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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2025-02-14 (Q4 2024) | Holdings: 154 | Value: $158.4M | 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 |
| AAPL - APPLE INC | Add 17% ($1.8M) | 7.98% | $12.6M | +20.51% | -13.28% | +8.55% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 68% $(27.1M) | 7.91% | $12.5M | +5.06% | +1.40% | +5.15% | |
| NVDA - NVIDIA CORPORATION | Add 17% ($1.6M) | 6.92% | $11.0M | +55.38% | -4.55% | +30.97% | |
| MSFT - MICROSOFT CORP | Add 18% ($1.6M) | 6.58% | $10.4M | +2.12% | +11.49% | -2.01% | |
| VOO - VANGUARD INDEX FDS | Reduce 68% $(18.6M) | 5.44% | $8.6M | +22.83% | -3.05% | +13.16% | |
| AMZN - AMAZON COM INC | Add 18% ($1.0M) | 4.31% | $6.8M | +17.56% | -10.34% | -12.09% | |
| META - META PLATFORMS INC | Add 17% ($632.4K) | 2.69% | $4.3M | -18.31% | -12.44% | -12.87% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 68% $(8.8M) | 2.58% | $4.1M | +39.44% | +4.90% | +34.43% | |
| TSLA - TESLA INC | Add 19% ($594.5K) | 2.39% | $3.8M | +25.35% | -3.43% | +15.67% | |
| GOOGL - ALPHABET INC | Add 20% ($620.7K) | 2.32% | $3.7M | +110.36% | -11.56% | +63.36% | |
| AVGO - BROADCOM INC | Add 20% ($600.2K) | 2.28% | $3.6M | +88.27% | +1.41% | +45.83% | |
| GOOG - ALPHABET INC | Add 13% ($339.6K) | 1.92% | $3.0M | +107.29% | -11.66% | +62.18% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 21% ($484.6K) | 1.73% | $2.7M | -0.18% | +5.61% | +4.79% | |
| JPM - JPMORGAN CHASE & CO. | Add 18% ($341.3K) | 1.41% | $2.2M | +11.19% | -2.75% | +13.25% | |
| LLY - ELI LILLY & CO | Add 14% ($246.3K) | 1.28% | $2.0M | +13.75% | -14.38% | +21.87% | |
| V - VISA INC | Add 24% ($351.4K) | 1.14% | $1.8M | -7.75% | +2.60% | -8.99% | |
| XOM - EXXON MOBIL CORP | Add 18% ($243.5K) | 1.00% | $1.6M | +42.52% | +0.87% | +39.20% | |
| UNH - UNITEDHEALTH GROUP INC | Add 18% ($231.2K) | 0.98% | $1.5M | -22.31% | -46.08% | -42.03% | |
| MA - MASTERCARD INCORPORATED | Add 19% ($232.7K) | 0.91% | $1.4M | -11.22% | +3.23% | -7.07% | |
| COST - COSTCO WHSL CORP NEW | Add 22% ($239.1K) | 0.85% | $1.3M | -5.87% | -5.37% | -4.83% | |
| PG - PROCTER AND GAMBLE CO | Add 19% ($208.9K) | 0.83% | $1.3M | -9.15% | +0.04% | +0.35% | |
| WMT - WALMART INC | Add 23% ($245.1K) | 0.83% | $1.3M | +24.68% | -6.63% | +25.42% | |
| HD - HOME DEPOT INC | Add 23% ($241.6K) | 0.82% | $1.3M | -21.31% | -6.68% | -3.85% | |
| NFLX - NETFLIX INC | Add 18% ($193.4K) | 0.80% | $1.3M | -19.39% | +11.13% | -27.36% | |
| JNJ - JOHNSON & JOHNSON | Add 12% ($118.3K) | 0.72% | $1.1M | +47.66% | -2.94% | +61.40% | |
| CRM - SALESFORCE INC | Add 17% ($157.1K) | 0.67% | $1.1M | -45.50% | -11.37% | -43.55% | |
| ABBV - ABBVIE INC | Add 22% ($190.0K) | 0.66% | $1.0M | +10.06% | -4.50% | +25.35% | |
| BAC - BANK AMERICA CORP | Add 21% ($169.5K) | 0.61% | $969.4K | +11.71% | -4.08% | +15.90% | |
| ORCL - ORACLE CORP | Add 21% ($153.0K) | 0.56% | $886.2K | +11.17% | -9.49% | -12.01% | |
| MRK - MERCK & CO INC | Add 13% ($95.9K) | 0.53% | $834.0K | +43.37% | -7.01% | +55.48% | |
| CVX - CHEVRON CORP NEW | Add 20% ($134.6K) | 0.51% | $815.3K | +24.28% | -8.42% | +21.46% | |
| KO - COCA COLA CO | Add 19% ($126.1K) | 0.50% | $788.2K | +18.95% | +5.23% | +19.49% | |
| WFC - WELLS FARGO CO NEW | Add 11% ($77.8K) | 0.49% | $773.1K | -5.48% | -4.98% | +11.64% | |
| CSCO - CISCO SYS INC | Add 21% ($133.7K) | 0.49% | $773.1K | +55.69% | -0.94% | +20.55% | |
| ACN - ACCENTURE PLC IRELAND | Add 22% ($129.5K) | 0.46% | $727.5K | -53.79% | -15.55% | -41.54% | |
| NOW - SERVICENOW INC | Add 14% ($88.0K) | 0.46% | $724.1K | -53.70% | +4.78% | -46.40% | |
| MCD - MCDONALDS CORP | Add 25% ($139.1K) | 0.44% | $699.8K | -8.06% | +2.91% | +9.08% | |
| PEP - PEPSICO INC | Add 15% ($89.7K) | 0.43% | $683.8K | +9.70% | -7.16% | +17.84% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 22% ($122.0K) | 0.42% | $671.6K | -11.89% | +2.49% | +1.07% | |
| DIS - DISNEY WALT CO | New Purchase | 0.42% | $670.2K | -3.55% | +2.23% | -2.89% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 27% ($138.4K) | 0.42% | $658.6K | -14.48% | -23.77% | -5.32% | |
| AMD - ADVANCED MICRO DEVICES INC | Add 23% ($119.8K) | 0.41% | $651.3K | +302.27% | +0.82% | +78.06% | |
| ADBE - ADOBE INC | Add 12% ($70.3K) | 0.41% | $648.3K | -46.80% | -12.53% | -43.70% | |
| ABT - ABBOTT LABS | Add 22% ($115.4K) | 0.41% | $647.0K | -34.77% | +3.24% | -11.86% | |
| LIN - LINDE PLC | Add 19% ($101.7K) | 0.41% | $646.0K | +12.76% | +0.19% | +7.44% | |
| PM - PHILIP MORRIS INTL INC | Add 29% ($142.9K) | 0.40% | $636.3K | +26.99% | +13.91% | +26.93% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.39% | $616.4K | -29.46% | -5.91% | -17.15% | |
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.38% | $594.4K | +46.28% | -6.59% | +41.07% | |
| INTU - INTUIT | Add 16% ($80.4K) | 0.37% | $583.2K | -32.66% | +12.31% | -35.28% | |
| CAT - CATERPILLAR INC | Add 14% ($69.3K) | 0.36% | $577.2K | +164.81% | -1.12% | +118.10% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMAT - APPLIED MATLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | ||||