ALTA ADVISERS LTD
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 398,653 | +185,903 | +87.38% | $59.39 | 8.18% | 0.12% | 22,975,390 | 2025-06-30 | ||||||
| NVDA | NVIDIA | 123,762 | 0 | 0.00% | $66.46 | 6.96% | 0.00% | 19,553,158 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 38,194 | 0 | 0.00% | $331.59 | 6.76% | 0.00% | 18,998,078 | 2025-06-30 | ||||||
| AAPL | APPLE | 77,080 | 0 | 0.00% | $190.76 | 5.63% | 0.00% | 15,814,504 | 2025-06-30 | ||||||
| AMZN | AMAZON | 48,287 | 0 | 0.00% | $165.80 | 3.77% | 0.00% | 10,593,685 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 15,368 | -414 | -2.62% | $248.80 | 3.11% | 0.00% | 8,729,485 | 2025-06-30 | ||||||
| META | META | 11,080 | 0 | 0.00% | $369.67 | 2.91% | 0.00% | 8,178,037 | 2025-06-30 | ||||||
| AVGO | BROADCOM | 24,199 | 0 | 0.00% | $129.10 | 2.37% | 0.00% | 6,670,454 | 2025-06-30 | ||||||
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 62,875 | +62,875 | Open | $118.16 | 2.10% | 0.02% | 5,896,811 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 29,479 | 0 | 0.00% | $141.87 | 1.85% | 0.00% | 5,195,084 | 2025-06-30 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 68,328 | -1,844 | -2.63% | $48.03 | 1.63% | 0.01% | 4,593,008 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 9,455 | 0 | 0.00% | $380.02 | 1.63% | 0.00% | 4,592,955 | 2025-06-30 | ||||||
| TSLA | TESLA | 13,972 | 0 | 0.00% | $293.82 | 1.58% | 0.00% | 4,438,346 | 2025-06-30 | ||||||
| GOOG | ALPHABET | 23,783 | 0 | 0.00% | $139.08 | 1.50% | 0.00% | 4,218,866 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 14,524 | 0 | 0.00% | $177.36 | 1.50% | 0.00% | 4,210,653 | 2025-06-30 | ||||||
| LLY | ELI LILLY | 4,119 | 0 | 0.00% | $554.38 | 1.14% | 0.00% | 3,210,884 | 2025-06-30 | ||||||
| V | VISA | 8,912 | 0 | 0.00% | $265.64 | 1.13% | 0.00% | 3,164,206 | 2025-06-30 | ||||||
| NFLX | NETFLIX | 2,117 | 0 | 0.00% | $521.73 | 1.01% | 0.00% | 2,834,938 | 2025-06-30 | ||||||
| XOM | EXXON MOBIL | 22,558 | 0 | 0.00% | $101.79 | 0.87% | 0.00% | 2,431,752 | 2025-06-30 | ||||||
| MA | MASTERCARD | 4,042 | 0 | 0.00% | $421.54 | 0.81% | 0.00% | 2,271,361 | 2025-06-30 | ||||||
| COST | COSTCO WHOLESALE | 2,266 | +80 | +3.66% | $734.20 | 0.80% | 0.00% | 2,243,204 | 2025-06-30 | ||||||
| WMT | WALMART | 21,813 | +300 | +1.39% | $66.76 | 0.76% | 0.00% | 2,132,875 | 2025-06-30 | ||||||
| PG | PROCTER & GAMBLE | 11,818 | +200 | +1.72% | $154.28 | 0.67% | 0.00% | 1,882,844 | 2025-06-30 | ||||||
| HD | HOME DEPOT | 5,121 | 0 | 0.00% | $340.21 | 0.67% | 0.00% | 1,877,563 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 11,818 | 0 | 0.00% | $163.39 | 0.64% | 0.00% | 1,805,200 | 2025-06-30 | ||||||
| ORCL | ORACLE | 7,918 | 0 | 0.00% | $115.96 | 0.62% | 0.00% | 1,731,112 | 2025-06-30 | ||||||
| ABBV | ABBVIE | 8,765 | 0 | 0.00% | $165.82 | 0.58% | 0.00% | 1,626,959 | 2025-06-30 | ||||||
| BAC | BANK OF AMERICA | 32,856 | 0 | 0.00% | $38.17 | 0.55% | 0.00% | 1,554,746 | 2025-06-30 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 8,087 | 0 | 0.00% | $116.12 | 0.52% | 0.00% | 1,472,885 | 2025-06-30 | ||||||
| PLTR | PALANTIR | 10,722 | 0 | 0.00% | $46.60 | 0.52% | 0.00% | 1,461,623 | 2025-06-30 | ||||||
| UNH | UNITEDHEALTH GROUP | 4,637 | +80 | +1.76% | $516.17 | 0.51% | 0.00% | 1,446,605 | 2025-06-30 | ||||||
| WFC | WELLS FARGO | 17,207 | 0 | 0.00% | $55.87 | 0.49% | 0.00% | 1,378,625 | 2025-06-30 | ||||||
| CRM | SALESFORCE | 4,970 | 0 | 0.00% | $233.50 | 0.48% | 0.00% | 1,355,269 | 2025-06-30 | ||||||
| CSCO | CISCO SYSTEMS | 19,459 | 0 | 0.00% | $51.60 | 0.48% | 0.00% | 1,350,065 | 2025-06-30 | ||||||
| IBM | IBM | 4,555 | 0 | 0.00% | $181.47 | 0.48% | 0.00% | 1,342,723 | 2025-06-30 | ||||||
| KO | COCA COLA | 18,860 | 0 | 0.00% | $64.12 | 0.47% | 0.00% | 1,334,345 | 2025-06-30 | ||||||
| ABT | ABBOTT LABORATORIES | 8,720 | 0 | 0.00% | $112.10 | 0.42% | 0.00% | 1,186,007 | 2025-06-30 | ||||||
| CVX | CHEVRON | 8,229 | 0 | 0.00% | $153.88 | 0.42% | 0.00% | 1,178,311 | 2025-06-30 | ||||||
| DIS | WALT DISNEY | 9,419 | 0 | 0.00% | $107.27 | 0.42% | 0.00% | 1,168,050 | 2025-06-30 | ||||||
| T | AT&T | 40,097 | 0 | 0.00% | $20.04 | 0.41% | 0.00% | 1,160,407 | 2025-06-30 | ||||||
| AMD | ADVANCED MICRO DEVICES | 8,092 | 0 | 0.00% | $101.03 | 0.41% | 0.00% | 1,148,255 | 2025-06-30 | ||||||
| NOW | SERVICENOW | 1,083 | 0 | 0.00% | $675.66 | 0.40% | 0.00% | 1,113,411 | 2025-06-30 | ||||||
| GS | GOLDMAN SACHS GROUP | 1,538 | 0 | 0.00% | $432.77 | 0.39% | 0.00% | 1,088,520 | 2025-06-30 | ||||||
| LIN | LINDE | 2,243 | 0 | 0.00% | $382.87 | 0.37% | 0.00% | 1,052,371 | 2025-06-30 | ||||||
| INTU | INTUIT | 1,328 | 0 | 0.00% | $502.03 | 0.37% | 0.00% | 1,045,973 | 2025-06-30 | ||||||
| BKNG | BOOKING HOLDINGS | 179 | 0 | 0.00% | $3,153.94 | 0.37% | 0.00% | 1,036,274 | 2025-06-30 | ||||||
| MCD | MCDONALDS | 3,514 | 0 | 0.00% | $275.35 | 0.37% | 0.00% | 1,026,685 | 2025-06-30 | ||||||
| MRK | MERCK & CO | 12,584 | 0 | 0.00% | $92.33 | 0.35% | 0.00% | 996,149 | 2025-06-30 | ||||||
| UBER | UBER | 10,610 | 0 | 0.00% | $48.85 | 0.35% | 0.00% | 989,913 | 2025-06-30 | ||||||
| TXN | TEXAS INSTRUMENTS | 4,715 | 0 | 0.00% | $178.67 | 0.35% | 0.00% | 978,928 | 2025-06-30 | ||||||