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  Name: PALO ALTO WEALTH ADVISORS LLC
  City: PALO ALTO
  State: CA
  Zip: 94303
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,835,000
  Total Value Change : $9,565,000
  Securities Held Change : 4
   
All Securities Held : 42
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 4
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased 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
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 2 - $75.91 $15,534,000 203,887 10.95% 868,000 -4,792 0.154    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $415.13 $9,545,000 22,687 6.73% -1,106,000 -5,636 0    Application Software
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 6 - $50.36 $8,807,000 175,131 6.21% -1,339,000 -26,829 0.033    N/A
   (GSIE)1 Year Chart         GSIE Goldman Sachs Activebeta In... 9 - $34.87 $6,334,000 184,719 4.47% -618,000 -27,204 0.173    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 10 - $288.86 $4,308,000 14,955 3.04% 232,000 -585 0.011    Closed - End Fund - E...
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 13 - $0.00 $2,301,000 58,022 1.62% -125,000 -6,566 0.006    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 16 - $527.37 $1,382,000 2,635 0.97% 108,000 -35 0    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 17 - $1,096.33 $1,237,000 1,369 0.87% 495,000 -130 0    Semiconductor - Speci...
   (KRBN)1 Year Chart         KRBN Kfa Global Carbon Etf 18 - $0.00 $1,154,000 37,513 0.81% -1,080,000 -23,722 0.417    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 20 - $0.00 $1,037,000 30,866 0.73% 13,000 -460 0.201    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 23 - $64.56 $570,000 7,400 0.4% 28,000 -1,400 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 24 - $0.00 $530,000 6,347 0.37% -15,000 -637 0    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 28 - $169.62 $440,000 2,509 0.31% -159,000 -1,132 0.003    Closed - End Fund - E...
   (PINS)1 Year Chart         PINS Pinterest, Inc. 32 - $41.49 $374,000 10,792 0.26% -1,018,000 -26,781 0.002    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 40 - $177.81 $217,000 1,236 0.15% -587,000 -2,000 0    Auto Manufacturers
      15 Records Found
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