Palo Alto Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Palo Alto Wealth Advisors, LLCInvestment ActivityPalo Alto Wealth Advisors, LLC has $241.56 million in total holdings as of September 30, 2024.Palo Alto Wealth Advisors, LLC owns shares of 50 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 40.04% of the portfolio was purchased this quarter.About 2.21% of the portfolio was sold this quarter.This quarter, Palo Alto Wealth Advisors, LLC has purchased 42 new stocks and bought additional shares in 24 stocks.Palo Alto Wealth Advisors, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $54,230,002Alphabet $41,848,239VanEck Morningstar Wide Moat ETF $30,190,280WisdomTree U.S. Quality Dividend Growth Fund $17,330,228iShares MSCI USA Quality Factor ETF $16,772,543 Largest New Holdings this Quarter ServiceNow $7,956,498 HoldingDOORDASH INC $1,834,680 HoldingTwilio $757,146 HoldingAtlassian $584,082 HoldingBroadcom $439,041 Holding Largest Purchases this Quarter Alphabet 249,329 shares (about $41.34M)Alphabet 208,464 shares (about $34.20M)ServiceNow 8,664 shares (about $7.96M)Apple 14,337 shares (about $3.39M)DOORDASH INC 12,000 shares (about $1.83M) Largest Sales this Quarter Microsoft 4,703 shares (about $1.97M)iShares Treasury Floating Rate Bond ETF 18,474 shares (about $933.67K)VanEck Morningstar Wide Moat ETF 6,531 shares (about $633.51K)KraneShares Global Carbon Strategy ETF 9,910 shares (about $308.70K)KraneShares California Carbon Allowance Strategy ETF 12,553 shares (about $289.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalo Alto Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$54,230,002$41,338,727 ▲320.7%327,08122.5%Computer and TechnologyGOOGLAlphabet$41,848,239$34,202,731 ▲447.4%255,06317.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$30,190,280$633,507 ▼-2.1%311,24012.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$17,330,228$28,705 ▲0.2%205,8717.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$16,772,543$837,972 ▲5.3%92,1726.9%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$10,778,430$907,917 ▲9.2%177,1604.5%ETFAAPLApple$8,072,458$3,390,404 ▲72.4%34,1363.3%Computer and TechnologyNOWServiceNow$7,956,498$7,956,498 ▲New Holding8,6643.3%Computer and TechnologyMSFTMicrosoft$7,432,008$1,969,501 ▼-20.9%17,7473.1%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$7,239,736$700,220 ▲10.7%143,6743.0%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$7,059,163$333,103 ▲5.0%200,9442.9%ETFIWBiShares Russell 1000 ETF$4,656,156$32,001 ▼-0.7%14,5501.9%ETFNVDANVIDIA$2,888,839$921,175 ▲46.8%20,1021.2%Computer and TechnologyAMZNAmazon.com$2,459,801$859,323 ▲53.7%13,0101.0%Retail/WholesaleIQLTiShares MSCI Intl Quality Factor ETF$2,434,428$24,090 ▲1.0%60,6331.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,109,226$933,671 ▼-30.7%41,7340.9%ETFDOORDASH INC$1,834,680$1,834,680 ▲New Holding12,0000.8%CL AKRBNKraneShares Global Carbon Strategy ETF$1,569,680$308,697 ▼-16.4%50,3910.6%ETFSPYSPDR S&P 500 ETF Trust$1,420,173$1,171 ▼-0.1%2,4260.6%FinanceMETAMeta Platforms$789,972$93,209 ▲13.4%1,3730.3%Computer and TechnologyKCCAKraneShares California Carbon Allowance Strategy ETF$775,697$289,474 ▼-27.2%33,6380.3%ETFVIGVanguard Dividend Appreciation ETF$759,575$28,199 ▼-3.6%3,7980.3%ETFTWLOTwilio$757,146$757,146 ▲New Holding10,7290.3%Computer and TechnologyUBERUber Technologies$627,588$32,184 ▲5.4%7,8000.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$591,514$2,589 ▲0.4%6,3980.2%ETFTEAMAtlassian$584,082$584,082 ▲New Holding3,0290.2%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$537,208$142,559 ▲36.1%11,4180.2%ETFQQQInvesco QQQ$521,744$237,562 ▼-31.3%1,0520.2%FinanceQUSSPDR MSCI USA StrategicFactors ETF$485,6710.0%3,0450.2%ETFIWMiShares Russell 2000 ETF$465,579$1,555 ▲0.3%2,0960.2%FinanceOKTAOkta$450,163$144,748 ▼-24.3%6,0800.2%Computer and TechnologyIVViShares Core S&P 500 ETF$441,411$1,759 ▲0.4%7530.2%ETFAVGOBroadcom$439,041$439,041 ▲New Holding2,4390.2%Computer and TechnologyVXFVanguard Extended Market ETF$436,137$2,600 ▲0.6%2,3480.2%ETFJPMJPMorgan Chase & Co.$407,362$39,907 ▼-8.9%1,8170.2%FinanceORCLOracle$405,948$63,914 ▼-13.6%2,3310.2%Computer and TechnologyPINSPinterest$356,4600.0%10,7920.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$334,059$54,524 ▲19.5%6,5190.1%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$326,196$326,196 ▲New Holding6,4850.1%ETFVOOVanguard S&P 500 ETF$318,518$536 ▲0.2%5940.1%ETFIJRiShares Core S&P Small-Cap ETF$282,178$116 ▲0.0%2,4310.1%ETFVTIVanguard Total Stock Market ETF$279,728$42,924 ▲18.1%9710.1%ETFTSLATesla$262,620$7,879 ▼-2.9%1,2000.1%Auto/Tires/TrucksPYLDPIMCO Multi Sector Bond Active ETF$262,042$262,042 ▲New Holding9,9750.1%ETFHYDVanEck High Yield Muni ETF$250,569$3,468 ▲1.4%4,7690.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$245,675$2,826 ▲1.2%4,6940.1%ETFSMHVanEck Semiconductor ETF$241,4620.0%9550.1%ManufacturingVGTVanguard Information Technology ETF$228,819$228,819 ▲New Holding3770.1%ETFINMUiShares Intermediate Muni Income Active ETF$206,737$206,737 ▲New Holding8,6650.1%ETFESGUiShares ESG Aware MSCI USA ETF$204,789$204,789 ▲New Holding1,5990.1%ManufacturingPAPRInnovator U.S. Equity Power Buffer ETF - April$0$358,280 ▼-100.0%00.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$0$295,393 ▼-100.0%00.0%ETFShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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