0001843826-22-000002.txt : 20220427
0001843826-22-000002.hdr.sgml : 20220427
20220427165300
ACCESSION NUMBER: 0001843826-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220427
DATE AS OF CHANGE: 20220427
EFFECTIVENESS DATE: 20220427
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: 22860604
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
03-31-2022
03-31-2022
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
04-27-2022
0
144
168525
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
223
1881
SH
SOLE
0
0
1881
ABBVIE INC
COM
00287Y109
1890
11657
SH
SOLE
199
0
11458
ADOBE SYSTEMS INCORPORATED
COM
00724F101
816
1792
SH
SOLE
20
0
1772
ADVANCED MICRO DEVICES INC
COM
007903107
1943
17767
SH
SOLE
421
0
17346
ALPHABET INC
CAP STK CL A
02079K305
2047
736
SH
SOLE
26
0
710
ALPHABET INC
CAP STK CL C
02079K107
235
84
SH
SOLE
0
0
84
AMAZON COM INC
COM
023135106
2396
735
SH
SOLE
8
0
727
AMERICAN TOWER CORP NEW
COM
03027X100
218
867
SH
SOLE
0
0
867
APPLE INC
COM
037833100
5612
32138
SH
SOLE
297
0
31841
BEST BUY INC
COM
086516101
438
4821
SH
SOLE
55
0
4766
BLOCK INC
CL A
852234103
2601
19185
SH
SOLE
0
0
19185
BRISTOL-MYERS SQUIBB CO
COM
110122108
1310
17932
SH
SOLE
500
0
17432
CARMAX INC
COM
143130102
218
2263
SH
SOLE
0
0
2263
CHIPOTLE MEXICAN GRILL INC
COM
169656105
405
256
SH
SOLE
0
0
256
CITIGROUP INC
COM NEW
172967424
1460
27340
SH
SOLE
642
0
26698
COCA COLA CO
COM
191216100
417
6723
SH
SOLE
71
0
6652
COPART INC
COM
217204106
647
5160
SH
SOLE
100
0
5060
COSTCO WHSL CORP NEW
COM
22160K105
2320
4028
SH
SOLE
47
0
3981
DEXCOM INC
COM
252131107
603
1178
SH
SOLE
26
0
1152
DISNEY WALT CO
COM
254687106
1489
10854
SH
SOLE
324
0
10530
DOLLAR GEN CORP NEW
COM
256677105
901
4048
SH
SOLE
25
0
4023
EDWARDS LIFESCIENCES CORP
COM
28176E108
668
5675
SH
SOLE
339
0
5336
EMERSON ELEC CO
COM
291011104
613
6254
SH
SOLE
400
0
5854
ESSA PHARMA INC
COM NEW
29668H708
70
11285
SH
SOLE
0
0
11285
FEDEX CORP
COM
31428X106
564
2438
SH
SOLE
0
0
2438
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
2800
52768
SH
SOLE
158
0
52610
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
838
41744
SH
SOLE
432
0
41312
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
433
5539
SH
SOLE
193
0
5346
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
1177
25016
SH
SOLE
0
0
25016
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
6000
122459
SH
SOLE
137
0
122322
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
33740F888
2705
105961
SH
SOLE
0
0
105961
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
1110
26241
SH
SOLE
0
0
26241
FORD MTR CO DEL
COM
345370860
198
11731
SH
SOLE
0
0
11731
GENERAL MLS INC
COM
370334104
513
7580
SH
SOLE
272
0
7308
GENERAL MTRS CO
COM
37045V100
744
17011
SH
SOLE
224
0
16787
GILEAD SCIENCES INC
COM
375558103
602
10133
SH
SOLE
0
0
10133
HCA HEALTHCARE INC
COM
40412C101
694
2770
SH
SOLE
50
0
2720
HOME DEPOT INC
COM
437076102
516
1723
SH
SOLE
100
0
1623
HONEYWELL INTL INC
COM
438516106
666
3422
SH
SOLE
50
0
3372
HUBSPOT INC
COM
443573100
671
1413
SH
SOLE
18
0
1395
INTUIT
COM
461202103
653
1358
SH
SOLE
0
0
1358
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
1873
35701
SH
SOLE
0
0
35701
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
378
5634
SH
SOLE
0
0
5634
INVESCO EXCH TRADED FD TR II
KBW PREM YIELD
46138E594
535
20978
SH
SOLE
0
0
20978
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
162
11961
SH
SOLE
0
0
11961
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
46138G102
268
5474
SH
SOLE
0
0
5474
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
600
12705
SH
SOLE
0
0
12705
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
378
7572
SH
SOLE
0
0
7572
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
810
5137
SH
SOLE
0
0
5137
INVESCO QQQ TR
UNIT SER 1
46090E103
720
1987
SH
SOLE
0
0
1987
ISHARES INC
MSCI EMERG MRKT
464286533
555
9096
SH
SOLE
0
0
9096
ISHARES TR
CORE S&P TTL STK
464287150
1000
9904
SH
SOLE
0
0
9904
ISHARES TR
CORE S&P500 ETF
464287200
3811
8400
SH
SOLE
0
0
8400
ISHARES TR
CORE S&P MCP ETF
464287507
519
1933
SH
SOLE
0
0
1933
ISHARES TR
CORE S&P SCP ETF
464287804
374
3467
SH
SOLE
0
0
3467
ISHARES TR
CORE MSCI EAFE
46432F842
367
5283
SH
SOLE
152
0
5131
ISHARES TR
CORE DIV GRWTH
46434V621
284
5314
SH
SOLE
0
0
5314
ISHARES TR
MSCI EAFE ETF
464287465
269
3654
SH
SOLE
16
0
3638
ISHARES TR
MSCI EAFE MIN VL
46429B689
601
8329
SH
SOLE
0
0
8329
ISHARES TR
MSCI USA MIN VOL
46429B697
4574
58972
SH
SOLE
0
0
58972
ISHARES TR
MSCI USA QLT FCT
46432F339
1585
11775
SH
SOLE
0
0
11775
ISHARES TR
NATIONAL MUN ETF
464288414
319
2908
SH
SOLE
0
0
2908
ISHARES TR
RUS 1000 VAL ETF
464287598
4363
26286
SH
SOLE
0
0
26286
ISHARES TR
RUS 1000 GRW ETF
464287614
4030
14515
SH
SOLE
0
0
14515
ISHARES TR
S&P 500 GRWT ETF
464287309
943
12344
SH
SOLE
332
0
12012
ISHARES TR
S&P 500 VAL ETF
464287408
981
6299
SH
SOLE
63
0
6236
ISHARES TR
TIPS BD ETF
464287176
664
5332
SH
SOLE
350
0
4982
IVERIC BIO INC
COM
46583P102
577
34265
SH
SOLE
0
0
34265
JOHNSON & JOHNSON
COM
478160104
552
3112
SH
SOLE
100
0
3012
JPMORGAN CHASE & CO
COM
46625H100
979
7185
SH
SOLE
0
0
7185
KLA CORP
COM NEW
482480100
946
2585
SH
SOLE
0
0
2585
LAM RESEARCH CORP
COM
512807108
1039
1932
SH
SOLE
50
0
1882
LOWES COS INC
COM
548661107
1399
6921
SH
SOLE
0
0
6921
LULULEMON ATHLETICA INC
COM
550021109
455
1246
SH
SOLE
0
0
1246
MCDONALDS CORP
COM
580135101
713
2884
SH
SOLE
32
0
2852
META PLATFORMS INC
CL A
30303M102
566
2546
SH
SOLE
0
0
2546
MICROSOFT CORP
COM
594918104
4909
15921
SH
SOLE
375
0
15546
MORGAN STANLEY
COM NEW
617446448
248
2838
SH
SOLE
0
0
2838
NEXTERA ENERGY INC
COM
65339F101
436
5145
SH
SOLE
312
0
4833
NIKE INC
CL B
654106103
928
6895
SH
SOLE
0
0
6895
NUSHARES ETF TR
NUVEEN ENHNC YLD
67092P102
1136
49465
SH
SOLE
0
0
49465
NVIDIA CORPORATION
COM
67066G104
2426
8892
SH
SOLE
60
0
8832
OLD DOMINION FREIGHT LINE IN
COM
679580100
366
1226
SH
SOLE
14
0
1212
OWENS & MINOR INC NEW
COM
690732102
845
19192
SH
SOLE
317
0
18875
PALO ALTO NETWORKS INC
COM
697435105
711
1142
SH
SOLE
0
0
1142
PELOTON INTERACTIVE INC
CL A COM
70614W100
544
20584
SH
SOLE
0
0
20584
PEPSICO INC
COM
713448108
852
5088
SH
SOLE
27
0
5061
PFIZER INC
COM
717081103
361
6981
SH
SOLE
0
0
6981
PIONEER NAT RES CO
COM
723787107
968
3870
SH
SOLE
40
0
3830
PRAXIS PRECISION MEDICINES I
COM
74006W108
317
31028
SH
SOLE
0
0
31028
PROCTER AND GAMBLE CO
COM
742718109
407
2661
SH
SOLE
218
0
2443
PROSHARES TR
S&P 500 DV ARIST
74348A467
664
6995
SH
SOLE
0
0
6995
QUALCOMM INC
COM
747525103
232
1516
SH
SOLE
0
0
1516
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
203
2049
SH
SOLE
0
0
2049
REGENERON PHARMACEUTICALS
COM
75886F107
698
1000
SH
SOLE
0
0
1000
SALESFORCE COM INC
COM
79466L302
1252
5897
SH
SOLE
0
0
5897
SELECT SECTOR SPDR TR
ENERGY
81369Y506
673
8805
SH
SOLE
0
0
8805
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
432
5694
SH
SOLE
0
0
5694
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
612
4468
SH
SOLE
0
0
4468
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
579
15103
SH
SOLE
0
0
15103
SERVICENOW INC
COM
81762P102
1359
2440
SH
SOLE
18
0
2422
SHOPIFY INC
CL A
82509L107
1470
2175
SH
SOLE
0
0
2175
SIMON PPTY GROUP INC NEW
COM
828806109
657
4991
SH
SOLE
200
0
4791
SNOWFLAKE INC
CL A
833445109
936
4087
SH
SOLE
0
0
4087
SPDR GOLD TR
GOLD SHS
78463V107
313
1730
SH
SOLE
0
0
1730
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
206
6004
SH
SOLE
0
0
6004
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5961
13198
SH
SOLE
24
0
13174
SPDR SER TR
PRTFLO S&P500 VL
78464A508
3771
90314
SH
SOLE
172
0
90142
SPDR SER TR
PRTFLO S&P500 GW
78464A409
5465
82546
SH
SOLE
99
0
82447
SPDR SER TR
PORTFOLIO S&P400
78464A847
1227
26023
SH
SOLE
0
0
26023
SPDR SER TR
PORTFOLIO S&P600
78468R853
297
7052
SH
SOLE
0
0
7052
SPDR SER TR
PORTFOLI S&P1500
78464A805
1214
21848
SH
SOLE
0
0
21848
SPDR SER TR
DJ REIT ETF
78464A607
561
4779
SH
SOLE
0
0
4779
STARBUCKS CORP
COM
855244109
656
7209
SH
SOLE
95
0
7114
STORE CAP CORP
COM
862121100
527
18025
SH
SOLE
2800
0
15225
TARGET CORP
COM
87612E106
326
1536
SH
SOLE
200
0
1336
TESLA INC
COM
88160R101
4902
4549
SH
SOLE
160
0
4389
THE TRADE DESK INC
COM CL A
88339J105
1387
20024
SH
SOLE
300
0
19724
THERMO FISHER SCIENTIFIC INC
COM
883556102
585
990
SH
SOLE
0
0
990
TRACTOR SUPPLY CO
COM
892356106
312
1335
SH
SOLE
15
0
1320
TWILIO INC
CL A
90138F102
575
3488
SH
SOLE
0
0
3488
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
218
3000
SH
SOLE
0
0
3000
UNITED STATES STL CORP NEW
COM
912909108
230
6085
SH
SOLE
0
0
6085
UNITEDHEALTH GROUP INC
COM
91324P102
1783
3497
SH
SOLE
148
0
3349
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
3993
51264
SH
SOLE
0
0
51264
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
538
10253
SH
SOLE
431
0
9822
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1252
5893
SH
SOLE
0
0
5893
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1009
4433
SH
SOLE
250
0
4183
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
605
3652
SH
SOLE
0
0
3652
VANGUARD INDEX FDS
VALUE ETF
922908744
2246
15201
SH
SOLE
0
0
15201
VANGUARD INDEX FDS
GROWTH ETF
922908736
1745
6067
SH
SOLE
0
0
6067
VANGUARD INDEX FDS
MID CAP ETF
922908629
1136
4775
SH
SOLE
0
0
4775
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
577
1390
SH
SOLE
178
0
1212
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3473
44475
SH
SOLE
0
0
44475
VANGUARD STAR FDS
VG TL INTL STK F
921909768
878
14693
SH
SOLE
400
0
14293
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
330
6870
SH
SOLE
0
0
6870
VISA INC
COM CL A
92826C839
853
3846
SH
SOLE
0
0
3846
VMWARE INC
CL A COM
928563402
713
6258
SH
SOLE
63
0
6195
WALMART INC
COM
931142103
317
2132
SH
SOLE
0
0
2132
WISDOMTREE TR
US QTLY DIV GRT
97717X669
755
11856
SH
SOLE
0
0
11856
WISDOMTREE TR
US LARGECAP DIVD
97717W307
1145
17420
SH
SOLE
0
0
17420
WORKDAY INC
CL A
98138H101
718
2999
SH
SOLE
36
0
2963
WYNN RESORTS LTD
COM
983134107
808
10128
SH
SOLE
247
0
9881
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
1084
2620
SH
SOLE
119
0
2501