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| Name: |
Alta Wealth Advisors LLC |
| City: |
Woburn |
| State: |
MA |
| Zip: |
01801 |
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data |
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| Holdings
Found :
22 |
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Menu
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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 |
|
SOPH |
Sophia Genetics Ord Shs |
4 |
- |
$0.00 |
$6,947,000 |
1,409,160 |
3.53% |
310,000 |
0 |
2.207 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
12 |
- |
$77.07 |
$3,438,000 |
44,475 |
1.75% |
-3,000 |
0 |
0.011 |
N/A |
|
|
LLY |
Eli Lilly & Co |
20 |
- |
$770.00 |
$2,371,000 |
3,048 |
1.2% |
594,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ABBV |
Abbvie Inc. |
33 |
- |
$166.42 |
$1,466,000 |
8,049 |
0.74% |
219,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
36 |
- |
$86.29 |
$1,411,000 |
16,708 |
0.72% |
156,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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LOW |
Lowes Companies Inc |
37 |
- |
$231.11 |
$1,376,000 |
5,403 |
0.7% |
174,000 |
0 |
0.001 |
Home Improvement Stores |
|
|
DLN |
WisdomTree LargeCap Dividen... |
40 |
- |
$70.09 |
$1,258,000 |
17,420 |
0.64% |
102,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
CPRT |
Copart Inc |
46 |
- |
$54.50 |
$1,100,000 |
19,000 |
0.56% |
169,000 |
0 |
0.002 |
Auto Dealerships |
|
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REGN |
Regeneron Pharmaceuticals Inc |
49 |
- |
$982.29 |
$962,000 |
1,000 |
0.49% |
84,000 |
0 |
0.001 |
Biotechnology |
|
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INCY |
Incyte Corp |
51 |
- |
$57.10 |
$937,000 |
16,448 |
0.48% |
-96,000 |
0 |
0.008 |
Biotechnology |
|
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VXUS |
Vanguard Total Internationa... |
54 |
- |
$62.21 |
$886,000 |
14,693 |
0.45% |
34,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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WYNN |
Wynn Resorts Ltd |
72 |
- |
$96.79 |
$615,000 |
6,020 |
0.31% |
67,000 |
0 |
0.006 |
Gambling/Resorts |
|
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VOO |
Vanguard S&P 500 Etf |
90 |
- |
$486.69 |
$428,000 |
891 |
0.22% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SOFI |
SoFi Technologies, Inc |
93 |
- |
$7.28 |
$390,000 |
53,449 |
0.2% |
-142,000 |
0 |
0.007 |
N/A |
|
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EFAV |
Ishares Msci Eafe Minimum V... |
97 |
- |
$0.00 |
$353,000 |
4,979 |
0.18% |
8,000 |
0 |
0.003 |
N/A |
|
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ZBRA |
Zebra Technologies Corp |
98 |
- |
$297.21 |
$348,000 |
1,154 |
0.18% |
33,000 |
0 |
0.002 |
Computer Peripherals |
|
|
GOOG |
Alphabet Inc |
104 |
- |
$177.29 |
$319,000 |
2,096 |
0.16% |
24,000 |
0 |
0 |
Search Engines & Info... |
|
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BNDX |
Vanguard Total Internationa... |
105 |
- |
$48.73 |
$316,000 |
6,430 |
0.16% |
-1,000 |
0 |
0.001 |
N/A |
|
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NFLX |
Netflix Inc |
107 |
- |
$621.10 |
$300,000 |
494 |
0.15% |
59,000 |
0 |
0 |
Music & Video Stores |
|
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IQLT |
Ishares Edge Msci Intl Qual... |
110 |
- |
$0.00 |
$274,000 |
6,910 |
0.14% |
14,000 |
0 |
0.001 |
N/A |
|
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CRL |
Charles River Laboratories ... |
119 |
- |
$221.61 |
$236,000 |
870 |
0.12% |
30,000 |
0 |
0.002 |
Biotechnology |
|
|
FHTX |
Foghorn Therapeutics Inc. |
128 |
- |
$0.00 |
$202,000 |
30,032 |
0.1% |
8,000 |
0 |
0 |
N/A |
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