10,000+ stock pitches from top investors available on joinyellowbrick.com
Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2023-05-09 (Q1 2023) | Holdings: 383 | Value: $167.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 10% $(4.4M) | 23.20% | $38.9M | +12.11% | -0.56% | +2.51% | |
| VOO - VANGUARD INDEX FDS | Reduce 10% $(2.7M) | 13.76% | $23.1M | +85.80% | +8.18% | +27.80% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 10% $(1.7M) | 8.70% | $14.6M | +65.71% | +1.60% | +12.58% | |
| AAPL - APPLE INC | 3.94% | $6.6M | +73.01% | +3.00% | +6.51% | ||
| MSFT - MICROSOFT CORP | 3.46% | $5.8M | +35.26% | +4.87% | +35.49% | ||
| AMZN - AMAZON COM INC | Add 5% ($113.6K) | 1.49% | $2.5M | +145.90% | +28.18% | +73.43% | |
| NVDA - NVIDIA CORPORATION | 1.11% | $1.9M | +661.85% | +46.16% | +209.97% | ||
| GOOGL - ALPHABET INC | 0.98% | $1.6M | +261.72% | +20.12% | +56.20% | ||
| GOOG - ALPHABET INC | 0.88% | $1.5M | +256.49% | +19.95% | +56.88% | ||
| TSLA - TESLA INC | 0.88% | $1.5M | +151.20% | +42.18% | -2.36% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.85% | $1.4M | +48.72% | +9.48% | +26.36% | ||
| META - META PLATFORMS INC | 0.77% | $1.3M | +157.33% | +29.46% | +101.85% | ||
| XOM - EXXON MOBIL CORP | 0.73% | $1.2M | +52.02% | +1.22% | +11.34% | ||
| UNH - UNITEDHEALTH GROUP INC | 0.68% | $1.1M | -14.08% | +3.30% | +6.40% | ||
| JNJ - JOHNSON & JOHNSON | 0.62% | $1.0M | +52.12% | +7.61% | -4.14% | ||
| JPM - JPMORGAN CHASE & CO | 0.58% | $977.3K | +136.64% | +12.08% | +47.91% | ||
| V - VISA INC | 0.58% | $969.5K | +42.81% | +2.89% | +20.76% | ||
| PG - PROCTER AND GAMBLE CO | 0.54% | $907.0K | +1.37% | +2.37% | +11.52% | ||
| MA - MASTERCARD INCORPORATED | 0.48% | $799.5K | +31.79% | +3.04% | +19.09% | ||
| HD - HOME DEPOT INC | 0.48% | $796.8K | +14.80% | +13.73% | +21.91% | ||
| CVX - CHEVRON CORP NEW | 0.46% | $766.9K | +31.59% | +1.22% | +7.63% | ||
| ABBV - ABBVIE INC | 0.45% | $749.0K | +57.97% | +4.50% | +14.17% | ||
| LLY - LILLY ELI & CO | 0.43% | $721.2K | +137.54% | +22.68% | +79.87% | ||
| AVGO - BROADCOM INC | 0.42% | $705.7K | +601.42% | +36.22% | +118.49% | ||
| MRK - MERCK & CO INC | 0.42% | $702.2K | +4.92% | -9.48% | +13.80% | ||
| PEP - PEPSICO INC | 0.38% | $638.0K | -13.44% | -4.68% | -4.64% | ||
| KO - COCA COLA CO | 0.36% | $607.9K | +38.21% | -3.06% | +3.09% | ||
| PFE - PFIZER INC | 0.36% | $599.8K | -18.50% | -5.59% | -22.69% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.34% | $576.4K | -14.06% | +1.53% | +10.24% | ||
| COST - COSTCO WHSL CORP NEW | 0.33% | $546.6K | +111.90% | +11.86% | +61.49% | ||
| CSCO - CISCO SYS INC | 0.32% | $543.7K | +131.01% | +15.15% | +6.11% | ||
| CRM - SALESFORCE INC | New Purchase | 0.32% | $539.4K | -15.18% | +1.62% | +35.18% | |
| BAC - BK OF AMERICA CORP | 0.31% | $520.5K | +96.32% | +11.54% | +41.88% | ||
| WMT - WALMART INC | 0.31% | $516.1K | +162.88% | +4.65% | +19.73% | ||
| MCD - MCDONALDS CORP | 0.30% | $503.3K | -0.62% | -2.45% | -5.12% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.30% | $501.0K | -30.85% | +48.12% | +38.49% | ||
| DIS - DISNEY WALT CO | 0.29% | $490.6K | +5.50% | -10.91% | +3.04% | ||
| ACN - ACCENTURE PLC IRELAND | 0.29% | $485.9K | -32.28% | +17.19% | +17.00% | ||
| LIN - LINDE PLC | New Purchase | 0.28% | $462.1K | +41.64% | +3.75% | +18.98% | |
| ABT - ABBOTT LABS | 0.27% | $455.7K | -19.23% | -5.10% | -3.64% | ||
| CMCSA - COMCAST CORP NEW | 0.27% | $447.3K | -26.18% | +15.83% | +1.20% | ||
| TXN - TEXAS INSTRS INC | 0.27% | $446.4K | +95.52% | +2.38% | +17.09% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.26% | $435.6K | +55.14% | -11.11% | +14.79% | ||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 0.26% | $431.2K | +364.93% | +14.32% | +57.56% | |
| DHR - DANAHER CORPORATION | 0.26% | $428.5K | -19.33% | +9.06% | +21.53% | ||
| NKE - NIKE INC | 0.25% | $417.0K | -64.50% | -13.38% | -27.01% | ||
| NFLX - NETFLIX INC | New Purchase | 0.25% | $414.6K | +161.51% | +28.27% | +82.24% | |
| PM - PHILIP MORRIS | 0.24% | $398.7K | +122.71% | +2.31% | +9.75% | ||
| NEE - NEXTERA ENERGY INC | 0.23% | $393.1K | +35.62% | -9.72% | -0.07% | ||
| ORCL - ORACLE CORP | New Purchase | 0.23% | $390.3K | +99.97% | +17.15% | +22.27% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | -6.99% | -9.29% | -31.25% | |
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | +12.02% | +14.84% | +24.28% | |
| CPNG - COUPANG INC | Reduce 100% | 0.00% | $0.00 | +52.68% | +16.26% | +35.46% | |
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | +27.05% | +3.75% | +18.98% | |