Portfolio (Quarterly)
Guide ↗
Alta Wealth Advisors LLC
· CIK 0001843826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | Technology | 19,224 | $3.1M | 1.03% | SOLD |
| 2 | — | LEIDOS HOLDINGS INC | — | 7,339 | $1.3M | 0.44% | SOLD |
| 3 | STNE | STONECO LTD | Technology | 87,960 | $1.3M | 0.43% | SOLD |
| 4 | AFRM | AFFIRM HLDGS INC | Technology | 13,763 | $1.0M | 0.34% | SOLD |
| 5 | LOW | LOWES COS INC | Consumer Cyclical | 4,158 | $1.0M | 0.34% | SOLD |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,973 | $925K | 0.31% | SOLD |
| 7 | INTU | INTUIT | Technology | 828 | $549K | 0.18% | SOLD |
| 8 | PYPL | PAYPAL HLDGS INC | Financial Services | 6,463 | $377K | 0.13% | SOLD |
| 9 | QCOM | QUALCOMM INC | Technology | 2,035 | $348K | 0.12% | SOLD |
| 10 | RDDT | REDDIT INC | Communication Services | 1,315 | $302K | 0.10% | SOLD |
| 11 | — | BLACKROCK ETF TRUST | — | 3,848 | $285K | 0.10% | SOLD |
| 12 | SNOW | SNOWFLAKE INC | Technology | 1,293 | $284K | 0.10% | SOLD |
| 13 | ES | EVERSOURCE ENERGY | Utilities | 4,031 | $271K | 0.09% | SOLD |
| 14 | QTWO | Q2 HLDGS INC | Technology | 3,580 | $258K | 0.09% | SOLD |
| 15 | MDYV | SPDR SERIES TRUST | — | 2,955 | $250K | 0.08% | SOLD |
| 16 | ITA | ISHARES TR | — | 1,104 | $237K | 0.08% | SOLD |
| 17 | ACN | ACCENTURE PLC IRELAND | Technology | 860 | $231K | 0.08% | SOLD |
| 18 | IWX | ISHARES TR | — | 2,400 | $220K | 0.07% | SOLD |
| 19 | QGRO | AMERICAN CENTY ETF TR | — | 1,895 | $217K | 0.07% | SOLD |
| 20 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,514 | $217K | 0.07% | SOLD |
Sector Allocation
Technology
37.5%
Financial Services
19.0%
Healthcare
13.8%
Communication Services
8.5%
Industrials
7.0%
Consumer Cyclical
6.6%
Consumer Defensive
5.1%
Basic Materials
1.2%
Energy
1.1%
Real Estate
0.2%