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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2022-10-28 (Q3 2022) | Holdings: 380 | Value: $158.8M | 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% $(1.1M) | 26.94% | $42.8M | +15.42% | +1.42% | +2.90% | |
| VOO - VANGUARD INDEX FDS | Reduce 3% $(583.1K) | 14.11% | $22.4M | +100.72% | +4.17% | +9.32% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(350.1K) | 8.47% | $13.5M | +100.88% | +20.17% | +13.19% | |
| AAPL - APPLE INC | New Purchase | 3.48% | $5.5M | +96.08% | -6.48% | +11.85% | |
| MSFT - MICROSOFT CORP | New Purchase | 2.87% | $4.6M | +79.52% | +4.12% | +45.69% | |
| AMZN - AMAZON COM INC | New Purchase | 1.64% | $2.6M | +156.68% | -2.91% | +28.15% | |
| TSLA - TESLA INC | New Purchase | 1.19% | $1.9M | +91.63% | -26.32% | -12.75% | |
| GOOGL - ALPHABET INC | New Purchase | 0.95% | $1.5M | +309.30% | +1.59% | +30.43% | |
| GOOG - ALPHABET INC | New Purchase | 0.86% | $1.4M | +304.02% | +2.27% | +31.29% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.77% | $1.2M | +62.75% | +3.14% | +13.23% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.76% | $1.2M | -23.73% | -12.20% | -3.10% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.69% | $1.1M | +42.44% | -6.57% | -13.33% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.61% | $969.0K | +54.76% | +4.54% | -0.11% | |
| CPNG - COUPANG INC | Add 544% ($810.0K) | 0.60% | $959.0K | -6.19% | -2.77% | +1.47% | |
| META - META PLATFORMS INC | New Purchase | 0.52% | $828.0K | +518.75% | +49.73% | +208.14% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.51% | $813.0K | +1504.51% | +39.11% | +198.93% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.49% | $784.0K | +163.67% | +11.50% | +12.58% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.48% | $770.0K | +16.50% | +4.95% | +13.20% | |
| V - VISA INC | New Purchase | 0.48% | $764.0K | +60.83% | +9.90% | +12.46% | |
| HD - HOME DEPOT INC | New Purchase | 0.47% | $745.0K | +15.26% | +7.38% | -1.80% | |
| LLY - LILLY ELI & CO | New Purchase | 0.43% | $679.0K | +183.89% | -4.80% | +59.44% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.43% | $675.0K | +20.54% | -1.41% | -14.96% | |
| PFE - PFIZER INC | New Purchase | 0.40% | $643.0K | -31.87% | -5.85% | -32.49% | |
| ABBV - ABBVIE INC | New Purchase | 0.40% | $631.0K | +62.44% | +1.28% | +1.69% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.39% | $626.0K | +55.17% | +13.03% | +13.93% | |
| PEP - PEPSICO INC | New Purchase | 0.36% | $571.0K | -6.06% | -5.87% | -7.99% | |
| MRK - MERCK & CO INC | New Purchase | 0.36% | $568.0K | +24.92% | +6.85% | +5.54% | |
| BAC - BK OF AMERICA CORP | New Purchase | 0.35% | $550.0K | +54.36% | -1.37% | -26.57% | |
| KO - COCA COLA CO | New Purchase | 0.35% | $549.0K | +46.78% | +0.93% | -4.36% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.33% | $519.0K | +109.50% | -1.25% | +9.50% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.32% | $507.0K | -7.25% | +12.83% | -13.03% | |
| AVGO - BROADCOM INC | New Purchase | 0.31% | $488.0K | +849.20% | +25.59% | +84.99% | |
| DIS - DISNEY WALT CO | New Purchase | 0.29% | $462.0K | +2.84% | +1.83% | -23.64% | |
| WMT - WALMART INC | New Purchase | 0.29% | $454.0K | +187.16% | +0.24% | +16.28% | |
| DHR - DANAHER CORPORATION | New Purchase | 0.28% | $439.0K | -23.53% | +5.29% | -16.02% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.28% | $437.0K | -35.99% | -2.84% | +4.89% | |
| ABT - ABBOTT LABS | New Purchase | 0.27% | $435.0K | -8.77% | +11.28% | -4.31% | |
| VZ - VERIZON COMMUNICATIONS | New Purchase | 0.27% | $425.0K | +61.47% | +11.16% | -0.93% | |
| CSCO - CISCO SYS INC | New Purchase | 0.26% | $416.0K | +141.83% | +7.28% | +17.32% | |
| MCD - MCDONALDS CORP | New Purchase | 0.26% | $415.0K | +9.10% | -0.24% | -2.61% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.25% | $400.0K | +33.13% | -3.85% | -25.26% | |
| WFC - WELLS FARGO CO | New Purchase | 0.25% | $398.0K | +79.25% | +0.97% | -12.08% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.25% | $391.0K | -13.95% | -5.21% | -30.70% | |
| CRM - SALESFORCE INC | New Purchase | 0.24% | $388.0K | +7.22% | +1.62% | +22.92% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.23% | $371.0K | +103.89% | +8.71% | -9.66% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | New Purchase | 0.23% | $358.0K | -25.55% | +12.34% | +62.89% | |
| LIN - LINDE PLC | New Purchase | 0.22% | $350.0K | +75.48% | +8.48% | +27.80% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.22% | $348.0K | +6.14% | -3.05% | -1.97% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 0.22% | $346.0K | -6.09% | +24.06% | +30.63% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.21% | $340.0K | +138.20% | +14.23% | +2.42% | |
| HIMX - HIMAX TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SIMO - SILICON MOTION TECHNOLOGY CO | Reduce 100% | 0.00% | $0.00 | ||||