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Home > Institutional Investor > Palo Alto Wealth Advisors, Llc > Profile

Instuitional Investor - Palo Alto Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Palo Alto Wealth Advisors, Llc
Portfolio Value $284,981,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 439,243 $83,649,503 29.35%
2.
Alphabet Inc.
 GOOGL 269,859 $51,084,352 17.92%
3.
Vaneck Etf Trust
 306,674 $28,436,375 9.97%
4.
Wisdomtree Tr
 214,866 $17,397,880 6.1%
5.
Ishares Tr
 96,732 $17,225,971 6.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)