ALTA ADVISERS LTD

Stock Holdings
Option Holdings
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Open
Closed
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Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
77,080+26,630+52.78%
Created with Highcharts 10.1.0
$190.767.29%0.00%17,121,7802025-03-31
MSFT
MICROSOFT
38,194+13,470+54.48%
Created with Highcharts 10.1.0
$331.596.10%0.00%14,337,6462025-03-31
NVDA
NVIDIA
123,762+42,150+51.65%
Created with Highcharts 10.1.0
$66.465.71%0.00%13,413,3262025-03-31
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
212,750-2,616-1.21%
Created with Highcharts 10.1.0
$60.085.32%0.06%12,486,2982025-03-31
AMZN
AMAZON
48,287+17,180+55.23%
Created with Highcharts 10.1.0
$165.803.91%0.00%9,187,0852025-03-31
VOO
VANGUARD 500 INDEX FUND
15,782-194-1.21%
Created with Highcharts 10.1.0
$248.813.45%0.00%8,110,5282025-03-31
META
META
11,080+3,800+52.20%
Created with Highcharts 10.1.0
$369.672.72%0.00%6,386,0692025-03-31
BRK.B
BERKSHIRE HATHAWAY
9,455+3,400+56.15%
Created with Highcharts 10.1.0
$380.022.14%0.00%5,035,5442025-03-31
GOOGL
ALPHABET
29,479+10,100+52.12%
Created with Highcharts 10.1.0
$141.871.94%0.00%4,558,6332025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
70,172-862-1.21%
Created with Highcharts 10.1.0
$48.031.81%0.01%4,256,6342025-03-31
AVGO
BROADCOM
24,199+8,600+55.13%
Created with Highcharts 10.1.0
$129.101.73%0.00%4,051,6392025-03-31
GOOG
ALPHABET
23,783+7,800+48.80%
Created with Highcharts 10.1.0
$139.081.58%0.00%3,715,6182025-03-31
TSLA
TESLA
13,972+4,600+49.08%
Created with Highcharts 10.1.0
$293.821.54%0.00%3,620,9842025-03-31
JPM
JPMORGAN CHASE
14,524+5,200+55.77%
Created with Highcharts 10.1.0
$177.361.52%0.00%3,562,7372025-03-31
LLY
ELI LILLY
4,119+1,500+57.27%
Created with Highcharts 10.1.0
$554.381.45%0.00%3,401,9232025-03-31
V
VISA
8,912+3,200+56.02%
Created with Highcharts 10.1.0
$265.641.33%0.00%3,123,3002025-03-31
XOM
EXXON MOBIL
22,558+7,800+52.85%
Created with Highcharts 10.1.0
$101.791.14%0.00%2,682,8232025-03-31
UNH
UNITEDHEALTH GROUP
4,557+1,500+49.07%
Created with Highcharts 10.1.0
$519.291.02%0.00%2,386,7292025-03-31
MA
MASTERCARD
4,042+1,300+47.41%
Created with Highcharts 10.1.0
$421.540.94%0.00%2,215,5012025-03-31
COST
COSTCO WHOLESALE
2,186+725+49.62%
Created with Highcharts 10.1.0
$724.990.88%0.00%2,067,4752025-03-31
PG
PROCTER & GAMBLE
11,618+3,750+47.66%
Created with Highcharts 10.1.0
$154.130.84%0.00%1,979,9402025-03-31
NFLX
NETFLIX
2,117+700+49.40%
Created with Highcharts 10.1.0
$521.730.84%0.00%1,974,1662025-03-31
JNJ
JOHNSON & JOHNSON
11,818+3,900+49.25%
Created with Highcharts 10.1.0
$163.390.83%0.00%1,959,8972025-03-31
WMT
WALMART
21,513+7,000+48.23%
Created with Highcharts 10.1.0
$66.380.80%0.00%1,888,6262025-03-31
HD
HOME DEPOT
5,121+1,800+54.20%
Created with Highcharts 10.1.0
$340.210.80%0.00%1,876,7952025-03-31
ABBV
ABBVIE
8,765+2,900+49.45%
Created with Highcharts 10.1.0
$165.820.78%0.00%1,836,4432025-03-31
CVX
CHEVRON
8,229+2,600+46.19%
Created with Highcharts 10.1.0
$153.880.59%0.00%1,376,6292025-03-31
BAC
BANK OF AMERICA
32,856+10,800+48.97%
Created with Highcharts 10.1.0
$38.170.58%0.00%1,371,0812025-03-31
KO
COCA COLA
18,860+6,200+48.97%
Created with Highcharts 10.1.0
$64.120.58%0.00%1,350,7532025-03-31
CRM
SALESFORCE
4,970+1,800+56.78%
Created with Highcharts 10.1.0
$233.500.57%0.00%1,333,7492025-03-31
PM
PHILIP MORRIS INTERNATIONAL
8,087+2,800+52.96%
Created with Highcharts 10.1.0
$116.120.55%0.00%1,283,6502025-03-31
WFC
WELLS FARGO
17,207+6,200+56.33%
Created with Highcharts 10.1.0
$55.870.53%0.00%1,235,2912025-03-31
CSCO
CISCO SYSTEMS
19,459+6,400+49.01%
Created with Highcharts 10.1.0
$51.600.51%0.00%1,200,8152025-03-31
ABT
ABBOTT LABORATORIES
8,720+3,000+52.45%
Created with Highcharts 10.1.0
$112.100.49%0.00%1,156,7082025-03-31
T
AT&T
40,097+16,500+69.92%
Created with Highcharts 10.1.0
$20.040.48%0.00%1,133,9432025-03-31
IBM
IBM
4,555+1,500+49.10%
Created with Highcharts 10.1.0
$181.470.48%0.00%1,132,6462025-03-31
MRK
MERCK & CO
12,584+4,200+50.10%
Created with Highcharts 10.1.0
$92.330.48%0.00%1,129,5402025-03-31
ORCL
ORACLE
7,918+2,600+48.89%
Created with Highcharts 10.1.0
$115.960.47%0.00%1,107,0162025-03-31
MCD
MCDONALDS
3,514+1,100+45.57%
Created with Highcharts 10.1.0
$275.350.47%0.00%1,097,6682025-03-31
PEP
PEPSICO
6,997+2,500+55.59%
Created with Highcharts 10.1.0
$162.730.45%0.00%1,049,1302025-03-31
LIN
LINDE
2,243+700+45.37%
Created with Highcharts 10.1.0
$382.870.44%0.00%1,044,4312025-03-31
ACN
ACCENTURE
3,268+1,200+58.03%
Created with Highcharts 10.1.0
$315.960.43%0.00%1,019,7472025-03-31
VZ
VERIZON COMMUNICATIONS
21,516+7,700+55.73%
Created with Highcharts 10.1.0
$42.990.42%0.00%975,9662025-03-31
DIS
WALT DISNEY
9,419+3,400+56.49%
Created with Highcharts 10.1.0
$107.270.40%0.00%929,6552025-03-31
TMO
THERMO FISHER SCIENTIFIC
1,866+600+47.39%
Created with Highcharts 10.1.0
$550.860.40%0.00%928,5222025-03-31
PLTR
PALANTIR
10,722+3,900+57.17%
Created with Highcharts 10.1.0
$46.600.39%0.00%904,9372025-03-31
QCOM
QUALCOMM
5,781+2,100+57.05%
Created with Highcharts 10.1.0
$149.450.38%0.00%888,0192025-03-31
NOW
SERVICENOW
1,083+400+58.57%
Created with Highcharts 10.1.0
$675.660.37%0.00%862,2202025-03-31
PGR
PROGRESSIVE
3,036+1,100+56.82%
Created with Highcharts 10.1.0
$186.400.37%0.00%859,2182025-03-31
TXN
TEXAS INSTRUMENTS
4,715+1,700+56.38%
Created with Highcharts 10.1.0
$178.670.36%0.00%847,2862025-03-31