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: 2023-07-25 (Q2 2023) | Holdings: 388 | Value: $177.8M | 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 | Add 5% ($1.9M) | 22.61% | $40.2M | +13.04% | +0.77% | +5.11% | |
| VOO - VANGUARD INDEX FDS | Reduce 4% $(1.1M) | 13.43% | $23.9M | +68.53% | -8.90% | +21.58% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(652.7K) | 7.97% | $14.2M | +60.83% | -10.23% | +10.12% | |
| AAPL - APPLE INC | 4.36% | $7.8M | +54.35% | -13.71% | +13.14% | ||
| MSFT - MICROSOFT CORP | 3.85% | $6.8M | +21.99% | -3.77% | +25.53% | ||
| AMZN - AMAZON COM INC | 1.77% | $3.1M | +110.12% | -5.49% | +44.26% | ||
| NVDA - NVIDIA CORPORATION | 1.59% | $2.8M | +380.11% | -12.37% | +145.74% | ||
| GOOGL - ALPHABET INC | 1.06% | $1.9M | +200.26% | -5.99% | +28.54% | ||
| TSLA - TESLA INC | 1.05% | $1.9M | +64.65% | -21.84% | -16.51% | ||
| META - META PLATFORMS INC | 0.98% | $1.8M | +101.78% | -4.26% | +54.94% | ||
| GOOG - ALPHABET INC | 0.97% | $1.7M | +196.85% | -5.31% | +29.54% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 7% ($102.3K) | 0.94% | $1.7M | +39.53% | -3.28% | +25.92% | |
| XOM - EXXON MOBIL CORP | 0.67% | $1.2M | +57.35% | +3.21% | +15.56% | ||
| JNJ - JOHNSON & JOHNSON | Add 6% ($66.2K) | 0.66% | $1.2M | +41.50% | -12.74% | -3.68% | |
| UNH - UNITEDHEALTH GROUP INC | 0.65% | $1.2M | -18.14% | +3.69% | +13.11% | ||
| JPM - JPMORGAN CHASE & CO | 0.61% | $1.1M | +106.89% | -9.52% | +38.84% | ||
| V - VISA INC | 0.57% | $1.0M | +44.31% | +0.13% | +12.99% | ||
| LLY - LILLY ELI & CO | 0.55% | $984.9K | +121.86% | +25.12% | +78.16% | ||
| AVGO - BROADCOM INC | 0.54% | $954.2K | +377.46% | -8.55% | +69.74% | ||
| PG - PROCTER AND GAMBLE CO | 0.52% | $925.6K | +0.95% | -1.55% | +13.24% | ||
| MA - MASTERCARD INCORPORATED | 0.49% | $865.3K | +27.25% | -8.53% | +10.42% | ||
| HD - HOME DEPOT INC | 0.47% | $838.7K | +2.40% | -13.83% | +13.63% | ||
| MRK - MERCK & CO INC | 0.43% | $761.6K | +14.58% | -0.50% | +20.41% | ||
| CVX - CHEVRON CORP NEW | 0.42% | $739.5K | +29.96% | -2.89% | +2.21% | ||
| PEP - PEPSICO INC | 0.36% | $648.3K | -12.70% | -14.95% | -6.85% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.36% | $635.7K | -53.73% | -1.19% | +4.22% | ||
| ABBV - ABBVIE INC | 0.36% | $633.2K | +61.86% | +3.69% | +35.98% | ||
| COST - COSTCO WHSL CORP NEW | 0.33% | $592.2K | +88.08% | -2.98% | +49.09% | ||
| KO - COCA COLA CO | 0.33% | $590.2K | +40.41% | -9.11% | +11.86% | ||
| CRM - SALESFORCE INC | 0.32% | $570.4K | -22.56% | -12.57% | +17.38% | ||
| WMT - WALMART INC | 0.31% | $550.1K | +153.71% | +1.95% | +33.33% | ||
| PFE - PFIZER INC | 0.30% | $539.2K | -15.44% | -14.55% | -10.64% | ||
| CSCO - CISCO SYS INC | 0.30% | $538.1K | +99.98% | -3.36% | -7.70% | ||
| MCD - MCDONALDS CORP | 0.30% | $537.1K | +0.25% | -11.99% | -11.72% | ||
| NFLX - NETFLIX INC | 0.30% | $528.6K | +106.65% | -4.87% | +48.84% | ||
| ACN - ACCENTURE PLC IRELAND | 0.30% | $524.6K | -43.31% | -7.31% | +5.49% | ||
| BAC - BANK AMERICA CORP | 0.29% | $522.2K | +68.91% | -18.31% | +33.10% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.29% | $521.8K | -16.52% | -20.63% | +9.70% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.28% | $501.2K | +300.58% | -16.30% | +25.09% | ||
| ORCL - ORACLE CORP | 0.28% | $500.2K | +64.26% | -14.18% | +20.00% | ||
| LIN - LINDE PLC | 0.28% | $495.4K | +34.80% | -4.04% | +18.05% | ||
| ABT - ABBOTT LABS | 0.28% | $490.6K | -20.75% | -16.00% | -4.51% | ||
| CMCSA - COMCAST CORP NEW | 0.28% | $490.3K | -32.39% | -8.97% | -5.65% | ||
| DIS - DISNEY WALT CO | 0.25% | $437.5K | +26.84% | -6.88% | +5.80% | ||
| TXN - TEXAS INSTRS INC | 0.24% | $432.0K | +82.17% | -18.02% | +17.80% | ||
| WFC - WELLS FARGO CO NEW | New Purchase | 0.24% | $422.5K | +74.32% | -14.03% | +33.80% | |
| VZ - VERIZON COMMUNICATIONS INC | 0.23% | $416.5K | +70.22% | +3.99% | +27.02% | ||
| DHR - DANAHER CORPORATION | 0.23% | $408.0K | -25.13% | -13.97% | +22.05% | ||
| PM - PHILIP MORRIS | 0.23% | $400.2K | +117.35% | -6.20% | +23.41% | ||
| LOW - LOWES COS INC | New Purchase | 0.22% | $383.7K | +1.38% | -20.49% | +4.33% | |
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | +9.74% | -22.60% | +2.24% | |
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | -25.90% | -7.34% | -32.04% | |