Altura Wealth Advisors Inc.
CIK 1931465 · Holdings on Jun 30, 2024 · First reported Jul 30, 2024
Top ten holdings
Q2 2024- MUB16.15%
- BND9.08%
- JNK7.05%
- NVDA6.34%
- VGT5.33%
- AAPL3.81%
- SGOV3.60%
- AMZN3.55%
- VCR3.43%
- GOOGL2.98%
Share classes counted separately61.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight decreased · -48.61 pp52.21% → 3.60%Shares -404.59K (-91.76%)
- MUBWeight increased · +11.76 pp4.39% → 16.15%Shares +119.36K (+344.05%)
- NVDAWeight increased · +5.48 pp0.86% → 6.34%Shares +51.34K (+6330.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $16.41M | 16.15% | 154.06K shares | 4.39% → 16.15%+11.76 pp +119.36K (+344.05%) | Added | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $9.23M | 9.08% | 128.05K shares | 7.01% → 9.08%+2.07 pp +46.01K (+56.08%) | Added | ↗▾ |
| 03 | JNKSS SPDR BB HIGH YIELD BONDBLOOMBERG HIGH Y View history and evidence | $7.16M | 7.05% | 75.96K shares | 4.17% → 7.05%+2.88 pp +38.73K (+104.06%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $6.44M | 6.34% | 52.15K shares | 0.86% → 6.34%+5.48 pp +51.34K (+6330.21%) | Added | ↗▾ |
| 05 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $5.41M | 5.33% | 9.39K shares | 2.45% → 5.33%+2.88 pp +5.41K (+136.01%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $3.87M | 3.81% | 18.39K shares | 3.34% → 3.81%+0.47 pp +1.80K (+10.84%) | Added | ↗▾ |
| 07 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $3.66M | 3.60% | 36.34K shares | 52.21% → 3.60%-48.61 pp -404.59K (-91.76%) | Reduced | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $3.61M | 3.55% | 18.68K shares | 2.24% → 3.55%+1.31 pp +8.09K (+76.46%) | Added | ↗▾ |
| 09 | VCRVANGUARD CONSUMER DISCRE ETFCONSUM DIS ETF View history and evidence | $3.49M | 3.43% | 11.16K shares | 1.69% → 3.43%+1.74 pp +6.65K (+147.40%) | Added | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.03M | 2.98% | 16.62K shares | 1.38% → 2.98%+1.60 pp +8.84K (+113.65%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1931465 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101610897
}Research all 42 reported holdings.
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