Alta Wealth Advisors LLC

CIK
1843826
City
Woburn
State / Country
MA

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

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $98,621 14,920