Managing Partner and CCO

0001843826-21-000003.txt : 20210802 0001843826-21-000003.hdr.sgml : 20210802 20210802120955 ACCESSION NUMBER: 0001843826-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210802 DATE AS OF CHANGE: 20210802 EFFECTIVENESS DATE: 20210802 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: 211135260 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 06-30-2021 06-30-2021 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 08-02-2021 0 143 136447 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 1260 11186 SH SOLE 199 0 10987 ACTIVISION BLIZZARD INC COM 00507V109 764 8000 SH SOLE 0 0 8000 ADOBE SYSTEMS INCORPORATED COM 00724F101 1001 1709 SH SOLE 20 0 1689 ADVANCED MICRO DEVICES INC COM 007903107 1652 17590 SH SOLE 421 0 17169 AIRBNB INC COM CL A 009066101 687 4486 SH SOLE 0 0 4486 ALPHABET INC CAP STK CL A 02079K305 1829 749 SH SOLE 26 0 723 AMAZON COM INC COM 023135106 2556 743 SH SOLE 8 0 735 APPLE INC COM 037833100 1862 13593 SH SOLE 297 0 13296 ATLASSIAN CORP PLC CL A G06242104 1122 4367 SH SOLE 116 0 4251 BEYOND MEAT INC COM 08862E109 1318 8366 SH SOLE 109 0 8257 BOEING CO COM 097023105 1650 6889 SH SOLE 177 0 6712 BRISTOL-MYERS SQUIBB CO COM 110122108 1353 20248 SH SOLE 800 0 19448 CARMAX INC COM 143130102 980 7588 SH SOLE 68 0 7520 CHIPOTLE MEXICAN GRILL INC COM 169656105 394 254 SH SOLE 0 0 254 CITIGROUP INC COM NEW 172967424 286 4047 SH SOLE 122 0 3925 COCA COLA CO COM 191216100 394 7276 SH SOLE 71 0 7205 COPART INC COM 217204106 817 6194 SH SOLE 100 0 6094 COSTCO WHSL CORP NEW COM 22160K105 1564 3952 SH SOLE 47 0 3905 DEXCOM INC COM 252131107 552 1293 SH SOLE 26 0 1267 DISNEY WALT CO COM 254687106 1788 10173 SH SOLE 324 0 9849 DOLLAR GEN CORP NEW COM 256677105 1113 5143 SH SOLE 25 0 5118 DRAFTKINGS INC COM CL A 26142R104 641 12286 SH SOLE 0 0 12286 EDWARDS LIFESCIENCES CORP COM 28176E108 621 5997 SH SOLE 339 0 5658 EMERSON ELEC CO COM 291011104 649 6743 SH SOLE 400 0 6343 ERICSSON ADR B SEK 10 294821608 277 22025 SH SOLE 0 0 22025 ETSY INC COM 29786A106 1220 5926 SH SOLE 42 0 5884 FACEBOOK INC CL A 30303M102 723 2080 SH SOLE 0 0 2080 FASTLY INC CL A 31188V100 754 12649 SH SOLE 141 0 12508 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1289 22507 SH SOLE 0 0 22507 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 462 22087 SH SOLE 0 0 22087 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TR MSCI EAFE MIN VL 46429B689 621 8224 SH SOLE 0 0 8224 ISHARES TR MSCI USA MIN VOL 46429B697 4811 65354 SH SOLE 200 0 65154 ISHARES TR MSCI USA QLT FCT 46432F339 738 5551 SH SOLE 0 0 5551 ISHARES TR RUS 1000 VAL ETF 464287598 4303 27130 SH SOLE 0 0 27130 ISHARES TR RUS 1000 GRW ETF 464287614 4272 15737 SH SOLE 0 0 15737 ISHARES TR S&P 500 GRWT ETF 464287309 1091 15000 SH SOLE 332 0 14668 ISHARES TR S&P 500 VAL ETF 464287408 670 4536 SH SOLE 63 0 4473 ISHARES TR TIPS BD ETF 464287176 650 5074 SH SOLE 350 0 4724 IVERIC BIO INC COM 46583P102 200 31697 SH SOLE 0 0 31697 JOHNSON & JOHNSON COM 478160104 502 3049 SH SOLE 100 0 2949 JPMORGAN CHASE & CO COM 46625H100 1015 6522 SH SOLE 0 0 6522 KLA CORP COM NEW 482480100 827 2552 SH SOLE 0 0 2552 LAM RESEARCH CORP COM 512807108 1301 2000 SH SOLE 50 0 1950 LIVEPERSON INC COM 538146101 868 13720 SH SOLE 177 0 13543 LOWES COS INC COM 548661107 691 3562 SH SOLE 0 0 3562 LULULEMON ATHLETICA INC COM 550021109 459 1258 SH SOLE 0 0 1258 MCDONALDS CORP COM 580135101 639 2765 SH SOLE 32 0 2733 MICROSOFT CORP COM 594918104 4232 15621 SH SOLE 375 0 15246 NEXTERA ENERGY INC COM 65339F101 299 4078 SH SOLE 312 0 3766 NIKE INC CL B 654106103 1126 7291 SH SOLE 0 0 7291 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 1036 41561 SH SOLE 0 0 41561 NVIDIA CORPORATION COM 67066G104 1764 2205 SH SOLE 15 0 2190 OKTA INC CL A 679295105 750 3066 SH SOLE 0 0 3066 OLD DOMINION FREIGHT LINE IN COM 679580100 322 1267 SH SOLE 14 0 1253 OLLIES BARGAIN OUTLET HLDGS COM 681116109 771 9160 SH SOLE 479 0 8681 OWENS & MINOR INC NEW COM 690732102 887 20955 SH SOLE 317 0 20638 PALANTIR TECHNOLOGIES INC CL A 69608A108 443 16807 SH SOLE 0 0 16807 PELOTON INTERACTIVE INC CL A COM 70614W100 236 1904 SH SOLE 0 0 1904 PEPSICO INC COM 713448108 754 5091 SH SOLE 27 0 5064 PINTEREST INC CL A 72352L106 212 2686 SH SOLE 0 0 2686 PRAXIS PRECISION MEDICINES I COM 74006W108 567 31028 SH SOLE 0 0 31028 PROCTER AND GAMBLE CO COM 742718109 318 2357 SH SOLE 218 0 2139 PROSHARES TR S&P 500 DV ARIST 74348A467 462 5093 SH SOLE 0 0 5093 REDFIN CORP COM 75737F108 379 5973 SH SOLE 0 0 5973 REPLIGEN CORP COM 759916109 281 1408 SH SOLE 0 0 1408 SALESFORCE COM INC COM 79466L302 1102 4510 SH SOLE 0 0 4510 SCHRODINGER INC COM 80810D103 696 9209 SH SOLE 0 0 9209 SEA LTD SPONSORD ADS 81141R100 2133 7767 SH SOLE 159 0 7608 SEAGEN INC COM 81181C104 219 1390 SH SOLE 0 0 1390 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 538 14655 SH SOLE 0 0 14655 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 560 4447 SH SOLE 0 0 4447 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 270 3855 SH SOLE 0 0 3855 SERVICENOW INC COM 81762P102 1484 2701 SH SOLE 18 0 2683 SHOPIFY INC CL A 82509L107 2570 1759 SH SOLE 25 0 1734 SIMON PPTY GROUP INC NEW COM 828806109 320 2454 SH SOLE 200 0 2254 SKILLZ INC COM 83067L109 678 31220 SH SOLE 0 0 31220 SNAP INC CL A 83304A106 5508 80827 SH SOLE 1269 0 79558 SNOWFLAKE INC CL A 833445109 740 3061 SH SOLE 0 0 3061 SPDR GOLD TR GOLD SHS 78463V107 278 1680 SH SOLE 0 0 1680 SPDR S&P 500 ETF TR TR UNIT 78462F103 3032 7082 SH SOLE 0 0 7082 SPDR SER TR PRTFLO S&P500 VL 78464A508 240 6061 SH SOLE 0 0 6061 SPDR SER TR PRTFLO S&P500 GW 78464A409 1618 25696 SH SOLE 0 0 25696 SPDR SER TR DJ REIT ETF 78464A607 487 4642 SH SOLE 0 0 4642 SPDR SER TR PORTFOLI S&P1500 78464A805 236 4454 SH SOLE 0 0 4454 STARBUCKS CORP COM 855244109 886 7926 SH SOLE 95 0 7831 STORE CAP CORP COM 862121100 627 18175 SH SOLE 2800 0 15375 TARGET CORP COM 87612E106 430 1777 SH SOLE 200 0 1577 TESLA INC COM 88160R101 3254 4788 SH SOLE 160 0 4628 THE TRADE DESK INC COM CL A 88339J105 915 11832 SH SOLE 300 0 11532 THERMO FISHER SCIENTIFIC INC COM 883556102 464 919 SH SOLE 0 0 919 TWILIO INC CL A 90138F102 1329 3371 SH SOLE 0 0 3371 UNITEDHEALTH GROUP INC COM 91324P102 1106 2763 SH SOLE 148 0 2615 UPSTART HLDGS INC COM 91680M107 361 2893 SH SOLE 0 0 2893 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 232 2824 SH SOLE 0 0 2824 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 585 10253 SH SOLE 431 0 9822 VANGUARD INDEX FDS TOTAL STK MKT 922908769 965 4330 SH SOLE 250 0 4080 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 613 1558 SH SOLE 178 0 1380 VANGUARD INDEX FDS VALUE ETF 922908744 938 6822 SH SOLE 0 0 6822 VANGUARD INDEX FDS GROWTH ETF 922908736 1072 3738 SH SOLE 0 0 3738 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 670 3554 SH SOLE 0 0 3554 VANGUARD INDEX FDS SMALL CP ETF 922908751 1328 5894 SH SOLE 0 0 5894 VANGUARD INDEX FDS MID CAP ETF 922908629 1155 4868 SH SOLE 0 0 4868 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 388 7525 SH SOLE 0 0 7525 VEEVA SYS INC CL A COM 922475108 1109 3566 SH SOLE 50 0 3516 VISA INC COM CL A 92826C839 1580 6757 SH SOLE 69 0 6688 WEX INC COM 96208T104 535 2761 SH SOLE 0 0 2761 WISDOMTREE TR US QTLY DIV GRT 97717X669 703 11786 SH SOLE 0 0 11786 WORKDAY INC CL A 98138H101 775 3246 SH SOLE 36 0 3210 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1585 2993 SH SOLE 138 0 2855 ZENDESK INC COM 98936J101 809 5607 SH SOLE 0 0 5607 ZILLOW GROUP INC CL C CAP STK 98954M200 625 5117 SH SOLE 102 0 5015 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 906 2342 SH SOLE 40 0 2302 ZYNGA INC CL A 98986T108 203 19100 SH SOLE 0 0 19100