Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of March 31, 2024

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 322k 89.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.0 $16M 204k 76.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 9.8 $14M 85k 164.35
Alphabet Cap Stk Cl C (GOOG) 8.9 $13M 83k 152.26
Microsoft Corporation (MSFT) 6.7 $9.5M 23k 420.71
Wisdomtree Tr Floatng Rat Trea (USFR) 6.2 $8.8M 175k 50.29
John Hancock Exchange Traded Multifactor Mi (JHMM) 6.2 $8.8M 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 185k 34.29
Ishares Tr Rus 1000 Etf (IWB) 3.0 $4.3M 15k 288.04
Apple (AAPL) 2.5 $3.5M 21k 171.48
Ishares Tr TRS FLT RT BD (TFLO) 1.7 $2.4M 47k 50.69
Ishares Tr Msci Intl Qualty (IQLT) 1.6 $2.3M 58k 39.66
Kraneshares Trust California Carb (KCCA) 1.2 $1.8M 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 1.4k 903.60
Kraneshares Trust Global Carb Stra (KRBN) 0.8 $1.2M 38k 30.76
Okta Cl A (OKTA) 0.7 $1.0M 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 7.4k 76.99
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $530k 6.3k 83.57
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $516k 11k 46.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $467k 1.1k 444.51
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $441k 3.0k 145.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $440k 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 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 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 5.7k 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 4.4k 52.46
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $223k 4.3k 52.26
Tesla Motors (TSLA) 0.2 $217k 1.2k 175.79
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $215k 955.00 224.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $214k 822.00 259.86