Alta Wealth Advisors LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$217.8B

Holdings

141

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR SER TR
467,799$23.9B10.97%
2
SPYGSPDR SER TR
291,703$23.4B10.76%
3
SPMDSPDR SER TR
217,241$11.1B5.10%
4
NVDANVIDIA CORPORATION
71,356$7.7B3.55%
5
AAPLAPPLE INC
34,794$7.7B3.55%
6
SPYSPDR S&P 500 ETF TR
11,138$6.2B2.86%
7
RSPINVESCO EXCHANGE TRADED FD T
28,701$5.0B2.28%
8
IWDISHARES TR
25,041$4.7B2.16%
9
SOPHSOPHIA GENETICS SA
1,409,160$4.7B2.15%
10
IWFISHARES TR
12,710$4.6B2.11%
11
COSTCOSTCO WHSL CORP NEW
4,599$4.3B2.00%
12
MSFTMICROSOFT CORP
10,895$4.1B1.88%
13
METAMETA PLATFORMS INC
6,869$4.0B1.82%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
6,866$3.7B1.68%
15
AMZNAMAZON COM INC
18,113$3.4B1.58%
16
JPMJPMORGAN CHASE & CO.
13,502$3.3B1.52%
17
IVVISHARES TR
5,724$3.2B1.48%
18
NDQINVESCO QQQ TR
6,075$2.8B1.31%
19
GOOGLALPHABET INC
17,345$2.7B1.23%
20
NOWSERVICENOW INC
3,179$2.5B1.16%
21
LLYELI LILLY & CO
3,063$2.5B1.16%
22
VTVVANGUARD INDEX FDS
12,372$2.1B0.98%
23
ITOTISHARES TR
17,487$2.1B0.98%
24
IVEISHARES TR
9,771$1.9B0.85%
25
IVWISHARES TR
19,966$1.9B0.85%
26
SHOPSHOPIFY INC
19,339$1.8B0.85%
27
VCSHVANGUARD SCOTTSDALE FDS
22,851$1.8B0.83%
28
QUALISHARES TR
10,376$1.8B0.81%
29
SPSMSPDR SER TR
40,885$1.7B0.77%
30
ABBVABBVIE INC
7,916$1.7B0.76%
31
DONSPDR DOW JONES INDL AVERAGE
3,748$1.6B0.72%
32
VUGVANGUARD INDEX FDS
4,099$1.5B0.70%
33
SGOVISHARES TR
14,474$1.5B0.67%
34
GILDGILEAD SCIENCES INC
12,438$1.4B0.64%
35
DLNWISDOMTREE TR
17,420$1.4B0.63%
36
NOBLPROSHARES TR
13,457$1.4B0.63%
37
SPTMSPDR SER TR
20,119$1.4B0.63%
38
CRMSALESFORCE INC
5,061$1.4B0.62%
39
PANWPALO ALTO NETWORKS INC
7,921$1.4B0.62%
40
VVISA INC
3,846$1.3B0.62%
41
TSLATESLA INC
5,116$1.3B0.61%
42
WMTWALMART INC
14,850$1.3B0.60%
43
UNHUNITEDHEALTH GROUP INC
2,401$1.3B0.58%
44
KLACKLA CORP
1,841$1.3B0.57%
45
PYPLPAYPAL HLDGS INC
19,018$1.2B0.57%
46
LRCXLAM RESEARCH CORP
15,845$1.2B0.53%
47
XLVSELECT SECTOR SPDR TR
7,662$1.1B0.51%
48
GQ9SPDR GOLD TR
3,854$1.1B0.51%
49
BMYBRISTOL-MYERS SQUIBB CO
18,151$1.1B0.51%
50
LOWLOWES COS INC
4,678$1.1B0.50%
51
INCYINCYTE CORP
16,483$998.0M0.46%
52
BKIEBNY MELLON ETF TRUST
12,897$997.7M0.46%
53
CTRACOTERRA ENERGY INC
33,236$960.5M0.44%
54
COWZPACER FDS TR
17,212$942.5M0.43%
55
VXUSVANGUARD STAR FDS
14,693$912.4M0.42%
56
VRTXVERTEX PHARMACEUTICALS INC
1,792$868.8M0.40%
57
NEENEXTERA ENERGY INC
11,678$827.9M0.38%
58
UBERUBER TECHNOLOGIES INC
10,924$795.9M0.37%
59
SOFISOFI TECHNOLOGIES INC
67,219$781.8M0.36%
60
USMVISHARES TR
7,499$702.4M0.32%
61
VHTVANGUARD WORLD FD
2,634$697.3M0.32%
62
SPGSIMON PPTY GROUP INC NEW
4,139$687.4M0.32%
63
XOMEXXON MOBIL CORP
5,652$672.2M0.31%
64
SPHQINVESCO EXCHANGE TRADED FD T
9,615$637.9M0.29%
65
MUBISHARES TR
6,030$635.8M0.29%
66
REGNREGENERON PHARMACEUTICALS
1,000$634.2M0.29%
67
TTDTHE TRADE DESK INC
10,776$589.6M0.27%
68
AMDADVANCED MICRO DEVICES INC
5,725$588.2M0.27%
69
IJHISHARES TR
9,831$573.6M0.26%
70
IJRISHARES TR
5,459$570.9M0.26%
71
ADBEADOBE INC
1,446$554.6M0.25%
72
DTDWISDOMTREE TR
7,031$541.1M0.25%
73
CVXCHEVRON CORP NEW
3,206$536.3M0.25%
74
KLMNINVESCO EXCH TRADED FD TR II
5,772$534.1M0.25%
75
OKTAOKTA INC
5,071$533.6M0.24%
76
ORCLORACLE CORP
3,814$533.3M0.24%
77
BMRNBIOMARIN PHARMACEUTICAL INC
7,438$525.8M0.24%
78
VTIVANGUARD INDEX FDS
1,886$518.5M0.24%
79
CYBRCYBERARK SOFTWARE LTD
1,522$514.4M0.24%
80
YLDELEGG MASON ETF INVT
9,674$500.7M0.23%
81
APPAPPLOVIN CORP
1,826$483.8M0.22%
82
NFLXNETFLIX INC
516$481.2M0.22%
83
AQLTISHARES TR
6,181$467.6M0.21%
84
IBMINTERNATIONAL BUSINESS MACHS
1,855$461.3M0.21%
85
LMTLOCKHEED MARTIN CORP
1,032$461.0M0.21%
86
DGRWWISDOMTREE TR
5,533$441.9M0.20%
87
DGROISHARES TR
7,141$441.2M0.20%
88
HYMBSPDR SER TR
16,927$426.9M0.20%
89
SNOWSNOWFLAKE INC
2,918$426.5M0.20%
90
HUBSHUBSPOT INC
730$417.0M0.19%
91
NTRSNORTHERN TR CORP
4,188$413.2M0.19%
92
VOOVANGUARD INDEX FDS
794$407.8M0.19%
93
ANETARISTA NETWORKS INC
5,233$405.5M0.19%
94
TRVCCITIGROUP INC
5,581$396.2M0.18%
95
QCOMQUALCOMM INC
2,561$393.3M0.18%
96
AQLTISHARES TR
4,060$384.0M0.18%
97
VBVANGUARD INDEX FDS
1,680$372.6M0.17%
98
FMBFIRST TR EXCH TRADED FD III
7,226$364.4M0.17%
99
VOVANGUARD INDEX FDS
1,378$356.5M0.16%
100
MRVLMARVELL TECHNOLOGY INC
5,754$354.2M0.16%
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