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  Name: Alta Wealth Advisors LLC
  City: Woburn
  State: MA
  Zip: 01801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,796,000
  Total Value Change : $17,531,000
  Securities Held Change : 2
   
All Securities Held : 128
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 52
  Unchanged Positions : 22
  Decreased Positions : 48

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 85 New $92.46 $450,000 4,740 0.23% 450,000 4,740 0.001    Closed - End Fund - E...
   (QGRO)1 Year Chart         QGRO American Century Stoxx Us Q... 120 New $84.94 $231,000 2,723 0.12% 231,000 2,723 0.003    N/A
   (MS)1 Year Chart         MS Morgan Stanley 121 New $95.43 $222,000 2,360 0.11% 222,000 2,360 0    Investment Brokerage ...
   (LYV)1 Year Chart         LYV Live Nation Inc 123 New $89.78 $215,000 2,031 0.11% 215,000 2,031 0.001    Business Services
   (IWY)1 Year Chart         IWY iShares Trust 125 New $208.65 $206,000 1,057 0.1% 206,000 1,057 0.003    N/A
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 127 New $188.00 $202,000 870 0.1% 202,000 870 0.082    Healthcare Informatio...

      6 Records Found
  1    
Page 1 of 1
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