Notify me when Alta Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 164 | $299,148,821 | +$27,558,815 | -$14,826,920 | +$12,731,895 | SPYG, SPYV, SPMD, NVDA, AAPL | 13F-HR | 02 Feb 2026, 17:49 |
| Q3 2025 | 155 | $279,055,541 | +$59,925,252 | -$10,008,480 | +$49,916,772 | SPYG, SPYV, SPMD, NVDA, AAPL | 13F-HR | 03 Nov 2025, 08:35 |
| Q2 2025 | 118 | $211,888,814 | +$10,508,214 | -$34,993,803 | -$24,485,589 | SPYG, SPYV, SPMD, NVDA, AAPL | 13F-HR | 22 Jul 2025, 17:02 |
| Q1 2025 | 141 | $217,833,555 | +$11,090,231 | -$9,696,796 | +$1,393,435 | SPYV, SPYG, SPMD, NVDA, AAPL | 13F-HR | 24 Apr 2025, 08:50 |
| Q4 2024 | 132 | $228,526,108 | +$15,073,497 | -$9,148,454 | +$5,925,043 | SPYG, SPYV, SPMD, AAPL, NVDA | 13F-HR | 23 Jan 2025, 16:24 |
| Q3 2024 | 133 | $218,780,406 | +$15,334,616 | -$5,920,885 | +$9,413,731 | SPYG, SPYV, SPMD, AAPL, NVDA | 13F-HR | 18 Oct 2024, 16:21 |
| Q2 2024 | 120 | $200,424,705 | +$12,929,161 | -$8,384,656 | +$4,544,505 | SPYG, SPYV, SPMD, NVDA, AAPL | 13F-HR | 24 Jul 2024, 16:00 |
| Q1 2024 | 128 | $196,790,996 | +$8,593,639 | -$5,986,997 | +$2,606,642 | SPYV, SPYG, SPMD, SOPH, AAPL | 13F-HR | 01 May 2024, 11:44 |
| Q4 2023 | 126 | $179,267,466 | +$29,155,715 | -$33,441,115 | -$4,285,400 | SPYV, SPYG, SPMD, SOPH, AAPL | 13F-HR | 12 Feb 2024, 13:16 |
| Q3 2023 | 128 | $163,234,978 | +$11,120,713 | -$9,509,197 | +$1,611,516 | SPYG, SPYV, SPY, AAPL, RDVY | 13F-HR | 19 Oct 2023, 16:33 |
| Q2 2023 | 133 | $170,306,202 | +$8,316,295 | -$7,543,240 | +$773,055 | SPYG, SPYV, AAPL, SOPH, SPY | 13F-HR | 17 Jul 2023, 16:23 |
| Q1 2023 | 136 | $158,465,691 | +$13,717,802 | -$16,844,659 | -$3,126,857 | SPYG, SPYV, SOPH, AAPL, RDVY | 13F-HR | 21 Apr 2023, 14:52 |
| Q4 2022 | 141 | $148,024,845 | +$14,373,199 | -$11,256,981 | +$3,116,218 | SPYV, SPYG, RDVY, SPY, AAPL | 13F-HR | 20 Jan 2023, 12:56 |
| Q3 2022 | 136 | $139,756,000 | +$9,511,152 | -$2,960,879 | +$6,550,273 | SPYG, RDVY, SPY, AAPL, SPYV | 13F-HR | 17 Oct 2022, 15:59 |
| Q2 2022 | 137 | $144,349,000 | +$15,376,194 | -$9,038,735 | +$6,337,459 | RDVY, SPY, SOPH, SPYG, AAPL | 13F-HR | 28 Jul 2022, 15:15 |
| Q1 2022 | 144 | $168,525,000 | +$36,994,606 | -$18,118,095 | +$18,876,511 | RDVY, SPY, AAPL, SPYG, MSFT | 13F-HR | 27 Apr 2022, 16:53 |
| Q4 2021 | 145 | $162,240,000 | +$25,992,044 | -$10,380,927 | +$15,611,117 | SPY, MSFT, RDVY, SPYG, TSLA | 13F-HR | 14 Feb 2022, 11:53 |
| Q3 2021 | 142 | $137,677,000 | +$7,604,169 | -$5,714,123 | +$1,890,046 | SNAP, USMV, MSFT, IWF, IWD | 13F-HR | 13 Oct 2021, 11:39 |
| Q2 2021 | 143 | $136,447,000 | +$9,964,392 | -$3,042,336 | +$6,922,056 | SNAP, USMV, IWD, IWF, MSFT | 13F-HR | 02 Aug 2021, 12:09 |
| Q1 2021 | 131 | $119,604,000 | +$11,203,291 | -$13,133,399 | -$1,930,108 | USMV, SNAP, IWD, IWF, MSFT | 13F-HR | 20 Apr 2021, 11:18 |
| Q4 2020 | 135 | $118,936,000 | $0 | $0 | $0 | USMV, SNAP, IWF, IWD, MSFT | 13F-HR | 08 Feb 2021, 12:18 |