PALO ALTO WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationpalo alto, CA
- Num holdings
52
- Value ($000)
$256,393
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $70.05 M | 27 % | 435,369 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $41.94 M | 16 % | 262,899 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.32 M | 8 % | 115,027 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $18.15 M | 7 % | 225,705 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.18 M | 5 % | 144,992 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $10.52 M | 4 % | 175,505 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.97 M | 4 % | 69,022 | ||
NOW SERVICENOW INC | COM | 81762P102 | $8.89 M | 4 % | 8,579 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $7.45 M | 3 % | 195,491 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.17 M | 3 % | 15,972 |
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