRADED FD TR II5.2K shares-2.72%2025-12-312026-02-03 VHT VANGUARD WORLD FD2.2K shares0.00%2025-12-312026-02-03 ZM ZOOM COMMUNICATIONS INC7.2K shares-37.53%2025-12-312026-02-03 VRT VERTIV HOLDINGS CO3.7K shares24.72%2025-12-312026-02-03 STRL STERLING INFRASTRUCTURE INC2.0K sharesnew addition2025-12-312026-02-03 DTD WISDOMTREE TR6.8K shares0.19%2025-12-312026-02-03 IEFA ISHARES TR6.2K shares0.68%2025-12-312026-02-03 DGRW WISDOMTREE TR6.2K shares2.14%2025-12-312026-02-03 INTU INTUIT828 shares1.10%2025-12-312026-02-03 SLV ISHARES SILVER TR8.5K shares3.89%2025-12-312026-02-03 VCYT VERACYTE INC12.7K sharesnew addition2025-12-312026-02-03 YLDE LEGG MASON ETF INVT9.6K shares-0.20%2025-12-312026-02-03 DGRO ISHARES TR7.2K shares0.36%2025-12-312026-02-03 VB VANGUARD INDEX FDS1.9K shares2.44%2025-12-312026-02-03 NEM NEWMONT CORP4.8K shares59.53%2025-12-312026-02-03 THC TENET HEALTHCARE CORP2.3K shares-0.77%2025-12-312026-02-03 CRS CARPENTER TECHNOLOGY CORP1.4K shares0.00%2025-12-312026-02-03 IBKR INTERACTIVE BROKERS GROUP IN7.0K shares-0.56%2025-12-312026-02-03 MA MASTERCARD INCORPORATED762 shares41.11%2025-12-312026-02-03 PAAS PAN AMERN SILVER CORP8.4K shares4.70%2025-12-312026-02-03 MTUM ISHARES TR1.7K sharesnew addition2025-12-312026-02-03 THRO BLACKROCK ETF TRUST11.1K sharesnew addition2025-12-312026-02-03 AXP AMERICAN EXPRESS CO1.2K shares-0.77%2025-12-312026-02-03 SPDW SPDR INDEX SHS FDS9.2K shares7.62%2025-12-312026-02-03 IUSB ISHARES TR8.7K sharesnew addition2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS6.5K shares15.83%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO7.5K shares-12.87%2025-12-312026-02-03 VO VANGUARD INDEX FDS1.4K shares0.36%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON1.9K shares29.49%2025-12-312026-02-03 BAI BLACKROCK ETF TRUST11.7K sharesnew addition2025-12-312026-02-03 PYPL PAYPAL HLDGS INC6.5K shares-58.39%2025-12-312026-02-03 RTX RTX CORPORATION2.0K shares2.13%2025-12-312026-02-03 QCOM QUALCOMM INC2.0K shares12.31%2025-12-312026-02-03 BAC BANK AMERICA CORP6.2K shares11.99%2025-12-312026-02-03 RDVY FIRST TR EXCHANGE TRADED FD4.8K shares0.00%2025-12-312026-02-03 EFA ISHARES TR3.5K shares0.00%2025-12-312026-02-03 PATH UIPATH INC19.5K shares36.87%2025-12-312026-02-03 SUB ISHARES TR3.0K shares0.20%2025-12-312026-02-03 FMB FIRST TR EXCH TRADED FD III6.1K shares-13.82%2025-12-312026-02-03 RDDT REDDIT INC1.3K shares6.48%2025-12-312026-02-03 JCI JOHNSON CTLS INTL PLC2.5K shares2.91%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC1.7K shares11.57%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS6.1K shares-0.28%2025-12-312026-02-03 LCTU BLACKROCK ETF TRUST3.8K sharesnew addition2025-12-312026-02-03 SNOW SNOWFLAKE INC1.3K shares-43.81%2025-12-312026-02-03 HON HONEYWELL INTL INC1.4K shares-2.96%2025-12-312026-02-03 ES EVERSOURCE ENERGY4.0K sharesnew addition2025-12-312026-02-03 SPG SIMON PPTY GROUP INC NEW1.5K shares0.27%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC1.6K shares29.89%2025-12-312026-02-03 QTWO Q2 HLDGS INC3.6K sharesnew addition2025-12-312026-02-03 HYMB SPDR SERIES TRUST10.1K shares-32.01%2025-12-312026-02-03 MDYV SPDR SERIES TRUST3.0K shares-9.47%2025-12-312026-02-03 DE DEERE & CO521 shares10.85%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC5.8K shares12.28%2025-12-312026-02-03 ITA ISHARES TR1.1K sharesnew addition2025-12-312026-02-03 XLE SELECT SECTOR SPDR TR5.3K sharesnew addition2025-12-312026-02-03 IQLT ISHARES TR5.2K shares0.00%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD768 shares-67.19%2025-12-312026-02-03 IWX ISHARES TR2.4K shares0.00%2025-12-312026-02-03 T AT&T INC8.8K shares14.51%2025-12-312026-02-03 QGRO AMERICAN CENTY ETF TR1.9K shares-3.41%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO1.5K sharesnew addition2025-12-312026-02-03 ANIP ANI PHARMACEUTICALS INC2.7K sharesnew addition2025-12-312026-02-03 VXF VANGUARD INDEX FDS1.0K shares7.52%2025-12-312026-02-03 FSMB FIRST TR EXCH TRADED FD III10.7K shares-1.92%2025-12-312026-02-03 CTAS CINTAS CORP1.1K shares0.00%2025-12-312026-02-03 ESGU ISHARES TR1.4K sharesnew addition2025-12-312026-02-03 IWP ISHARES TR1.5K shares0.07%2025-12-312026-02-03 TLH ISHARES TR2.0K sharesnew addition2025-12-312026-02-03 CVX CHEVRON CORP NEW1.3K shares-3.81%2025-12-312026-02-03 TASK TASKUS INC16.7K sharesnew addition2025-12-312026-02-03 QUAD QUAD / GRAPHICS INC14.9K shares1.46%2025-12-312026-02-03 Call Option Holdings
Put Option Holdings
No put option holdings data available