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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2024-11-08 (Q3 2024) | Holdings: 413 | Value: $218.9M | 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 | Reduce 2% $(873.3K) | 18.37% | $40.2M | +6.25% | +1.05% | +5.13% | |
| VOO - VANGUARD INDEX FDS | Reduce 7% $(2.2M) | 12.18% | $26.7M | +25.38% | +1.18% | +15.05% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 7% $(1.1M) | 6.46% | $14.1M | +42.94% | +1.34% | +25.13% | |
| AAPL - APPLE INC | Add 7% ($643.1K) | 4.60% | $10.1M | +31.86% | +1.29% | +20.29% | |
| MSFT - MICROSOFT CORP | Add 1% ($129.1K) | 4.13% | $9.0M | -2.36% | -2.24% | +20.66% | |
| NVDA - NVIDIA CORP | Add 1% ($72.9K) | 3.87% | $8.5M | +48.55% | -10.16% | +33.92% | |
| AMZN - AMAZON COM INC | Add 3% ($149.1K) | 2.25% | $4.9M | +27.49% | +11.82% | +19.14% | |
| META - META PLATFORMS INC | 1.62% | $3.5M | +3.33% | +22.45% | +8.08% | ||
| GOOGL - ALPHABET INC | 1.22% | $2.7M | +118.16% | +4.54% | +63.16% | ||
| GOOG - ALPHABET INC | 1.08% | $2.4M | +114.37% | +4.63% | +62.08% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.05% | $2.3M | +4.07% | +0.89% | +6.65% | ||
| AVGO - BROADCOM INC | Add 966% ($2.0M) | 1.03% | $2.2M | +131.80% | +28.50% | +97.33% | |
| TSLA - TESLA INC | Add 3% ($52.3K) | 0.94% | $2.1M | +25.17% | +1.28% | +28.57% | |
| LLY - ELI LILLY & CO | 0.93% | $2.0M | +20.36% | +4.69% | +17.17% | ||
| JPM - JPMORGAN CHASE & CO. | Add 1% ($21.1K) | 0.76% | $1.7M | +30.97% | +13.52% | +34.83% | |
| UNH - UNITEDHEALTH GROUP INC | 0.69% | $1.5M | -33.40% | -13.21% | -46.74% | ||
| XOM - EXXON MOBIL CORP | 0.67% | $1.5M | +30.98% | -7.54% | +1.24% | ||
| V - VISA INC | Add 7% ($82.5K) | 0.58% | $1.3M | +6.66% | +13.48% | +8.74% | |
| JNJ - JOHNSON & JOHNSON | 0.53% | $1.2M | +50.51% | -0.09% | +24.98% | ||
| PG - PROCTER AND GAMBLE CO | Add 3% ($38.5K) | 0.52% | $1.1M | -10.25% | +0.93% | -10.57% | |
| MA - MASTERCARD INCORPORATED | 0.52% | $1.1M | -4.64% | +7.09% | +5.16% | ||
| HD - HOME DEPOT INC | 0.50% | $1.1M | -21.03% | +2.06% | -7.00% | ||
| COST - COSTCO WHSL CORP NEW | 0.49% | $1.1M | +9.14% | +12.64% | -2.49% | ||
| WMT - WALMART INC | Add 4% ($40.4K) | 0.44% | $952.9K | +55.87% | +21.42% | +21.74% | |
| ABBV - ABBVIE INC | Add 2% ($19.0K) | 0.43% | $947.1K | +22.45% | +7.60% | +26.76% | |
| NFLX - NETFLIX INC | 0.39% | $851.1K | +10.14% | +29.11% | +40.73% | ||
| MRK - MERCK & CO INC | 0.38% | $842.6K | +15.48% | -15.06% | -12.26% | ||
| KO - COCA COLA CO | Add 5% ($38.4K) | 0.35% | $764.2K | +30.62% | +1.64% | +13.52% | |
| ORCL - ORACLE CORP | 0.34% | $749.8K | -0.63% | -6.12% | +27.31% | ||
| CRM - SALESFORCE INC | 0.34% | $739.0K | -46.79% | +0.71% | -25.24% | ||
| BAC - BANK AMERICA CORP | 0.33% | $722.2K | +15.22% | +2.92% | +19.91% | ||
| AMD - ADVANCED MICRO DEVICES INC | 0.33% | $722.0K | +204.17% | -25.04% | +65.54% | ||
| CVX - CHEVRON CORP NEW | 0.32% | $692.2K | +26.31% | +0.14% | +3.54% | ||
| ADBE - ADOBE INC | 0.31% | $673.1K | -51.21% | -8.61% | -33.38% | ||
| PEP - PEPSICO INC | Add 6% ($35.2K) | 0.30% | $664.4K | -2.27% | -11.45% | -9.90% | |
| LIN - LINDE PLC | 0.28% | $619.9K | +11.85% | +0.60% | -7.27% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.28% | $618.6K | -15.91% | +0.76% | +5.34% | ||
| ACN - ACCENTURE PLC IRELAND | 0.27% | $600.9K | -50.48% | +9.45% | -29.67% | ||
| MCD - MCDONALDS CORP | New Purchase | 0.27% | $588.9K | -5.31% | +3.26% | +1.86% | |
| CSCO - CISCO SYS INC | 0.26% | $574.8K | +74.49% | +7.18% | +25.34% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.26% | $561.4K | +30.71% | +0.46% | +5.24% | ||
| WFC - WELLS FARGO CO NEW | 0.26% | $559.3K | +9.31% | +11.93% | +23.87% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.25% | $552.7K | +7.10% | +17.96% | +49.07% | |
| CAT - CATERPILLAR INC | 0.25% | $547.6K | +133.68% | -8.38% | +45.63% | ||
| NOW - SERVICENOW INC | 0.25% | $536.6K | -56.07% | +0.87% | -14.48% | ||
| ABT - ABBOTT LABS | Add 4% ($22.8K) | 0.24% | $535.8K | -25.67% | +12.88% | +9.69% | |
| QCOM - QUALCOMM INC | 0.23% | $510.1K | +27.96% | +1.33% | +3.20% | ||
| AMAT - APPLIED MATLS INC | 0.23% | $505.1K | +127.28% | -4.27% | +23.51% | ||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.23% | $497.7K | +56.82% | +17.71% | +27.77% | |
| INTU - INTUIT | 0.23% | $496.8K | -42.64% | -14.04% | -3.83% | ||
| TXN - TEXAS INSTRS INC | Reduce 100% | 0.00% | $0.00 | -7.79% | |||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | +18.66% | |||
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||