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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2024-04-24 (Q1 2024) | Holdings: 392 | Value: $201.7M | 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 | Add 5% ($1.8M) | 20.14% | $40.6M | +9.93% | +2.09% | +6.34% | |
| VOO - VANGUARD INDEX FDS | Reduce 5% $(1.4M) | 13.07% | $26.4M | +51.71% | +8.23% | +11.80% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(753.2K) | 7.08% | $14.3M | +54.26% | +4.32% | +12.69% | |
| MSFT - MICROSOFT CORP | 4.30% | $8.7M | +5.08% | +6.38% | +0.21% | ||
| AAPL - APPLE INC | 3.44% | $6.9M | +75.64% | +28.47% | +24.03% | ||
| NVDA - NVIDIA CORPORATION | Add 1% ($90.4K) | 3.05% | $6.1M | +180.09% | +42.38% | +40.80% | |
| AMZN - AMAZON COM INC | 2.24% | $4.5M | +56.66% | +5.99% | +11.38% | ||
| META - META PLATFORMS INC | 1.49% | $3.0M | +44.06% | +7.70% | +30.34% | ||
| GOOGL - ALPHABET INC | 1.18% | $2.4M | +158.08% | +10.67% | +7.54% | ||
| GOOG - ALPHABET INC | 1.07% | $2.2M | +152.33% | +10.43% | +7.35% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.02% | $2.1M | +19.79% | +7.02% | +31.15% | ||
| LLY - ELI LILLY & CO | 0.89% | $1.8M | +38.44% | +13.46% | +22.80% | ||
| AVGO - BROADCOM INC | 0.78% | $1.6M | +236.25% | +17.67% | +52.98% | ||
| JPM - JPMORGAN CHASE & CO | Add 1% ($20.0K) | 0.75% | $1.5M | +65.42% | +9.14% | +29.62% | |
| TSLA - TESLA INC | Add 1% ($17.6K) | 0.67% | $1.4M | +172.68% | +38.56% | +79.26% | |
| XOM - EXXON MOBIL CORP | 0.64% | $1.3M | +33.08% | -2.19% | -7.27% | ||
| UNH - UNITEDHEALTH GROUP INC | 0.64% | $1.3M | -15.31% | +14.95% | -13.01% | ||
| V - VISA INC | 0.59% | $1.2M | +21.63% | -6.87% | +23.70% | ||
| JNJ - JOHNSON & JOHNSON | 0.56% | $1.1M | +59.27% | +7.74% | +6.81% | ||
| MA - MASTERCARD INCORPORATED | 0.53% | $1.1M | +9.72% | -6.66% | +16.42% | ||
| HD - HOME DEPOT INC | 0.51% | $1.0M | -1.06% | +7.89% | +11.15% | ||
| PG - PROCTER AND GAMBLE CO | 0.49% | $989.7K | -6.94% | +3.03% | +1.22% | ||
| MRK - MERCK & CO INC | 0.49% | $979.1K | -7.55% | -2.38% | -34.31% | ||
| COST - COSTCO WHSL CORP NEW | Add 9% ($73.3K) | 0.44% | $879.2K | +42.03% | +12.19% | +34.88% | |
| ABBV - ABBVIE INC | 0.42% | $855.9K | +32.67% | +9.65% | +15.01% | ||
| CRM - SALESFORCE INC | 0.40% | $813.2K | -36.08% | -5.41% | -0.80% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.39% | $794.2K | +200.56% | -7.26% | -35.20% | ||
| CVX - CHEVRON CORP NEW | 0.37% | $741.4K | +23.84% | -2.79% | -11.59% | ||
| NFLX - NETFLIX INC | 0.36% | $728.8K | +59.54% | +15.40% | +100.48% | ||
| BAC - BANK AMERICA CORP | 0.34% | $690.1K | +40.27% | +10.55% | +7.22% | ||
| WMT - WALMART INC | Add 214% ($463.3K) | 0.34% | $679.9K | +121.89% | +17.01% | +60.14% | |
| ADBE - ADOBE INC | 0.33% | $656.0K | -48.59% | +13.61% | -21.50% | ||
| PEP - PEPSICO INC | Add 6% ($35.0K) | 0.32% | $647.5K | -8.47% | -3.32% | -22.70% | |
| LIN - LINDE PLC | 0.30% | $603.6K | +16.85% | +0.44% | +2.60% | ||
| KO - COCA COLA CO | 0.30% | $599.6K | +37.08% | +7.62% | +19.70% | ||
| DIS - DISNEY WALT CO | 0.30% | $599.6K | -2.62% | -19.42% | -18.09% | ||
| ACN - ACCENTURE PLC IRELAND | 0.29% | $589.2K | -42.66% | +7.24% | -3.42% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.29% | $581.2K | -19.93% | +3.03% | -26.31% | ||
| WFC - WELLS FARGO CO NEW | 0.28% | $573.8K | +30.55% | -0.94% | +17.84% | ||
| ORCL - ORACLE CORP | 0.26% | $527.6K | +67.92% | +21.63% | +23.24% | ||
| GE - GENERAL ELECTRIC CO | New Purchase | 0.26% | $526.6K | +90.41% | +4.34% | +26.36% | |
| INTU - INTUIT | 0.26% | $520.0K | -37.62% | -0.55% | -0.39% | ||
| CSCO - CISCO SYS INC | 0.26% | $519.1K | +114.49% | -2.33% | +19.75% | ||
| AMAT - APPLIED MATLS INC | New Purchase | 0.26% | $515.6K | +123.52% | +3.27% | -22.14% | |
| CAT - CATERPILLAR INC | New Purchase | 0.25% | $513.0K | +183.56% | +4.62% | -5.75% | |
| INTC - INTEL CORP | Add 8% ($39.8K) | 0.25% | $512.4K | +252.63% | -9.65% | -41.38% | |
| CMCSA - COMCAST CORP NEW | 0.25% | $511.5K | -25.81% | -0.25% | -9.35% | ||
| ABT - ABBOTT LABS | 0.25% | $511.5K | -17.67% | -0.12% | +23.24% | ||
| QCOM - QUALCOMM INC | 0.25% | $507.9K | +33.81% | +7.33% | -7.64% | ||
| MCD - MCDONALDS CORP | 0.25% | $507.5K | +3.98% | -8.64% | +17.12% | ||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +16.49% | +3.34% | ||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | +4.30% | +16.62% | ||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | +46.80% | +15.93% | ||