Palo Alto Wealth Advisors

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Palo Alto Wealth Advisors LLC Raises Position In Amazon.com, Inc ...

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Dec 26, 2024  · Palo Alto Wealth Advisors LLC grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 53.7% during the third quarter, according to the company in its most …

defenseworld.net

$480764505
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PALO ALTO WEALTH ADVISORS, LLC - WhaleWisdom.com

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Palo Alto Wealth Advisors is a large advisory firm with 123 clients and discretionary assets under management (AUM) of $480,764,505 (Form ADV from 2024-03-15). Their last reported 13F …

whalewisdom.com

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PALO ALTO WEALTH ADVISORS, LLC Portfolio Filings

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Top Buys Prev Quarter; Top Buys Past 2Qs; ... 13F Portfolio; PALO ALTO WEALTH ADVISORS, LLC 13F Portfolio Filings Latest 13F report Q1 2024 - Apr 30, 2024. Value $ $142 M Signature …

portfoliosavvy.com

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Palo Alto Wealth Advisors LLC Buys 6,410 Shares Of NVIDIA

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Dec 31, 2024  · Palo Alto Wealth Advisors LLC lifted its position in NVIDIA Co. (NASDAQ:NVDA - Free Report) by 46.8% during the 3rd quarter, according to the company in its most recent …

marketbeat.com

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Palo Alto Wealth Advisors LLC Sells 4,703 Shares Of ... - MarketBeat

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Jan 20, 2025  · The fund owned 17,747 shares of the software giant's stock after selling 4,703 shares during the quarter. Microsoft accounts for about 3.1% of Palo Alto Wealth Advisors …

marketbeat.com

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Palo Alto Wealth Advisors LLC - AUM 13F

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Palo Alto Wealth Advisors LLC CRD # 285326: SEC # 801-112956: CIK # 0001964382: AUM: $472.7 MM (2023-03-22) Employees

aum13f.com

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Zeke Capital Advisors, Llc Buys Boyd Gaming Corp, Amazon.com …

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Dec 27, 2021  · These are the top 5 holdings of ZEKE CAPITAL ADVISORS, LLC Red Rock Resorts Inc ( RRR ) - 6,404,219 shares, 18.96% of the total portfolio. Boyd Gaming Corp ( …

yahoo.com

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Apple Inc. (NASDAQ:AAPL) Position Raised By Palo Alto Wealth …

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Jan 23, 2025  · The firm owned 34,136 shares of the iPhone maker's stock after acquiring an additional 14,337 shares during the quarter. Apple accounts for 3.3% of Palo Alto Wealth …

marketbeat.com

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Simon Tryzna, CFA - Portfolio Manager - Palo Alto Wealth …

2 weeks from now

At Lotusment Advisors, LLC, you can have a stock/equity SMA with a $50,000 minimum investment and 1.05% annual fees when Zacks Investment Management (proven track record …

linkedin.com

$592
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Ryan Schmidt | Financial Advisor - Palo Alto Wealth Advisors, LLC

2 weeks from now

Currently, Ryan is part of Palo Alto Wealth Advisors, LLC, which operates out of Palo Alto, California. The firm has 5 employees and manages assets totaling $592.9 million. The firm …

smartadvisormatch.com


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