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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 $228,526,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 284,896 $25,042,360 10.95%
2.
Spdr Series Trust
 452,260 $23,128,589 10.12%
3.
Spdr Series Trust
 211,714 $11,578,632 5.06%
4.
Apple Inc.
 AAPL 38,118 $9,545,400 4.17%
5.
Nvidia Corp
 NVDA 68,947 $9,258,902 4.05%
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)