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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 $179,267,466
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 379,919 $17,715,603 9.88%
2.
Spdr Series Trust
 254,207 $16,538,706 9.22%
3.
Spdr Series Trust
 181,361 $8,835,907 4.92%
4.
Sophia Genetics Sa
 SOPH 1,409,160 $6,637,144 3.7%
5.
Apple Inc.
 AAPL 34,252 $6,594,500 3.67%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)