Altura Wealth Advisors Inc.
CIK 1931465 · Holdings on Sep 30, 2023 · First reported Nov 1, 2023
Top ten holdings
Q3 2023- SGOV89.35%
- AAPL2.69%
- 0636795340.99%
- AMZN0.96%
- META0.84%
- MUB0.69%
- BND0.68%
- VGT0.63%
- VHT0.45%
- MRK0.44%
Share classes counted separately97.72%
Portfolio value by quarter
Top 10 holdings 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $77.93M | 89.35% | 774.07K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $2.34M | 2.69% | 13.68K shares | — | ↗▾ | |
| 03 | 063679534BANK MONTREAL MEDIUMMICROSECTORS FAN View history and evidence | $865.80K | 0.99% | 5.77K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $834.54K | 0.96% | 6.57K shares | — | ↗▾ | |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $731.61K | 0.84% | 2.44K shares | — | ↗▾ | |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $605.86K | 0.69% | 5.91K shares | — | ↗▾ | |
| 07 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $595.92K | 0.68% | 8.54K shares | — | ↗▾ | |
| 08 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $550.25K | 0.63% | 1.33K shares | — | ↗▾ | |
| 09 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $394.38K | 0.45% | 1.68K shares | — | ↗▾ | |
| 10 | MRKMERCK & CO. INC. View history and evidence | $388.02K | 0.44% | 3.77K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ORCL ORACLE CORP | Non-derivative | — | — | SEC filing ↗ | |
| NFLX NETFLIX INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1931465 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 87210871
}Take these holdings further.
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