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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 : 5     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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 26 New $451.76 $467,000 1,050 0.33% 467,000 1,050 0    Closed - End Fund - Debt
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 38 New $52.16 $232,000 4,418 0.16% 232,000 4,418 0.005    Closed - End Fund - Debt
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 39 New $0.00 $223,000 4,264 0.16% 223,000 4,264 0.009    Closed - End Fund - Debt
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 41 New $208.63 $215,000 955 0.15% 215,000 955 0.001    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 42 New $262.30 $214,000 822 0.15% 214,000 822 0    Closed - End Fund - E...
      5 Records Found
  1    
Page 1 of 1
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