Alta-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "HOOD", null, "SNOW", "ACN", "ABBV", "ADBE", "GOOGL", "AXP", "T", "APP", "LOW", null, null, "SOPH", "GILD", "HON", "HD", null, "INTU", null, "QCOM", "HUBS", "MUB", "META", "IVW", "IJH", null, "LRCX", "MRVL", "MA", "MSFT", "MS", "GE", "NTRS", "INCY", "DLN", "IJR", "ANET", "KLAC", "IWD", "ORCL", null, "VHT", "IWF", "PANW", "PYPL", "PGR", "IVV", "UNH", "AAPL", "SPY", "NVDA", "PLTR", "LMT", "MRK", "VZ", null, "REGN", null, "IEFA", null, "NOW", "SHOP", "SPG", "RTX", "SPDW", "GLD", null, "SPYG", null, "IBM", "UBER", "VO", null, "TSM", null, null, "VRTX", "VRT", "AMD", null, "AMZN", "IVE", "VUG", "VEA", null, "VXUS", "BNDX", "VB", "VOO", "VTV", "V", "WMT", null, null, null, "FHTX", null, "SOFI", "TTD", null, "OKTA", "CRM", null, "DIA", "SHAK", null, null, "DGRO", "SPYV", null, null, "BAC", "BRK-B", "BMRN", "BMY", "BRKL", "CVX", "CTAS", "C", "CTRA", "COST", "CRWD", "CYBR", "DE", "DVN", "RSP", "USMV", "IWB", "NEE", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 141
- Total Value
- 217833555
- Accession Number
- 0001667731-25-000508
- Form Type
- 13F-HR
- Manager Name
- Alta-Wealth-Advisors
Data Enrichment
81% identified114 identified27 unidentified
Holdings
141 positions • $217.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.0K | QoQ 0.00% (-0) | All Managers (Combined) | $54.9K | 0.0% ($54.9K/$217.8M) |