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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2025-04-25 (Q1 2025) | Holdings: 229 | Value: $234.9M | 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 |
| AAPL - APPLE INC | Add 53% ($5.9M) | 7.29% | $17.1M | +40.11% | +2.06% | +27.99% | |
| MSFT - MICROSOFT CORP | Add 54% ($5.1M) | 6.10% | $14.3M | +6.09% | +30.99% | +9.21% | |
| NVDA - NVIDIA CORPORATION | Add 52% ($4.6M) | 5.71% | $13.4M | +100.10% | +61.15% | +97.52% | |
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(153.5K) | 5.32% | $12.5M | +3.39% | +0.61% | +3.54% | |
| AMZN - AMAZON COM INC | Add 55% ($3.3M) | 3.91% | $9.2M | +41.50% | +22.45% | +37.36% | |
| VOO - VANGUARD INDEX FDS | Reduce 1% $(99.7K) | 3.45% | $8.1M | +35.69% | +15.87% | +31.29% | |
| META - META PLATFORMS INC | Add 52% ($2.2M) | 2.72% | $6.4M | +8.11% | +29.25% | +22.51% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 56% ($1.8M) | 2.14% | $5.0M | -10.13% | -9.73% | -11.40% | |
| GOOGL - ALPHABET INC | Add 52% ($1.6M) | 1.94% | $4.6M | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(52.3K) | 1.81% | $4.3M | +38.44% | +9.98% | +33.48% | |
| AVGO - BROADCOM INC | Add 55% ($1.4M) | 1.73% | $4.1M | ||||
| GOOG - ALPHABET INC | Add 49% ($1.2M) | 1.58% | $3.7M | ||||
| TSLA - TESLA INC | Add 49% ($1.2M) | 1.54% | $3.6M | +53.99% | +12.67% | +31.04% | |
| JPM - JPMORGAN CHASE & CO. | Add 56% ($1.3M) | 1.52% | $3.6M | ||||
| LLY - ELI LILLY & CO | Add 57% ($1.2M) | 1.45% | $3.4M | +11.91% | -6.97% | +0.49% | |
| V - VISA INC | Add 56% ($1.1M) | 1.33% | $3.1M | ||||
| XOM - EXXON MOBIL CORP | Add 53% ($927.7K) | 1.14% | $2.7M | +42.37% | +3.42% | +40.95% | |
| UNH - UNITEDHEALTH GROUP INC | Add 49% ($785.6K) | 1.02% | $2.4M | -5.83% | -32.31% | -13.12% | |
| MA - MASTERCARD INCORPORATED | Add 47% ($712.6K) | 0.94% | $2.2M | -6.58% | +6.16% | -4.96% | |
| COST - COSTCO WHSL CORP NEW | Add 50% ($685.7K) | 0.88% | $2.1M | +2.85% | -4.42% | +2.55% | |
| PG - PROCTER AND GAMBLE CO | Add 48% ($639.1K) | 0.84% | $2.0M | -8.42% | -1.77% | -5.20% | |
| NFLX - NETFLIX INC | Add 49% ($652.8K) | 0.84% | $2.0M | -22.32% | +6.78% | -16.94% | |
| JNJ - JOHNSON & JOHNSON | Add 49% ($646.8K) | 0.83% | $2.0M | +46.37% | +7.81% | +48.95% | |
| WMT - WALMART INC | Add 48% ($614.5K) | 0.80% | $1.9M | +35.61% | +2.89% | +35.35% | |
| HD - HOME DEPOT INC | Add 54% ($659.7K) | 0.80% | $1.9M | -10.82% | +6.03% | -4.83% | |
| ABBV - ABBVIE INC | Add 49% ($607.6K) | 0.78% | $1.8M | +11.38% | +1.14% | +8.41% | |
| CVX - CHEVRON CORP NEW | Add 46% ($435.0K) | 0.59% | $1.4M | ||||
| BAC - BANK AMERICA CORP | Add 49% ($450.7K) | 0.58% | $1.4M | ||||
| KO - COCA COLA CO | Add 49% ($444.0K) | 0.58% | $1.4M | +12.30% | -4.86% | +7.70% | |
| CRM - SALESFORCE INC | Add 57% ($483.0K) | 0.57% | $1.3M | ||||
| PM - PHILIP MORRIS INTL INC | Add 53% ($444.4K) | 0.55% | $1.3M | +10.73% | -6.65% | -2.17% | |
| WFC - WELLS FARGO CO NEW | Add 56% ($445.1K) | 0.53% | $1.2M | ||||
| CSCO - CISCO SYS INC | Add 49% ($394.9K) | 0.51% | $1.2M | +78.67% | +20.88% | +59.74% | |
| ABT - ABBOTT LABS | Add 52% ($398.0K) | 0.49% | $1.2M | -34.86% | -1.87% | -26.78% | |
| T - AT&T INC | New Purchase | 0.48% | $1.1M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 49% ($373.0K) | 0.48% | $1.1M | -0.89% | +13.79% | +0.37% | |
| MRK - MERCK & CO INC | Add 50% ($377.0K) | 0.48% | $1.1M | +38.94% | +2.29% | +37.63% | |
| ORCL - ORACLE CORP | Add 49% ($363.5K) | 0.47% | $1.1M | +40.20% | +77.76% | +25.10% | |
| MCD - MCDONALDS CORP | Add 46% ($343.6K) | 0.47% | $1.1M | -11.57% | -5.28% | -6.54% | |
| PEP - PEPSICO INC | Add 56% ($374.8K) | 0.45% | $1.0M | +16.05% | +6.89% | +19.69% | |
| LIN - LINDE PLC | Add 45% ($325.9K) | 0.44% | $1.0M | ||||
| ACN - ACCENTURE PLC IRELAND | Add 58% ($374.4K) | 0.43% | $1.0M | ||||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.42% | $976.0K | +20.03% | +2.49% | +19.70% | |
| DIS - DISNEY WALT CO | Add 56% ($335.6K) | 0.40% | $929.7K | +17.06% | +33.65% | +14.41% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 47% ($298.6K) | 0.40% | $928.5K | +5.66% | +12.92% | +9.26% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.39% | $904.9K | +20.31% | +38.76% | +25.77% | |
| QCOM - QUALCOMM INC | New Purchase | 0.38% | $888.0K | +64.05% | +9.34% | +3.78% | |
| NOW - SERVICENOW INC | Add 59% ($318.5K) | 0.37% | $862.2K | ||||
| PGR - PROGRESSIVE CORP | New Purchase | 0.37% | $859.2K | -21.93% | -10.25% | -19.92% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.36% | $847.3K | +88.99% | +16.84% | +70.19% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| GS - GOLDMAN SACHS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||