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

Instuitional Investor - Palo Alto Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Palo Alto Wealth Advisors, Llc
Portfolio Value $256,392,740
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 435,369 $70,046,527 27.32%
2.
Alphabet Inc.
 GOOGL 262,899 $41,940,259 16.36%
3.
Ishares Tr - MSCI USA QLT FCT
 115,027 $20,319,485 7.93%
4.
Wisdomtree Tr
 225,705 $18,148,970 7.08%
5.
Vaneck Etf Trust
 144,992 $13,176,869 5.14%
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)