Palo Alto Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Palo Alto Wealth Advisors, LLCInvestment ActivityPalo Alto Wealth Advisors, LLC has $284.98 million in total holdings as of December 31, 2024.Palo Alto Wealth Advisors, LLC owns shares of 51 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.96% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Palo Alto Wealth Advisors, LLC has purchased 50 new stocks and bought additional shares in 33 stocks.Palo Alto Wealth Advisors, LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $83,649,503Alphabet $51,084,352VanEck Morningstar Wide Moat ETF $28,436,375WisdomTree U.S. Quality Dividend Growth Fund $17,397,880iShares MSCI USA Quality Factor ETF $17,225,971 Largest New Holdings this Quarter Eli Lilly and Company $534,513 HoldingPALANTIR TECHNOLOGIES INC $322,259 HoldingTaiwan Semiconductor Manufacturing $321,250 HoldingThe Goldman Sachs Group $318,949 Holding Largest Purchases this Quarter Alphabet 112,162 shares (about $21.36M)Alphabet 14,796 shares (about $2.80M)iShares MSCI Intl Quality Factor ETF 29,560 shares (about $1.10M)iShares Treasury Floating Rate Bond ETF 18,293 shares (about $923.25K)iShares MSCI USA Quality Factor ETF 4,560 shares (about $812.04K) Largest Sales this Quarter Microsoft 1,897 shares (about $799.56K)VanEck Morningstar Wide Moat ETF 4,566 shares (about $423.38K)ServiceNow 110 shares (about $116.61K)Vanguard Extended Market ETF 506 shares (about $96.14K)iShares Russell 1000 ETF 288 shares (about $92.78K) 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$83,649,503$21,360,148 ▲34.3%439,24329.4%Computer and TechnologyGOOGLAlphabet$51,084,352$2,800,885 ▲5.8%269,85917.9%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$28,436,375$423,383 ▼-1.5%306,67410.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$17,397,880$728,333 ▲4.4%214,8666.1%ManufacturingQUALiShares MSCI USA Quality Factor ETF$17,225,971$812,042 ▲4.9%96,7326.0%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$11,112,215$530,461 ▲5.0%186,0413.9%ETFNOWServiceNow$9,068,266$116,613 ▼-1.3%8,5543.2%Computer and TechnologyAAPLApple$8,617,329$69,115 ▲0.8%34,4123.0%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$7,997,022$767,331 ▲10.6%158,9232.8%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$6,749,931$41,895 ▲0.6%202,1992.4%ETFMSFTMicrosoft$6,680,575$799,562 ▼-10.7%15,8502.3%Computer and TechnologyIWBiShares Russell 1000 ETF$4,594,751$92,784 ▼-2.0%14,2621.6%ETFNVDANVIDIA$3,507,500$808,018 ▲29.9%26,1191.2%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$3,347,947$1,097,262 ▲48.8%90,1931.2%ETFAMZNAmazon.com$3,157,315$302,985 ▲10.6%14,3911.1%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$3,029,557$923,246 ▲43.8%60,0271.1%ETFDOORDASH INC$2,013,503$503 ▲0.0%12,0030.7%CL ASPYSPDR S&P 500 ETF Trust$1,613,795$187,541 ▲13.1%2,7450.6%FinanceTWLOTwilio$1,198,391$38,801 ▲3.3%11,0880.4%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$864,594$537,947 ▲164.7%17,1650.3%ETFJPMJPMorgan Chase & Co.$850,550$414,967 ▲95.3%3,5480.3%FinanceJCPBJPMorgan Core Plus Bond ETF$779,744$251,714 ▲47.7%16,8610.3%ETFMETAMeta Platforms$776,082$28,115 ▼-3.5%1,3250.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$768,559$24,868 ▲3.3%3,9250.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$643,487$400,014 ▲164.3%12,4060.2%ETFAVGOBroadcom$621,407$55,880 ▲9.9%2,6800.2%Computer and TechnologyQQQInvesco QQQ$538,529$511 ▲0.1%1,0530.2%FinanceLLYEli Lilly and Company$534,513$534,513 ▲New Holding6920.2%MedicalUSMViShares MSCI USA Min Vol Factor ETF$482,451$85,588 ▼-15.1%5,4340.2%ETFQUSSPDR MSCI USA StrategicFactors ETF$480,105$8,518 ▲1.8%3,1000.2%ETFUBERUber Technologies$471,702$1,206 ▲0.3%7,8200.2%Computer and TechnologyIWMiShares Russell 2000 ETF$464,629$1,547 ▲0.3%2,1030.2%FinanceHYDVanEck High Yield Muni ETF$448,957$201,405 ▲81.4%8,6490.2%ETFOKTAOkta$431,824$47,280 ▼-9.9%5,4800.2%Computer and TechnologyORCLOracle$421,972$33,498 ▲8.6%2,5320.1%Computer and TechnologyIVViShares Core S&P 500 ETF$415,038$28,258 ▼-6.4%7050.1%ETFTSLATesla$413,532$71,076 ▼-14.7%1,0240.1%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$404,282$122,879 ▲43.7%1,3950.1%ETFVEAVanguard FTSE Developed Markets ETF$360,387$48,635 ▲15.6%7,5360.1%ETFVXFVanguard Extended Market ETF$349,972$96,138 ▼-21.6%1,8420.1%ETFPALANTIR TECHNOLOGIES INC$322,259$322,259 ▲New Holding4,2610.1%CL ATSMTaiwan Semiconductor Manufacturing$321,250$321,250 ▲New Holding1,6270.1%Computer and TechnologyGSThe Goldman Sachs Group$318,949$318,949 ▲New Holding5570.1%FinancePINSPinterest$301,020$11,948 ▼-3.8%10,3800.1%Computer and TechnologyVOOVanguard S&P 500 ETF$284,579$35,572 ▼-11.1%5280.1%ETFIJRiShares Core S&P Small-Cap ETF$280,363$230 ▲0.1%2,4330.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$269,610$9,768 ▲3.8%10,3500.1%ETFVGTVanguard Information Technology ETF$234,4270.0%3770.1%ETFSMHVanEck Semiconductor ETF$231,2720.0%9550.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$206,605$644 ▲0.3%1,6040.1%ManufacturingINMUiShares Intermediate Muni Income Active ETF$206,293$1,794 ▲0.9%8,7410.1%ETFKRBNKraneShares Global Carbon Strategy ETF$0$1,569,680 ▼-100.0%00.0%ETFKCCAKraneShares California Carbon Allowance Strategy ETF$0$775,697 ▼-100.0%00.0%ETFTEAMAtlassian$0$584,082 ▼-100.0%00.0%Computer and TechnologyShowing 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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