PALO ALTO WEALTH ADVISORS, LLC
CIK 1964382 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $343.3M
- Posisi
- 64
- Per tanggal
- 30 Sep. 2025 Data per Q3 2025
#4.781 dari 9.443 berdasarkan nilai 13F · top 50.6%
Nilai portofolio QoQ: +29.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 81,86%
- Bobot 25 kepemilikan teratas
- 95,06%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 6,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2025: 4,01% Perkiraan pembelian $12.178.949 · penjualan $17.547.024
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q3 2025 · 97,0% masih dipegang
- Posisi baru
- 10
- Meningkat
- 33
- Menurun
- 15
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Communication Services
50,6%
Technology
12,6%
Consumer Discretionary
1,1%
Retail
0,9%
Financials
0,5%
Healthcare
0,3%
Industrials
0,2%
Financial Services
0,1%
Energy
0,1%
Lainnya/Tidak terpetakan
33,5%
Portofolio lengkap 64 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $117.190.358 | 34,14% | 401.695 | $40.540.361 | Turun ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $55.426.425 | 16,15% | 190.266 | $21.184.214 | Turun ×3 | ||
| QUAL | $24.699.566 | 7,20% | 125.685 | $2.734.874 | Naik ×3 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $21.222.151 | 6,18% | 236.775 | $1.991.911 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $16.022.532 | 4,67% | 82.950 | $485.057 | Turun ×1 | ||
| MOAT | $11.589.780 | 3,38% | 114.061 | $-371.224 | Turun ×3 | ||
| GSIE | $10.058.305 | 2,93% | 239.540 | $1.813.839 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $8.952.037 | 2,61% | 32.493 | $2.116.010 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8.296.731 | 2,42% | 16.310 | $299.149 | Naik ×3 | ||
| JHMM | $7.540.488 | 2,20% | 115.901 | $182.164 | Turun ×3 | ||
| USFR | $6.470.127 | 1,88% | 128.580 | $-909.567 | Turun ×1 | ||
| TFLO | $5.681.424 | 1,66% | 112.526 | $1.248.279 | Naik ×1 | ||
| AVMC | $4.788.100 | 1,39% | 68.650 | $1.268.778 | Naik ×1 | ||
| IWB | $4.576.411 | 1,33% | 12.232 | $-181.183 | Turun ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $4.544.338 | 1,32% | 5.280 | $-883.924 | |||
| IQLT | $4.420.501 | 1,29% | 97.842 | $299.320 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.859.253 | 0,83% | 11.478 | $613.284 | Naik ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $2.422.206 | 0,71% | 12.073 | $-550.458 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1.876.141 | 0,55% | 5.331 | $1.093.985 | Naik ×3 | ||
| SPY SPY | $1.847.285 | 0,54% | 2.705 | $184.223 | Naik ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $1.405.164 | 0,41% | 10.756 | $34.841 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.353.853 | 0,39% | 4.290 | $162.314 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.146.089 | 0,33% | 2.607 | $350.351 | Naik ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.020.299 | 0,30% | 5.343 | $227.598 | Turun ×1 | ||
| VIG | $920.211 | 0,27% | 4.205 | $55.814 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $904.933 | 0,26% | 1.443 | $-138.047 | Naik ×3 | ||
| IVV | $848.848 | 0,25% | 1.237 | $436.470 | Naik ×2 | ||
| IJR | $798.386 | 0,23% | 6.676 | $532.355 | Naik ×2 | ||
| MUNI | $743.711 | 0,22% | 14.123 | $42.229 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $717.458 | 0,21% | 726 | $165.869 | Naik ×1 | ||
| AVDE | $683.785 | 0,20% | 8.490 | Naik ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $659.599 | 0,19% | 7.047 | $7.059 | Naik ×2 | ||
| IJH | $643.840 | 0,19% | 9.855 | Naik ×1 | |||
| PYLD | $587.091 | 0,17% | 21.890 | $270.969 | Naik ×3 | ||
| VTI | $528.201 | 0,15% | 1.573 | $102.053 | Naik ×1 | ||
| IWM | $517.610 | 0,15% | 2.119 | $61.575 | Naik ×3 | ||
| AVLC | $510.125 | 0,15% | 6.525 | Naik ×1 | |||
| USMV | $497.699 | 0,14% | 5.278 | $-15.949 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $496.930 | 0,14% | 1.707 | $128.506 | Naik ×1 | ||
| QUS | $479.269 | 0,14% | 2.765 | $28.378 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $478.083 | 0,14% | 590 | $69.711 | Naik ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $460.412 | 0,13% | 741 | $143.281 | Naik ×1 | ||
| VEA | $423.836 | 0,12% | 6.866 | $103.270 | Naik ×1 | ||
| IVW | $388.210 | 0,11% | 3.133 | Naik ×1 | |||
| HYD | $384.439 | 0,11% | 7.541 | $-84.289 | Turun ×1 | ||
| JCPB | $374.458 | 0,11% | 7.867 | $-339.099 | Turun ×3 | ||
| VXF | $369.880 | 0,11% | 1.760 | $30.916 | Naik ×2 | ||
| SMH SMH | $335.253 | 0,10% | 955 | $68.923 | |||
| VOO | $315.615 | 0,09% | 503 | $44.507 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $306.704 | 0,09% | 1.582 | $100.746 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $293.100 | 0,09% | 1.241 | $26.249 | Naik ×1 | ||
| VGT | $291.548 | 0,08% | 377 | $41.481 | |||
| NFLX Netflix, Inc. - Common Stock | $284.110 | 0,08% | 250 | $-31.925 | Naik ×2 | ||
| EBAY eBay Inc. - Common Stock | $269.459 | 0,08% | 3.088 | $45.037 | Naik ×1 | ||
| BRKB | $267.424 | 0,08% | 538 | ||||
| OKTA Okta, Inc. - Class A Common Stock | $251.776 | 0,07% | 2.942 | $-358.741 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $246.625 | 0,07% | 1.038 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $244.191 | 0,07% | 4.553 | Naik ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $241.844 | 0,07% | 1.616 | $23.728 | Naik ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $231.430 | 0,07% | 1.932 | Naik ×1 | |||
| AAAU | $228.312 | 0,07% | 5.600 | Naik ×1 | |||
| XHLF | $225.461 | 0,07% | 4.485 | $-314 | |||
| INMU | $210.717 | 0,06% | 8.725 | $2.817 | Turun ×1 | ||
| ITOT | $201.001 | 0,06% | 1.349 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| QUAL | $24.699.566 | 7,20% | naik ×3 |
| DGRW | $21.222.151 | 6,18% | naik ×3 |
| MSFT | $8.296.731 | 2,42% | naik ×3 |
| IQLT | $4.420.501 | 1,29% | naik ×3 |
| DASH | $2.422.206 | 0,71% | naik ×3 |
| AVGO | $1.876.141 | 0,55% | naik ×3 |
| JPM | $1.353.853 | 0,39% | naik ×3 |
| TSLA | $1.146.089 | 0,33% | naik ×3 |
| META | $904.933 | 0,26% | naik ×3 |
| MUNI | $743.711 | 0,22% | naik ×3 |
| PYLD | $587.091 | 0,17% | naik ×3 |
| IWM | $517.610 | 0,15% | naik ×3 |
| GS | $478.083 | 0,14% | naik ×3 |
| ESGU | $241.844 | 0,07% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOG | Dipangkas | -30K | +$40.5M |
| GOOGL | Dipangkas | -4K | +$21.2M |
| QUAL | Beli lebih banyak | +6K | +$2.7M |
| AAPL | Dipangkas | -826 | +$2.1M |
| DGRW | Beli lebih banyak | +7K | +$2.0M |
| GSIE | Beli lebih banyak | +32K | +$1.8M |
| AVMC | Beli lebih banyak | +15K | +$1.3M |
| TFLO | Beli lebih banyak | +25K | +$1.2M |
| AVGO | Beli lebih banyak | +2K | +$1.1M |
| USFR | Dipangkas | -18K | -$910K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.