Managing Partner and CCO

0001843826-23-000001.txt : 20230120 0001843826-23-000001.hdr.sgml : 20230120 20230120125621 ACCESSION NUMBER: 0001843826-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 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: 23540128 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 X0202 13F-HR LIVE false false false 0001843826 XXXXXXXX 12-31-2022 12-31-2022 false Alta Wealth Advisors LLC

400 Tradecenter Drive, Suite 4810 Woburn MA 01801

13F HOLDINGS REPORT 028-20599 000293675 801-112848 N Vincenzo Stuto Managing Partner and CCO 617-642-4537 /s/ Vincenzo Stuto Woburn MA 01-20-2023 0 141 148024845 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 253468 2309 SH SOLE 0 0 2309 ABBVIE INC COM 00287Y109 1767690 10938 SH SOLE 199 0 10739 ADOBE SYSTEMS INCORPORATED COM 00724F101 568736 1690 SH SOLE 20 0 1670 ADVANCED MICRO DEVICES INC COM 007903107 1081400 16696 SH SOLE 117 0 16579 ALPHABET INC CAP STK CL A 02079K305 1290276 14624 SH SOLE 260 0 14364 AMAZON COM INC COM 023135106 1254708 14937 SH SOLE 160 0 14777 AMGEN INC COM 031162100 385293 1467 SH SOLE 0 0 1467 APPLE INC COM 037833100 4283629 32969 SH SOLE 101 0 32868 BIOMARIN PHARMACEUTICAL INC COM 09061G101 206980 2000 SH SOLE 0 0 2000 BLACKROCK INC COM 09247X101 733432 1035 SH SOLE 0 0 1035 BRISTOL-MYERS SQUIBB CO COM 110122108 2084607 28973 SH SOLE 278 0 28695 CHEVRON CORP NEW COM 166764100 264476 1473 SH SOLE 0 0 1473 CHIPOTLE MEXICAN GRILL INC COM 169656105 622983 449 SH SOLE 0 0 449 COCA COLA CO COM 191216100 572657 9003 SH SOLE 71 0 8932 CONOCOPHILLIPS COM 20825C104 475658 4031 SH SOLE 100 0 3931 COPART INC COM 217204106 605856 9950 SH SOLE 200 0 9750 COSTCO WHSL CORP NEW COM 22160K105 1816414 3979 SH SOLE 35 0 3944 DEERE & CO COM 244199105 265021 618 SH SOLE 0 0 618 DEXCOM INC COM 252131107 288309 2546 SH SOLE 0 0 2546 DISNEY WALT CO COM 254687106 840651 9676 SH SOLE 136 0 9540 DOLLAR GEN CORP NEW COM 256677105 1071187 4350 SH SOLE 25 0 4325 EDWARDS LIFESCIENCES CORP COM 28176E108 415205 5565 SH SOLE 0 0 5565 EMERSON ELEC CO COM 291011104 648309 6749 SH SOLE 0 0 6749 ETSY INC COM 29786A106 227342 1898 SH SOLE 42 0 1856 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2396150 47818 SH SOLE 391 0 47427 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 813213 41196 SH SOLE 883 0 40313 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5449645 124081 SH SOLE 154 0 123927 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 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0 17827 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 244441 5474 SH SOLE 0 0 5474 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 551864 12591 SH SOLE 0 0 12591 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2141915 15164 SH SOLE 0 0 15164 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 306452 6965 SH SOLE 0 0 6965 INVESCO QQQ TR UNIT SER 1 46090E103 748786 2812 SH SOLE 0 0 2812 ISHARES INC MSCI EMERG MRKT 464286533 235383 4437 SH SOLE 0 0 4437 ISHARES TR CORE S&P500 ETF 464287200 2870817 7472 SH SOLE 0 0 7472 ISHARES TR CORE S&P MCP ETF 464287507 355749 1471 SH SOLE 0 0 1471 ISHARES TR CORE S&P SCP ETF 464287804 228082 2410 SH SOLE 0 0 2410 ISHARES TR CORE MSCI EAFE 46432F842 276825 4491 SH SOLE 0 0 4491 ISHARES TR CORE S&P TTL STK 464287150 780499 9204 SH SOLE 0 0 9204 ISHARES TR CORE DIV GRWTH 46434V621 417679 8354 SH SOLE 0 0 8354 ISHARES TR MSCI EAFE MIN VL 46429B689 509697 8016 SH SOLE 0 0 8016 ISHARES TR MSCI USA MIN VOL 46429B697 4183612 58025 SH SOLE 0 0 58025 ISHARES TR MSCI USA QLT FCT 46432F339 1374238 12059 SH SOLE 0 0 12059 ISHARES TR NATIONAL MUN ETF 464288414 875481 8297 SH SOLE 0 0 8297 ISHARES TR RUS 1000 VAL ETF 464287598 4062901 26791 SH SOLE 0 0 26791 ISHARES TR RUS 1000 GRW ETF 464287614 3351427 15643 SH SOLE 0 0 15643 ISHARES TR S&P 500 GRWT ETF 464287309 596993 10205 SH SOLE 228 0 9977 ISHARES TR S&P 500 VAL ETF 464287408 987782 6809 SH SOLE 22 0 6787 ISHARES TR SHRT NAT MUN ETF 464288158 329180 3157 SH SOLE 0 0 3157 IVERIC BIO INC COM 46583P102 733614 34265 SH SOLE 0 0 34265 JOHNSON & JOHNSON COM 478160104 647050 3663 SH SOLE 100 0 3563 JPMORGAN CHASE & CO COM 46625H100 1059756 7903 SH SOLE 0 0 7903 KLA CORP COM NEW 482480100 709193 1881 SH SOLE 0 0 1881 LAM RESEARCH CORP COM 512807108 720815 1715 SH SOLE 50 0 1665 LILLY ELI & CO COM 532457108 968744 2648 SH SOLE 36 0 2612 LOCKHEED MARTIN CORP COM 539830109 720978 1482 SH SOLE 28 0 1454 LOWES COS INC COM 548661107 1349152 6771 SH SOLE 0 0 6771 LULULEMON ATHLETICA INC COM 550021109 461347 1440 SH SOLE 0 0 1440 MARVELL TECHNOLOGY INC COM 573874104 242464 6546 SH SOLE 65 0 6481 MCDONALDS CORP COM 580135101 848419 3219 SH SOLE 32 0 3187 MICROSOFT CORP COM 594918104 1794781 7484 SH SOLE 0 0 7484 NEXTERA ENERGY INC COM 65339F101 407884 4879 SH SOLE 160 0 4719 NIKE INC CL B 654106103 853588 7295 SH SOLE 0 0 7295 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 639378 31243 SH SOLE 0 0 31243 NVIDIA CORPORATION COM 67066G104 845712 5787 SH SOLE 0 0 5787 OLD DOMINION FREIGHT LINE IN COM 679580100 321239 1132 SH SOLE 0 0 1132 OWENS & MINOR INC NEW COM 690732102 421459 21580 SH SOLE 105 0 21475 PALO ALTO NETWORKS INC COM 697435105 485320 3478 SH SOLE 0 0 3478 PEPSICO INC COM 713448108 900600 4985 SH SOLE 27 0 4958 PFIZER INC COM 717081103 369432 7210 SH SOLE 0 0 7210 PIONEER NAT RES CO COM 723787107 842987 3691 SH SOLE 40 0 3651 PRAXIS PRECISION MEDICINES I COM 74006W108 73847 31028 SH SOLE 0 0 31028 PROGRESSIVE CORP COM 743315103 935728 7214 SH SOLE 63 0 7151 PROSHARES TR S&P 500 DV ARIST 74348A467 736951 8189 SH SOLE 0 0 8189 REGENERON PHARMACEUTICALS COM 75886F107 721490 1000 SH SOLE 0 0 1000 SALESFORCE INC COM 79466L302 754967 5694 SH SOLE 0 0 5694 SELECT SECTOR SPDR TR ENERGY 81369Y506 937325 10716 SH SOLE 0 0 10716 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 296805 3981 SH SOLE 0 0 3981 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 604842 4452 SH SOLE 0 0 4452 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 224904 6090 SH SOLE 0 0 6090 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 350738 4975 SH SOLE 0 0 4975 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 868714 25401 SH SOLE 0 0 25401 SERVICENOW INC COM 81762P102 955167 2460 SH SOLE 18 0 2442 SHOPIFY INC CL A 82509L107 658032 18958 SH SOLE 0 0 18958 SIMON PPTY GROUP INC NEW COM 828806109 549806 4680 SH SOLE 0 0 4680 SNOWFLAKE INC CL A 833445109 550045 3832 SH SOLE 0 0 3832 SOFI TECHNOLOGIES INC COM 83406F102 273368 59299 SH SOLE 0 0 59299 SOPHIA GENETICS SA ORDINARY SHARES H82027105 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14293 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 286697 6831 SH SOLE 0 0 6831 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 709671 2861 SH SOLE 0 0 2861 VERTEX PHARMACEUTICALS INC COM 92532F100 615101 2130 SH SOLE 60 0 2070 VISA INC COM CL A 92826C839 768712 3700 SH SOLE 0 0 3700 VMWARE INC CL A COM 928563402 761868 6206 SH SOLE 63 0 6143 WALMART INC COM 931142103 240695 1698 SH SOLE 0 0 1698 WISDOMTREE TR US TOTAL DIVIDND 97717W109 451903 7451 SH SOLE 0 0 7451 WISDOMTREE TR US LARGECAP DIVD 97717W307 1079169 17420 SH SOLE 0 0 17420 WORKDAY INC CL A 98138H101 633881 3788 SH SOLE 36 0 3752 WYNN RESORTS LTD COM 983134107 368971 4474 SH SOLE 101 0 4373 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 313333 1222 SH SOLE 20 0 1202