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Home > Institutional Investor > Alta Wealth Advisors Llc > Profile

Instuitional Investor - Alta Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Alta Wealth Advisors Llc
Portfolio Value $217,833,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 467,799 $23,890,498 10.97%
2.
Spdr Series Trust
 291,703 $23,444,133 10.76%
3.
Spdr Series Trust
 217,241 $11,118,384 5.1%
4.
Nvidia Corp
 NVDA 71,356 $7,733,569 3.55%
5.
Apple Inc.
 AAPL 34,794 $7,728,863 3.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)