Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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

Instuitional Investor - Palo Alto Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Palo Alto Wealth Advisors, Llc
Portfolio Value	$343,271,148

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	401,695	$117,190,358	34.14%
2.	Alphabet Inc.	GOOGL	190,266	$55,426,425	16.15%
3.	Ishares Trust	VLUE	125,685	$24,699,566	7.2%
4.	Wisdomtree Tr		236,775	$21,222,151	6.18%
5.	Nvidia Corp	NVDA	82,950	$16,022,532	4.67%