Top 50 Alta Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 11.79% | 641.7K | $36.3M | +7.89%(+46.91K) | $46.28(+30.05%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 11.12% | 349.6K | $34.2M | +7.63%(+24.77K) | $69.48(+71.04%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 5.67% | 294.6K | $17.4M | +7.34%(+20.14K) | $49.44(+29.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.21% | 74.4K | $13.0M | +0.61%(+449) | $30.76(+634.14%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.17% | 38.5K | $9.8M | +4.59%(+1.69K) | $167.10(+78.86%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.33% | 11.0K | $7.2M | -8.52%(-1.03K) | $446.58(+66.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.28% | 10.8K | $7.0M | +33.26%(+2.69K) | $541.46(+37.73%) | 2026-03-31 | |
| SOPH | SOPHIA GENETICS SA | 2.27% | 1.41M | $7.0M | +0.00%(+0) | $6.00(-24.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.74% | 18.6K | $5.3M | +6.58%(+1.15K) | $128.50(+213.32%) | 2026-03-31 | |
| IWD | ISHARES TR | 1.69% | 24.4K | $5.2M | -1.16%(-285) | $133.51(+75.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.88% | +51.62% |
| Top 20 Holdings Unweighted | +16.62% | +58.59% |
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