0001843826-21-000001.txt : 20210208
0001843826-21-000001.hdr.sgml : 20210208
20210208121834
ACCESSION NUMBER: 0001843826-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210208
DATE AS OF CHANGE: 20210208
EFFECTIVENESS DATE: 20210208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Alta Wealth Advisors LLC
CENTRAL INDEX KEY: 0001843826
IRS NUMBER: 824506744
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20599
FILM NUMBER: 21600270
BUSINESS ADDRESS:
STREET 1: 400 TRADECENTER DRIVE, SUITE 4810
CITY: WOBURN
STATE: MA
ZIP: 01801
BUSINESS PHONE: 781-404-6909
MAIL ADDRESS:
STREET 1: 400 TRADECENTER DRIVE, SUITE 4810
CITY: WOBURN
STATE: MA
ZIP: 01801
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001843826
XXXXXXXX
12-31-2020
12-31-2020
false
Alta Wealth Advisors LLC
400 Tradecenter Drive, Suite 4810
Woburn
MA
01801
13F HOLDINGS REPORT
028-20599
N
Vincenzo Stuto
Managing Partner and CCO
617-642-4537
/s/ Vincenzo Stuto
Woburn
MA
02-08-2021
0
135
118936
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
366
3343
SH
SOLE
0
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3343
ABBVIE INC
COM
00287Y109
1215
11336
SH
SOLE
199
0
11137
ACTIVISION BLIZZARD INC
COM
00507V109
719
7740
SH
SOLE
0
0
7740
ADOBE SYSTEMS INCORPORATED
COM
00724F101
786
1571
SH
SOLE
20
0
1551
ADVANCED MICRO DEVICES INC
COM
007903107
1552
16924
SH
SOLE
421
0
16503
ALPHABET INC
CAP STK CL A
02079K305
1313
749
SH
SOLE
26
0
723
AMAZON COM INC
COM
023135106
2426
745
SH
SOLE
8
0
737
APPLE INC
COM
037833100
1702
12827
SH
SOLE
297
0
12530
BARRICK GOLD CORP
COM
067901108
634
27810
SH
SOLE
1917
0
25893
BEYOND MEAT INC
COM
08862E109
1008
8067
SH
SOLE
109
0
7958
BOEING CO
COM
097023105
214
998
SH
SOLE
100
0
898
BRISTOL-MYERS SQUIBB CO
COM
110122108
1282
20672
SH
SOLE
800
0
19872
CARMAX INC
COM
143130102
728
7712
SH
SOLE
68
0
7644
CLOROX CO DEL
COM
189054109
309
1528
SH
SOLE
19
0
1509
COCA COLA CO
COM
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367
6697
SH
SOLE
71
0
6626
COPART INC
COM
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788
6194
SH
SOLE
100
0
6094
CORNING INC
COM
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927
25748
SH
SOLE
250
0
25498
COSTCO WHSL CORP NEW
COM
22160K105
1221
3241
SH
SOLE
47
0
3194
CROWDSTRIKE HLDGS INC
CL A
22788C105
254
1197
SH
SOLE
0
0
1197
DEXCOM INC
COM
252131107
494
1337
SH
SOLE
26
0
1311
DISNEY WALT CO
COM
254687106
1556
8587
SH
SOLE
200
0
8387
DOCUSIGN INC
COM
256163106
268
1207
SH
SOLE
0
0
1207
DOLLAR GEN CORP NEW
COM
256677105
1056
5021
SH
SOLE
25
0
4996
DRAFTKINGS INC
COM CL A
26142R104
572
12286
SH
SOLE
0
0
12286
EDWARDS LIFESCIENCES CORP
COM
28176E108
547
5997
SH
SOLE
339
0
5658
EMERSON ELEC CO
COM
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318
3961
SH
SOLE
400
0
3561
ETSY INC
COM
29786A106
1126
6327
SH
SOLE
330
0
5997
FACEBOOK INC
CL A
30303M102
748
2738
SH
SOLE
0
0
2738
FASTLY INC
CL A
31188V100
1120
12822
SH
SOLE
283
0
12539
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
319
15324
SH
SOLE
0
0
15324
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1131
19934
SH
SOLE
0
0
19934
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
445
12697
SH
SOLE
0
0
12697
GENERAL MLS INC
COM
370334104
527
8956
SH
SOLE
552
0
8404
GENERAL MTRS CO
COM
37045V100
673
16167
SH
SOLE
224
0
15943
GROCERY OUTLET HLDG CORP
COM
39874R101
496
12637
SH
SOLE
253
0
12384
GUIDEWIRE SOFTWARE INC
COM
40171V100
400
3105
SH
SOLE
0
0
3105
HCA HEALTHCARE INC
COM
40412C101
240
1458
SH
SOLE
50
0
1408
HOME DEPOT INC
COM
437076102
355
1336
SH
SOLE
100
0
1236
HONEYWELL INTL INC
COM
438516106
360
1691
SH
SOLE
50
0
1641
HUBSPOT INC
COM
443573100
889
2243
SH
SOLE
46
0
2197
INTUIT
COM
461202103
409
1078
SH
SOLE
0
0
1078
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
344
5968
SH
SOLE
0
0
5968
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
612
16298
SH
SOLE
0
0
16298
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
355
6305
SH
SOLE
0
0
6305
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
46138G102
242
5950
SH
SOLE
0
0
5950
INVESCO EXCH TRADED FD TR II
KBW PREM YIELD
46138E594
428
20657
SH
SOLE
0
0
20657
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
208
13623
SH
SOLE
0
0
13623
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
615
4821
SH
SOLE
0
0
4821
INVESCO QQQ TR
UNIT SER 1
46090E103
264
840
SH
SOLE
0
0
840
ISHARES GOLD TRUST
ISHARES
464285105
782
43123
SH
SOLE
1475
0
41648
ISHARES INC
MSCI EMERG MRKT
464286533
552
9040
SH
SOLE
0
0
9040
ISHARES TR
CORE S&P SCP ETF
464287804
269
2929
SH
SOLE
0
0
2929
ISHARES TR
CORE MSCI EAFE
46432F842
218
3153
SH
SOLE
152
0
3001
ISHARES TR
CORE DIV GRWTH
46434V621
293
6536
SH
SOLE
0
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ISHARES TR
CORE S&P500 ETF
464287200
2791
7435
SH
SOLE
0
0
7435
ISHARES TR
CORE S&P TTL STK
464287150
988
11462
SH
SOLE
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0
11462
ISHARES TR
MSCI EAFE ETF
464287465
272
3723
SH
SOLE
16
0
3707
ISHARES TR
MSCI EAFE MIN VL
46429B689
620
8440
SH
SOLE
0
0
8440
ISHARES TR
MSCI USA MIN VOL
46429B697
4693
69144
SH
SOLE
200
0
68944
ISHARES TR
MSCI USA QLT FCT
46432F339
513
4412
SH
SOLE
0
0
4412
ISHARES TR
RUS 1000 VAL ETF
464287598
3702
27074
SH
SOLE
0
0
27074
ISHARES TR
RUS 1000 GRW ETF
464287614
3891
16136
SH
SOLE
0
0
16136
ISHARES TR
S&P 500 GRWT ETF
464287309
957
15000
SH
SOLE
332
0
14668
ISHARES TR
S&P 500 VAL ETF
464287408
276
2158
SH
SOLE
0
0
2158
ISHARES TR
CORE S&P MCP ETF
464287507
308
1338
SH
SOLE
0
0
1338
ISHARES TR
TIPS BD ETF
464287176
268
2099
SH
SOLE
350
0
1749
IVERIC BIO INC
COM
46583P102
219
31697
SH
SOLE
0
0
31697
JOHNSON & JOHNSON
COM
478160104
423
2691
SH
SOLE
100
0
2591
KLA CORP
COM NEW
482480100
661
2554
SH
SOLE
0
0
2554
LAM RESEARCH CORP
COM
512807108
921
1950
SH
SOLE
50
0
1900
LIVEPERSON INC
COM
538146101
999
16052
SH
SOLE
177
0
15875
LORDSTOWN MOTORS CORP
COM CL A
54405Q100
279
13891
SH
SOLE
0
0
13891
LOWES COS INC
COM
548661107
509
3171
SH
SOLE
0
0
3171
LULULEMON ATHLETICA INC
COM
550021109
425
1221
SH
SOLE
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MASTERCARD INCORPORATED
CL A
57636Q104
1201
3366
SH
SOLE
82
0
3284
MCDONALDS CORP
COM
580135101
596
2778
SH
SOLE
32
0
2746
MICROSOFT CORP
COM
594918104
3477
15635
SH
SOLE
491
0
15144
NEXTERA ENERGY INC
COM
65339F101
278
3608
SH
SOLE
312
0
3296
NIKE INC
CL B
654106103
1027
7260
SH
SOLE
0
0
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NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
1076
41846
SH
SOLE
0
0
41846
NVIDIA CORPORATION
COM
67066G104
1154
2210
SH
SOLE
15
0
2195
OKTA INC
CL A
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575
2260
SH
SOLE
0
0
2260
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
748
9142
SH
SOLE
479
0
8663
OWENS & MINOR INC NEW
COM
690732102
572
21130
SH
SOLE
422
0
20708
PEPSICO INC
COM
713448108
777
5241
SH
SOLE
27
0
5214
PROCTER AND GAMBLE CO
COM
742718109
354
2545
SH
SOLE
235
0
2310
PROSHARES TR
S&P 500 DV ARIST
74348A467
414
5187
SH
SOLE
0
0
5187
REDFIN CORP
COM
75737F108
405
5905
SH
SOLE
0
0
5905
REPLIGEN CORP
COM
759916109
270
1408
SH
SOLE
0
0
1408
SALESFORCE COM INC
COM
79466L302
1000
4495
SH
SOLE
0
0
4495
SEA LTD
SPONSORD ADS
81141R100
3376
16961
SH
SOLE
236
0
16725
SEAGEN INC
COM
81181C104
224
1278
SH
SOLE
0
0
1278
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
260
3855
SH
SOLE
0
0
3855
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
395
13396
SH
SOLE
0
0
13396
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
515
4542
SH
SOLE
0
0
4542
SERVICENOW INC
COM
81762P102
1489
2705
SH
SOLE
18
0
2687
SHOCKWAVE MED INC
COM
82489T104
226
2176
SH
SOLE
0
0
2176
SHOPIFY INC
CL A
82509L107
2627
2321
SH
SOLE
25
0
2296
SLACK TECHNOLOGIES INC
COM CL A
83088V102
377
8927
SH
SOLE
0
0
8927
SNAP INC
CL A
83304A106
4204
83955
SH
SOLE
1719
0
82236
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2113
5651
SH
SOLE
0
0
5651
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1063
19233
SH
SOLE
0
0
19233
SPDR SER TR
DJ REIT ETF
78464A607
394
4546
SH
SOLE
0
0
4546
SPLUNK INC
COM
848637104
401
2361
SH
SOLE
0
0
2361
SQUARE INC
CL A
852234103
1421
6530
SH
SOLE
293
0
6237
STARBUCKS CORP
COM
855244109
808
7551
SH
SOLE
95
0
7456
STORE CAP CORP
COM
862121100
618
18200
SH
SOLE
2800
0
15400
TARGET CORP
COM
87612E106
320
1810
SH
SOLE
200
0
1610
TESLA INC
COM
88160R101
3341
4735
SH
SOLE
160
0
4575
THE TRADE DESK INC
COM CL A
88339J105
2362
2949
SH
SOLE
59
0
2890
THERMO FISHER SCIENTIFIC INC
COM
883556102
431
925
SH
SOLE
0
0
925
TWILIO INC
CL A
90138F102
1144
3380
SH
SOLE
0
0
3380
UNITEDHEALTH GROUP INC
COM
91324P102
955
2722
SH
SOLE
148
0
2574
UNITY SOFTWARE INC
COM
91332U101
360
2344
SH
SOLE
0
0
2344
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
234
2824
SH
SOLE
0
0
2824
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
600
10253
SH
SOLE
431
0
9822
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
578
3511
SH
SOLE
0
0
3511
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
596
1733
SH
SOLE
348
0
1385
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
841
4319
SH
SOLE
250
0
4069
VANGUARD INDEX FDS
VALUE ETF
922908744
832
6991
SH
SOLE
0
0
6991
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1080
5545
SH
SOLE
0
0
5545
VANGUARD INDEX FDS
GROWTH ETF
922908736
941
3715
SH
SOLE
0
0
3715
VANGUARD INDEX FDS
MID CAP ETF
922908629
955
4616
SH
SOLE
0
0
4616
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
361
7657
SH
SOLE
0
0
7657
VEEVA SYS INC
CL A COM
922475108
976
3585
SH
SOLE
50
0
3535
VERIZON COMMUNICATIONS INC
COM
92343V104
480
8163
SH
SOLE
400
0
7763
VISA INC
COM CL A
92826C839
1482
6775
SH
SOLE
69
0
6706
VMWARE INC
CL A COM
928563402
577
4112
SH
SOLE
0
0
4112
WEX INC
COM
96208T104
572
2810
SH
SOLE
0
0
2810
WISDOMTREE TR
US QTLY DIV GRT
97717X669
630
11674
SH
SOLE
0
0
11674
WORKDAY INC
CL A
98138H101
781
3260
SH
SOLE
36
0
3224
ZENDESK INC
COM
98936J101
802
5607
SH
SOLE
0
0
5607
ZILLOW GROUP INC
CL C CAP STK
98954M200
525
4046
SH
SOLE
102
0
3944
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
801
2374
SH
SOLE
110
0
2264
ZYNGA INC
CL A
98986T108
187
18900
SH
SOLE
0
0
18900