PALO ALTO WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•64 long positions•$343.3M portfolio value
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Holding65 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $117.2M 34.14% | -$8.9M Sold | 0.003% 401.7K shares | 432.1K → 401.7K −$8.9M | -7.04% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $55.4M 16.15% | -$1.2M Sold | 0.002% 190.3K shares | 194.3K → 190.3K −$1.2M | -2.08% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.7M 7.2% | +$1.1M Bought | — 125.7K shares | 120.1K → 125.7K +$1.1M | +4.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.2M 6.18% | +$639.3K Bought | — 236.8K shares | 229.6K → 236.8K +$639.3K | +3.11% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $16.0M 4.67% | -$3.0M Sold | 0.0% 83.0K shares | 98.3K → 83.0K −$3.0M | -15.65% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.6M 3.38% | -$1.4M Sold | — 114.1K shares | 127.5K → 114.1K −$1.4M | -10.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.1M 2.93% | +$1.3M Bought | — 239.5K shares | 207.9K → 239.5K +$1.3M | +15.23% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $9.0M 2.61% | -$227.6K Sold | 0.0% 32.5K shares | 33.3K → 32.5K −$227.6K | -2.48% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $8.3M 2.42% | +$118.0K Bought | 0.0% 16.3K shares | 16.1K → 16.3K +$118.0K | +1.44% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.5M 2.2% | -$290.9K Sold | — 115.9K shares | 120.4K → 115.9K −$290.9K | -3.71% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.5M 1.88% | -$911.0K Sold | — 128.6K shares | 146.7K → 128.6K −$911.0K | -12.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.7M 1.66% | +$1.3M Bought | — 112.5K shares | 87.5K → 112.5K +$1.3M | +28.56% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 1.39% | +$1.1M Bought | — 68.7K shares | 53.2K → 68.7K +$1.1M | +29.11% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.6M 1.33% | -$665.6K Sold | — 12.2K shares | 14.0K → 12.2K −$665.6K | -12.7% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $4.5M 1.32% | — | 0.003% 5.3K shares | — | — | $190.98B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.4M 1.29% | +$112.4K Bought | — 97.8K shares | 95.4K → 97.8K +$112.4K | +2.61% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $2.9M 0.833% | +$309.1K Bought | 0.0% 11.5K shares | 10.2K → 11.5K +$309.1K | +12.12% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $2.4M 0.706% | +$2.8K Bought | 0.003% 12.1K shares | 12.1K → 12.1K +$2.8K | +0.12% | $116.19B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.9M 0.547% | +$877.7K Bought | 0.0% 5.3K shares | 2.8K → 5.3K +$877.7K | +87.91% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.8M 0.538% | +$13.7K Bought | — 2.7K shares | 2.7K → 2.7K +$13.7K | +0.74% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.4M 0.409% | -$34.4K Sold | 0.007% 10.8K shares | 11.0K → 10.8K −$34.4K | -2.39% | $15.4B Large Cap | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $1.4M 0.394% | +$56.8K Bought | 0.0% 4.3K shares | 4.1K → 4.3K +$56.8K | +4.38% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.1M 0.334% | +$44.8K Bought | 0.0% 2.6K shares | 2.5K → 2.6K +$44.8K | +4.07% | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.0M 0.297% | -$90.1K Sold | 0.0% 5.3K shares | 5.8K → 5.3K −$90.1K | -8.12% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $920.2K 0.268% | — | — 4.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $904.9K 0.264% | +$18.8K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$18.8K | +2.12% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $848.8K 0.247% | +$393.2K Bought | — 1.2K shares | 664.0 → 1.2K +$393.2K | +86.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $798.4K 0.233% | +$507.3K Bought | — 6.7K shares | 2.4K → 6.7K +$507.3K | +174.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $743.7K 0.217% | +$24.5K Bought | — 14.1K shares | 13.7K → 14.1K +$24.5K | +3.4% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $717.5K 0.209% | +$17.8K Bought | 0.0% 726.0 shares | 708.0 → 726.0 +$17.8K | +2.54% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $683.8K 0.199% | +$683.8K New | — 8.5K shares | 0 → 8.5K +$683.8K | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $659.6K 0.192% | +$5.0K Bought | 0.0% 7.0K shares | 7.0K → 7.0K +$5.0K | +0.76% | $204.31B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $643.8K 0.188% | +$643.8K New | — 9.9K shares | 0 → 9.9K +$643.8K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $587.1K 0.171% | +$267.6K Bought | — 21.9K shares | 11.9K → 21.9K +$267.6K | +83.78% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $528.2K 0.154% | +$58.8K Bought | — 1.6K shares | 1.4K → 1.6K +$58.8K | +12.52% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $517.6K 0.151% | +$1.5K Bought | — 2.1K shares | 2.1K → 2.1K +$1.5K | +0.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $510.1K 0.149% | +$510.1K New | — 6.5K shares | 0 → 6.5K +$510.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $497.7K 0.145% | -$18.3K Sold | — 5.3K shares | 5.5K → 5.3K −$18.3K | -3.55% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $496.9K 0.145% | +$23.3K Bought | — 1.7K shares | 1.6K → 1.7K +$23.3K | +4.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $479.3K 0.14% | — | — 2.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $478.1K 0.139% | +$10.5K Bought | 0.0% 590.0 shares | 577.0 → 590.0 +$10.5K | +2.25% | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $460.4K 0.134% | +$103.8K Bought | — 741.0 shares | 574.0 → 741.0 +$103.8K | +29.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $423.8K 0.123% | +$76.7K Bought | — 6.9K shares | 5.6K → 6.9K +$76.7K | +22.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $388.2K 0.113% | +$388.2K New | — 3.1K shares | 0 → 3.1K +$388.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $384.4K 0.112% | -$91.5K Sold | — 7.5K shares | 9.3K → 7.5K −$91.5K | -19.22% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $374.5K 0.109% | -$347.3K Sold | — 7.9K shares | 15.2K → 7.9K −$347.3K | -48.12% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $369.9K 0.108% | +$210.2 Bought | — 1.8K shares | 1.8K → 1.8K +$210.2 | +0.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $335.3K 0.098% | — | — 955.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $315.6K 0.092% | +$16.9K Bought | — 503.0 shares | 476.0 → 503.0 +$16.9K | +5.67% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $306.7K 0.089% | +$45.4K Bought | 0.0% 1.6K shares | 1.3K → 1.6K +$45.4K | +17.36% | $446.55B Mega Cap | Q2 2025 Held for 5 months |
