PALO ALTO WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationpalo alto, CA
- Num holdings
51
- Value ($000)
$284,981
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001964382
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $83.65M | 29 % | 439,243 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $51.08M | 18 % | 269,859 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $28.44M | 10 % | 306,674 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $17.40M | 6 % | 214,866 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $17.23M | 6 % | 96,732 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $11.11M | 4 % | 186,041 | ||
NOW SERVICENOW INC | COM | 81762P102 | $9.07M | 3 % | 8,554 | ||
AAPL APPLE INC | COM | 037833100 | $8.62M | 3 % | 34,412 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $8.00M | 3 % | 158,923 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $6.75M | 2 % | 202,199 |
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