Instuitional Investor - Palo Alto Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Palo Alto Wealth Advisors, Llc
Portfolio Value $264,337,020
Filing Period:
No. Security Ticker Shares Value % Port
1. GOOGL 432,099 $76,649,997 29%
2. GOOGL 194,304 $34,242,211 12.95%
3.
Ishares Tr - MSCI USA QLT FCT
120,144 $21,964,692 8.31%
4.
Wisdomtree Tr
229,642 $19,230,240 7.27%
5. NVDA 98,339 $15,537,475 5.88%