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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, TSLA, MSFT, and represent 26.04% of Realta Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL, Tidal Etf Tr, VGT, BITO, TSLA, VOO, CGDV, SPLG, Arista Networks, IWF.
Started 71 new stock positions in PRU, VEU, FPE, Tidal Etf Tr, IGF, FRA, USMV, MTUM, CBRE, FLRN.
Reduced shares in these 10 stocks: PG, ANET, NOBL, KLAC, XLF, XLP, WMB, AMGN, , CL.
Sold out of its positions in ADBE, AEP, AMGN, ANET, BKKT, BDX, SILA, CSCO, CLSK, CLOV.
Realta Investment Advisors was a net buyer of stock by $18M.
Realta Investment Advisors has $244M in assets under management (AUM), dropping by 12.23%.
Central Index Key (CIK): 0001776792

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Portfolio Holdings for Realta Investment Advisors

Realta Investment Advisors holds 339 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.0	$22M	+18%	90k	243.36	View chart
NVIDIA Corporation (NVDA)	6.9	$17M	+6%	116k	144.47	View chart
Amazon (AMZN)	4.9	$12M	+3%	54k	224.19	View chart
Tesla Motors (TSLA)	2.7	$6.5M	+35%	16k	410.44	View chart
Microsoft Corporation (MSFT)	2.6	$6.3M	-6%	15k	423.38	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$6.1M	+3%	32k	193.13	View chart
Oxford Lane Cap Corp (OXLC)	2.2	$5.3M	+15%	1.0M	5.10	View chart
Microstrategy Cl A New (MSTR)	2.1	$5.0M	+19%	15k	339.66	View chart
Broadcom (AVGO)	2.0	$4.8M		21k	232.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.7M	-7%	9.1k	518.59	View chart
Select Sector Spdr Tr Technology (XLK)	1.6	$3.8M	-8%	16k	235.75	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$3.5M	+180%	5.6k	632.91	View chart
Tidal Etf Tr Fundstrat Granny	1.4	$3.4M	NEW	166k	20.25	View chart
Costco Wholesale Corporation (COST)	1.3	$3.3M		3.6k	916.55	View chart
First Majestic Silver Corp (AG)	1.2	$2.9M	+16%	498k	5.79	View chart
Meta Platforms Cl A (META)	1.1	$2.7M		4.4k	604.71	View chart
Ishares Tr Ultra Short-term (ICSH)	1.1	$2.7M	+2%	53k	50.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$2.6M		28k	92.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$2.6M	+3%	7.1k	359.02	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.0	$2.5M		50k	50.48	View chart
Proshares Tr Bitcoin Etf (BITO)	1.0	$2.5M	+898%	102k	24.00	View chart
Select Sector Spdr Tr Indl (XLI)	1.0	$2.4M	+19%	18k	132.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.3M	-5%	3.8k	594.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.2M		11k	191.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$2.2M	-27%	44k	48.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.1M	+13%	7.3k	293.06	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$2.1M	+2%	21k	100.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.9	$2.1M		21k	97.88	View chart
Netflix (NFLX)	0.8	$2.0M		2.3k	881.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.8	$1.9M	+16%	55k	35.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.9M	+485%	3.4k	544.41	View chart
Coinbase Global Com Cl A (COIN)	0.7	$1.8M	+63%	6.7k	270.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.8M	+31%	3.0k	591.92	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$1.7M	+14%	16k	110.15	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.7M	+9%	7.5k	225.88	View chart
Albemarle Corporation (ALB)	0.7	$1.6M	-6%	19k	87.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.6M		7.1k	224.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.6M	-26%	11k	138.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.6M	+213%	8.0k	196.18	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.6M	+10%	19k	81.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$1.4M	NEW	40k	35.54	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.4M	-15%	5.8k	243.28	View chart
Chevron Corporation (CVX)	0.6	$1.4M	-2%	9.5k	147.85	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.4M	+4890%	20k	69.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.3M	-7%	19k	70.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.3M	-32%	13k	96.83	View chart
Arista Networks Com Shs	0.5	$1.3M	NEW	11k	115.20	View chart
Agnico (AEM)	0.5	$1.2M		15k	81.08	View chart
Intuitive Surgical Com New (ISRG)	0.5	$1.2M	+3%	2.2k	535.29	View chart
American Express Company (AXP)	0.5	$1.1M	+2%	3.7k	303.08	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.1M	+41%	14k	79.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.1M	NEW	2.7k	407.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.1M	-16%	34k	32.05	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$1.1M	+20%	11k	99.88	View chart
Axon Enterprise (AXON)	0.4	$1.1M	-3%	1.8k	601.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.1M	+360%	2.5k	416.50	View chart
Abbvie (ABBV)	0.4	$989k	-18%	5.5k	181.24	View chart
Garmin SHS (GRMN)	0.4	$981k	+3%	4.7k	207.15	View chart
Palo Alto Networks (PANW)	0.4	$923k	+105%	5.0k	183.25	View chart
Caterpillar (CAT)	0.4	$869k		2.4k	363.79	View chart
W.W. Grainger (GWW)	0.4	$868k	+3%	824.00	1053.40	View chart
Exxon Mobil Corporation (XOM)	0.3	$852k	-5%	7.9k	107.87	View chart
Visa Com Cl A (V)	0.3	$843k	+49%	2.7k	314.96	View chart
Oracle Corporation (ORCL)	0.3	$810k		4.9k	166.32	View chart
Cadence Design Systems (CDNS)	0.3	$788k	+7%	2.6k	303.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$777k	NEW	23k	34.27	View chart
TransDigm Group Incorporated (TDG)	0.3	$776k	+8%	608.00	1275.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$774k	-9%	5.3k	146.20	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$766k	+241%	8.4k	91.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$745k	+13%	15k	50.40	View chart
Eli Lilly & Co. (LLY)	0.3	$741k	-14%	947.00	782.10	View chart
S&p Global (SPGI)	0.3	$726k	-19%	1.5k	499.73	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$708k	+4%	2.9k	246.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$708k	+80%	8.1k	87.30	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$707k	-29%	16k	44.25	View chart
Verizon Communications (VZ)	0.3	$692k	-14%	17k	40.26	View chart
Goldman Sachs (GS)	0.3	$672k	+790%	1.2k	580.13	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$664k	-21%	13k	49.58	View chart
Nuveen Va Premium Income Municipal Fund (NPV)	0.3	$654k		52k	12.66	View chart
Block Cl A (SQ)	0.3	$638k	-24%	6.9k	92.16	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.3	$630k	+5%	8.3k	75.44	View chart
Paypal Holdings (PYPL)	0.3	$625k		7.1k	87.60	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.3	$620k		60k	10.32	View chart
UnitedHealth (UNH)	0.3	$620k	-17%	1.2k	512.99	View chart
Mastercard Incorporated Cl A (MA)	0.2	$609k	+50%	1.2k	521.36	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$602k	-8%	11k	52.60	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.2	$592k	+18%	9.2k	64.69	View chart
At&t (T)	0.2	$587k		26k	22.67	View chart
Barrick Gold Corp (GOLD)	0.2	$574k	+17%	36k	15.84	View chart
Cbre Group Cl A (CBRE)	0.2	$569k	NEW	4.3k	131.50	View chart
International Business Machines (IBM)	0.2	$567k	+110%	2.5k	222.63	View chart
Eaton Corp SHS (ETN)	0.2	$561k	NEW	1.6k	342.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$551k	NEW	12k	48.00	View chart
Advanced Micro Devices (AMD)	0.2	$551k	-31%	4.4k	125.37	View chart
Boeing Company (BA)	0.2	$550k	+115%	3.2k	169.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$548k	-4%	5.9k	92.35	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$548k	+17%	2.8k	192.84	View chart
Kinder Morgan (KMI)	0.2	$547k	-9%	19k	28.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$540k	+7%	4.1k	131.88	View chart
Shopify Cl A (SHOP)	0.2	$534k	-14%	4.9k	109.25	View chart
Constellation Brands Cl A (STZ)	0.2	$533k	-14%	2.4k	221.92	View chart
Booking Holdings (BKNG)	0.2	$520k	NEW	106.00	4903.85	View chart
Anthem (ELV)	0.2	$518k		1.4k	371.56	View chart
Quanta Services (PWR)	0.2	$514k	NEW	1.6k	326.52	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$509k	-10%	19k	26.98	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$503k	-63%	5.1k	99.41	View chart
Progressive Corporation (PGR)	0.2	$501k	NEW	2.1k	242.22	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$492k	NEW	6.2k	79.92	View chart
Valero Energy Corporation (VLO)	0.2	$485k	-7%	3.9k	124.27	View chart
Altria (MO)	0.2	$479k	+15%	9.0k	53.14	View chart
Leidos Holdings (LDOS)	0.2	$475k	+5%	3.2k	147.15	View chart
Bank of New York Mellon Corporation (BK)	0.2	$474k	NEW	6.2k	76.93	View chart
Generac Holdings (GNRC)	0.2	$461k	-13%	2.9k	158.88	View chart
Emerson Electric (EMR)	0.2	$452k	NEW	3.7k	123.43	View chart
Bristol Myers Squibb (BMY)	0.2	$451k	NEW	8.0k	56.57	View chart
Newmont Mining Corporation (NEM)	0.2	$440k	+71%	12k	38.11	View chart
Lockheed Martin Corporation (LMT)	0.2	$426k	-29%	884.00	481.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$411k	+74%	8.5k	48.53	View chart
Bank of America Corporation (BAC)	0.2	$406k	+146%	9.1k	44.81	View chart
Nike CL B (NKE)	0.2	$402k	+117%	5.5k	73.31	View chart
Ge Aerospace Com New (GE)	0.2	$401k	-19%	2.3k	171.94	View chart
Pfizer (PFE)	0.2	$395k	+40%	15k	26.59	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$387k		34k	11.45	View chart
Citigroup Com New (C)	0.2	$385k	+34%	5.4k	70.99	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$383k	+1740%	12k	32.73	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$376k	+21%	6.3k	59.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$359k	-59%	792.00	453.56	View chart
3M Company (MMM)	0.1	$352k	NEW	2.7k	129.84	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$349k	+32%	2.6k	131.85	View chart
Philip Morris International (PM)	0.1	$341k	-32%	2.8k	122.02	View chart
Gilead Sciences (GILD)	0.1	$335k	-11%	3.7k	91.41	View chart
Pepsi (PEP)	0.1	$335k	-11%	2.2k	149.64	View chart
Walt Disney Company (DIS)	0.1	$333k	-20%	3.0k	111.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$326k	+112%	3.6k	89.41	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.1	$325k	+15%	3.0k	109.63	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$318k	+4%	11k	29.86	View chart
Union Pacific Corporation (UNP)	0.1	$312k	-5%	1.3k	231.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$310k	NEW	17k	17.80	View chart
Targa Res Corp (TRGP)	0.1	$308k	+12%	1.7k	186.14	View chart
Wal-Mart Stores (WMT)	0.1	$306k	-42%	3.4k	90.78	View chart
Ingersoll Rand (IR)	0.1	$302k	NEW	3.3k	92.49	View chart
Nxp Semiconductors N V (NXPI)	0.1	$300k	-8%	1.4k	208.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$299k	NEW	2.3k	128.41	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$291k	NEW	6.3k	46.26	View chart
Astera Labs (ALAB)	0.1	$290k	-55%	2.1k	140.93	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$289k		13k	21.55	View chart
Enterprise Products Partners (EPD)	0.1	$289k	+15%	9.1k	31.83	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$288k	NEW	6.9k	41.45	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$286k		24k	11.86	View chart
Uber Technologies (UBER)	0.1	$286k	-14%	4.4k	64.59	View chart
McDonald's Corporation (MCD)	0.1	$286k	-51%	969.00	294.72	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$283k	NEW	10k	27.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$281k		1.3k	208.61	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$274k	-24%	2.4k	116.37	View chart
Procter & Gamble Company (PG)	0.1	$273k	-82%	1.7k	165.09	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$271k	NEW	7.3k	37.17	View chart
salesforce (CRM)	0.1	$269k	-6%	809.00	332.97	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$266k	-25%	3.0k	87.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$263k	+48%	4.5k	57.98	View chart
Williams Companies (WMB)	0.1	$261k	-72%	4.6k	56.60	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$260k	+688%	5.1k	51.32	View chart
Lowe's Companies (LOW)	0.1	$256k	-28%	1.0k	248.60	View chart
Johnson & Johnson (JNJ)	0.1	$255k	-55%	1.8k	144.21	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$255k		21k	12.42	View chart
United Rentals (URI)	0.1	$254k	+32%	365.00	695.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$253k	+4%	1.3k	191.25	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$252k	NEW	16k	15.40	View chart
Marvell Technology (MRVL)	0.1	$249k	NEW	2.1k	118.14	View chart
Riot Blockchain (RIOT)	0.1	$249k	-6%	20k	12.34	View chart
Fs Kkr Capital Corp (FSK)	0.1	$245k	NEW	11k	22.00	View chart
Phillips 66 (PSX)	0.1	$243k	-47%	2.1k	116.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$240k	+54%	1.4k	170.36	View chart
Bgc Group Cl A (BGC)	0.1	$236k	+4%	25k	9.50	View chart
Ford Motor Company (F)	0.1	$227k	NEW	23k	9.88	View chart
Prudential Financial (PRU)	0.1	$224k	NEW	1.9k	119.14	View chart
Nvent Electric SHS (NVT)	0.1	$221k	-3%	3.1k	70.65	View chart
The Trade Desk Com Cl A (TTD)	0.1	$216k	NEW	1.8k	121.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$212k	-13%	1.8k	116.29	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$212k		1.1k	184.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$210k	NEW	2.8k	75.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$208k	-36%	1.8k	112.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$204k	-11%	1.8k	115.88	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$204k	-2%	1.3k	156.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$202k	-37%	2.9k	70.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$202k	-16%	2.6k	77.07	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$200k	-2%	1.0k	193.74	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$197k	-16%	3.5k	57.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$195k	NEW	4.4k	44.12	View chart
CVS Caremark Corporation (CVS)	0.1	$193k	-6%	4.2k	45.77	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.1	$192k		19k	10.01	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$183k		12k	14.93	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$178k		15k	11.69	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$166k		21k	8.03	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.1	$162k	NEW	12k	13.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$162k	+14%	1.6k	103.30	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$161k	+45%	3.2k	50.26	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$159k	NEW	1.7k	93.79	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$159k	+4%	1.5k	106.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$158k	+32%	592.00	267.26	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.1	$156k	+24333%	7.3k	21.29	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$156k		11k	13.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$154k	NEW	823.00	186.80	View chart
Global Net Lease Com New (GNL)	0.1	$140k	-4%	19k	7.52	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$138k	+11441%	5.5k	24.98	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$138k	-83%	1.8k	78.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$138k	NEW	1.1k	125.99	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$137k		7.5k	18.39	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.1	$136k		14k	10.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$134k	-20%	395.00	338.19	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$130k		13k	10.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$124k	NEW	1.1k	118.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$124k	-39%	1.4k	89.43	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$124k	NEW	900.00	137.36	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$119k	+1750%	1.9k	64.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$108k	NEW	1.2k	89.10	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$107k	+43%	2.6k	40.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$105k	+83%	587.00	179.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$104k	+2969%	798.00	130.35	View chart
Comcast Corp Cl A (CMCSA)	0.0	$103k	-15%	2.7k	37.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$102k	+11100%	784.00	129.92	View chart
Sunopta (STKL)	0.0	$96k	+5%	12k	7.86	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$90k	-8%	840.00	106.54	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$89k		15k	5.86	View chart
Nuveen NY Municipal Value (NNY)	0.0	$83k		10k	8.17	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$82k	NEW	21k	3.92	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.0	$82k	NEW	590.00	139.29	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$81k		2.0k	40.61	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$80k	+250%	700.00	114.55	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$77k	-18%	1.7k	44.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$76k		2.0k	38.01	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$76k	-28%	1.5k	51.43	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$73k		892.00	82.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$72k	-70%	1.4k	50.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$71k		240.00	294.78	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$70k	-59%	1.2k	59.67	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$68k	NEW	2.9k	23.64	View chart
Nordic American Tanker Shippin (NAT)	0.0	$67k	NEW	27k	2.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$64k	-90%	491.00	130.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$63k	NEW	355.00	176.32	View chart
Crown Castle Intl (CCI)	0.0	$62k	NEW	688.00	89.99	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$60k		595.00	101.47	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$59k		900.00	65.89	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$59k	NEW	2.5k	23.58	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$59k		1.0k	58.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$57k	-36%	352.00	162.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$55k	+4%	700.00	78.97	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$54k	-7%	588.00	92.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$54k	-74%	858.00	62.92	View chart
Charles Schwab Corporation (SCHW)	0.0	$54k	+2238%	725.00	74.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$54k	+21%	221.00	243.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$53k	-90%	396.00	134.15	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$53k		580.00	91.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$52k	NEW	600.00	86.08	View chart
Morgan Stanley Com New (MS)	0.0	$51k	-52%	406.00	125.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$49k	NEW	233.00	211.26	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$48k	+4718%	1.8k	26.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$46k		519.00	89.44	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$46k	+177%	1.7k	27.44	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$45k	-24%	406.00	111.56	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$43k	+89%	444.00	96.00	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$42k	-32%	776.00	53.98	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$40k	+3156%	977.00	40.68	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$39k		1.0k	38.75	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$37k	+12%	270.00	135.57	View chart
Bakkt Holdings *w Exp 10/25/202 (BKKT.WS)	0.0	$37k	-48%	69k	0.53	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$35k	-25%	360.00	96.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$33k	NEW	200.00	162.34	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$31k	+85%	928.00	32.95	View chart
Global X Fds Cloud Computng (CLOU)	0.0	$30k		1.2k	24.40	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.0	$29k	-82%	1.0k	28.61	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$26k	NEW	1.0k	25.29	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$26k	-62%	600.00	43.49	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$25k		120.00	207.44	View chart
First Tr Exchange-traded Dorseywright Mom (DDIV)	0.0	$23k	-74%	601.00	38.40	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$23k	-18%	260.00	87.70	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$22k		800.00	27.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$22k	-56%	203.00	106.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$21k	-92%	83.00	252.46	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$20k	NEW	365.00	54.53	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$20k	NEW	373.00	52.98	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$19k	NEW	200.00	96.89	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$19k	-59%	209.00	91.75	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$18k	-97%	300.00	60.55	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.0	$18k		200.00	89.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$17k	-69%	364.00	45.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$16k	NEW	200.00	80.12	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$16k	NEW	458.00	34.86	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$16k	NEW	169.00	91.64	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$15k	NEW	234.00	63.45	View chart
SM Energy (SM)	0.0	$15k	+38%	362.00	40.58	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$14k	-85%	85.00	169.61	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$14k		479.00	29.46	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$13k	+332%	623.00	20.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$12k	-72%	154.00	75.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$11k	-9%	104.00	106.38	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$11k	-63%	227.00	48.67	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$11k		507.00	21.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$10k	-7%	52.00	199.67	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$10k	NEW	162.00	63.59	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$10k	NEW	327.00	30.75	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.0	$9.6k		150.00	63.77	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$9.3k	NEW	59.00	157.51	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$8.1k		78.00	103.88	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$7.9k		100.00	79.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.9k		130.00	52.70	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$6.6k	NEW	75.00	87.39	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$6.2k		101.00	61.68	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$6.0k	-77%	181.00	33.38	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$5.9k	+150%	100.00	59.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.6k		51.00	109.73	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$5.6k	-74%	91.00	61.15	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$5.4k	-73%	168.00	32.08	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$4.6k	NEW	68.00	67.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$4.2k	NEW	100.00	42.15	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$4.0k	NEW	70.00	57.39	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$3.6k	NEW	83.00	43.10	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$3.4k	-87%	62.00	55.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.2k		34.00	92.85	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$3.1k		22.00	141.59	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.0	$3.0k		45.00	65.67	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.0	$2.9k	NEW	150.00	19.59	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$2.9k	-87%	57.00	51.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$2.9k	NEW	50.00	57.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$2.7k	NEW	70.00	38.47	View chart
Starwood Property Trust (STWD)	0.0	$2.4k		125.00	19.37	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$1.4k		30.00	45.37	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$1.1k		12.00	88.08	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$502.000000		10.00	50.20	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$466.999500	-98%	11.00	42.45	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$405.000400		14.00	28.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$389.000000	NEW	8.00	48.62	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$322.999600	NEW	14.00	23.07	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$269.000100	-96%	3.00	89.67	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$245.000000	NEW	4.00	61.25	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$150.999900	NEW	3.00	50.33	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$128.000000	-98%	5.00	25.60	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$115.000000	-75%	1.00	115.00	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$66.999900		3.00	22.33	View chart
Ishares Tr Cmbs Etf (CMBS)	0.0	$47.000000		1.00	47.00	View chart

Past Filings by Realta Investment Advisors

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

Realta Investment Advisors 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
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

View all past filings

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