Alta Wealth Advisors LLC
Top Portfolio Positions
91 positions ·
$130,605,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
74,362 | $12,968,732 | 9.93% |
| AAPL |
Apple Inc.
Technology
|
38,472 | $9,763,808 | 7.48% |
| SPY |
Spdr S&P 500 Etf Trust
|
11,023 | $7,168,697 | 5.49% |
| SOPH |
SOPHiA GENETICS SA
Healthcare
|
1,409,160 | $6,975,342 | 5.34% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,591 | $5,346,027 | 4.09% |
| MSFT |
Microsoft Corp
Technology
|
11,539 | $4,271,391 | 3.27% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,994 | $4,164,150 | 3.19% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,896 | $4,087,647 | 3.13% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,959 | $3,981,452 | 3.05% |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,628 | $3,248,369 | 2.49% |
Holdings in QUAD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,621 | 14,920 | Shares | Sole | 2026-05-05 | |
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