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Alta Advisers Ltd 13F Holdings
Holdings from the most recent 13F from Alta Advisers Ltd
Filed: 2023-01-27 (Q4 2022) | Holdings: 381 | Value: $167.0M | 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 | 25.57% | $42.7M | +13.76% | +1.28% | +3.84% | ||
| VOO - VANGUARD INDEX FDS | 14.39% | $24.0M | +91.67% | +3.64% | +23.94% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 9.13% | $15.2M | +66.49% | +0.21% | +5.80% | ||
| AAPL - APPLE INC | 3.11% | $5.2M | +106.83% | +17.24% | +33.01% | ||
| MSFT - MICROSOFT CORP | Add 3% ($119.9K) | 2.89% | $4.8M | +71.15% | +25.98% | +69.05% | |
| AMZN - AMAZON COM INC | 1.16% | $1.9M | +162.95% | +4.31% | +59.52% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.85% | $1.4M | +57.66% | +6.81% | +24.57% | ||
| GOOGL - ALPHABET INC | 0.83% | $1.4M | +300.65% | +10.11% | +57.48% | ||
| UNH - UNITEDHEALTH GROUP | 0.76% | $1.3M | -13.50% | +1.24% | +4.99% | ||
| GOOG - ALPHABET INC | 0.75% | $1.3M | +291.89% | +9.60% | +56.81% | ||
| JNJ - JOHNSON & JOHNSON | 0.71% | $1.2M | +47.08% | -1.82% | -2.22% | ||
| XOM - EXXON MOBIL CORP | 0.67% | $1.1M | +46.07% | +3.62% | -7.33% | ||
| JPM - JPMORGAN CHASE | 0.60% | $1.0M | +136.31% | +0.07% | +27.60% | ||
| NVDA - NVIDIA CORPORATION | 0.59% | $979.0K | +1007.83% | +39.12% | +213.25% | ||
| PG - PROCTER AND GAMBLE CO | 0.55% | $925.0K | +11.04% | +11.63% | +13.60% | ||
| V - VISA INC | 0.53% | $893.0K | +45.64% | +1.30% | +19.82% | ||
| TSLA - TESLA INC | 0.52% | $875.0K | +143.44% | -7.72% | +7.23% | ||
| HD - HOME DEPOT INC | 0.51% | $853.0K | +6.80% | -4.15% | +15.76% | ||
| CPNG - COUPANG INC | 0.51% | $846.0K | -2.87% | +2.38% | -11.24% | ||
| CVX - CHEVRON CORP NEW | 0.51% | $844.0K | +19.66% | -4.45% | -12.96% | ||
| LLY - LILLY ELI & CO | 0.46% | $768.0K | +194.88% | +15.34% | +89.17% | ||
| MA - MASTERCARD INCORPORATED | 0.46% | $765.0K | +37.90% | +3.02% | +19.97% | ||
| ABBV - ABBVIE INC | 0.46% | $760.0K | +60.13% | +4.55% | +16.91% | ||
| PFE - PFIZER INC | 0.45% | $753.0K | -28.03% | -11.19% | -34.02% | ||
| META - META PLATFORMS INC | 0.44% | $734.0K | +306.77% | +60.85% | +168.41% | ||
| MRK - MERCK & CO INC | 0.44% | $732.0K | +17.50% | +10.14% | +18.10% | ||
| PEP - PEPSICO INC | 0.38% | $632.0K | -0.37% | +13.19% | +1.88% | ||
| KO - COCA COLA CO | 0.37% | $623.0K | +45.67% | +6.78% | +1.77% | ||
| AVGO - BROADCOM INC | 0.37% | $615.0K | +653.80% | +8.23% | +113.63% | ||
| BAC - BK OF AMERICA CORP | 0.36% | $603.0K | +56.91% | -16.30% | -1.57% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | 0.33% | $551.0K | -18.30% | -2.20% | -1.50% | ||
| COST - COSTCO WHSL CORP NEW | 0.30% | $502.0K | +113.38% | +0.74% | +42.93% | ||
| WMT - WALMART INC | 0.30% | $496.0K | +186.53% | +6.66% | +17.90% | ||
| CSCO - CISCO SYS INC | 0.30% | $495.0K | +125.78% | -1.11% | +11.93% | ||
| ABT - ABBOTT LABS | 0.30% | $494.0K | -18.02% | +1.10% | +5.41% | ||
| MCD - MCDONALDS CORP | 0.28% | $474.0K | +9.04% | +9.49% | +10.03% | ||
| ACN - ACCENTURE PLC IRELAND | 0.27% | $454.0K | -33.94% | +2.86% | +38.58% | ||
| DHR - DANAHER CORPORATION | 0.27% | $451.0K | -27.59% | -10.00% | +0.60% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.26% | $441.0K | +46.01% | -3.35% | +10.65% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.26% | $437.0K | -34.18% | +3.19% | +72.24% | ||
| DIS - DISNEY WALT CO | 0.26% | $426.0K | +0.37% | -5.32% | -9.65% | ||
| NEE - NEXTERA ENERGY INC | 0.26% | $426.0K | +37.89% | +2.34% | -18.72% | ||
| LIN - LINDE PLC | 0.25% | $424.0K | +62.08% | +14.31% | +26.76% | ||
| PM - PHILIP MORRIS | 0.25% | $415.0K | +109.54% | -1.94% | -6.29% | ||
| CMCSA - COMCAST CORP NEW | 0.25% | $413.0K | -24.05% | +6.59% | +21.23% | ||
| WFC - WELLS FARGO CO NEW | 0.24% | $409.0K | +79.00% | -12.87% | +13.10% | ||
| COP - CONOCOPHILLIPS | 0.24% | $401.0K | +8.08% | -14.83% | -5.23% | ||
| NKE - NIKE INC | New Purchase | 0.24% | $398.0K | -64.46% | +0.46% | -16.82% | |
| TXN - TEXAS INSTRS INC | 0.24% | $397.0K | +88.42% | -2.98% | -1.34% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | 0.24% | $396.0K | -9.92% | -7.26% | -28.59% | ||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||