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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2024-08-08 (Q2 2024) | Holdings: 399 | Value: $207.9M | 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 | 19.41% | $40.4M | +6.68% | +0.44% | +4.29% | ||
| VOO - VANGUARD INDEX FDS | 13.14% | $27.3M | +42.43% | +13.39% | +21.60% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 6.85% | $14.2M | +49.66% | +4.42% | +21.52% | ||
| MSFT - MICROSOFT CORP | 4.45% | $9.3M | +2.29% | +3.65% | +30.13% | ||
| NVDA - NVIDIA CORPORATION | Add 916% ($7.7M) | 4.11% | $8.5M | +109.09% | +37.52% | +72.39% | |
| AAPL - APPLE INC | 4.10% | $8.5M | +40.20% | +5.96% | +7.73% | ||
| AMZN - AMAZON COM INC | Add 2% ($116.0K) | 2.38% | $4.9M | +59.75% | +24.30% | +32.99% | |
| META - META PLATFORMS INC | 1.50% | $3.1M | +19.46% | +14.97% | +51.36% | ||
| GOOGL - ALPHABET INC | Add 2% ($54.6K) | 1.41% | $2.9M | +143.80% | +12.86% | +26.23% | |
| GOOG - ALPHABET INC | 1.25% | $2.6M | +139.12% | +12.72% | +25.34% | ||
| LLY - ELI LILLY & CO | 1.00% | $2.1M | +16.51% | -3.07% | -25.63% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($35.0K) | 0.98% | $2.0M | +12.28% | +8.21% | +7.60% | |
| AVGO - BROADCOM INC | Add 3% ($48.2K) | 0.94% | $2.0M | +195.78% | +24.48% | +113.15% | |
| JPM - JPMORGAN CHASE & CO. | Add 3% ($40.5K) | 0.76% | $1.6M | +55.44% | +18.33% | +45.51% | |
| TSLA - TESLA INC | 0.73% | $1.5M | +119.97% | +77.62% | +72.05% | ||
| XOM - EXXON MOBIL CORP | Add 13% ($160.5K) | 0.69% | $1.4M | +35.53% | +3.02% | -7.10% | |
| UNH - UNITEDHEALTH GROUP INC | 0.64% | $1.3M | -26.96% | +11.15% | -54.45% | ||
| V - VISA INC | 0.54% | $1.1M | +27.61% | +19.97% | +30.29% | ||
| PG - PROCTER AND GAMBLE CO | Add 5% ($49.5K) | 0.51% | $1.1M | -11.38% | -1.83% | -6.60% | |
| JNJ - JOHNSON & JOHNSON | 0.50% | $1.0M | +47.39% | -2.44% | +12.09% | ||
| COST - COSTCO WHSL CORP NEW | 0.49% | $1.0M | +23.01% | +11.40% | +18.52% | ||
| MA - MASTERCARD INCORPORATED | Add 5% ($44.1K) | 0.49% | $1.0M | +10.84% | +16.52% | +26.63% | |
| HD - HOME DEPOT INC | 0.45% | $929.4K | -6.88% | +18.07% | +14.08% | ||
| MRK - MERCK & CO INC | 0.44% | $918.6K | +4.76% | -10.88% | -27.29% | ||
| NFLX - NETFLIX INC | 0.39% | $809.9K | +40.71% | +29.29% | +95.56% | ||
| ABBV - ABBVIE INC | 0.39% | $806.1K | +15.53% | -7.84% | +7.84% | ||
| WMT - WALMART INC | 0.37% | $765.1K | +95.71% | +24.46% | +54.75% | ||
| CVX - CHEVRON CORP NEW | 0.35% | $735.2K | +39.17% | +9.74% | +11.24% | ||
| BAC - BANK AMERICA CORP | 0.35% | $723.8K | +38.58% | +21.54% | +23.93% | ||
| ADBE - ADOBE INC | 0.35% | $722.2K | -54.39% | -4.46% | -36.81% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.34% | $713.7K | +232.83% | +9.40% | +27.91% | ||
| CRM - SALESFORCE INC | 0.33% | $694.2K | -30.31% | +37.62% | -5.89% | ||
| KO - COCA COLA CO | Add 3% ($19.1K) | 0.31% | $642.9K | +22.50% | -7.14% | +6.00% | |
| ORCL - ORACLE CORP | Add 5% ($28.2K) | 0.30% | $621.3K | +48.19% | +47.63% | +98.85% | |
| PEP - PEPSICO INC | 0.29% | $610.2K | -5.92% | -3.82% | -12.75% | ||
| QCOM - QUALCOMM INC | 0.29% | $597.5K | +33.27% | +3.10% | -7.83% | ||
| AMAT - APPLIED MATLS INC | 0.28% | $590.0K | +130.47% | -0.57% | -2.05% | ||
| WFC - WELLS FARGO CO NEW | 0.28% | $588.0K | +49.29% | +39.54% | +51.66% | ||
| LIN - LINDE PLC | 0.27% | $570.5K | +15.32% | +2.42% | +6.56% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.27% | $553.0K | -23.00% | -8.79% | -22.68% | ||
| INTU - INTUIT | 0.25% | $525.8K | -37.14% | +11.76% | +13.70% | ||
| ACN - ACCENTURE PLC IRELAND | 0.25% | $515.8K | -44.17% | +13.46% | -23.15% | ||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.25% | $515.5K | +32.69% | +1.43% | +13.80% | |
| CSCO - CISCO SYS INC | Add 4% ($19.0K) | 0.25% | $513.1K | +127.00% | +29.27% | +58.88% | |
| DIS - DISNEY WALT CO | 0.23% | $486.5K | +25.17% | +17.10% | +31.81% | ||
| NOW - SERVICENOW INC | New Purchase | 0.23% | $472.0K | -44.11% | +30.13% | +7.57% | |
| ABT - ABBOTT LABS | 0.22% | $467.6K | -20.08% | +7.39% | +22.52% | ||
| TXN - TEXAS INSTRS INC | New Purchase | 0.22% | $466.9K | +62.46% | +13.75% | -0.93% | |
| CAT - CATERPILLAR INC | 0.22% | $466.3K | +177.73% | +18.44% | +23.51% | ||
| CMCSA - COMCAST CORP NEW | 0.22% | $462.1K | -27.20% | +13.98% | -16.83% | ||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | +19.77% | +24.75% | ||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +9.58% | +11.62% | ||
| GE - GENERAL ELECTRIC CO | Reduce 100% | 0.00% | $0.00 | +10.26% | +11.72% | ||