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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2023-11-03 (Q3 2023) | Holdings: 388 | Value: $172.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 2% $(799.2K) | 22.77% | $39.3M | +11.73% | +1.77% | +5.34% | |
| VOO - VANGUARD INDEX FDS | Reduce 2% $(347.1K) | 13.13% | $22.7M | +75.23% | +13.59% | +32.75% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(203.7K) | 7.71% | $13.3M | +69.46% | +6.59% | +18.57% | |
| AAPL - APPLE INC | Add 1% ($85.6K) | 4.02% | $6.9M | +69.25% | +6.55% | +26.51% | |
| MSFT - MICROSOFT CORP | Add 2% ($126.3K) | 3.75% | $6.5M | +17.59% | +15.00% | +16.43% | |
| AMZN - AMAZON COM INC | Add 4% ($114.4K) | 1.84% | $3.2M | +91.57% | +22.74% | +41.09% | |
| NVDA - NVIDIA CORPORATION | 1.69% | $2.9M | +387.88% | +53.12% | +200.52% | ||
| GOOGL - ALPHABET INC | 1.20% | $2.1M | +202.64% | +11.34% | +31.47% | ||
| TSLA - TESLA INC | Add 7% ($125.1K) | 1.10% | $1.9M | +93.52% | -19.16% | +8.42% | |
| GOOG - ALPHABET INC | 1.08% | $1.9M | +197.17% | +11.30% | +31.39% | ||
| META - META PLATFORMS INC | 1.06% | $1.8M | +92.33% | +45.39% | +77.98% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.99% | $1.7M | +36.98% | +10.37% | +24.93% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 8% ($100.8K) | 0.76% | $1.3M | -21.54% | -5.07% | +6.51% | |
| XOM - EXXON MOBIL CORP | 0.76% | $1.3M | +51.66% | -5.26% | +13.50% | ||
| LLY - ELI LILLY & CO | 0.65% | $1.1M | +76.38% | +23.88% | +42.10% | ||
| JNJ - JOHNSON & JOHNSON | 0.64% | $1.1M | +59.20% | +3.47% | +7.56% | ||
| JPM - JPMORGAN CHASE & CO | 0.63% | $1.1M | +124.80% | +22.63% | +57.18% | ||
| V - VISA INC | 0.57% | $989.0K | +36.61% | +13.18% | +20.55% | ||
| AVGO - BROADCOM INC | 0.53% | $913.6K | +389.66% | +41.66% | +94.14% | ||
| PG - PROCTER AND GAMBLE CO | 0.52% | $889.7K | +2.16% | +5.89% | +12.52% | ||
| MA - MASTERCARD INCORPORATED | 0.50% | $871.0K | +31.03% | +18.18% | +31.36% | ||
| HD - HOME DEPOT INC | 0.47% | $815.8K | +12.09% | +21.30% | +37.69% | ||
| CVX - CHEVRON CORP NEW | 0.46% | $792.5K | +39.24% | +3.49% | +8.01% | ||
| ABBV - ABBVIE INC | 0.41% | $700.6K | +59.74% | +21.85% | +46.45% | ||
| MRK - MERCK & CO INC | 0.39% | $679.5K | +16.77% | +22.11% | +0.47% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.38% | $662.9K | -57.45% | +11.40% | -14.96% | ||
| COST - COSTCO WHSL CORP NEW | 0.36% | $621.5K | +89.06% | +29.96% | +62.63% | ||
| PEP - PEPSICO INC | 0.34% | $593.0K | +0.13% | +4.09% | +3.66% | ||
| WMT - WALMART INC | 0.32% | $559.8K | +144.73% | +2.91% | +52.39% | ||
| CSCO - CISCO SYS INC | 0.32% | $559.1K | +100.68% | -5.80% | +8.83% | ||
| KO - COCA COLA CO | 0.32% | $548.6K | +51.76% | +6.58% | +18.22% | ||
| CRM - SALESFORCE INC | 0.32% | $547.5K | -16.51% | +38.37% | +43.76% | ||
| CMCSA - COMCAST CORP NEW | 0.30% | $523.2K | -32.58% | +4.71% | +1.56% | ||
| ACN - ACCENTURE PLC IRELAND | 0.30% | $522.1K | -42.81% | +19.01% | +11.88% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.29% | $506.2K | +1.37% | +20.87% | +21.95% | ||
| BAC - BANK AMERICA CORP | 0.29% | $498.3K | +89.10% | +16.43% | +48.75% | ||
| PFE - PFIZER INC | 0.28% | $487.6K | -1.55% | -12.73% | -6.14% | ||
| LIN - LINDE PLC | 0.28% | $484.1K | +32.52% | +2.37% | +18.19% | ||
| MCD - MCDONALDS CORP | 0.27% | $474.2K | +8.73% | +7.34% | +11.91% | ||
| NFLX - NETFLIX INC | 0.26% | $453.1K | +101.80% | +29.39% | +73.93% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.26% | $452.4K | +298.13% | +54.73% | +24.96% | ||
| ORCL - ORACLE CORP | 0.26% | $444.9K | +77.84% | +8.13% | +58.86% | ||
| ABT - ABBOTT LABS | 0.25% | $435.8K | -7.21% | +17.41% | +25.59% | ||
| DHR - DANAHER CORPORATION | 0.24% | $421.8K | -14.71% | +24.51% | +25.59% | ||
| INTU - INTUIT | New Purchase | 0.24% | $408.8K | -20.94% | +28.55% | +24.77% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.24% | $407.3K | +6.39% | -8.08% | -7.11% | |
| WFC - WELLS FARGO CO NEW | 0.23% | $404.5K | +90.68% | +17.35% | +55.56% | ||
| DIS - DISNEY WALT CO | 0.23% | $397.1K | +27.72% | +13.97% | +13.48% | ||
| CAT - CATERPILLAR INC | New Purchase | 0.22% | $382.2K | +291.19% | +33.70% | +58.40% | |
| TXN - TEXAS INSTRS INC | 0.22% | $381.6K | +111.98% | +7.07% | +40.03% | ||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +31.45% | +16.95% | +21.72% | |
| PM - PHILIP MORRIS | Reduce 100% | 0.00% | $0.00 | +52.82% | +1.33% | +49.69% | |
| LOW - LOWES COS INC | Reduce 100% | 0.00% | $0.00 | +42.70% | +12.62% | +38.79% | |