Portfolio (Quarterly)
Guide ↗
Alta Wealth Advisors LLC
· CIK 0001843826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 66,148 | $1.1M | 0.34% | SOLD |
| 2 | HSY | HERSHEY CO | Consumer Defensive | 4,611 | $959K | 0.31% | SOLD |
| 3 | HOOD | ROBINHOOD MKTS INC | Financial Services | 8,471 | $587K | 0.19% | SOLD |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 6,954 | $466K | 0.15% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 1,453 | $328K | 0.11% | SOLD |
| 6 | IMCR | IMMUNOCORE HLDGS PLC | Healthcare | 8,255 | $249K | 0.08% | SOLD |
| 7 | T | AT&T INC | Communication Services | 8,553 | $248K | 0.08% | SOLD |
| 8 | SHLD | GLOBAL X FDS | — | 3,310 | $234K | 0.08% | SOLD |
| 9 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 594 | $213K | 0.07% | SOLD |
| 10 | ANIP | ANI PHARMACEUTICALS INC | Healthcare | 2,747 | $211K | 0.07% | SOLD |
Sector Allocation
Technology
45.5%
Financial Services
15.7%
Healthcare
12.9%
Industrials
7.2%
Communication Services
6.9%
Consumer Cyclical
6.6%
Consumer Defensive
3.3%
Energy
0.9%
Basic Materials
0.7%
Real Estate
0.2%