Alta Advisers Ltd Top Holdings and 13F Report (2023) About Alta Advisers LtdInvestment ActivityAlta Advisers Ltd has $158.36 million in total holdings as of December 31, 2022.Alta Advisers Ltd owns shares of 154 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 13.25% of the portfolio was purchased this quarter.About 53.71% of the portfolio was sold this quarter.This quarter, Alta Advisers Ltd has purchased 414 new stocks and bought additional shares in 143 stocks.Alta Advisers Ltd sold shares of 8 stocks and completely divested from 262 stocks this quarter.Largest Holdings Apple $12,633,689Vanguard Short-Term Treasury Index ETF $12,529,994NVIDIA $10,959,675Microsoft $10,421,166Vanguard S&P 500 ETF $8,608,029 Largest New Holdings this Quarter ARISTA NETWORKS INC $380,113 HoldingLAM RESEARCH CORP $309,144 Holding Largest Purchases this Quarter Apple 7,190 shares (about $1.80M)NVIDIA 11,912 shares (about $1.60M)Microsoft 3,724 shares (about $1.57M)Amazon.com 4,707 shares (about $1.03M)Meta Platforms 1,080 shares (about $632.35K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 465,910 shares (about $27.11M)Vanguard S&P 500 ETF 34,573 shares (about $18.63M)Vanguard FTSE All-World ex-US ETF 153,561 shares (about $8.82M)Chubb 560 shares (about $258.85K)Apollo Global Management 104 shares (about $17.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Advisers Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$12,633,689$1,800,520 ▲16.6%50,4508.0%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$12,529,994$27,106,644 ▼-68.4%215,3667.9%ETFNVDANVIDIA$10,959,675$1,599,662 ▲17.1%81,6126.9%Computer and TechnologyMSFTMicrosoft$10,421,166$1,569,666 ▲17.7%24,7246.6%Computer and TechnologyVOOVanguard S&P 500 ETF$8,608,029$18,628,279 ▼-68.4%15,9765.4%ETFAMZNAmazon.com$6,824,565$1,032,669 ▲17.8%31,1074.3%Retail/WholesaleMETAMeta Platforms$4,262,513$632,351 ▲17.4%7,2802.7%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$4,078,062$8,815,937 ▼-68.4%71,0342.6%ETFTSLATesla$3,784,788$594,452 ▲18.6%9,3722.4%Auto/Tires/TrucksGOOGLAlphabet$3,668,445$620,715 ▲20.4%19,3792.3%Computer and TechnologyAVGOBroadcom$3,616,472$600,234 ▲19.9%15,5992.3%Computer and TechnologyGOOGAlphabet$3,043,803$339,555 ▲12.6%15,9831.9%Computer and TechnologyBRK.BBerkshire Hathaway$2,744,610$484,556 ▲21.4%6,0551.7%FinanceJPMJPMorgan Chase & Co.$2,235,056$341,347 ▲18.0%9,3241.4%FinanceLLYEli Lilly and Company$2,021,868$246,268 ▲13.9%2,6191.3%MedicalVVisa$1,805,220$351,436 ▲24.2%5,7121.1%Business ServicesXOMExxon Mobil$1,587,518$243,538 ▲18.1%14,7581.0%Oils/EnergyUNHUnitedHealth Group$1,546,414$231,178 ▲17.6%3,0571.0%MedicalMAMastercard$1,443,855$232,744 ▲19.2%2,7420.9%Business ServicesCOSTCostco Wholesale$1,338,670$239,146 ▲21.8%1,4610.8%Retail/WholesalePGProcter & Gamble$1,319,070$208,892 ▲18.8%7,8680.8%Consumer StaplesWMTWalmart$1,311,250$245,120 ▲23.0%14,5130.8%Retail/WholesaleHDHome Depot$1,291,836$241,563 ▲23.0%3,3210.8%Retail/WholesaleNFLXNetflix$1,263,000$193,416 ▲18.1%1,4170.8%Consumer DiscretionaryJNJJohnson & Johnson$1,145,101$118,299 ▲11.5%7,9180.7%MedicalCRMSalesforce$1,059,826$157,135 ▲17.4%3,1700.7%Computer and TechnologyABBVAbbVie$1,042,211$189,961 ▲22.3%5,8650.7%MedicalBACBank of America$969,361$169,471 ▲21.2%22,0560.6%FinanceORCLOracle$886,192$152,976 ▲20.9%5,3180.6%Computer and TechnologyMRKMerck & Co., Inc.$834,040$95,899 ▲13.0%8,3840.5%MedicalCVXChevron$815,304$134,556 ▲19.8%5,6290.5%Oils/EnergyKOCoca-Cola$788,212$126,077 ▲19.0%12,6600.5%Consumer StaplesWFCWells Fargo & Company$773,132$77,756 ▲11.2%11,0070.5%FinanceCSCOCisco Systems$773,093$133,733 ▲20.9%13,0590.5%Computer and TechnologyACNAccenture$727,502$129,459 ▲21.6%2,0680.5%Computer and TechnologyNOWServiceNow$724,062$87,990 ▲13.8%6830.5%Computer and TechnologyMCDMcDonald's$699,794$139,147 ▲24.8%2,4140.4%Retail/WholesalePEPPepsiCo$683,814$89,715 ▲15.1%4,4970.4%Consumer StaplesIBMInternational Business Machines$671,581$122,006 ▲22.2%3,0550.4%Computer and TechnologyDISWalt Disney$670,216$113,466 ▲20.4%6,0190.4%Consumer DiscretionaryTMOThermo Fisher Scientific$658,611$138,381 ▲26.6%1,2660.4%MedicalAMDAdvanced Micro Devices$651,300$119,824 ▲22.5%5,3920.4%Computer and TechnologyADBEAdobe$648,343$70,259 ▲12.2%1,4580.4%Computer and TechnologyABTAbbott Laboratories$646,989$115,372 ▲21.7%5,7200.4%MedicalLINDE PLC$646,008$101,737 ▲18.7%1,5430.4%SHSPMPhilip Morris International$636,290$142,855 ▲29.0%5,2870.4%Consumer StaplesISRGIntuitive Surgical$616,435$94,475 ▲18.1%1,1810.4%MedicalGSThe Goldman Sachs Group$594,380$79,022 ▲15.3%1,0380.4%FinanceINTUIntuit$583,248$80,448 ▲16.0%9280.4%Computer and TechnologyCATCaterpillar$577,151$69,287 ▲13.6%1,5910.4%Industrial ProductsQCOMQUALCOMM$565,475$104,615 ▲22.7%3,6810.4%Computer and TechnologyTXNTexas Instruments$565,343$115,319 ▲25.6%3,0150.4%Computer and TechnologyVZVerizon Communications$552,502$52,627 ▲10.5%13,8160.3%Computer and TechnologyAXPAmerican Express$546,687$71,823 ▲15.1%1,8420.3%FinanceBKNGBooking$541,558$44,716 ▲9.0%1090.3%Retail/WholesaleTAT&T$537,304$52,303 ▲10.8%23,5970.3%Computer and TechnologyMSMorgan Stanley$517,338$64,746 ▲14.3%4,1150.3%FinanceSPGIS&P Global$516,457$68,230 ▲15.2%1,0370.3%Business ServicesPALANTIR TECHNOLOGIES INC$515,948$92,420 ▲21.8%6,8220.3%CL APFEPfizer$499,082$79,908 ▲19.1%18,8120.3%MedicalBLKBlackRock$496,153$86,109 ▲21.0%4840.3%FinanceNEENextEra Energy$492,510$98,215 ▲24.9%6,8700.3%UtilitiesDHRDanaher$489,630$99,395 ▲25.5%2,1330.3%MedicalHONHoneywell International$487,245$148,410 ▲43.8%2,1570.3%Multi-Sector ConglomeratesCMCSAComcast$475,017$32,163 ▲7.3%12,6570.3%Consumer DiscretionaryLOWLowe's Companies$472,128$52,568 ▲12.5%1,9130.3%Retail/WholesaleAMGNAmgen$471,758$93,048 ▲24.6%1,8100.3%MedicalUNPUnion Pacific$464,746$77,078 ▲19.9%2,0380.3%TransportationPGRProgressive$463,885$80,509 ▲21.0%1,9360.3%FinanceAMATApplied Materials$444,956$38,381 ▲9.4%2,7360.3%Computer and TechnologyTJXTJX Companies$444,098$57,506 ▲14.9%3,6760.3%Retail/WholesaleCCitigroup$440,923$81,934 ▲22.8%6,2640.3%FinanceCOPConocoPhillips$437,538$100,360 ▲29.8%4,4120.3%Oils/EnergyBSXBoston Scientific$431,594$83,246 ▲23.9%4,8320.3%MedicalETNEaton$431,431$66,374 ▲18.2%1,3000.3%Industrial ProductsUBERUber Technologies$422,843$66,955 ▲18.8%7,0100.3%Computer and TechnologyBXBlackstone$414,843$87,245 ▲26.6%2,4060.3%FinanceSYKStryker$407,217$83,172 ▲25.7%1,1310.3%MedicalADPAutomatic Data Processing$401,626$79,623 ▲24.7%1,3720.3%Business ServicesPANWPalo Alto Networks$397,401$233,637 ▲142.7%2,1840.3%Computer and TechnologyGILDGilead Sciences$387,215$54,683 ▲16.4%4,1920.2%MedicalFIFiserv$384,752$56,080 ▲17.1%1,8730.2%Business ServicesBMYBristol-Myers Squibb$381,780$70,700 ▲22.7%6,7500.2%MedicalARISTA NETWORKS INC$380,113$380,113 ▲New Holding3,4390.2%COM SHSSCHWCharles Schwab$367,830$71,790 ▲24.3%4,9700.2%FinanceDEDeere & Company$356,755$60,165 ▲20.3%8420.2%Industrial ProductsTMUST-Mobile US$353,1680.0%1,6000.2%Computer and TechnologyCBChubb$352,559$48,629 ▲16.0%1,2760.2%FinanceVRTXVertex Pharmaceuticals$350,752$68,862 ▲24.4%8710.2%MedicalADIAnalog Devices$347,585$50,141 ▲16.9%1,6360.2%Computer and TechnologySBUXStarbucks$343,100$51,100 ▲17.5%3,7600.2%Retail/WholesaleMMCMarsh & McLennan Companies$335,183$24,427 ▲7.9%1,5780.2%FinanceKKRKKR & Co. Inc.$334,720$53,691 ▲19.1%2,2630.2%FinanceMDTMedtronic$334,298$54,718 ▲19.6%4,1850.2%MedicalPLDPrologis$323,336$46,719 ▲16.9%3,0590.2%FinanceMRVLMarvell Technology$320,084$21,869 ▲7.3%2,8980.2%Computer and TechnologyMUMicron Technology$310,887$58,407 ▲23.1%3,6940.2%Computer and TechnologyLAM RESEARCH CORP$309,144$309,144 ▲New Holding4,2800.2%COM NEWGE VERNOVA INC$303,273$56,576 ▲22.9%9220.2%COMUPSUnited Parcel Service$301,883$62,293 ▲26.0%2,3940.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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