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Portfolio (Quarterly) Guide ↗

Alta Wealth Advisors LLC

· CIK 0001843826
13F Portfolio $308M AUM 161 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 73 Added 40 Reduced 26 Exited
Page 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HSY HERSHEY CO Consumer Defensive 4,611.0 $959K 0.31% NEW $207.89 -17.0%
62 AMD ADVANCED MICRO DEVICES INC Technology 4,524.0 $920K 0.30% -98.0 -2.1% $203.43 +164.2%
63 THRO BLACKROCK ETF TRUST 25,198.0 $913K 0.30% +14K +127.4% $36.22 +19.4%
64 DIA STATE STR SPDR DOW JONES IND Financial Services 1,964.0 $910K 0.29% -55.0 -2.7% $463.19 +11.3%
65 MTUM ISHARES TR 3,746.0 $899K 0.29% +2K +117.0% $240.00 +41.0%
66 BAI BLACKROCK ETF TRUST 27,238.0 $897K 0.29% +16K +133.5% $32.95 +61.5%
67 COOPER COS INC 12,481.0 $892K 0.29% NEW $71.50
68 CRS CARPENTER TECHNOLOGY CORP Industrials 2,263.0 $892K 0.29% +832.0 +58.1% $394.15 +48.8%
69 ORCL ORACLE CORP Technology 6,063.0 $892K 0.29% +170.0 +2.9% $147.11 +25.3%
70 GOOG ALPHABET INC Communication Services 3,099.0 $889K 0.29% +691.0 +28.7% $286.86 +28.1%
71 WDC WESTERN DIGITAL CORP Technology 3,037.0 $821K 0.27% NEW $270.49 +175.9%
72 COHR COHERENT CORP Technology 3,382.0 $806K 0.26% +70.0 +2.1% $238.21 +63.5%
73 UBER UBER TECHNOLOGIES INC Technology 11,151.0 $802K 0.26% -703.0 -5.9% $71.93 -0.4%
74 MS MORGAN STANLEY Financial Services 4,779.0 $786K 0.26% +198.0 +4.3% $164.57 +35.6%
75 EFG ISHARES TR 7,059.0 $786K 0.26% NEW $111.37 +12.3%
76 AVGO BROADCOM INC Technology 2,537.0 $785K 0.26% +525.0 +26.1% $309.52 +32.9%
77 REGN REGENERON PHARMACEUTICALS Healthcare 1,008.0 $779K 0.25% +8.0 +0.8% $772.64 -21.1%
78 MUB ISHARES TR 7,268.0 $771K 0.25% +248.0 +3.5% $106.15 +1.1%
79 IJH ISHARES TR 11,126.0 $751K 0.24% $67.53 +12.2%
80 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,666.0 $744K 0.24% +41.0 +2.5% $446.54 +1.1%
Page 4 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%