Portfolio (Quarterly)
Guide ↗
Alta Wealth Advisors LLC
· CIK 0001843826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CTAS | CINTAS CORP | Industrials | 1,116 | $210K | 0.07% | SOLD |
| 22 | ESGU | ISHARES TR | — | 1,402 | $209K | 0.07% | SOLD |
| 23 | IWP | ISHARES TR | — | 1,512 | $207K | 0.07% | SOLD |
| 24 | TASK | TASKUS INC | Technology | 16,726 | $197K | 0.07% | SOLD |
| 25 | TSLA CALL | TESLA INC | Consumer Cyclical | 200 | $90K | 0.03% | SOLD |
| 26 | SNOW CALL | SNOWFLAKE INC | Technology | 100 | $22K | 0.01% | 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%