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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, AG, GOOG, and represent 23.77% of Realta Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XLK, NFLX, PNC, MNST, TJX, KLAC, XLY, SPGI, DE, HOOD.
Started 47 new stock positions in FPE, DE, QQQM, VNQI, ICLN, WLTH, BINC, PNC, SIXG, VTEB.
Reduced shares in these 10 stocks: NVDA, , BMNR, WTW, LYV, ORCL, GOOGL, LIT, MU, AVGO.
Sold out of its positions in QMOM, BMNR, CVS, CLF, DAL, DG, FXN, AIRR, GNRC, GILD.
Realta Investment Advisors was a net buyer of stock by $10M.
Realta Investment Advisors has $306M in assets under management (AUM), dropping by 2.15%.
Central Index Key (CIK): 0001776792

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Portfolio Holdings for Realta Investment Advisors

Realta Investment Advisors holds 344 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.6	$23M	+2%	86k	271.86	View chart
NVIDIA Corporation (NVDA)	6.3	$19M	-9%	103k	186.50	View chart
Amazon (AMZN)	3.7	$11M	-3%	49k	230.82	View chart
First Majestic Silver Corp (AG)	3.3	$10M	+4%	600k	16.66	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$8.8M		28k	313.80	View chart
Palantir Technologies Cl A (PLTR)	2.6	$8.0M		45k	177.75	View chart
Tesla Motors (TSLA)	2.4	$7.2M	-3%	16k	449.72	View chart
Microsoft Corporation (MSFT)	2.3	$7.1M	+6%	15k	483.61	View chart
Vanguard World Inf Tech Etf (VGT)	2.0	$6.2M	+3%	8.2k	753.75	View chart
Broadcom (AVGO)	1.9	$5.8M	-9%	17k	346.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$5.8M	+6%	9.5k	614.31	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.8	$5.4M		48k	113.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.5	$4.5M	+119%	32k	143.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.5	$4.5M	-2%	9.5k	468.76	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.3	$4.1M		80k	50.58	View chart
Meta Platforms Cl A (META)	1.3	$3.8M	+14%	5.8k	660.12	View chart
Oxford Lane Cap Corp (OXLC)	1.2	$3.6M		243k	14.64	View chart
Proshares Tr Bitcoin Etf (BITO)	1.2	$3.5M	+10%	290k	12.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.5M	+5%	5.6k	627.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.4M	-17%	11k	313.01	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.1	$3.2M	+3%	63k	51.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.2M	-14%	4.6k	681.93	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$2.8M	-8%	52k	54.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$2.8M	-5%	33k	85.77	View chart
Cloudflare Cl A Com (NET)	0.9	$2.7M	+3%	14k	197.15	View chart
Strategy Cl A New (MSTR)	0.8	$2.5M	+6%	17k	151.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$2.4M	-5%	24k	100.38	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.8	$2.4M	-3%	20k	117.72	View chart
Netflix (NFLX)	0.8	$2.3M	+833%	25k	93.76	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$2.2M	-3%	28k	80.22	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$2.2M		20k	110.15	View chart
Costco Wholesale Corporation (COST)	0.7	$2.2M	+5%	2.5k	862.40	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$2.2M	-5%	21k	103.56	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.2M	+2%	6.8k	322.21	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.7	$2.1M	+84%	18k	119.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.1M	-3%	3.1k	684.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.0M		24k	82.82	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.6	$1.9M	+14%	13k	155.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.9M	-6%	5.7k	335.27	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$1.9M		12k	154.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.9M		8.5k	219.78	View chart
Albemarle Corporation (ALB)	0.6	$1.8M		13k	141.44	View chart
Barrick Mng Corp Com Shs (B)	0.6	$1.8M	+24%	41k	43.55	View chart
Coinbase Global Com Cl A (COIN)	0.6	$1.7M	-7%	7.7k	226.14	View chart
Ge Vernova (GEV)	0.6	$1.7M	+11%	2.6k	653.57	View chart
Caterpillar (CAT)	0.5	$1.6M	-7%	2.8k	572.90	View chart
Arista Networks Com Shs (ANET)	0.5	$1.6M	-12%	12k	131.03	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.6M	-3%	9.2k	171.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.5M	+7%	34k	44.41	View chart
Goldman Sachs (GS)	0.5	$1.5M	-8%	1.7k	879.00	View chart
American Express Company (AXP)	0.5	$1.5M	-13%	3.9k	369.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.4M	+11%	2.9k	487.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.4M	+4%	3.0k	473.32	View chart
Advanced Micro Devices (AMD)	0.5	$1.4M	-27%	6.4k	214.16	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$1.4M	+11%	21k	64.42	View chart
Axon Enterprise (AXON)	0.4	$1.3M	+4%	2.2k	567.93	View chart
Expedia Group Com New (EXPE)	0.4	$1.3M	+4%	4.4k	283.31	View chart
Newmont Mining Corporation (NEM)	0.4	$1.3M	-3%	13k	99.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M	+6%	12k	99.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M		4.8k	246.16	View chart
Palo Alto Networks (PANW)	0.4	$1.2M	+9%	6.4k	184.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.2M		13k	89.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.1M		5.3k	214.69	View chart
Cadence Design Systems (CDNS)	0.4	$1.1M	+5%	3.6k	312.58	View chart
PNC Financial Services (PNC)	0.4	$1.1M	NEW	5.4k	208.75	View chart
Astera Labs (ALAB)	0.4	$1.1M	-7%	6.5k	166.36	View chart
Quanta Services (PWR)	0.3	$1.1M	+11%	2.5k	422.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M		21k	50.59	View chart
Bank of New York Mellon Corporation (BK)	0.3	$1.0M	+12%	9.0k	116.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M		33k	30.96	View chart
Monster Beverage Corp (MNST)	0.3	$1.0M	NEW	13k	76.67	View chart
TJX Companies (TJX)	0.3	$1.0M	NEW	6.6k	153.61	View chart
Kla Corp Com New (KLAC)	0.3	$1.0M	NEW	835.00	1215.08	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.3	$978k		95k	10.27	View chart
S&p Global (SPGI)	0.3	$969k	NEW	1.9k	522.49	View chart
Deere & Company (DE)	0.3	$957k	NEW	2.1k	465.57	View chart
Visa Com Cl A (V)	0.3	$956k		2.7k	350.71	View chart
Ge Aerospace Com New (GE)	0.3	$947k	+28%	3.1k	308.03	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$915k	+831%	21k	42.69	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$897k	NEW	7.9k	113.10	View chart
Emerson Electric Call Option (EMR)	0.3	$858k	+40%	6.5k	132.72	View chart
Boeing Company (BA)	0.3	$834k	+5%	3.8k	217.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$828k	+63%	4.3k	190.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$818k	+30%	9.4k	87.16	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.3	$809k	NEW	19k	42.79	View chart
Vistra Energy (VST)	0.3	$808k	+10%	5.0k	161.33	View chart
Sofi Technologies (SOFI)	0.3	$767k	NEW	29k	26.18	View chart
Eaton Corp SHS (ETN)	0.2	$756k	+25%	2.4k	318.51	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$755k		13k	60.35	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$744k	+33%	15k	49.59	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$742k	-9%	2.8k	269.18	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$742k		4.4k	168.77	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.2	$712k	+3%	16k	45.01	View chart
UnitedHealth (UNH)	0.2	$712k	+9%	2.2k	330.04	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$705k	+10%	21k	33.81	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$696k	-2%	4.3k	160.97	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$693k	NEW	5.4k	129.54	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$691k	+727%	16k	44.71	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$685k	-37%	7.5k	91.38	View chart
International Business Machines (IBM)	0.2	$658k	+8%	2.2k	296.25	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$657k	+4%	15k	43.64	View chart
Valero Energy Corporation (VLO)	0.2	$649k		4.0k	162.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$619k	+8%	4.7k	132.38	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$602k	-8%	11k	56.81	View chart
United Sts Nat Gas Unit Par (UNG)	0.2	$601k	+139%	49k	12.26	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$600k	+2%	5.6k	106.70	View chart
Eli Lilly & Co. (LLY)	0.2	$596k		555.00	1074.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$595k	+4%	4.2k	141.13	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$590k	-15%	19k	30.54	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$588k		49k	12.02	View chart
Abbvie (ABBV)	0.2	$584k	+7%	2.6k	228.45	View chart
Nuveen Va Premium Income Municipal Fund (NPV)	0.2	$572k		52k	11.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$563k		7.7k	73.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$562k	+17%	9.8k	57.24	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.2	$557k	NEW	20k	28.07	View chart
Fortuna Mng Corp Com New (FSM)	0.2	$546k	-38%	56k	9.81	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$544k		47k	11.63	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$543k	-2%	8.1k	67.22	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.2	$538k		53k	10.09	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$535k	+2811%	1.8k	301.07	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$534k		4.6k	116.40	View chart
Citigroup Com New (C)	0.2	$530k	+2%	4.5k	116.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$516k	+56%	1.3k	396.31	View chart
Mastercard Incorporated Cl A (MA)	0.2	$499k	-5%	873.00	571.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$493k	-14%	4.1k	120.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$492k	+396%	3.6k	136.94	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.2	$481k	+67%	24k	20.24	View chart
Altria (MO)	0.2	$481k		8.3k	57.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$475k	-4%	4.6k	104.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$454k	-3%	4.7k	96.17	View chart
Wal-Mart Stores (WMT)	0.1	$447k		4.0k	111.41	View chart
Verizon Communications (VZ)	0.1	$442k	-4%	11k	40.73	View chart
Nike CL B (NKE)	0.1	$441k	+25%	6.9k	63.71	View chart
Chevron Corporation (CVX)	0.1	$438k	-9%	2.9k	152.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$425k	+9%	3.0k	141.06	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$425k		4.4k	97.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$423k	+7%	6.8k	62.47	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$422k	+17%	3.0k	139.15	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$420k	-2%	15k	28.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$419k		6.0k	69.47	View chart
McDonald's Corporation (MCD)	0.1	$401k	+14%	1.3k	305.73	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.1	$400k		7.8k	51.63	View chart
Ishares Tr Nasdaq Top 30 (QTOP)	0.1	$391k	NEW	12k	31.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$391k		8.1k	48.00	View chart
At&t (T)	0.1	$380k	-11%	15k	24.84	View chart
United Parcel Service CL B (UPS)	0.1	$379k	+11%	3.8k	99.19	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$375k	-42%	2.6k	143.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$369k		3.1k	120.18	View chart
United Rentals (URI)	0.1	$368k		455.00	809.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$362k		748.00	483.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$361k	-26%	2.5k	143.52	View chart
Uber Technologies (UBER)	0.1	$354k	+7%	4.3k	81.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$341k	NEW	678.00	502.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$335k	+26%	3.6k	94.16	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$329k		23k	14.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$327k	NEW	18k	18.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$317k	-19%	1.0k	303.89	View chart
Marriott Intl Cl A (MAR)	0.1	$314k	NEW	1.0k	310.24	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$309k		7.2k	43.04	View chart
Starbucks Corporation (SBUX)	0.1	$305k	+25%	3.6k	84.21	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$297k		10k	29.80	View chart
Block Cl A (XYZ)	0.1	$297k	-11%	4.6k	65.09	View chart
Pepsi (PEP)	0.1	$291k		2.0k	143.52	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$283k		6.8k	41.86	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$276k	NEW	8.8k	31.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$270k	+38%	5.0k	53.76	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$262k	-48%	6.5k	40.35	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$261k	NEW	2.1k	126.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$261k	NEW	5.2k	50.29	View chart
Western Digital (WDC)	0.1	$261k	NEW	1.5k	172.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$261k		1.4k	183.44	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$260k	+14%	12k	22.02	View chart
Philip Morris International (PM)	0.1	$259k	-6%	1.6k	160.38	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$258k		21k	12.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$257k		1.2k	212.10	View chart
Lowe's Companies (LOW)	0.1	$257k		1.1k	241.16	View chart
Blackrock (BLK)	0.1	$255k		238.00	1070.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$251k	+2%	4.3k	58.12	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$247k	+2%	11k	22.53	View chart
Etf Opportunities Trust Hedgeye Quality (HGRO)	0.1	$245k	NEW	8.6k	28.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$235k		1.1k	204.85	View chart
Paypal Holdings (PYPL)	0.1	$234k	-9%	4.0k	58.38	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$234k	+458%	6.7k	34.93	View chart
New York Life Invts Active E Nyli Winslow Lar (IWLG)	0.1	$233k	NEW	4.3k	54.20	View chart
Oracle Corporation (ORCL)	0.1	$230k	-78%	1.2k	194.94	View chart
salesforce (CRM)	0.1	$229k	NEW	865.00	264.78	View chart
Bgc Group Cl A (BGC)	0.1	$227k		26k	8.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$222k		1.1k	209.19	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$222k	+4%	8.6k	25.75	View chart
Union Pacific Corporation (UNP)	0.1	$221k	-9%	957.00	231.35	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$219k	-4%	1.8k	121.61	View chart
Riot Blockchain (RIOT)	0.1	$210k	-13%	17k	12.67	View chart
Wells Fargo & Company (WFC)	0.1	$208k	NEW	2.2k	93.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$201k	-3%	3.3k	60.16	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$197k		16k	12.66	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$195k	+25%	11k	17.67	View chart
Wealthfront Corp (WLTH)	0.1	$194k	NEW	14k	13.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$193k	NEW	765.00	252.81	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.1	$193k		19k	10.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$173k	-5%	2.4k	71.42	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$173k		12k	14.10	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$168k		15k	11.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$163k		563.00	290.22	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$157k	+63%	6.6k	23.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$153k	+97%	395.00	386.85	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$151k	+797%	1.4k	107.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$150k	+47%	1.1k	141.10	View chart
Nuveen NY Municipal Value (NNY)	0.0	$149k		17k	8.56	View chart
BlackRock MuniVest Fund (MVF)	0.0	$146k		21k	6.93	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$145k		14k	10.60	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$136k		14k	10.03	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$127k	-27%	16k	8.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$126k		1.0k	123.29	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$121k		13k	9.73	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$116k		4.3k	26.89	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$114k	+43%	1.1k	102.16	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$102k	-40%	744.00	136.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$100k	+15%	386.00	257.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$99k		500.00	198.62	View chart
Bakkt Holdings Com Cl A New (BKKT)	0.0	$98k	-66%	9.8k	10.04	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$96k	+58%	1.8k	53.89	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$94k		15k	6.17	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$93k	+434%	2.6k	36.23	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$92k		2.1k	42.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$91k		2.0k	45.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$86k	NEW	890.00	96.03	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$84k		892.00	94.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$83k	+11%	938.00	88.45	View chart
Global X Fds Global X Uranium (URA)	0.0	$76k		1.8k	42.73	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$74k		1.2k	62.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$74k	NEW	630.00	116.97	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$73k	+51%	769.00	95.25	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$72k		588.00	121.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$70k		352.00	199.68	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$68k	NEW	1.3k	54.05	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$65k		1.0k	65.10	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$65k	+38%	1.4k	46.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$65k		200.00	323.01	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$63k	-92%	976.00	64.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$63k	+23%	426.00	148.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$61k		243.00	250.31	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$60k		580.00	104.04	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$60k	-46%	440.00	136.15	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$55k	-17%	2.4k	23.19	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$54k	-5%	11k	5.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$53k	NEW	1.0k	52.77	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$52k		406.00	128.93	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$52k	-9%	2.0k	26.47	View chart
Spdr Series Trust State Street Spd (XNTK)	0.0	$47k	+41%	170.00	277.88	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$44k	+3%	1.7k	25.95	View chart
Sunopta (STKL)	0.0	$39k	-15%	10k	3.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$39k		401.00	96.15	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.0	$38k		2.4k	15.72	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$38k		488.00	77.70	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.0	$37k	+666%	1.2k	32.21	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$34k	+58%	868.00	39.47	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$31k	+22%	1.4k	21.66	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$30k	-24%	546.00	55.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$30k		83.00	361.57	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$29k	NEW	600.00	49.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$29k		364.00	80.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$29k	NEW	780.00	36.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$28k	+33%	405.00	69.39	View chart
Global X Fds Cloud Computng (CLOU)	0.0	$28k		1.2k	22.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$28k	NEW	200.00	138.46	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$28k		425.00	64.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$27k	+627%	160.00	167.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$26k		396.00	66.06	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.0	$25k		601.00	41.52	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$25k		345.00	71.45	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$24k	NEW	260.00	90.97	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$22k	+2%	201.00	109.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$22k	+526%	213.00	102.54	View chart
Crown Castle Intl (CCI)	0.0	$22k	+22%	244.00	88.87	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$21k	+57%	348.00	61.39	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$20k		234.00	83.61	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$19k		458.00	41.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$17k		50.00	342.98	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$17k	+111%	254.00	67.50	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$15k	+822%	203.00	74.68	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$15k	-66%	350.00	42.48	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$15k	NEW	300.00	49.12	View chart
Bakkt Holdings *w Exp 10/25/202 (BKKT.WS)	0.0	$13k	+14%	78k	0.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k		96.00	119.35	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$11k		59.00	193.63	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$11k	NEW	500.00	22.42	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$11k	-44%	344.00	30.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$11k	NEW	139.00	75.77	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$11k	+32%	205.00	51.27	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$10k		78.00	129.15	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$10k	+861%	173.00	57.91	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$10k		144.00	69.37	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$9.9k	+100%	206.00	47.97	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$9.7k		225.00	42.92	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$9.4k	NEW	100.00	94.19	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$8.9k	NEW	100.00	89.20	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$8.0k	NEW	125.00	63.83	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$7.8k	NEW	75.00	104.55	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$7.6k		146.00	52.24	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$7.3k	+172%	60.00	121.22	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$7.3k		383.00	18.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$6.5k	-23%	59.00	109.80	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$6.3k		16.00	393.94	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$6.2k		100.00	62.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.9k		52.00	114.21	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$5.8k	NEW	350.00	16.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$5.5k		54.00	101.67	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$5.5k		68.00	80.74	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$5.3k		22.00	241.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$4.8k		166.00	29.04	View chart
Polaris Industries (PII)	0.0	$4.8k		76.00	63.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$4.8k		103.00	46.53	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.0	$4.7k	NEW	111.00	42.56	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$4.6k	NEW	56.00	82.14	View chart
Spdr Series Trust State Street Spd (XHS)	0.0	$4.5k	+133%	42.00	106.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$4.4k	-66%	100.00	44.37	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$4.3k	+167%	75.00	56.96	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$4.3k	+144%	71.00	60.14	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.0	$4.1k	+125%	61.00	67.84	View chart
Global X Fds Aging Population (AGNG)	0.0	$4.1k	+145%	113.00	35.89	View chart
Ishares Tr Residential Mult (REZ)	0.0	$4.0k	+152%	48.00	82.65	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$3.8k		54.00	70.50	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$3.7k		83.00	45.02	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$3.7k	+2%	90.00	41.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$3.6k	+150%	30.00	119.33	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.0	$2.0k	NEW	40.00	48.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$1.7k		34.00	50.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$847.000000	NEW	11.00	77.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$534.999900		3.00	178.33	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$518.000000		10.00	51.80	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$485.999800		11.00	44.18	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$425.000000		4.00	106.25	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$293.000000		4.00	73.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$288.999900		3.00	96.33	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$234.999600	NEW	11.00	21.36	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$92.000000	NEW	2.00	46.00	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$74.000000		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 Indls Prod Dur (FXR)	0.0	$53.000000	-99%	1.00	53.00	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$50.000000	-99%	1.00	50.00	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
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	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 Q4 filed Jan. 20, 2026
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

View all past filings

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