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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 : 5     View All Holdings Currently Viewing:  Closed 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
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 131 Closed $8.24 $0 0 0% -163,000 -14,336 0    Broadcasting - TV
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 130 Closed $311.99 $0 0 0% -508,000 -994 0    Textile - Apparel Clo...
   (BA)1 Year Chart         BA Boeing Co 129 Closed $177.61 $0 0 0% -516,000 -1,981 0    Aerospace/Defense - M...
   (HON)1 Year Chart         HON Honeywell International Inc 133 Closed $202.19 $0 0 0% -639,000 -3,045 0    Conglomerates
   (SBUX)1 Year Chart         SBUX Starbucks Corp 132 Closed $80.22 $0 0 0% -673,000 -7,006 0    Specialty Eateries

      5 Records Found
  1    
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