Managing Partner and CCO

0001843826-22-000001.txt : 20220214 0001843826-22-000001.hdr.sgml : 20220214 20220214115346 ACCESSION NUMBER: 0001843826-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22627663 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 12-31-2021 12-31-2021 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 02-14-2022 0 145 162240 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 265 1881 SH SOLE 0 0 1881 ABBVIE INC COM 00287Y109 1505 11117 SH SOLE 199 0 10918 ADOBE SYSTEMS INCORPORATED COM 00724F101 1014 1788 SH SOLE 20 0 1768 ADVANCED MICRO DEVICES INC COM 007903107 2602 18085 SH SOLE 421 0 17664 AIRBNB INC COM CL A 009066101 458 2753 SH SOLE 0 0 2753 ALPHABET INC CAP STK CL A 02079K305 2147 741 SH SOLE 26 0 715 ALPHABET INC CAP STK CL C 02079K107 223 77 SH SOLE 0 0 77 AMAZON COM INC COM 023135106 2524 757 SH SOLE 8 0 749 AMERICAN TOWER CORP NEW COM 03027X100 264 902 SH SOLE 0 0 902 ANNEXON INC COM 03589W102 117 10158 SH SOLE 0 0 10158 APPLE INC COM 037833100 2519 14184 SH SOLE 297 0 13887 ATLASSIAN CORP PLC CL A G06242104 1454 3813 SH SOLE 36 0 3777 BLOCK INC CL A 852234103 396 2453 SH SOLE 0 0 2453 BRISTOL-MYERS SQUIBB CO COM 110122108 834 13370 SH SOLE 500 0 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EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 466 5514 SH SOLE 193 0 5321 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5135 99144 SH SOLE 137 0 99007 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1095 25445 SH SOLE 0 0 25445 FORD MTR CO DEL COM 345370860 264 12729 SH SOLE 0 0 12729 GENERAL MLS INC COM 370334104 509 7560 SH SOLE 272 0 7288 GENERAL MTRS CO COM 37045V100 997 17011 SH SOLE 224 0 16787 GRITSTONE BIO INC COM 39868T105 159 12371 SH SOLE 0 0 12371 GUIDEWIRE SOFTWARE INC COM 40171V100 205 1806 SH SOLE 0 0 1806 HCA HEALTHCARE INC COM 40412C101 716 2788 SH SOLE 50 0 2738 HOME DEPOT INC COM 437076102 631 1520 SH SOLE 100 0 1420 HONEYWELL INTL INC COM 438516106 679 3257 SH SOLE 50 0 3207 HUBSPOT INC COM 443573100 1279 1941 SH SOLE 46 0 1895 INTUIT COM 461202103 640 995 SH SOLE 0 0 995 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1654 29351 SH SOLE 0 0 29351 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 387 5634 SH SOLE 0 0 5634 INVESCO EXCH TRADED FD TR II KBW PREM YIELD 46138E594 537 20906 SH SOLE 0 0 20906 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 194 12961 SH SOLE 0 0 12961 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 285 5474 SH SOLE 0 0 5474 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 575 12705 SH SOLE 0 0 12705 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 836 5137 SH SOLE 0 0 5137 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 394 7399 SH SOLE 0 0 7399 INVESCO QQQ TR UNIT SER 1 46090E103 602 1513 SH SOLE 0 0 1513 ISHARES INC MSCI EMERG MRKT 464286533 566 9003 SH SOLE 0 0 9003 ISHARES TR CORE S&P500 ETF 464287200 3951 8284 SH SOLE 0 0 8284 ISHARES TR CORE S&P MCP ETF 464287507 530 1873 SH SOLE 0 0 1873 ISHARES TR CORE S&P SCP ETF 464287804 392 3427 SH SOLE 0 0 3427 ISHARES TR CORE MSCI EAFE 46432F842 394 5283 SH SOLE 152 0 5131 ISHARES TR CORE S&P TTL STK 464287150 1081 10104 SH SOLE 0 0 10104 ISHARES TR CORE DIV GRWTH 46434V621 369 6644 SH SOLE 0 0 6644 ISHARES TR MSCI EAFE ETF 464287465 287 3654 SH SOLE 16 0 3638 ISHARES TR MSCI EAFE MIN VL 46429B689 633 8248 SH SOLE 0 0 8248 ISHARES TR MSCI USA MIN VOL 46429B697 4876 60269 SH SOLE 0 0 60269 ISHARES TR MSCI USA QLT FCT 46432F339 1029 7066 SH SOLE 0 0 7066 ISHARES TR NATIONAL MUN ETF 464288414 295 2539 SH SOLE 0 0 2539 ISHARES TR RUS 1000 VAL ETF 464287598 4534 26998 SH SOLE 0 0 26998 ISHARES TR RUS 1000 GRW ETF 464287614 4712 15419 SH SOLE 0 0 15419 ISHARES TR S&P 500 GRWT ETF 464287309 1259 15044 SH SOLE 332 0 14712 ISHARES TR S&P 500 VAL ETF 464287408 700 4471 SH SOLE 63 0 4408 ISHARES TR TIPS BD ETF 464287176 689 5332 SH SOLE 350 0 4982 IVERIC BIO INC COM 46583P102 239 14265 SH SOLE 0 0 14265 JOHNSON & JOHNSON COM 478160104 506 2960 SH SOLE 100 0 2860 JPMORGAN CHASE & CO COM 46625H100 1062 6704 SH SOLE 0 0 6704 KLA CORP COM NEW 482480100 1114 2590 SH SOLE 0 0 2590 LAM RESEARCH CORP COM 512807108 1428 1985 SH SOLE 50 0 1935 LOWES COS INC COM 548661107 931 3600 SH SOLE 0 0 3600 LULULEMON ATHLETICA INC COM 550021109 542 1384 SH SOLE 0 0 1384 MCDONALDS CORP COM 580135101 782 2918 SH SOLE 32 0 2886 META PLATFORMS INC CL A 30303M102 680 2023 SH SOLE 0 0 2023 MICROSOFT CORP COM 594918104 5401 16059 SH SOLE 375 0 15684 NEXTERA ENERGY INC COM 65339F101 480 5145 SH SOLE 312 0 4833 NIKE INC CL B 654106103 1204 7221 SH SOLE 0 0 7221 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 1214 49321 SH SOLE 0 0 49321 NVIDIA CORPORATION COM 67066G104 2704 9194 SH SOLE 60 0 9134 OKTA INC CL A 679295105 721 3215 SH SOLE 0 0 3215 OLD DOMINION FREIGHT LINE IN COM 679580100 439 1226 SH SOLE 14 0 1212 OWENS & MINOR INC NEW COM 690732102 839 19283 SH SOLE 317 0 18966 PALANTIR TECHNOLOGIES INC CL A 69608A108 309 16959 SH SOLE 0 0 16959 PALO ALTO NETWORKS INC COM 697435105 697 1252 SH SOLE 0 0 1252 PAYMENTUS HOLDINGS INC COM CL A 70439P108 357 10200 SH SOLE 0 0 10200 PAYPAL HLDGS INC COM 70450Y103 547 2898 SH SOLE 14 0 2884 PEPSICO INC COM 713448108 893 5142 SH SOLE 27 0 5115 PLANET FITNESS INC CL A 72703H101 291 3216 SH SOLE 0 0 3216 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SOLE 0 0 5500 SPDR S&P 500 ETF TR TR UNIT 78462F103 5995 12623 SH SOLE 24 0 12599 SPDR SER TR PRTFLO S&P500 GW 78464A409 4886 67421 SH SOLE 99 0 67322 SPDR SER TR PORTFOLI S&P1500 78464A805 1192 20402 SH SOLE 0 0 20402 SPDR SER TR PORTFOLIO S&P400 78464A847 939 18887 SH SOLE 0 0 18887 SPDR SER TR PORTFOLIO S&P600 78468R853 261 5847 SH SOLE 0 0 5847 SPDR SER TR PRTFLO S&P500 VL 78464A508 2735 65123 SH SOLE 172 0 64951 SPDR SER TR DJ REIT ETF 78464A607 567 4642 SH SOLE 0 0 4642 STARBUCKS CORP COM 855244109 955 8168 SH SOLE 95 0 8073 STORE CAP CORP COM 862121100 624 18125 SH SOLE 2800 0 15325 TARGET CORP COM 87612E106 355 1536 SH SOLE 200 0 1336 TESLA INC COM 88160R101 4876 4614 SH SOLE 160 0 4454 THE TRADE DESK INC COM CL A 88339J105 2015 21984 SH SOLE 300 0 21684 THERMO FISHER SCIENTIFIC INC COM 883556102 680 1018 SH SOLE 0 0 1018 TRACTOR SUPPLY CO COM 892356106 338 1418 SH SOLE 15 0 1403 TWILIO INC CL A 90138F102 1002 3805 SH SOLE 0 0 3805 UNITEDHEALTH GROUP INC COM 91324P102 1739 3464 SH SOLE 148 0 3316 UPSTART HLDGS INC COM 91680M107 528 3493 SH SOLE 0 0 3493 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 228 2824 SH SOLE 0 0 2824 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 566 10253 SH SOLE 431 0 9822 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1051 4353 SH SOLE 250 0 4103 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 648 3544 SH SOLE 0 0 3544 VANGUARD INDEX FDS VALUE ETF 922908744 1088 7394 SH SOLE 0 0 7394 VANGUARD INDEX FDS GROWTH ETF 922908736 1248 3889 SH SOLE 0 0 3889 VANGUARD INDEX FDS SMALL CP ETF 922908751 1348 5964 SH SOLE 0 0 5964 VANGUARD INDEX FDS MID CAP ETF 922908629 1267 4972 SH SOLE 0 0 4972 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 631 1445 SH SOLE 178 0 1267 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 384 7525 SH SOLE 0 0 7525 VEEVA SYS INC CL A COM 922475108 927 3628 SH SOLE 50 0 3578 VISA INC COM CL A 92826C839 833 3846 SH SOLE 0 0 3846 VMWARE INC CL A COM 928563402 749 6460 SH SOLE 63 0 6397 WALMART INC COM 931142103 291 2011 SH SOLE 0 0 2011 WISDOMTREE TR US QTLY DIV GRT 97717X669 781 11856 SH SOLE 0 0 11856 WORKDAY INC CL A 98138H101 897 3285 SH SOLE 36 0 3249 WYNN RESORTS LTD COM 983134107 861 10125 SH SOLE 247 0 9878 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1756 2951 SH SOLE 119 0 2832 ZENDESK INC COM 98936J101 538 5157 SH SOLE 0 0 5157 ZYNGA INC CL A 98986T108 137 21350 SH SOLE 0 0 21350