Alta Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$219M
Signature - Title
Vincenzo Stuto - Managing Partner and CCO
Location
Woburn, MA
Summary
This page shows a list of all the recent 13F filings made by Alta Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alta Wealth Advisors LLC reported 133 stock holdings with total value $219M as of Q3 2024. Top holdings included SPYG, SPYV, SPMD, AAPL, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 133 $219M +$15.3M -$5.92M +$9.41M SPYG, SPYV, SPMD, AAPL, NVDA 13F-HR 10/18/2024, 04:21 PM
Q2 2024 120 $200M +$12.9M -$8.38M +$4.54M SPYG, SPYV, SPMD, NVDA, AAPL 13F-HR 7/24/2024, 04:00 PM
Q1 2024 128 $197M +$8.59M -$5.99M +$2.61M SPYV, SPYG, SPMD, SOPH, AAPL 13F-HR 5/1/2024, 11:44 AM
Q4 2023 126 $179M +$29.2M -$33.4M -$4.29M SPYV, SPYG, SPMD, SOPH, AAPL 13F-HR 2/12/2024, 01:16 PM
Q3 2023 128 $163M +$11.1M -$9.51M +$1.61M SPYG, SPYV, SPY, AAPL, RDVY 13F-HR 10/19/2023, 04:33 PM
Q2 2023 133 $170M +$8.32M -$7.54M +$773K SPYG, SPYV, AAPL, SOPH, SPY 13F-HR 7/17/2023, 04:23 PM
Q1 2023 136 $158M +$13.7M -$16.8M -$3.13M SPYG, SPYV, SOPH, AAPL, RDVY 13F-HR 4/21/2023, 02:52 PM
Q4 2022 141 $148M +$14.4M -$11.3M +$3.12M SPYV, SPYG, RDVY, SPY, AAPL 13F-HR 1/20/2023, 12:56 PM
Q3 2022 136 $140M +$9.51M -$2.96M +$6.55M SPYG, RDVY, SPY, AAPL, SPYV 13F-HR 10/17/2022, 03:59 PM
Q2 2022 137 $144M +$15.4M -$9.04M +$6.34M RDVY, SPY, SOPH, SPYG, AAPL 13F-HR 7/28/2022, 03:15 PM
Q1 2022 144 $169M +$37M -$18.1M +$18.9M RDVY, SPY, AAPL, SPYG, MSFT 13F-HR 4/27/2022, 04:53 PM
Q4 2021 145 $162M +$26M -$10.4M +$15.6M SPY, MSFT, RDVY, SPYG, USMV 13F-HR 2/14/2022, 11:53 AM
Q3 2021 142 $138M +$7.6M -$5.71M +$1.89M SNAP, USMV, MSFT, IWF, IWD 13F-HR 10/13/2021, 11:39 AM
Q2 2021 143 $136M +$9.96M -$3.04M +$6.92M SNAP, USMV, IWD, IWF, MSFT 13F-HR 8/2/2021, 12:09 PM
Q1 2021 131 $120M +$11.2M -$13.1M -$1.93M USMV, SNAP, IWD, IWF, MSFT 13F-HR 4/20/2021, 11:18 AM
Q4 2020 135 $119M $0 $0 USMV, SNAP, IWF, IWD, MSFT 13F-HR 2/8/2021, 12:18 PM