Managing Partner and CCO

0001843826-22-000003.txt : 20220728 0001843826-22-000003.hdr.sgml : 20220728 20220728151554 ACCESSION NUMBER: 0001843826-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220728 DATE AS OF CHANGE: 20220728 EFFECTIVENESS DATE: 20220728 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: 221114699 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 06-30-2022 06-30-2022 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 07-28-2022 0 137 144349 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 205 1882 SH SOLE 0 0 1882 ABBVIE INC COM 00287Y109 1674 10939 SH SOLE 0 0 10939 ADOBE SYSTEMS INCORPORATED COM 00724F101 657 1799 SH SOLE 0 0 1799 ADVANCED MICRO DEVICES INC COM 007903107 1360 17732 SH SOLE 0 0 17732 ALPHABET INC CAP STK CL A 02079K305 1547 711 SH SOLE 0 0 711 AMAZON COM INC COM 023135106 1569 14856 SH SOLE 0 0 14856 AMERICAN TOWER CORP NEW COM 03027X100 232 902 SH SOLE 0 0 902 APPLE INC COM 037833100 4548 33262 SH SOLE 0 0 33262 BLOCK INC CL A 852234103 1181 19255 SH SOLE 0 0 19255 BRISTOL-MYERS SQUIBB CO COM 110122108 1866 24212 SH SOLE 0 0 24212 CHIPOTLE MEXICAN GRILL INC COM 169656105 341 260 SH SOLE 0 0 260 COCA COLA CO COM 191216100 432 6862 SH SOLE 0 0 6862 CONOCOPHILLIPS COM 20825C104 398 4421 SH SOLE 0 0 4421 COPART INC COM 217204106 543 4975 SH SOLE 0 0 4975 COSTCO WHSL CORP NEW COM 22160K105 1855 3871 SH SOLE 0 0 3871 DEXCOM INC COM 252131107 318 4276 SH SOLE 0 0 4276 DISNEY WALT CO COM 254687106 1015 10782 SH SOLE 0 0 10782 DOLLAR GEN CORP NEW COM 256677105 989 4036 SH SOLE 0 0 4036 EDWARDS LIFESCIENCES CORP COM 28176E108 547 5705 SH SOLE 0 0 5705 EMERSON ELEC CO COM 291011104 492 6164 SH SOLE 0 0 6164 ESSA PHARMA INC COM NEW 29668H708 36 11285 SH SOLE 0 0 11285 FEDEX CORP COM 31428X106 556 2446 SH SOLE 0 0 2446 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2726 53808 SH SOLE 0 0 53808 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 866 43499 SH SOLE 0 0 43499 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5370 131210 SH SOLE 0 0 131210 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 318 4570 SH SOLE 0 0 4570 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 1103 25016 SH SOLE 0 0 25016 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 2596 105961 SH SOLE 0 0 105961 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1019 26293 SH SOLE 0 0 26293 FORD MTR CO DEL COM 345370860 183 16583 SH SOLE 0 0 16583 FREEPORT-MCMORAN INC CL B 35671D857 546 18750 SH SOLE 0 0 18750 GENERAL MLS INC COM 370334104 555 7348 SH SOLE 0 0 7348 GENERAL MTRS CO COM 37045V100 471 14741 SH SOLE 0 0 14741 GILEAD SCIENCES INC COM 375558103 626 10133 SH SOLE 0 0 10133 HOME DEPOT INC COM 437076102 469 1703 SH SOLE 0 0 1703 HONEYWELL INTL INC COM 438516106 586 3383 SH SOLE 0 0 3383 INTUIT COM 461202103 521 1343 SH SOLE 0 0 1343 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 1865 38719 SH SOLE 0 0 38719 INVESCO EXCH TRADED FD TR II KBW PREM YIELD 46138E594 463 20978 SH SOLE 0 0 20978 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 537 8682 SH SOLE 0 0 8682 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 555 12591 SH SOLE 0 0 12591 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 145 11738 SH SOLE 0 0 11738 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 243 5474 SH SOLE 0 0 5474 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 322 7673 SH SOLE 0 0 7673 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 689 5120 SH SOLE 0 0 5120 INVESCO QQQ TR UNIT SER 1 46090E103 595 2115 SH SOLE 0 0 2115 ISHARES INC MSCI EMERG MRKT 464286533 499 9028 SH SOLE 0 0 9028 ISHARES TR RUS 1000 GRW ETF 464287614 3391 15504 SH SOLE 0 0 15504 ISHARES TR RUS 1000 VAL ETF 464287598 3974 27411 SH SOLE 0 0 27411 ISHARES TR MSCI EAFE MIN VL 46429B689 528 8329 SH SOLE 0 0 8329 ISHARES TR MSCI USA MIN VOL 46429B697 4186 59564 SH SOLE 0 0 59564 ISHARES TR CORE S&P500 ETF 464287200 3141 8276 SH SOLE 0 0 8276 ISHARES TR MSCI USA QLT FCT 46432F339 1349 12079 SH SOLE 0 0 12079 ISHARES TR S&P 500 VAL ETF 464287408 870 6319 SH SOLE 0 0 6319 ISHARES TR CORE MSCI EAFE 46432F842 372 6326 SH SOLE 0 0 6326 ISHARES TR CORE S&P SCP ETF 464287804 320 3462 SH SOLE 0 0 3462 ISHARES TR CORE S&P MCP ETF 464287507 460 2034 SH SOLE 0 0 2034 ISHARES TR S&P 500 GRWT ETF 464287309 740 12236 SH SOLE 0 0 12236 ISHARES TR CORE S&P TTL STK 464287150 814 9704 SH SOLE 0 0 9704 ISHARES TR MSCI EAFE ETF 464287465 231 3680 SH SOLE 0 0 3680 ISHARES TR NATIONAL MUN ETF 464288414 310 2913 SH SOLE 0 0 2913 ISHARES TR CORE DIV GRWTH 46434V621 318 6683 SH SOLE 0 0 6683 IVERIC BIO INC COM 46583P102 329 34265 SH SOLE 0 0 34265 JOHNSON & JOHNSON COM 478160104 543 3052 SH SOLE 0 0 3052 JPMORGAN CHASE & CO COM 46625H100 812 7194 SH SOLE 0 0 7194 KLA CORP COM NEW 482480100 822 2582 SH SOLE 0 0 2582 LAM RESEARCH CORP COM 512807108 825 1930 SH SOLE 0 0 1930 LILLY ELI & CO COM 532457108 871 2675 SH SOLE 0 0 2675 LOCKHEED MARTIN CORP COM 539830109 546 1278 SH SOLE 0 0 1278 LOWES COS INC COM 548661107 1188 6835 SH SOLE 0 0 6835 LULULEMON ATHLETICA INC COM 550021109 361 1324 SH SOLE 0 0 1324 MARVELL TECHNOLOGY INC COM 573874104 352 7995 SH SOLE 0 0 7995 MCDONALDS CORP COM 580135101 717 2920 SH SOLE 0 0 2920 META PLATFORMS INC CL A 30303M102 421 2613 SH SOLE 0 0 2613 MICROSOFT CORP COM 594918104 3953 15386 SH SOLE 0 0 15386 MORGAN STANLEY COM NEW 617446448 219 2838 SH SOLE 0 0 2838 NEXTERA ENERGY INC COM 65339F101 392 5075 SH SOLE 0 0 5075 NIKE INC CL B 654106103 708 6925 SH SOLE 0 0 6925 NUSHARES ETF TR NUVEEN ENHNC YLD 67092P102 840 39006 SH SOLE 0 0 39006 NVIDIA CORPORATION COM 67066G104 1371 9049 SH SOLE 0 0 9049 OLD DOMINION FREIGHT LINE IN COM 679580100 290 1134 SH SOLE 0 0 1134 OWENS & MINOR INC NEW COM 690732102 581 18516 SH SOLE 0 0 18516 PALO ALTO NETWORKS INC COM 697435105 561 1149 SH SOLE 0 0 1149 PELOTON INTERACTIVE INC CL A COM 70614W100 186 20493 SH SOLE 0 0 20493 PEPSICO INC COM 713448108 851 5113 SH SOLE 0 0 5113 PFIZER INC COM 717081103 366 6993 SH SOLE 0 0 6993 PIONEER NAT RES CO COM 723787107 838 3763 SH SOLE 0 0 3763 PRAXIS PRECISION MEDICINES I COM 74006W108 76 31028 SH SOLE 0 0 31028 PROSHARES TR S&P 500 DV ARIST 74348A467 636 7418 SH SOLE 0 0 7418 QUALCOMM INC COM 747525103 247 1912 SH SOLE 0 0 1912 REGENERON PHARMACEUTICALS COM 75886F107 591 1000 SH SOLE 0 0 1000 SALESFORCE INC COM 79466L302 963 5816 SH SOLE 0 0 5816 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 617 4794 SH SOLE 0 0 4794 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 555 7700 SH SOLE 0 0 7700 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 483 15452 SH SOLE 0 0 15452 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 333 4754 SH SOLE 0 0 4754 SERVICENOW INC COM 81762P102 1141 2410 SH SOLE 0 0 2410 SHOPIFY INC CL A 82509L107 672 21590 SH SOLE 0 0 21590 SIMON PPTY GROUP INC NEW COM 828806109 380 4048 SH SOLE 0 0 4048 SNOWFLAKE INC CL A 833445109 572 4079 SH SOLE 0 0 4079 SOFI TECHNOLOGIES INC COM 83406F102 451 84399 SH SOLE 0 0 84399 SOPHIA GENETICS SA ORDINARY SHARES H82027105 5101 1409160 SH SOLE 0 0 1409160 SPDR GOLD TR GOLD SHS 78463V107 294 1747 SH SOLE 0 0 1747 SPDR S&P 500 ETF TR TR UNIT 78462F103 5153 13667 SH SOLE 0 0 13667 SPDR SER TR PORTFOLI S&P1500 78464A805 1076 23087 SH SOLE 0 0 23087 SPDR SER TR DJ REIT ETF 78464A607 455 4779 SH SOLE 0 0 4779 SPDR SER TR PRTFLO S&P500 GW 78464A409 4996 95493 SH SOLE 0 0 95493 SPDR SER TR PORTFOLIO S&P400 78464A847 1287 32429 SH SOLE 0 0 32429 SPDR SER TR PRTFLO S&P500 VL 78464A508 3934 106793 SH SOLE 0 0 106793 SPDR SER TR PORTFOLIO S&P600 78468R853 251 7010 SH SOLE 0 0 7010 STARBUCKS CORP COM 855244109 550 7199 SH SOLE 0 0 7199 TARGET CORP COM 87612E106 201 1425 SH SOLE 0 0 1425 TESLA INC COM 88160R101 3028 4498 SH SOLE 0 0 4498 THE TRADE DESK INC COM CL A 88339J105 793 18933 SH SOLE 0 0 18933 THERMO FISHER SCIENTIFIC INC COM 883556102 527 975 SH SOLE 0 0 975 TWILIO INC CL A 90138F102 280 3358 SH SOLE 0 0 3358 UNITEDHEALTH GROUP INC COM 91324P102 1826 3535 SH SOLE 0 0 3535 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3939 51264 SH SOLE 0 0 51264 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 498 10091 SH SOLE 0 0 10091 VANGUARD INDEX FDS MID CAP ETF 922908629 980 4989 SH SOLE 0 0 4989 VANGUARD INDEX FDS TOTAL STK MKT 922908769 877 4659 SH SOLE 0 0 4659 VANGUARD INDEX FDS SMALL CP ETF 922908751 1079 6121 SH SOLE 0 0 6121 VANGUARD INDEX FDS GROWTH ETF 922908736 1351 6067 SH SOLE 0 0 6067 VANGUARD INDEX FDS VALUE ETF 922908744 2007 15201 SH SOLE 0 0 15201 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 483 3697 SH SOLE 0 0 3697 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 471 1362 SH SOLE 0 0 1362 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3392 44475 SH SOLE 0 0 44475 VANGUARD STAR FDS VG TL INTL STK F 921909768 759 14693 SH SOLE 0 0 14693 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 279 6828 SH SOLE 0 0 6828 VISA INC COM CL A 92826C839 764 3874 SH SOLE 0 0 3874 VMWARE INC CL A COM 928563402 717 6270 SH SOLE 0 0 6270 WALMART INC COM 931142103 208 1723 SH SOLE 0 0 1723 WISDOMTREE TR US QTLY DIV GRT 97717X669 681 11856 SH SOLE 0 0 11856 WISDOMTREE TR US LARGECAP DIVD 97717W307 1030 17420 SH SOLE 0 0 17420 WORKDAY INC CL A 98138H101 347 2491 SH SOLE 0 0 2491 WYNN RESORTS LTD COM 983134107 431 7581 SH SOLE 0 0 7581 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 411 1397 SH SOLE 0 0 1397