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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 22.35% of Realta Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SILJ, AMGN, CVX, TPL, APD, OKE, NOC, UNP, PKG, PPG.
Started 61 new stock positions in PPG, KSA, CVRT, SM, ESGE, XLB, FOXY, HEFT, TMFC, PTNQ.
Reduced shares in these 10 stocks: AG, OXLC, LRCX, AAPL, AXON, , PANW, VGT, CRWD, SPGI.
Sold out of its positions in FRDM, AXON, BFK, BINC, MVF, MQT, BLK, CGDV, CCI, SIXG.
Realta Investment Advisors was a net seller of stock by $-6.5M.
Realta Investment Advisors has $288M in assets under management (AUM), dropping by -5.64%.
Central Index Key (CIK): 0001776792

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Portfolio Holdings for Realta Investment Advisors

Realta Investment Advisors holds 367 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$21M	-5%	81k	253.79	View chart
NVIDIA Corporation (NVDA)	6.0	$17M	-4%	99k	174.40	View chart
Amazon (AMZN)	3.4	$9.8M	-4%	47k	208.27	View chart
First Majestic Silver Corp (AG)	3.1	$9.0M	-30%	417k	21.48	View chart
Alphabet Cap Stk Cl C (GOOG)	2.8	$8.0M		28k	286.86	View chart
Palantir Technologies Cl A (PLTR)	2.3	$6.7M		46k	146.28	View chart
Tesla Motors (TSLA)	2.2	$6.4M	+6%	17k	371.75	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	2.0	$5.7M		47k	120.04	View chart
Microsoft Corporation (MSFT)	1.9	$5.4M		15k	370.17	View chart
Broadcom (AVGO)	1.8	$5.1M	-2%	17k	309.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$5.1M	-7%	8.8k	577.18	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$4.6M	-20%	6.5k	697.69	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.5	$4.3M	+4%	84k	50.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.4	$4.1M	-2%	31k	132.90	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	1.3	$3.9M	NEW	130k	29.72	View chart
Meta Platforms Cl A (META)	1.2	$3.5M	+6%	6.2k	572.17	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	1.1	$3.3M	+3%	65k	50.84	View chart
Proshares Tr Bitcoin Etf (BITO)	1.0	$2.9M	+8%	315k	9.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.9M	-7%	10k	287.55	View chart
Cloudflare Cl A Com (NET)	1.0	$2.8M		14k	206.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$2.8M	-8%	4.2k	650.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$2.7M	+26%	35k	76.54	View chart
Netflix (NFLX)	0.9	$2.7M	+10%	28k	96.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$2.7M	-28%	6.8k	390.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$2.5M	-15%	28k	91.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.5M	-24%	4.2k	597.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$2.5M	+2%	25k	100.66	View chart
Costco Wholesale Corporation (COST)	0.9	$2.5M	-3%	2.5k	996.58	View chart
Strategy Cl A New (MSTR)	0.8	$2.4M	+13%	19k	124.80	View chart
Albemarle Corporation (ALB)	0.8	$2.3M		13k	179.53	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$2.3M	+2%	21k	110.39	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$2.2M	+7%	13k	161.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.7	$2.1M	-17%	43k	49.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.0M	+2%	25k	82.57	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$2.0M		21k	96.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.0M		3.1k	653.22	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.7	$2.0M	-10%	18k	110.86	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$1.9M	+26%	43k	45.65	View chart
Ge Vernova (GEV)	0.7	$1.9M	-14%	2.2k	872.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.9M	+4%	8.8k	215.06	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$1.8M	+3%	12k	146.61	View chart
Chevron Corporation (CVX)	0.6	$1.7M	+193%	8.4k	206.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.7M	-5%	5.4k	320.81	View chart
Caterpillar (CAT)	0.6	$1.7M	-13%	2.4k	708.51	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$1.7M	+48%	7.9k	218.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.7M	-15%	5.7k	294.16	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$1.5M	-22%	14k	108.98	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.5M	+49%	32k	45.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$1.5M	+53%	24k	61.26	View chart
Arista Networks Com Shs (ANET)	0.5	$1.4M	-3%	12k	122.78	View chart
Advanced Micro Devices (AMD)	0.5	$1.4M	+7%	7.0k	203.43	View chart
Coinbase Global Com Cl A (COIN)	0.5	$1.4M	+2%	7.9k	174.61	View chart
Goldman Sachs (GS)	0.5	$1.4M	-2%	1.6k	845.99	View chart
Barrick Mng Corp Com Shs (B)	0.5	$1.3M	-22%	32k	40.74	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$1.3M	-11%	19k	68.14	View chart
Quanta Services (PWR)	0.4	$1.3M	-6%	2.3k	549.02	View chart
American Express Company (AXP)	0.4	$1.3M	+6%	4.2k	302.48	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M	+438%	5.2k	242.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M	+2%	12k	99.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.2M	-2%	2.9k	426.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.2M	+2%	13k	90.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M		4.8k	248.02	View chart
Amgen (AMGN)	0.4	$1.2M	NEW	3.3k	351.88	View chart
Texas Pacific Land Corp (TPL)	0.4	$1.1M	NEW	2.4k	474.56	View chart
Bank of New York Mellon Corporation (BK)	0.4	$1.1M	+6%	9.6k	118.63	View chart
Air Products & Chemicals (APD)	0.4	$1.1M	NEW	3.9k	290.46	View chart
Oneok (OKE)	0.4	$1.1M	NEW	13k	90.39	View chart
Kla Corp Com New (KLAC)	0.4	$1.1M	-9%	759.00	1472.41	View chart
Cadence Design Systems (CDNS)	0.4	$1.1M	+8%	3.9k	277.87	View chart
Northrop Grumman Corporation (NOC)	0.4	$1.1M	NEW	1.6k	682.25	View chart
Newmont Mining Corporation (NEM)	0.4	$1.1M	-20%	9.9k	108.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M	+88%	2.5k	430.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.0M		20k	50.61	View chart
TJX Companies (TJX)	0.4	$1.0M	-4%	6.3k	159.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M		33k	30.32	View chart
Ge Aerospace Com New (GE)	0.3	$1.0M	+15%	3.5k	283.77	View chart
PNC Financial Services (PNC)	0.3	$1.0M	-10%	4.8k	208.11	View chart
Deere & Company (DE)	0.3	$997k	-13%	1.8k	563.30	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.3	$995k	+106%	49k	20.24	View chart
Valero Energy Corporation (VLO)	0.3	$983k		4.0k	247.08	View chart
Packaging Corporation of America (PKG)	0.3	$975k	NEW	4.6k	212.22	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.3	$948k		95k	9.96	View chart
Boeing Company (BA)	0.3	$939k	+22%	4.7k	199.03	View chart
PPG Industries (PPG)	0.3	$929k	NEW	8.7k	106.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$847k	-32%	1.9k	436.79	View chart
Eaton Corp SHS (ETN)	0.3	$831k	-2%	2.3k	357.67	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.3	$799k	-5%	18k	44.71	View chart
Monster Beverage Corp (MNST)	0.3	$782k	-19%	11k	72.46	View chart
Vistra Energy (VST)	0.3	$780k	+3%	5.2k	150.33	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.3	$765k	-3%	5.2k	147.48	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.3	$733k	NEW	33k	22.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$711k	-16%	3.6k	196.20	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$711k	+3%	7.8k	91.63	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.2	$709k	NEW	19k	38.11	View chart
Exxon Mobil Corporation (XOM)	0.2	$704k		4.1k	169.68	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$699k	NEW	7.5k	92.69	View chart
Visa Com Cl A (V)	0.2	$697k	-15%	2.3k	302.30	View chart
UnitedHealth (UNH)	0.2	$693k	+18%	2.6k	270.63	View chart
Astera Labs (ALAB)	0.2	$692k	-3%	6.3k	109.60	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$692k	+25%	10k	69.30	View chart
United Sts Nat Gas Unit Par (UNG)	0.2	$657k	+14%	56k	11.73	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$654k	-11%	13k	49.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$652k	+2%	4.3k	151.43	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$634k	NEW	3.2k	200.82	View chart
Ishares Tr Us Trsprtion (IYT)	0.2	$626k	NEW	8.4k	74.60	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$616k	+2%	11k	56.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$613k	NEW	12k	50.81	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.2	$612k	NEW	12k	52.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$605k	-25%	7.0k	86.69	View chart
Nuveen Va Premium Income Municipal Fund (NPV)	0.2	$585k		52k	11.33	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$585k	-16%	17k	33.54	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$582k	+3%	8.3k	69.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$578k		7.7k	75.10	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$577k		4.6k	125.14	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$575k	+4%	5.9k	97.91	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$562k		49k	11.50	View chart
Fortuna Mng Corp Com New (FSM)	0.2	$552k		56k	9.93	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.2	$545k		53k	10.21	View chart
Verizon Communications (VZ)	0.2	$536k		11k	50.20	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$533k	-3%	4.4k	120.74	View chart
Altria (MO)	0.2	$529k	-3%	8.0k	65.99	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$525k		47k	11.23	View chart
Eli Lilly & Co. (LLY)	0.2	$521k		566.00	919.77	View chart
Citigroup Com New (C)	0.2	$516k		4.6k	113.40	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$509k		4.3k	118.62	View chart
Wal-Mart Stores (WMT)	0.2	$508k	+2%	4.1k	124.28	View chart
Abbvie (ABBV)	0.2	$506k	-9%	2.3k	217.53	View chart
International Business Machines (IBM)	0.2	$501k	-6%	2.1k	242.33	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$483k		4.6k	106.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$463k	-16%	8.2k	56.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$451k		4.7k	95.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$450k		745.00	604.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$449k	+9%	6.6k	68.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$443k		887.00	499.80	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$438k	NEW	8.8k	49.97	View chart
At&t (T)	0.2	$436k		15k	28.99	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$416k	NEW	5.2k	80.05	View chart
Bakkt Com Cl A New (BKKT)	0.1	$411k	+472%	56k	7.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$394k	-2%	7.9k	49.61	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$391k	-11%	2.7k	145.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$388k	-15%	3.0k	128.13	View chart
Nike CL B (NKE)	0.1	$385k	+5%	7.3k	52.82	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$383k	-8%	13k	28.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$368k	-3%	3.0k	124.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$356k		1.1k	337.95	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$349k	+4385%	3.4k	103.76	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.1	$348k	-11%	6.9k	50.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$348k	+9%	20k	17.75	View chart
United Parcel Svcs CL B (UPS)	0.1	$338k	-10%	3.4k	98.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$334k	+28%	6.7k	49.89	View chart
United Rentals (URI)	0.1	$332k		456.00	728.74	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$330k		23k	14.33	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$327k	-21%	3.4k	95.71	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.1	$324k	+2%	7.3k	44.18	View chart
Starbucks Corporation (SBUX)	0.1	$320k		3.6k	89.59	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$319k	+20%	7.8k	40.83	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$319k	+711900%	7.1k	44.80	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$318k	+16%	7.8k	40.71	View chart
Pepsi (PEP)	0.1	$315k		2.0k	155.25	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$312k	+32%	2.7k	114.05	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$311k	+8%	11k	28.74	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$305k	NEW	5.2k	59.07	View chart
Uber Technologies (UBER)	0.1	$305k	-2%	4.2k	71.93	View chart
Ishares Tr Nasdaq Top 30 (QTOP)	0.1	$304k	-16%	10k	29.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$297k	+9%	5.5k	54.05	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.1	$295k	+16%	10k	28.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$285k	+16%	2.1k	135.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$284k	+3%	1.5k	192.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$271k	+12%	4.9k	55.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$270k	-16%	563.00	479.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$269k	-35%	1.9k	138.32	View chart
Philip Morris International (PM)	0.1	$267k		1.6k	165.32	View chart
Clear Secure Com Cl A (YOU)	0.1	$266k	NEW	5.5k	48.41	View chart
Block Cl A (XYZ)	0.1	$266k	-3%	4.4k	60.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$265k	-28%	1.8k	148.07	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$258k		12k	21.84	View chart
Lowe's Companies (LOW)	0.1	$251k		1.1k	236.31	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$250k		21k	12.18	View chart
Bgc Group Cl A (BGC)	0.1	$249k		26k	9.78	View chart
Etf Opportunities Trust Hedgeye Quality (HGRO)	0.1	$247k	+2%	8.9k	27.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$244k	-4%	1.2k	211.20	View chart
Kinder Morgan (KMI)	0.1	$242k	NEW	7.2k	33.53	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$239k	-2%	2.5k	93.87	View chart
Oracle Corporation (ORCL)	0.1	$235k	+35%	1.6k	147.12	View chart
McDonald's Corporation (MCD)	0.1	$234k	-42%	754.00	310.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$234k		1.1k	203.79	View chart
Generac Holdings (GNRC)	0.1	$229k	NEW	1.2k	195.33	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$227k	-5%	10k	21.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$219k		1.1k	205.89	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$214k	-3%	8.3k	25.62	View chart
Phillips 66 (PSX)	0.1	$213k	NEW	1.2k	182.20	View chart
Cme (CME)	0.1	$208k	NEW	703.00	295.41	View chart
Waste Management (WM)	0.1	$204k	NEW	887.00	229.82	View chart
American Electric Power Company (AEP)	0.1	$202k	NEW	1.5k	131.10	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.1	$200k	NEW	4.8k	41.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$198k	-39%	2.1k	92.74	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$192k	-8%	3.1k	62.57	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$192k		16k	12.33	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$190k		11k	17.15	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$186k	NEW	17k	10.98	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$176k	-3%	740.00	237.59	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$176k		12k	14.35	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$174k		2.4k	73.15	View chart
Joby Aviation Common Stock (JOBY)	0.1	$174k	NEW	21k	8.26	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$172k	NEW	8.1k	21.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$172k	+6%	599.00	287.36	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$170k		15k	11.14	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$168k	NEW	3.4k	49.46	View chart
Riot Blockchain (RIOT)	0.1	$167k	-18%	14k	12.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$164k	+5%	1.1k	145.68	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$146k		395.00	370.68	View chart
Nuveen NY Municipal Value (NNY)	0.1	$145k		17k	8.35	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$142k		14k	10.40	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$140k	-9%	6.0k	23.32	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$140k	NEW	13k	10.51	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$133k	-11%	1.3k	106.15	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$130k	NEW	12k	11.28	View chart
RBB Fm Ultrashort Tr (RBIL)	0.0	$125k	NEW	2.5k	50.08	View chart
RBB F/m Us Treasury (TBIL)	0.0	$125k	NEW	2.5k	49.86	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$122k		13k	9.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$120k	+3%	1.1k	113.10	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$120k		16k	7.54	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$116k		4.3k	26.91	View chart
Etf Opportunities Trust Rex Osprey Xrp (XRPR)	0.0	$112k	NEW	10k	11.03	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$102k	-3%	717.00	142.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$101k		387.00	261.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$96k		500.00	191.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$95k		1.8k	53.22	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$92k		15k	6.01	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$92k	+26%	1.2k	74.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$91k		2.0k	45.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$86k		890.00	97.13	View chart
Global X Fds Global X Uranium (URA)	0.0	$86k		1.8k	48.43	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$85k		2.6k	33.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$82k	-9%	1.9k	42.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$82k	-2%	918.00	88.73	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$80k		892.00	89.86	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$80k	+179%	1.5k	52.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$77k	-89%	456.00	168.85	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$75k		588.00	127.73	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$73k	NEW	655.00	110.78	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$71k		1.2k	60.44	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$69k	-5%	727.00	94.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$64k		352.00	181.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$63k		200.00	313.81	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$62k		1.0k	61.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$58k		243.00	239.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$58k	+159%	521.00	110.44	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$56k	+3%	2.4k	22.98	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$55k		580.00	95.48	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$55k	NEW	750.00	72.96	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$54k	-2%	10k	5.32	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$48k		406.00	117.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$45k	+14%	459.00	97.13	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$44k	-14%	1.7k	26.29	View chart
Spdr Series Trust State Street Spd (XNTK)	0.0	$43k		170.00	255.28	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$42k	-5%	1.6k	26.01	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$40k		488.00	82.05	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.0	$39k		2.4k	16.17	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$38k	NEW	755.00	50.03	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.0	$37k		1.2k	31.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$32k		83.00	384.93	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$31k	NEW	1.5k	20.41	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$30k	+196%	513.00	59.22	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$30k	-18%	709.00	42.54	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$29k		600.00	48.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$29k		406.00	70.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$28k		780.00	36.21	View chart
RBB Us Treas 30yr Bd (UTHY)	0.0	$27k	NEW	665.00	40.88	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$27k	-9%	1.3k	20.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$27k		397.00	67.46	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$25k		160.00	155.11	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$25k		260.00	94.58	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.0	$24k		601.00	40.42	View chart
Global X Fds Cloud Computng (CLOU)	0.0	$24k		1.2k	19.50	View chart
RBB Us Treasr 10 Yr (UTEN)	0.0	$24k	NEW	550.00	43.60	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$23k	-21%	286.00	79.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$23k	-62%	159.00	142.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$22k	+40%	70.00	318.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$22k	-96%	66.00	326.42	View chart
Simplify Exchange Traded Fun Vettafi Private (PCR)	0.0	$21k	NEW	1.1k	19.72	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$20k		458.00	42.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$19k		234.00	82.43	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$19k	-18%	283.00	67.04	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.0	$18k	NEW	500.00	36.81	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$18k	NEW	204.00	86.68	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$17k		300.00	55.71	View chart
RBB Motley Fol Etf (TMFC)	0.0	$17k	NEW	250.00	65.97	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$15k	-77%	314.00	48.25	View chart
SM Energy (SM)	0.0	$15k	NEW	467.00	31.15	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$14k		350.00	40.14	View chart
Etf Opportunities Trust Hedgeye Fourth T (HEFT)	0.0	$13k	NEW	500.00	26.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$12k	+1733%	55.00	211.89	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$11k		96.00	118.60	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$11k	NEW	376.00	30.07	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$11k		139.00	80.61	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$11k		500.00	22.39	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$11k	NEW	300.00	35.52	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$11k		59.00	179.85	View chart
Bakkt *w Exp 10/25/202 (BKKT.WS)	0.0	$11k		78k	0.14	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$9.7k		225.00	43.18	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$9.7k		100.00	96.62	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$9.3k	-44%	141.00	65.85	View chart
Spdr Series Trust State Street Spd (XRT)	0.0	$9.3k	NEW	115.00	80.47	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$9.2k		78.00	118.51	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$9.2k		100.00	91.52	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$8.7k		207.00	41.81	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$8.6k	-18%	281.00	30.75	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$8.5k	+23%	74.00	114.86	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$7.7k		146.00	52.60	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$7.5k	NEW	300.00	25.14	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.0	$7.2k	NEW	250.00	28.87	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$7.2k		390.00	18.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$6.4k		59.00	108.61	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.0	$6.4k	+24%	76.00	84.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$6.3k	-71%	100.00	62.68	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$6.2k	+21%	86.00	72.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$6.2k		52.00	119.17	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$6.2k	NEW	155.00	39.75	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$6.1k	NEW	350.00	17.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$5.7k		16.00	359.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$5.6k	+26%	95.00	59.19	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$5.6k		22.00	254.00	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.0	$5.5k	NEW	230.00	23.84	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$5.5k	-62%	76.00	71.82	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$5.4k		54.00	100.72	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.0	$5.4k	NEW	160.00	33.66	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$5.3k		100.00	53.35	View chart
Spdr Series Trust State Street Spd (XHS)	0.0	$5.3k	+26%	53.00	100.13	View chart
Ishares Tr Residential Mult (REZ)	0.0	$5.1k	+27%	61.00	83.21	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.0	$5.0k	NEW	139.00	36.17	View chart
Global X Fds Aging Population (AGNG)	0.0	$5.0k	+23%	140.00	35.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$4.9k		167.00	29.56	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$4.8k		104.00	46.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$4.6k	+36%	41.00	112.12	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$4.5k		100.00	44.87	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$4.4k		56.00	79.18	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$3.9k		90.00	42.98	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$3.8k		83.00	45.77	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.5k	-63%	53.00	66.00	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.5k	-84%	34.00	102.26	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$3.3k		54.00	60.46	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.0	$2.0k		40.00	49.52	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$1.7k		34.00	50.94	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$1.6k	-99%	50.00	31.58	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.0	$1.3k	NEW	45.00	29.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$886.000500		11.00	80.55	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$599.001000	NEW	26.00	23.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$590.999500	NEW	13.00	45.46	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$528.000000	NEW	4.00	132.00	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$517.000000		11.00	47.00	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$512.000000		10.00	51.20	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$426.000000		4.00	106.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$376.000000	+33%	4.00	94.00	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$306.000000		4.00	76.50	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$227.000400		11.00	20.64	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$132.999900	+50%	3.00	44.33	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	$54.000000		1.00	54.00	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$51.000000	-99%	1.00	51.00	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$47.000000	-99%	1.00	47.00	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$46.000000	-99%	1.00	46.00	View chart
First Tr Exchange-traded Consumr Discre (FXD)	0.0	$33.000000		1.00	33.00	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 2026 Q1 filed April 22, 2026
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

View all past filings

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