Coastal Investment Advisors
Latest statistics and disclosures from Realta Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, NVDA, GOOG, and represent 16.48% of Realta Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLV, AG, XLC, SOXX, XLF, XLI, ICSH, NEAR, WMT, QQQ.
- Started 379 new stock positions in PTH, CTEC, TBIL, BITQ, XHB, XSD, DFE, IVOL, SWK, XYLD.
- Reduced shares in these 10 stocks: NVDA (-$9.7M), MSTR (-$7.3M), VUG, VYM, NEM, GOOG, AAPL, BRK.B, SCHD, COIN.
- Sold out of its positions in AFL, APD, Ares Capital Corp convertible security, ADP, BDX, BHP, HES, HUM, ITW, ODFL. ON, PTY, QS, RIO, SPGI, PINK, REAI, TLRY, United States Natural Gas Fund, Lp etf, EG, BG, CB.
- Realta Investment Advisors was a net seller of stock by $-2.3M.
- Realta Investment Advisors has $485M in assets under management (AUM), dropping by 9.58%.
- Central Index Key (CIK): 0001776792
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Portfolio Holdings for Realta Investment Advisors
Realta Investment Advisors holds 800 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Realta Investment Advisors has 800 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Realta Investment Advisors March 31, 2024 positions
- Download the Realta Investment Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $26M | -4% | 150k | 171.48 |
|
| Amazon (AMZN) | 4.0 | $19M | -3% | 107k | 180.38 |
|
| Microsoft Corporation (MSFT) | 3.2 | $15M | -3% | 37k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $11M | -48% | 12k | 903.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $9.0M | -11% | 59k | 152.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $8.7M | +8% | 20k | 444.00 |
|
| Meta Platforms Cl A (META) | 1.6 | $7.5M | 16k | 485.59 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $6.8M | -12% | 16k | 420.52 |
|
| American Express Company (AXP) | 1.3 | $6.3M | +3% | 28k | 227.69 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $5.7M | -4% | 27k | 208.27 |
|
| Procter & Gamble Company (PG) | 1.1 | $5.3M | -4% | 33k | 162.25 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $4.9M | -6% | 55k | 89.90 |
|
| Albemarle Corporation (ALB) | 0.9 | $4.6M | 35k | 131.74 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.6M | -4% | 30k | 150.93 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $4.3M | +27% | 101k | 42.12 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $4.2M | 20k | 210.30 |
|
|
| Tesla Motors (TSLA) | 0.8 | $3.9M | -3% | 22k | 175.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.7M | +6% | 19k | 200.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.7M | 14k | 259.91 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $3.5M | +74% | 24k | 147.73 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $3.2M | +3% | 4.2k | 778.01 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $3.2M | 5.00 | 634440.00 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $3.0M | +13% | 11k | 281.96 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $2.9M | -9% | 4.0k | 732.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.9M | 6.0k | 481.54 |
|
|
| Verizon Communications (VZ) | 0.6 | $2.8M | 67k | 41.96 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.6 | $2.8M | +43% | 22k | 125.96 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.7M | +2% | 23k | 116.24 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.7M | -2% | 5.2k | 523.08 |
|
| Netflix (NFLX) | 0.6 | $2.7M | 4.5k | 607.33 |
|
|
| Home Depot (HD) | 0.6 | $2.7M | +8% | 7.0k | 383.58 |
|
| UnitedHealth (UNH) | 0.6 | $2.7M | -5% | 5.4k | 494.71 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $2.6M | +11% | 83k | 31.62 |
|
| Chevron Corporation (CVX) | 0.5 | $2.6M | 17k | 157.74 |
|
|
| Coca-Cola Company (KO) | 0.5 | $2.6M | +3% | 43k | 61.18 |
|
| Visa Com Cl A (V) | 0.5 | $2.5M | -2% | 9.1k | 279.08 |
|
| First Majestic Silver Corp (AG) | 0.5 | $2.5M | +95% | 432k | 5.88 |
|
| Martin Marietta Materials (MLM) | 0.5 | $2.5M | -2% | 4.1k | 613.88 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $2.5M | 22k | 115.30 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $2.4M | 24k | 101.41 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.4M | +7% | 33k | 74.22 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.4M | -6% | 29k | 81.78 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.5 | $2.3M | +50% | 46k | 50.46 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $2.2M | +106% | 27k | 81.66 |
|
| Lowe's Companies (LOW) | 0.5 | $2.2M | -11% | 8.7k | 254.72 |
|
| Arista Networks (ANET) | 0.4 | $2.1M | +3% | 7.2k | 289.98 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $2.1M | +64% | 41k | 50.56 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.1M | 55k | 37.92 |
|
|
| Applied Materials (AMAT) | 0.4 | $2.0M | +16% | 9.9k | 206.23 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $2.0M | +19% | 22k | 94.41 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $2.0M | +6% | 64k | 32.23 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.0M | -9% | 13k | 158.19 |
|
| Ameriprise Financial (AMP) | 0.4 | $2.0M | 4.5k | 438.44 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $2.0M | +4% | 11k | 183.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.9M | 9.4k | 205.72 |
|
|
| Merck & Co (MRK) | 0.4 | $1.9M | 14k | 131.95 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.9M | +26% | 5.8k | 320.59 |
|
| Microstrategy Cl A New (MSTR) | 0.4 | $1.8M | -79% | 1.1k | 1704.56 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $1.8M | +21% | 24k | 76.36 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.8M | +14% | 10k | 180.49 |
|
| Coinbase Global Com Cl A (COIN) | 0.4 | $1.8M | -32% | 6.7k | 265.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.7M | 3.6k | 480.73 |
|
|
| Abbvie (ABBV) | 0.3 | $1.7M | -4% | 9.2k | 182.11 |
|
| Cdw (CDW) | 0.3 | $1.6M | 6.4k | 255.77 |
|
|
| Walt Disney Company (DIS) | 0.3 | $1.6M | +11% | 13k | 122.36 |
|
| Micron Technology (MU) | 0.3 | $1.6M | -7% | 14k | 117.89 |
|
| Caterpillar (CAT) | 0.3 | $1.6M | -4% | 4.4k | 366.41 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.6M | 14k | 110.52 |
|
|
| Intel Corporation (INTC) | 0.3 | $1.6M | -3% | 36k | 44.17 |
|
| Uber Technologies (UBER) | 0.3 | $1.6M | 20k | 76.99 |
|
|
| Jacobs Engineering Group (J) | 0.3 | $1.6M | 10k | 153.73 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.5M | -6% | 2.9k | 524.34 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.5M | +19% | 6.9k | 224.99 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $1.5M | +59% | 517.00 | 2906.77 |
|
| Capital One Financial (COF) | 0.3 | $1.5M | 10k | 148.89 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.3 | $1.5M | 22k | 65.60 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $1.4M | +50% | 29k | 49.16 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.4M | -5% | 25k | 57.96 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.4M | -8% | 5.2k | 271.75 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.4M | -31% | 24k | 58.11 |
|
| AutoZone (AZO) | 0.3 | $1.4M | +8% | 450.00 | 3151.65 |
|
| Anthem (ELV) | 0.3 | $1.4M | 2.7k | 518.51 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.4M | -10% | 13k | 110.21 |
|
| Philip Morris International (PM) | 0.3 | $1.4M | 15k | 91.62 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.4M | +9% | 3.0k | 454.90 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.4M | -20% | 23k | 57.86 |
|
| Cummins (CMI) | 0.3 | $1.3M | 4.5k | 294.67 |
|
|
| Broadcom (AVGO) | 0.3 | $1.3M | -5% | 1.0k | 1325.38 |
|
| Valero Energy Corporation (VLO) | 0.3 | $1.3M | -23% | 7.7k | 170.68 |
|
| salesforce (CRM) | 0.3 | $1.3M | +14% | 4.3k | 301.18 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.3M | 12k | 110.54 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.3M | +28% | 26k | 49.70 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.3M | -4% | 13k | 100.71 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.3M | 25k | 51.60 |
|
|
| Pepsi (PEP) | 0.3 | $1.3M | -9% | 7.2k | 175.02 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.3 | $1.3M | +2% | 32k | 38.74 |
|
| CarMax (KMX) | 0.3 | $1.2M | +2% | 14k | 87.11 |
|
| Ferrari Nv Ord (RACE) | 0.3 | $1.2M | 2.8k | 435.94 |
|
|
| Southern Company (SO) | 0.2 | $1.2M | +21% | 17k | 71.74 |
|
| Progressive Corporation (PGR) | 0.2 | $1.2M | +2% | 5.7k | 206.80 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.2M | +18% | 6.4k | 182.70 |
|
| PG&E Corporation (PCG) | 0.2 | $1.2M | 70k | 16.76 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $1.2M | 65k | 17.91 |
|
|
| Bath & Body Works In (BBWI) | 0.2 | $1.2M | +2% | 23k | 50.02 |
|
| Pacer Fds Tr Swan Sos Modrte (PSMJ) | 0.2 | $1.2M | -2% | 44k | 26.23 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.1M | +18% | 18k | 64.99 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | +2% | 16k | 72.34 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.1M | -4% | 21k | 54.24 |
|
| Intercontinental Exchange (ICE) | 0.2 | $1.1M | 8.1k | 137.43 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | -12% | 22k | 49.91 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.2 | $1.1M | +48% | 9.4k | 115.77 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | +206% | 18k | 60.17 |
|
| Block Cl A (SQ) | 0.2 | $1.1M | -28% | 13k | 84.58 |
|
| Pfizer (PFE) | 0.2 | $1.1M | 39k | 27.75 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.1M | +9% | 7.7k | 136.05 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.1M | +701% | 4.7k | 225.91 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $1.0M | 24k | 43.04 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.2 | $1.0M | -2% | 7.3k | 140.51 |
|
| United Parcel Service CL B (UPS) | 0.2 | $1.0M | +10% | 6.8k | 148.62 |
|
| Abrdn Natl Mun Income Sh Ben Int (VFL) | 0.2 | $986k | 95k | 10.36 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $976k | -6% | 7.4k | 131.24 |
|
| Boeing Company (BA) | 0.2 | $966k | -16% | 5.0k | 193.00 |
|
| PerkinElmer (RVTY) | 0.2 | $960k | 9.1k | 105.00 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $952k | -19% | 3.0k | 312.63 |
|
| At&t (T) | 0.2 | $951k | 54k | 17.60 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $932k | +177% | 16k | 58.59 |
|
| Agnico (AEM) | 0.2 | $931k | 16k | 59.65 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $916k | -28% | 6.9k | 131.92 |
|
| Domino's Pizza (DPZ) | 0.2 | $909k | 1.8k | 496.76 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $891k | +6% | 16k | 57.62 |
|
| Citigroup Com New (C) | 0.2 | $889k | -7% | 14k | 63.24 |
|
| Generac Holdings (GNRC) | 0.2 | $887k | -10% | 7.0k | 126.14 |
|
| Dow (DOW) | 0.2 | $874k | 15k | 57.93 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $872k | +4% | 55k | 15.73 |
|
| International Business Machines (IBM) | 0.2 | $865k | -27% | 4.5k | 190.96 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $848k | -24% | 17k | 50.45 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $846k | +25% | 37k | 22.75 |
|
| Prudential Financial (PRU) | 0.2 | $840k | 7.2k | 117.40 |
|
|
| Realty Income (O) | 0.2 | $838k | -2% | 16k | 54.10 |
|
| Waste Management (WM) | 0.2 | $837k | 3.9k | 213.13 |
|
|
| General Electric Com New (GE) | 0.2 | $831k | +135% | 4.7k | 175.51 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $815k | +45% | 8.3k | 97.94 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $814k | +50% | 20k | 39.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $809k | -2% | 3.2k | 249.89 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $785k | +2% | 8.1k | 96.71 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $777k | -12% | 17k | 46.21 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $772k | -14% | 18k | 42.23 |
|
| Southern Copper Corporation (SCCO) | 0.2 | $760k | +14% | 7.1k | 106.52 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $760k | -12% | 4.7k | 161.26 |
|
| Danaher Corporation (DHR) | 0.2 | $760k | -4% | 3.0k | 249.76 |
|
| Ford Motor Company (F) | 0.2 | $751k | 57k | 13.28 |
|
|
| Constellation Energy (CEG) | 0.2 | $749k | -28% | 4.1k | 184.84 |
|
| Booking Holdings (BKNG) | 0.2 | $740k | 204.00 | 3627.88 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $740k | 11k | 66.99 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $737k | -3% | 10k | 72.96 |
|
| Kinder Morgan (KMI) | 0.2 | $734k | +2% | 40k | 18.34 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $733k | +21% | 14k | 54.23 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $723k | +2% | 3.5k | 205.09 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $714k | -3% | 9.0k | 79.76 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $714k | -37% | 11k | 65.65 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $714k | 5.4k | 131.36 |
|
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $706k | +4% | 7.1k | 99.42 |
|
| Metropcs Communications (TMUS) | 0.1 | $704k | -2% | 4.3k | 163.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $703k | -2% | 1.3k | 525.75 |
|
| Analog Devices (ADI) | 0.1 | $696k | -17% | 3.5k | 197.80 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $695k | -12% | 11k | 65.87 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $689k | +12% | 3.6k | 190.66 |
|
| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.1 | $686k | +2% | 7.6k | 90.54 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $685k | +5% | 9.4k | 72.63 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $680k | -3% | 6.6k | 103.79 |
|
| Ceridian Hcm Hldg (DAY) | 0.1 | $675k | 10k | 66.21 |
|
|
| ConocoPhillips (COP) | 0.1 | $675k | -10% | 5.3k | 127.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $671k | -13% | 5.5k | 123.18 |
|
| Green Brick Partners (GRBK) | 0.1 | $666k | -3% | 11k | 60.23 |
|
| Royce Value Trust (RVT) | 0.1 | $665k | 44k | 15.17 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $664k | -3% | 588.00 | 1128.88 |
|
| Altria (MO) | 0.1 | $663k | -11% | 15k | 43.62 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $663k | -2% | 60k | 11.07 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $659k | 13k | 51.60 |
|
|
| Hca Holdings (HCA) | 0.1 | $659k | -4% | 2.0k | 333.59 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $657k | -6% | 11k | 57.93 |
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| Iron Mountain (IRM) | 0.1 | $652k | -2% | 8.1k | 80.21 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $647k | +2% | 60k | 10.87 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $643k | +22% | 5.4k | 119.40 |
|
| Nvent Electric SHS (NVT) | 0.1 | $642k | -6% | 8.5k | 75.40 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $642k | +74% | 6.9k | 92.88 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $638k | -2% | 6.5k | 97.53 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.1 | $636k | +106% | 14k | 46.85 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $634k | 13k | 50.44 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $633k | +6% | 1.6k | 399.09 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $631k | 12k | 51.06 |
|
|
| Servicenow (NOW) | 0.1 | $629k | +135% | 825.00 | 762.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $624k | +396% | 10k | 60.74 |
|
| First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $621k | +3% | 9.6k | 64.54 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $616k | +3% | 6.1k | 100.89 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $615k | -12% | 11k | 56.17 |
|
| Shopify Cl A (SHOP) | 0.1 | $609k | 7.9k | 77.17 |
|
|
| Quanta Services (PWR) | 0.1 | $608k | -4% | 2.3k | 259.85 |
|
| Phillips 66 (PSX) | 0.1 | $603k | -43% | 3.7k | 163.36 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $603k | +14% | 14k | 41.77 |
|
| Palo Alto Networks (PANW) | 0.1 | $603k | +28% | 2.1k | 284.13 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $598k | +3% | 6.5k | 91.80 |
|
| Williams Companies (WMB) | 0.1 | $595k | -3% | 15k | 38.97 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $590k | -14% | 3.2k | 182.63 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $589k | -17% | 6.5k | 90.05 |
|
| General Mills (GIS) | 0.1 | $589k | -2% | 8.4k | 69.97 |
|
| Paychex (PAYX) | 0.1 | $581k | -6% | 4.7k | 122.80 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $574k | -14% | 5.3k | 107.41 |
|
| Standex Int'l (SXI) | 0.1 | $572k | 3.1k | 182.22 |
|
|
| Nuveen Va Premium Income Municipal Fund (NPV) | 0.1 | $572k | +7% | 52k | 11.07 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $568k | +107% | 4.4k | 129.34 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $563k | +9% | 457.00 | 1231.60 |
|
| BlackRock (BLK) | 0.1 | $562k | -2% | 674.00 | 833.51 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $560k | 49k | 11.46 |
|
|
| Riot Blockchain (RIOT) | 0.1 | $555k | +9% | 45k | 12.24 |
|
| Starbucks Corporation (SBUX) | 0.1 | $554k | +17% | 6.1k | 91.39 |
|
| Zoetis Cl A (ZTS) | 0.1 | $548k | +27% | 3.2k | 169.20 |
|
| 3M Company (MMM) | 0.1 | $548k | -17% | 5.2k | 106.07 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $543k | +32% | 2.4k | 228.61 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $540k | 7.0k | 76.67 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $538k | -5% | 8.7k | 61.56 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $537k | NEW | 32k | 16.64 |
|
| Strategy Ns 7handl Idx (HNDL) | 0.1 | $533k | 25k | 21.21 |
|
|
| Liberty Media Corp Del Com Lbty Srm S A (LSXMA) | 0.1 | $531k | +9% | 18k | 29.70 |
|
| W.W. Grainger (GWW) | 0.1 | $531k | +10% | 521.00 | 1018.14 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $530k | -3% | 11k | 50.08 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $526k | -8% | 5.2k | 100.54 |
|
| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $525k | -6% | 3.3k | 159.62 |
|
| Oneok (OKE) | 0.1 | $515k | 6.4k | 80.17 |
|
|
| Garmin SHS (GRMN) | 0.1 | $512k | 3.4k | 148.86 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $510k | +10% | 2.7k | 191.89 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $508k | -6% | 5.0k | 102.29 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $501k | +4% | 2.5k | 201.53 |
|
| Lam Research Corporation (LRCX) | 0.1 | $500k | -2% | 514.00 | 972.19 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $498k | 7.4k | 67.34 |
|
|
| Stag Industrial (STAG) | 0.1 | $498k | 13k | 38.44 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $496k | NEW | 2.8k | 179.12 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $495k | 6.8k | 72.36 |
|
|
| Diamondback Energy (FANG) | 0.1 | $491k | +6% | 2.5k | 198.18 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $491k | +30% | 12k | 40.05 |
|
| Kla Corp Com New (KLAC) | 0.1 | $473k | +4% | 677.00 | 698.57 |
|
| Credit Acceptance (CACC) | 0.1 | $471k | 854.00 | 551.55 |
|
|
| Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) | 0.1 | $470k | -13% | 58k | 8.14 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $469k | -6% | 4.9k | 94.90 |
|
| Apollo Global Mgmt (APO) | 0.1 | $464k | +14% | 4.1k | 112.45 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $461k | 1.5k | 300.08 |
|
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.1 | $456k | +2% | 8.0k | 57.12 |
|
| Oracle Corporation (ORCL) | 0.1 | $454k | -48% | 3.6k | 125.61 |
|
| FedEx Corporation (FDX) | 0.1 | $454k | -2% | 1.6k | 289.78 |
|
| First Tr Exchange-traded Multi Asset Di (MDIV) | 0.1 | $453k | +13% | 29k | 15.79 |
|
Past Filings by Realta Investment Advisors
SEC 13F filings are viewable for Realta Investment Advisors going back to 2019
- Realta Investment Advisors 2024 Q1 filed April 19, 2024
- Realta Investment Advisors 2023 Q4 filed Jan. 19, 2024
- Coastal Investment Advisors 2023 Q3 filed Oct. 20, 2023
- Coastal Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Coastal Investment Advisors 2023 Q1 filed May 5, 2023
- Coastal Investment Advisors 2022 Q4 filed Feb. 10, 2023
- Coastal Investment Advisors 2022 Q3 filed Oct. 27, 2022
- Coastal Investment Advisors 2022 Q2 filed Aug. 9, 2022
- Coastal Investment Advisors 2022 Q1 filed April 13, 2022
- Coastal Investment Advisors 2021 Q4 filed Jan. 18, 2022
- Coastal Investment Advisors 2021 Q3 filed Oct. 18, 2021
- Coastal Investment Advisors 2021 Q2 filed July 15, 2021
- Coastal Investment Advisors 2021 Q1 filed April 12, 2021
- Coastal Investment Advisors 2020 Q4 filed Jan. 13, 2021
- Coastal Investment Advisors 2020 Q3 filed Oct. 23, 2020
- Coastal Investment Advisors 2020 Q2 filed July 16, 2020