Palo Alto Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Palo Alto Wealth Advisors, LLCInvestment ActivityPalo Alto Wealth Advisors, LLC has $256.39 million in total holdings as of March 31, 2025.Palo Alto Wealth Advisors, LLC owns shares of 52 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 8.83% of the portfolio was sold this quarter.This quarter, Palo Alto Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Palo Alto Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $70,046,527Alphabet $41,940,259iShares MSCI USA Quality Factor ETF $20,319,485WisdomTree U.S. Quality Dividend Growth Fund $18,148,970VanEck Morningstar Wide Moat ETF $13,176,869 Largest New Holdings this Quarter 64110L106 - Netflix $259,564 Holding084670702 - Berkshire Hathaway $225,227 Holding Largest Purchases this Quarter NVIDIA 42,903 shares (about $5.57M)iShares Treasury Floating Rate Bond ETF 64,241 shares (about $3.25M)iShares MSCI USA Quality Factor ETF 18,295 shares (about $3.23M)WisdomTree U.S. Quality Dividend Growth Fund 10,839 shares (about $871.57K)Tesla 1,475 shares (about $492.75K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 161,682 shares (about $14.69M)WisdomTree Bloomberg Floating Rate Treasury Fund 41,597 shares (about $2.10M)Alphabet 6,960 shares (about $1.11M)Amazon.com 4,095 shares (about $865.59K)Apple 3,409 shares (about $726.77K) 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$70,046,527$623,288 ▼-0.9%435,36927.3%Computer and TechnologyGOOGLAlphabet$41,940,259$1,110,328 ▼-2.6%262,89916.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$20,319,485$3,231,806 ▲18.9%115,0277.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$18,148,970$871,565 ▲5.0%225,7057.1%ManufacturingMOATVanEck Morningstar Wide Moat ETF$13,176,869$14,693,656 ▼-52.7%144,9925.1%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$10,517,993$631,421 ▼-5.7%175,5054.1%ETFNVDANVIDIA$8,968,046$5,574,398 ▲164.3%69,0223.5%Computer and TechnologyNOWServiceNow$8,894,021$25,918 ▲0.3%8,5793.5%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$7,448,208$255,575 ▼-3.3%195,4912.9%ETFMSFTMicrosoft$7,173,524$54,794 ▲0.8%15,9722.8%Computer and TechnologyAAPLApple$6,609,605$726,773 ▼-9.9%31,0032.6%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$6,281,766$3,247,392 ▲107.0%124,2682.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$5,912,074$2,096,079 ▼-26.2%117,3262.3%FinanceIWBiShares Russell 1000 ETF$4,520,489$82,954 ▼-1.8%14,0051.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,944,339$151,717 ▲4.0%93,8011.5%ETFDOORDASH INC$2,384,875$10,681 ▲0.4%12,0570.9%CL AAMZNAmazon.com$2,176,336$865,588 ▼-28.5%10,2960.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,575,442$35,205 ▼-2.2%2,6850.6%FinanceTWLOTwilio$1,261,658$8,361 ▼-0.7%11,0150.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,063,094$129,928 ▲13.9%4,0420.4%FinanceMETAMeta Platforms$911,926$42,644 ▲4.9%1,3900.4%Computer and TechnologyTSLATesla$834,841$492,753 ▲144.0%2,4990.3%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$773,909$2,555 ▲0.3%3,9380.3%ETFJCPBJPMorgan Core Plus Bond ETF$757,840$20,306 ▼-2.6%16,4210.3%ETFPALANTIR TECHNOLOGIES INC$741,827$195,993 ▲35.9%5,7910.3%CL AAVGOBroadcom$653,898$30,917 ▲5.0%2,8130.3%Computer and TechnologyUBERUber Technologies$640,664$76,586 ▼-10.7%6,9850.2%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$636,668$3,217 ▲0.5%12,4690.2%ETFLLYEli Lilly and Company$531,549$14,931 ▲2.9%7120.2%MedicalUSMViShares MSCI USA Min Vol Factor ETF$502,519$1,751 ▲0.3%5,4530.2%ETFVTIVanguard Total Stock Market ETF$478,638$75,194 ▲18.6%1,6550.2%ETFIWMiShares Russell 2000 ETF$439,689$1,043 ▲0.2%2,1080.2%FinanceHYDVanEck High Yield Muni ETF$436,733$3,407 ▲0.8%8,7170.2%ETFQUSSPDR MSCI USA StrategicFactors ETF$434,700$55,325 ▼-11.3%2,7500.2%ETFIVViShares Core S&P 500 ETF$390,598$25,371 ▼-6.1%6620.2%ETFORCLOracle$386,455$24,336 ▼-5.9%2,3820.2%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$344,863$517,420 ▼-60.0%6,8650.1%ETFGSThe Goldman Sachs Group$343,568$7,246 ▲2.2%5690.1%FinancePINSPinterest$341,550$263 ▼-0.1%10,3720.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$328,996$78,183 ▼-19.2%6,0890.1%ETFVXFVanguard Extended Market ETF$325,255$16,318 ▼-4.8%1,7540.1%ETFTSMTaiwan Semiconductor Manufacturing$315,5570.0%1,6270.1%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$298,458$28,955 ▲10.7%11,4620.1%ETFQQQInvesco QQQ$296,089$247,085 ▼-45.5%5740.1%FinanceIJRiShares Core S&P Small-Cap ETF$262,8500.0%2,4330.1%ETFNFLXNetflix$259,564$259,564 ▲New Holding2280.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$256,674$28,040 ▼-9.8%4760.1%ETFSMHVanEck Semiconductor ETF$234,5100.0%9550.1%ManufacturingVGTVanguard Information Technology ETF$230,5410.0%3770.1%ETFBRK.BBerkshire Hathaway$225,227$225,227 ▲New Holding4400.1%FinanceINMUiShares Intermediate Muni Income Active ETF$206,506$2,405 ▲1.2%8,8440.1%ETFESGUiShares ESG Aware MSCI USA ETF$206,498$514 ▲0.2%1,6080.1%ManufacturingOKTAOkta$0$431,824 ▼-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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