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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 $211,888,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 292,109 $27,843,855 13.14%
2.
Spdr Series Trust
 494,328 $25,873,124 12.21%
3.
Spdr Series Trust
 231,724 $12,601,178 5.95%
4.
Nvidia Corp
 NVDA 71,533 $11,301,512 5.33%
5.
Apple Inc.
 AAPL 35,275 $7,237,426 3.42%
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)