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Coastal Investment Advisors

Latest statistics and disclosures from Realta Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, AMZN, PLTR, TSLA, and represent 23.22% of Realta Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Oxford Lane Cap Corp, SPY, BMNR, LRCX, NET, PLTR, ICSH, BITO, WTW, ALAB.
Started 59 new stock positions in AGNG, EXPE, JEPQ, VST, SMIN, CGDV, FCVT, LMBS, QMOM, FDIS.
Reduced shares in these 10 stocks: OXLC (-$5.2M), , SPGI, ABT, PGR, IGV, MSTR, VUG, ARKW, ABBV.
Sold out of its positions in ARKW, ABT, BRK.B, BITB, STZ, FICO, FPE, GAIN, HERO, ISRG.
Realta Investment Advisors was a net buyer of stock by $18M.
Realta Investment Advisors has $299M in assets under management (AUM), dropping by 18.18%.
Central Index Key (CIK): 0001776792

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Portfolio Holdings for Realta Investment Advisors

Realta Investment Advisors holds 330 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$21M		84k	254.63	View chart
NVIDIA Corporation (NVDA)	7.1	$21M	+3%	114k	186.58	View chart
Amazon (AMZN)	3.8	$11M	+5%	51k	219.57	View chart
Palantir Technologies Cl A (PLTR)	2.7	$8.2M	+16%	45k	182.42	View chart
Tesla Motors (TSLA)	2.5	$7.4M		17k	444.72	View chart
Microsoft Corporation (MSFT)	2.4	$7.2M		14k	517.95	View chart
First Majestic Silver Corp (AG)	2.4	$7.1M	-5%	576k	12.29	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$6.9M		29k	243.55	View chart
Broadcom (AVGO)	2.1	$6.1M	-6%	19k	329.92	View chart
Vanguard World Inf Tech Etf (VGT)	2.0	$5.9M	+6%	7.9k	746.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$5.4M	+2%	8.9k	600.38	View chart
Proshares Tr Bitcoin Etf (BITO)	1.7	$5.2M	+22%	263k	19.68	View chart
Strategy Cl A New (MSTR)	1.7	$5.0M	-11%	16k	322.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$4.8M	+10%	9.7k	490.38	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.6	$4.8M		48k	99.03	View chart
Oxford Lane Cap Corp	1.4	$4.2M	NEW	245k	16.93	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$4.0M	+16%	14k	281.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.3	$4.0M	+32%	80k	50.75	View chart
Meta Platforms Cl A (META)	1.2	$3.7M	+2%	5.1k	734.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$3.6M	+108%	5.4k	666.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.2M	+22%	13k	243.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.2M	+27%	5.3k	612.36	View chart
Netflix (NFLX)	1.1	$3.2M	+10%	2.7k	1198.92	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.0	$3.1M	+23%	61k	51.28	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$3.0M		57k	53.87	View chart
Cloudflare Cl A Com (NET)	1.0	$2.9M	+77%	14k	214.59	View chart
Coinbase Global Com Cl A (COIN)	0.9	$2.8M	+26%	8.4k	337.49	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$2.7M		35k	76.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$2.6M	+37%	25k	100.70	View chart
Select Sector Spdr Tr Communication (XLC)	0.8	$2.5M	+46%	21k	118.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.8	$2.3M	+13%	9.7k	239.64	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.8	$2.3M	-4%	29k	78.34	View chart
Costco Wholesale Corporation (COST)	0.7	$2.2M	+2%	2.4k	925.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$2.2M		22k	99.11	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$2.2M	+16%	20k	110.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.1M		3.2k	669.28	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.1M	+8%	6.6k	315.42	View chart
Arista Networks Com Shs (ANET)	0.7	$2.0M	+7%	14k	145.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.0M	+5%	6.1k	328.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.0M	+25%	24k	82.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.8M	-6%	8.5k	215.80	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$1.7M	-17%	11k	154.23	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.6M	+30%	12k	139.17	View chart
Oracle Corporation (ORCL)	0.5	$1.6M	+15%	5.5k	281.25	View chart
Axon Enterprise (AXON)	0.5	$1.5M		2.1k	717.64	View chart
American Express Company (AXP)	0.5	$1.5M	+11%	4.5k	332.16	View chart
Goldman Sachs (GS)	0.5	$1.5M	+21%	1.8k	796.35	View chart
Caterpillar (CAT)	0.5	$1.5M	+11%	3.1k	477.17	View chart
Advanced Micro Devices (AMD)	0.5	$1.4M	+12%	8.8k	161.79	View chart
Ge Vernova (GEV)	0.5	$1.4M	+15%	2.3k	614.90	View chart
Astera Labs (ALAB)	0.5	$1.4M	+198%	7.1k	195.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.3M	+3%	32k	42.79	View chart
Garmin SHS (GRMN)	0.4	$1.3M	+13%	5.4k	246.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.3M	-10%	2.8k	468.43	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.4	$1.3M	NEW	26k	51.93	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.3M	NEW	9.5k	133.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.2M	-34%	2.6k	479.61	View chart
Cadence Design Systems (CDNS)	0.4	$1.2M	+7%	3.4k	351.26	View chart
Palo Alto Networks (PANW)	0.4	$1.2M	+10%	5.8k	203.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M	+11%	4.8k	241.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.1M	-3%	13k	87.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.1M		11k	100.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.1M	-35%	5.3k	209.26	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$1.1M	-16%	12k	91.75	View chart
Newmont Mining Corporation (NEM)	0.4	$1.1M		13k	84.31	View chart
Barrick Mng Corp Com Shs (B)	0.4	$1.1M	-3%	33k	32.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.1M	+18%	21k	50.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.1M		34k	31.62	View chart
Albemarle Corporation (ALB)	0.4	$1.1M	-8%	13k	81.08	View chart
Bakkt Holdings Com Cl A New (BKKT)	0.3	$991k	+34%	30k	33.65	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.3	$977k		95k	10.26	View chart
Willis Towers Watson SHS (WTW)	0.3	$947k	NEW	2.7k	345.45	View chart
Visa Com Cl A (V)	0.3	$935k	-4%	2.7k	341.32	View chart
Quanta Services (PWR)	0.3	$932k	+16%	2.3k	414.42	View chart
Live Nation Entertainment (LYV)	0.3	$912k	NEW	5.6k	163.40	View chart
Expedia Group Com New (EXPE)	0.3	$911k	NEW	4.3k	213.75	View chart
Vistra Energy (VST)	0.3	$889k	NEW	4.5k	195.92	View chart
Bank of New York Mellon Corporation (BK)	0.3	$866k	+12%	7.9k	108.96	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$857k	-2%	3.1k	279.84	View chart
Fortuna Mng Corp Com New (FSM)	0.3	$810k	+62%	90k	8.96	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$805k	+26%	19k	42.37	View chart
Boeing Company (BA)	0.3	$784k	+256%	3.6k	215.83	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$743k	-2%	9.5k	78.06	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$734k		12k	59.39	View chart
Ge Aerospace Com New (GE)	0.2	$718k	+25%	2.4k	300.82	View chart
Eaton Corp SHS (ETN)	0.2	$706k	+16%	1.9k	374.25	View chart
Global X Fds Lithium Btry Etf (LIT)	0.2	$695k	NEW	12k	56.85	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.2	$693k		15k	45.45	View chart
UnitedHealth (UNH)	0.2	$682k	+33%	2.0k	345.28	View chart
Valero Energy Corporation (VLO)	0.2	$672k		3.9k	170.27	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$665k	+41%	4.6k	145.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$660k	-3%	4.4k	148.61	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$659k	NEW	23k	28.88	View chart
Micron Technology (MU)	0.2	$649k	-4%	3.9k	167.31	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$647k	+1032%	4.5k	144.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$641k	+93%	7.2k	89.37	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$640k	+15%	19k	33.89	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$640k	-5%	12k	55.33	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$638k		6.5k	98.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$607k	NEW	14k	42.03	View chart
Emerson Electric (EMR)	0.2	$604k	+20%	4.6k	131.19	View chart
Nuveen Va Premium Income Municipal Fund (NPV)	0.2	$599k		52k	11.60	View chart
International Business Machines (IBM)	0.2	$576k		2.0k	282.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$574k		4.0k	142.11	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$574k	-2%	5.5k	104.51	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$572k		49k	11.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$562k	+11%	4.3k	130.28	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$562k		11k	49.83	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$548k		8.3k	65.92	View chart
Abbvie (ABBV)	0.2	$548k	-53%	2.4k	231.56	View chart
Altria (MO)	0.2	$547k	-10%	8.3k	66.06	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$547k		4.6k	118.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$546k		7.7k	71.37	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.2	$544k		53k	10.20	View chart
Exxon Mobil Corporation (XOM)	0.2	$541k	-18%	4.8k	112.74	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$533k		47k	11.39	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$532k	NEW	5.0k	107.25	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$529k	+132%	13k	42.13	View chart
Mastercard Incorporated Cl A (MA)	0.2	$523k		920.00	568.93	View chart
Verizon Communications (VZ)	0.2	$501k	-6%	11k	43.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$494k	+12%	2.7k	186.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$494k	+7%	4.8k	103.07	View chart
Chevron Corporation (CVX)	0.2	$492k	-6%	3.2k	155.29	View chart
At&t (T)	0.2	$487k	-7%	17k	28.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$479k	+46%	3.4k	140.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$476k	+33%	8.3k	57.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$473k		4.9k	96.46	View chart
Citigroup Com New (C)	0.2	$451k	-3%	4.4k	101.51	View chart
United Rentals (URI)	0.1	$436k		457.00	954.71	View chart
Eli Lilly & Co. (LLY)	0.1	$431k	-34%	565.00	763.00	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$429k	-7%	15k	28.90	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$428k	+829%	4.4k	97.98	View chart
Wal-Mart Stores (WMT)	0.1	$418k	+50%	4.1k	103.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$405k	+4%	6.0k	67.26	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.1	$403k	-22%	7.7k	52.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$397k	-10%	8.0k	49.45	View chart
Uber Technologies (UBER)	0.1	$394k	+2%	4.0k	97.97	View chart
Nike CL B (NKE)	0.1	$384k	NEW	5.5k	69.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$378k	+53%	2.7k	137.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$376k	-18%	6.3k	59.92	View chart
Block Cl A (XYZ)	0.1	$375k	-7%	5.2k	72.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$373k		748.00	499.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$363k	+144%	3.1k	118.82	View chart
Riot Blockchain (RIOT)	0.1	$363k		19k	19.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$361k	NEW	1.3k	279.29	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$360k		2.6k	140.06	View chart
McDonald's Corporation (MCD)	0.1	$348k	+9%	1.1k	303.96	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$326k		23k	14.18	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$320k	+4%	21k	14.98	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$311k	NEW	7.3k	42.77	View chart
Paypal Holdings (PYPL)	0.1	$299k	-56%	4.5k	67.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$297k	+18%	835.00	355.47	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$296k		6.5k	45.84	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$292k		9.9k	29.34	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$288k	+7%	14k	20.28	View chart
United Parcel Service CL B (UPS)	0.1	$287k	NEW	3.4k	83.53	View chart
Pepsi (PEP)	0.1	$287k	-8%	2.0k	140.44	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$282k	-5%	6.7k	42.05	View chart
Philip Morris International (PM)	0.1	$281k	-30%	1.7k	162.18	View chart
Blackrock (BLK)	0.1	$278k	+4%	238.00	1165.87	View chart
Nxp Semiconductors N V (NXPI)	0.1	$277k		1.2k	227.70	View chart
United Sts Nat Gas Unit Par (UNG)	0.1	$268k	NEW	21k	13.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$267k	+11%	2.8k	95.14	View chart
Lowe's Companies (LOW)	0.1	$264k	-8%	1.1k	251.28	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$258k		21k	12.56	View chart
Union Pacific Corporation (UNP)	0.1	$249k		1.1k	236.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$249k	-5%	1.2k	206.50	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$246k	-12%	11k	23.00	View chart
Starbucks Corporation (SBUX)	0.1	$245k	NEW	2.9k	84.60	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$242k	NEW	4.2k	57.52	View chart
Bgc Group Cl A (BGC)	0.1	$241k	+2%	25k	9.46	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$239k	NEW	5.7k	41.96	View chart
CVS Caremark Corporation (CVS)	0.1	$236k		3.1k	75.39	View chart
Generac Holdings (GNRC)	0.1	$236k	-5%	1.4k	167.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$234k	NEW	1.4k	167.31	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$231k		10k	22.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$231k	+2%	1.9k	122.45	View chart
Nebius Group Shs Class A (NBIS)	0.1	$230k	NEW	2.0k	112.27	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$229k		1.1k	199.47	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$229k	NEW	3.5k	64.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$222k	+2%	1.1k	209.40	View chart
Gilead Sciences (GILD)	0.1	$220k	-10%	2.0k	111.02	View chart
Dollar General (DG)	0.1	$219k	NEW	2.1k	103.35	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$214k	+69%	8.3k	25.85	View chart
Kinder Morgan (KMI)	0.1	$203k	-4%	7.2k	28.31	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$201k	-66%	2.3k	87.21	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$200k		3.5k	57.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$196k	+46%	3.6k	54.18	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.1	$192k		19k	10.03	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$191k		16k	12.29	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$189k	-5%	2.6k	73.47	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$184k		15k	12.10	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$177k		12k	14.46	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$177k		22k	8.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$167k		1.9k	89.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$165k	+59%	562.00	293.87	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$156k	-16%	1.2k	125.05	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$150k	+24%	8.8k	17.01	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$148k		14k	10.85	View chart
RBB Us Treasy 2 Yr (UTWO)	0.0	$147k	-22%	3.0k	48.56	View chart
BlackRock MuniVest Fund (MVF)	0.0	$144k		21k	6.86	View chart
Nuveen NY Municipal Value (NNY)	0.0	$143k		17k	8.26	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$136k		14k	10.05	View chart
RBB Us Treas 3 Mnth (TBIL)	0.0	$125k		2.5k	50.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$124k	-8%	1.0k	120.76	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$124k		13k	9.94	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$120k	NEW	4.3k	27.81	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$109k	+185%	815.00	134.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$103k	+51%	724.00	142.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$101k	+62%	721.00	139.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$97k		500.00	194.50	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$97k	+69%	4.0k	23.94	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$93k	+30%	2.1k	43.30	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$90k		15k	5.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$89k		2.0k	44.58	View chart
RBB Us Treas 5 Yr Nt (UFIV)	0.0	$86k	-40%	1.7k	49.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$85k		335.00	254.28	View chart
Global X Fds Global X Uranium (URA)	0.0	$85k	NEW	1.8k	47.67	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$82k		892.00	92.42	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$80k	NEW	780.00	102.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$77k	+6%	845.00	91.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$76k	-49%	200.00	378.94	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$73k		1.2k	61.92	View chart
Sunopta (STKL)	0.0	$71k		12k	5.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$69k		352.00	195.86	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$67k		2.9k	23.09	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$65k		900.00	72.56	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$64k		200.00	320.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$62k	-27%	243.00	256.45	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$61k	-36%	1.1k	54.11	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$61k		580.00	104.30	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$59k	+14%	588.00	100.20	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$59k	+3%	2.2k	26.95	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$59k		1.0k	58.72	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$57k	-2%	11k	5.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$51k		406.00	126.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$50k	-16%	346.00	145.81	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$48k	+87%	507.00	95.17	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$46k	+173%	1.0k	46.33	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$44k		1.1k	41.90	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.0	$43k	-6%	1.6k	26.31	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$41k	NEW	1.2k	34.46	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$40k	-17%	722.00	54.75	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.0	$39k	NEW	2.4k	16.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$39k	-20%	401.00	96.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$38k	-93%	488.00	78.34	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$38k		755.00	50.19	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.0	$33k		120.00	272.23	View chart
Bakkt Holdings *w Exp 10/25/202 (BKKT.WS)	0.0	$30k		68k	0.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$30k	-48%	363.00	81.16	View chart
Global X Fds Cloud Computng (CLOU)	0.0	$29k		1.2k	23.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$27k	+84%	83.00	327.12	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$27k	NEW	425.00	63.30	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$26k	+40%	345.00	76.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$26k	-24%	396.00	65.24	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$25k	+104%	1.2k	21.56	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.0	$24k		601.00	40.17	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$23k	+25%	250.00	92.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$22k	+84%	196.00	111.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$21k		303.00	68.05	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$20k	+36%	546.00	36.55	View chart
Crown Castle Intl (CCI)	0.0	$19k	-65%	200.00	96.49	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.0	$19k	-14%	622.00	30.88	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$19k	-79%	234.00	79.80	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$18k		458.00	39.61	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$17k	NEW	478.00	35.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$17k	NEW	315.00	53.40	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$17k	-81%	157.00	106.54	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$17k	+306%	61.00	272.98	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$17k		50.00	332.84	View chart
Spdr Series Trust Hlth Cr Equip (XHE)	0.0	$16k		200.00	78.75	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.0	$15k	NEW	1.0k	15.23	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$14k	+48%	221.00	61.02	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$13k	+102%	303.00	43.82	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$13k	NEW	200.00	64.44	View chart
Cleveland-cliffs (CLF)	0.0	$12k		1.0k	12.20	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$12k		125.00	96.68	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k	NEW	96.00	119.51	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$11k	NEW	59.00	187.73	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$9.9k	+58%	144.00	68.92	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$9.8k		78.00	125.95	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$9.2k	+94%	224.00	41.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$8.6k	-56%	77.00	111.17	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$8.5k		102.00	83.41	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$8.1k	+34%	120.00	67.16	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.0	$7.5k	NEW	146.00	51.57	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$7.3k	NEW	378.00	19.40	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$6.9k	NEW	155.00	44.31	View chart
Listed Fds Tr Teucrium 2x Long (XXRP)	0.0	$6.5k	NEW	200.00	32.30	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$6.3k	NEW	16.00	396.12	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$6.0k		100.00	60.08	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$5.8k		103.00	56.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.7k		52.00	110.54	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$5.6k	NEW	54.00	102.98	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$5.5k		68.00	80.21	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$5.2k	NEW	22.00	234.95	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$5.1k		103.00	49.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$4.8k	NEW	165.00	29.18	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$4.7k	NEW	102.00	46.51	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.0	$4.7k	-85%	150.00	31.56	View chart
Polaris Industries (PII)	0.0	$4.4k	NEW	76.00	58.13	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$3.8k	NEW	53.00	72.21	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$3.8k		83.00	45.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$3.6k		22.00	164.55	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$3.6k	NEW	88.00	40.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.4k	-84%	34.00	99.94	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$3.3k	NEW	200.00	16.30	View chart
SM Energy (SM)	0.0	$3.0k		122.00	24.97	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$2.7k	NEW	22.00	123.59	View chart
Spdr Series Trust Hlth Care Svcs (XHS)	0.0	$1.8k	NEW	18.00	101.56	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.0	$1.7k	NEW	27.00	64.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$1.7k	NEW	34.00	51.09	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$1.7k	NEW	29.00	57.10	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$1.6k	NEW	28.00	58.71	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$1.6k	NEW	22.00	74.09	View chart
Ishares Tr Residential Mult (REZ)	0.0	$1.6k	NEW	19.00	84.95	View chart
Global X Fds Aging Population (AGNG)	0.0	$1.5k	NEW	46.00	33.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$1.5k	NEW	12.00	121.08	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$1.0k		18.00	57.17	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$522.000000		10.00	52.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$518.000100		3.00	172.67	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$487.999600		11.00	44.36	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$426.000000		4.00	106.50	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$294.000000		4.00	73.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$285.999900		3.00	95.33	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$74.000000	NEW	1.00	74.00	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$69.000000		3.00	23.00	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$35.000000		1.00	35.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$0		0	0.00	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$0		0	0.00	View chart

Past Filings by Realta Investment Advisors

SEC 13F filings are viewable for Realta Investment Advisors going back to 2019

Realta Investment Advisors 2025 Q3 filed Oct. 23, 2025
Realta Investment Advisors 2025 Q2 filed July 22, 2025
Realta Investment Advisors 2025 Q1 filed May 1, 2025
Realta Investment Advisors 2024 Q4 filed Jan. 28, 2025
Realta Investment Advisors 2024 Q3 filed Oct. 29, 2024
Realta Investment Advisors 2024 Q2 filed July 15, 2024
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

View all past filings

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