Palo Alto Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Palo Alto Wealth Advisors, LLCInvestment ActivityPalo Alto Wealth Advisors, LLC has $264.34 million in total holdings as of June 30, 2025.Palo Alto Wealth Advisors, LLC owns shares of 55 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 9.10% of the portfolio was sold this quarter.This quarter, Palo Alto Wealth Advisors, LLC has purchased 52 new stocks and bought additional shares in 31 stocks.Palo Alto Wealth Advisors, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $76,649,997Alphabet $34,242,211iShares MSCI USA Quality Factor ETF $21,964,692WisdomTree U.S. Quality Dividend Growth Fund $19,230,240NVIDIA $15,537,475 Largest New Holdings this Quarter 025072125 - AMERICAN CENTY ETF TR $3,519,322 Holding679295105 - Okta $610,517 Holding278642103 - eBay $224,422 Holding053015103 - Automatic Data Processing $208,590 Holding478160104 - Johnson & Johnson $205,958 Holding Largest Purchases this Quarter NVIDIA 29,317 shares (about $4.63M)AMERICAN CENTY ETF TR 53,170 shares (about $3.52M)WisdomTree Floating Rate Treasury Fund 29,358 shares (about $1.48M)iShares MSCI USA Quality Factor ETF 5,117 shares (about $935.49K)Okta 6,107 shares (about $610.52K) Largest Sales this Quarter Alphabet 68,595 shares (about $12.09M)ServiceNow 3,299 shares (about $3.39M)John Hancock Multifactor Mid Cap ETF 55,133 shares (about $3.37M)iShares Treasury Floating Rate Bond ETF 36,743 shares (about $1.86M)VanEck Morningstar Wide Moat ETF 17,462 shares (about $1.64M) 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$76,649,997$580,065 ▼-0.8%432,09929.0%Computer and TechnologyGOOGLAlphabet$34,242,211$12,088,503 ▼-26.1%194,30413.0%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$21,964,692$935,488 ▲4.4%120,1448.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$19,230,240$329,685 ▲1.7%229,6427.3%ManufacturingNVDANVIDIA$15,537,475$4,632,060 ▲42.5%98,3395.9%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$11,961,004$1,637,756 ▼-12.0%127,5304.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$8,244,466$491,307 ▲6.3%207,8793.1%ETFMSFTMicrosoft$7,997,582$52,727 ▲0.7%16,0783.0%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$7,379,694$1,477,005 ▲25.0%146,6842.8%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$7,358,324$3,370,273 ▼-31.4%120,3722.8%ETFAAPLApple$6,836,027$475,171 ▲7.5%33,3192.6%Computer and TechnologyNOWServiceNow$5,428,262$3,391,636 ▼-38.5%5,2802.1%Computer and TechnologyIWBiShares Russell 1000 ETF$4,757,594$2,037 ▲0.0%14,0111.8%ETFTFLOiShares Treasury Floating Rate Bond ETF$4,433,145$1,861,035 ▼-29.6%87,5251.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,121,181$67,120 ▲1.7%95,3541.6%ETFAMERICAN CENTY ETF TR$3,519,322$3,519,322 ▲New Holding53,1701.3%AVANTIS US MID CDOORDASH INC$2,972,664$493 ▲0.0%12,0591.1%CL AAMZNAmazon.com$2,245,969$12,944 ▼-0.6%10,2370.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,663,0620.0%2,6850.6%FinanceTWLOTwilio$1,370,323$497 ▲0.0%11,0190.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,191,539$19,714 ▲1.7%4,1100.5%FinanceMETAMeta Platforms$1,042,980$16,977 ▲1.7%1,4130.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$864,397$54,886 ▲6.8%4,2050.3%ETFTSLATesla$795,738$1,906 ▲0.2%2,5050.3%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$792,701$3,272 ▲0.4%5,8150.3%CL AAVGOBroadcom$782,156$6,617 ▲0.9%2,8370.3%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$713,557$59,200 ▼-7.7%15,1630.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$701,482$61,068 ▲9.5%13,6580.3%ETFUBERUber Technologies$652,540$840 ▲0.1%6,9940.2%Computer and TechnologyOKTAOkta$610,517$610,517 ▲New Holding6,1070.2%Computer and TechnologyLLYEli Lilly and Company$551,589$3,116 ▼-0.6%7080.2%MedicalUSMViShares MSCI USA Min Vol Factor ETF$513,648$1,784 ▲0.3%5,4720.2%ETFHYDVanEck High Yield Muni ETF$468,728$31,031 ▲7.1%9,3350.2%ETFIWMiShares Russell 2000 ETF$456,035$1,079 ▲0.2%2,1130.2%FinanceQUSSPDR MSCI USA StrategicFactors ETF$450,891$2,446 ▲0.5%2,7650.2%ETFVTIVanguard Total Stock Market ETF$426,148$78,341 ▼-15.5%1,3980.2%ETFIVViShares Core S&P 500 ETF$412,378$1,242 ▲0.3%6640.2%ETFGSThe Goldman Sachs Group$408,372$5,662 ▲1.4%5770.2%FinanceTSMTaiwan Semiconductor Manufacturing$368,4240.0%1,6270.1%Computer and TechnologyVXFVanguard Extended Market ETF$338,964$964 ▲0.3%1,7590.1%ETFVEAVanguard FTSE Developed Markets ETF$320,566$26,567 ▼-7.7%5,6230.1%ETFQQQInvesco QQQ$317,1310.0%5740.1%FinancePYLDPIMCO Multi Sector Bond Active ETF$316,122$11,917 ▲3.9%11,9110.1%ETFNFLXNetflix$316,035$10,713 ▲3.5%2360.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$271,1080.0%4760.1%ETFORCLOracle$266,851$253,738 ▼-48.7%1,2210.1%Computer and TechnologySMHVanEck Semiconductor ETF$266,3300.0%9550.1%ManufacturingIJRiShares Core S&P Small-Cap ETF$266,031$109 ▲0.0%2,4340.1%ETFVGTVanguard Information Technology ETF$250,0670.0%3770.1%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$225,775$119,809 ▼-34.7%4,4850.1%ETFEBAYeBay$224,422$224,422 ▲New Holding3,0140.1%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$218,116$541 ▲0.2%1,6120.1%ManufacturingADPAutomatic Data Processing$208,590$208,590 ▲New Holding6730.1%Computer and TechnologyINMUiShares Intermediate Muni Income Active ETF$207,900$656 ▲0.3%8,8720.1%ETFJNJJohnson & Johnson$205,958$205,958 ▲New Holding1,3480.1%MedicalPINSPinterest$0$341,550 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$225,227 ▼-100.0%00.0%FinanceShowing 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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