Palo Alto Wealth Advisors
Latest statistics and disclosures from Palo Alto Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, DGRW, QUAL, GOOG, MSFT, and represent 56.77% of Palo Alto Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOG, TFLO, MOAT, QUAL, JHMM, QQQ, MUNI, HYD, SMH, VTI.
- Started 5 new stock positions in MUNI, HYD, QQQ, SMH, VTI.
- Reduced shares in these 10 stocks: MSFT, USFR, GSIE, PINS, KRBN, PYPL, DGRW, TSLA, IQLT, VXF.
- Sold out of its position in PYPL.
- Palo Alto Wealth Advisors was a net buyer of stock by $751k.
- Palo Alto Wealth Advisors has $142M in assets under management (AUM), dropping by 7.23%.
- Central Index Key (CIK): 0001964382
Tip: Access up to 7 years of quarterly data
Positions held by Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Palo Alto Wealth Advisors
Palo Alto Wealth Advisors holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 20.4 | $29M | +5% | 322k | 89.90 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 11.0 | $16M | -2% | 204k | 76.19 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 9.8 | $14M | +10% | 85k | 164.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 8.9 | $13M | +17% | 83k | 152.26 |
|
| Microsoft Corporation (MSFT) | 6.7 | $9.5M | -19% | 23k | 420.71 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 6.2 | $8.8M | -13% | 175k | 50.29 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 6.2 | $8.8M | +12% | 153k | 57.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $7.1M | 47k | 150.93 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 4.5 | $6.3M | -12% | 185k | 34.29 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.0 | $4.3M | -3% | 15k | 288.04 |
|
| Apple (AAPL) | 2.5 | $3.5M | 21k | 171.48 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.7 | $2.4M | +203% | 47k | 50.69 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.6 | $2.3M | -10% | 58k | 39.66 |
|
| Kraneshares Trust California Carb (KCCA) | 1.2 | $1.8M | +13% | 62k | 28.65 |
|
| Amazon (AMZN) | 1.1 | $1.5M | 8.5k | 180.38 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.4M | 2.6k | 524.66 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.2M | -8% | 1.4k | 903.60 |
|
| Kraneshares Trust Global Carb Stra (KRBN) | 0.8 | $1.2M | -38% | 38k | 30.76 |
|
| Okta Cl A (OKTA) | 0.7 | $1.0M | +14% | 9.9k | 104.62 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.7 | $1.0M | 31k | 33.59 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $719k | 3.9k | 182.60 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $661k | 1.4k | 485.70 |
|
|
| Uber Technologies (UBER) | 0.4 | $570k | -15% | 7.4k | 76.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $530k | -9% | 6.3k | 83.57 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.4 | $516k | +14% | 11k | 46.64 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $467k | NEW | 1.1k | 444.51 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $441k | +3% | 3.0k | 145.63 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $440k | -31% | 2.5k | 175.25 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $438k | 2.1k | 210.33 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $397k | 2.0k | 200.30 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $393k | 747.00 | 525.99 |
|
|
| Pinterest Cl A (PINS) | 0.3 | $374k | -71% | 11k | 34.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $359k | 3.2k | 110.51 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $338k | +21% | 704.00 | 480.61 |
|
| Oracle Corporation (ORCL) | 0.2 | $338k | 2.7k | 125.61 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $285k | +5% | 5.7k | 50.17 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $281k | 8.7k | 32.47 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $232k | NEW | 4.4k | 52.46 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $223k | NEW | 4.3k | 52.26 |
|
| Tesla Motors (TSLA) | 0.2 | $217k | -61% | 1.2k | 175.79 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $215k | NEW | 955.00 | 224.99 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $214k | NEW | 822.00 | 259.86 |
|
Past Filings by Palo Alto Wealth Advisors
SEC 13F filings are viewable for Palo Alto Wealth Advisors going back to 2022
- Palo Alto Wealth Advisors 2024 Q1 filed April 30, 2024
- Palo Alto Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Palo Alto Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Palo Alto Wealth Advisors 2023 Q2 filed Aug. 7, 2023
- Palo Alto Wealth Advisors 2023 Q1 filed April 18, 2023
- Palo Alto Wealth Advisors 2022 Q4 filed Feb. 7, 2023