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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alta Wealth Advisors LLC
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| CRD # | 293675 |
| SEC # | 801-112848 |
| CIK # | 0001843826 |
| AUM | $495.5 M (2025-02-26) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 781-404-6909 |
| Address | 400 Tradecenter, Suite 4810 Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.3 | ||
| Apple Inc | 7.2 | ||
| Microsoft Corp | 5.7 | ||
| Facebook Inc | 5.0 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Amazon Com Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Alphabet Inc | 3.0 | ||
| Lilly Eli & Co | 2.4 | ||
| Shopify Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 95.6 |
| (b) Individuals (high net worth individuals) | 182 | 382.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,203 | 495.5 |
| By Discretionary | ||
| Discretionary | 1,200 | 488.2 |
| Non-Discretionary | 3 | 7.2 |
| Total | 1,203 | 495.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 495.5 | |
| Total | 1,203 | 495.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843826] |
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