PALO ALTO WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$242M
Signature - Title
Nathan Blair - Chief Compliance Officer
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by PALO ALTO WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PALO ALTO WEALTH ADVISORS, LLC reported 50 stock holdings with total value $242M as of Q3 2024. Top holdings included GOOG, GOOGL, MOAT, DGRW, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 50 $242M +$96.7M -$5.34M +$91.4M GOOG, GOOGL, MOAT, DGRW, QUAL 13F-HR 11/6/2024, 10:55 AM
Q2 2024 42 $145M +$4.62M -$5.67M -$1.05M MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 8/13/2024, 05:02 PM
Q1 2024 42 $142M +$9.16M -$8.41M +$751K MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 4/30/2024, 10:24 AM
Q4 2023 38 $132M +$5.74M -$5.52M +$216K MOAT, DGRW, QUAL, MSFT, USFR 13F-HR 2/5/2024, 12:33 PM
Q3 2023 39 $120M +$5.03M -$7.49M -$2.46M MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 10/30/2023, 11:47 AM
Q2 2023 39 $125M +$5.84M -$17.4M -$11.5M MOAT, DGRW, GOOG, QUAL, MSFT 13F-HR 8/7/2023, 05:06 PM
Q1 2023 41 $125M +$3.13M -$7.9M -$4.77M MOAT, DGRW, GOOGL, QUAL, MSFT 13F-HR 4/18/2023, 03:41 PM
Q4 2022 43 $117M $0 $0 MOAT, DGRW, GOOGL, QUAL, GSIE 13F-HR 2/7/2023, 09:54 AM