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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2024-02-12 (Q4 2023) | Holdings: 392 | Value: $187.2M | 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% $(795.8K) | 20.83% | $39.0M | +9.96% | +0.54% | +4.58% | |
| VOO - VANGUARD INDEX FDS | 13.47% | $25.2M | +53.64% | +5.68% | +24.99% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 7.69% | $14.4M | +58.27% | +7.73% | +14.02% | ||
| AAPL - APPLE INC | 4.16% | $7.8M | +60.28% | +0.41% | +30.63% | ||
| MSFT - MICROSOFT CORP | 4.12% | $7.7M | +2.43% | +2.36% | +2.14% | ||
| AMZN - AMAZON COM INC | 2.03% | $3.8M | +58.48% | +11.23% | +37.35% | ||
| NVDA - NVIDIA CORPORATION | 1.77% | $3.3M | +213.80% | +28.41% | +92.23% | ||
| GOOGL - ALPHABET INC | 1.18% | $2.2M | +169.49% | +16.71% | +28.91% | ||
| META - META PLATFORMS INC | Add 2% ($35.4K) | 1.17% | $2.2M | +33.02% | +2.55% | +60.08% | |
| GOOG - ALPHABET INC | 1.07% | $2.0M | +164.92% | +17.00% | +29.09% | ||
| TSLA - TESLA INC | 1.01% | $1.9M | +135.58% | -6.58% | +93.46% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.93% | $1.7M | +22.10% | +3.53% | +20.98% | ||
| UNH - UNITEDHEALTH GROUP INC | 0.73% | $1.4M | -20.36% | -1.58% | +3.35% | ||
| LLY - LILLY ELI & CO | Add 10% ($116.6K) | 0.72% | $1.3M | +37.70% | +3.95% | +20.18% | |
| AVGO - BROADCOM INC | Add 8% ($101.6K) | 0.71% | $1.3M | +247.89% | +8.75% | +93.48% | |
| JPM - JPMORGAN CHASE & CO | 0.68% | $1.3M | +82.45% | +14.01% | +61.21% | ||
| V - VISA INC | 0.60% | $1.1M | +21.28% | +2.06% | +30.88% | ||
| JNJ - JOHNSON & JOHNSON | 0.59% | $1.1M | +52.06% | -3.34% | +2.91% | ||
| XOM - EXXON MOBIL CORP | 0.59% | $1.1M | +56.74% | +14.74% | +8.78% | ||
| MA - MASTERCARD INCORPORATED | 0.50% | $938.3K | +10.87% | +0.36% | +24.69% | ||
| HD - HOME DEPOT INC | 0.50% | $935.7K | -8.45% | -4.32% | +17.87% | ||
| PG - PROCTER AND GAMBLE CO | 0.48% | $893.9K | -3.24% | +5.83% | +11.09% | ||
| MRK - MERCK & CO INC | Add 12% ($89.4K) | 0.43% | $808.9K | -4.22% | +3.28% | -31.16% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.41% | $775.6K | -59.64% | -19.04% | -23.04% | ||
| ABBV - ABBVIE INC | 0.39% | $728.4K | +28.69% | -6.69% | +14.92% | ||
| COST - COSTCO WHSL CORP NEW | 0.39% | $726.1K | +43.42% | +7.62% | +50.09% | ||
| CRM - SALESFORCE INC | 0.38% | $710.5K | -38.01% | -0.90% | +18.29% | ||
| CVX - CHEVRON CORP NEW | 0.37% | $701.1K | +34.28% | +8.98% | +6.54% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.35% | $648.6K | +166.93% | -10.35% | -33.42% | ||
| BAC - BANK AMERICA CORP | 0.33% | $612.8K | +61.77% | +16.18% | +43.44% | ||
| ACN - ACCENTURE PLC IRELAND | 0.32% | $596.5K | -50.75% | -14.61% | +9.58% | ||
| PEP - PEPSICO INC | 0.32% | $594.4K | -3.97% | +6.46% | -12.85% | ||
| NFLX - NETFLIX INC | 0.31% | $584.3K | +59.15% | +11.94% | +89.49% | ||
| KO - COCA COLA CO | 0.31% | $577.5K | +43.68% | +7.71% | +20.37% | ||
| WMT - WALMART INC | Add 3% ($15.8K) | 0.30% | $567.5K | +135.08% | +6.95% | +86.92% | |
| INTC - INTEL CORP | New Purchase | 0.29% | $537.7K | +183.41% | -28.76% | -43.30% | |
| LIN - LINDE PLC | 0.29% | $533.9K | +23.80% | +4.09% | +11.40% | ||
| MCD - MCDONALDS CORP | 0.29% | $533.7K | +0.36% | -5.46% | +10.01% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.28% | $530.8K | -14.55% | +9.17% | -1.35% | ||
| CSCO - CISCO SYS INC | 0.28% | $525.4K | +112.58% | -1.09% | +32.72% | ||
| CMCSA - COMCAST CORP NEW | 0.28% | $517.4K | -32.00% | -5.85% | -14.06% | ||
| INTU - INTUIT | 0.27% | $500.0K | -37.91% | -1.02% | -7.41% | ||
| ABT - ABBOTT LABS | 0.26% | $495.3K | -21.55% | -6.38% | +19.57% | ||
| WFC - WELLS FARGO CO NEW | 0.26% | $487.3K | +63.49% | +27.30% | +66.87% | ||
| ORCL - ORACLE CORP | 0.24% | $442.8K | +68.23% | +2.60% | +54.44% | ||
| DIS - DISNEY WALT CO | 0.24% | $442.4K | +0.02% | -2.26% | +2.13% | ||
| QCOM - QUALCOMM INC | New Purchase | 0.23% | $433.9K | +47.11% | +23.43% | +17.03% | |
| NOW - SERVICENOW INC | New Purchase | 0.23% | $423.9K | -41.83% | -4.56% | +29.34% | |
| PFE - PFIZER INC | 0.23% | $423.2K | +8.84% | +4.83% | -1.06% | ||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.23% | $422.2K | +38.03% | +2.48% | +8.98% | |
| TXN - TEXAS INSTRS INC | Reduce 100% | 0.00% | $0.00 | +29.62% | +19.53% | ||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | +30.06% | +13.36% | ||
| DHR - DANAHER CORPORATION | Reduce 100% | 0.00% | $0.00 | -1.85% | +2.82% | ||
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | +0.25% | +10.92% | ||