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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, GOOG, TSLA, and represent 21.66% of Realta Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VGT (+$6.2M), KLAC, VRT, VUG, IWF, LLY, VOO, NOW, UNH, SPY.
Started 54 new stock positions in KSPY, TCAF, NBIS, NOW, Calamos Autocallable Growth Etf, IVOL, CBRS, GCOW, XHB, TDOC.
Reduced shares in these 10 stocks: , AMD, MOAT, AMGN, CVX, NVDA, PPG, XLE, MISL, GOOGL.
Sold out of its positions in AEP, AMGN, BRK.B, CME, CAIE, FREL, FUTY, FTSL, HYLS, FTXO.
Realta Investment Advisors was a net buyer of stock by $14M.
Realta Investment Advisors has $322M in assets under management (AUM), dropping by 11.61%.
Central Index Key (CIK): 0001776792

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Portfolio Holdings for Realta Investment Advisors

Realta Investment Advisors holds 378 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$23M		80k	289.36	View chart
NVIDIA Corporation (NVDA)	5.8	$19M	-5%	94k	200.09	View chart
Amazon (AMZN)	3.4	$11M	-3%	46k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	3.1	$9.9M		28k	353.33	View chart
Tesla Motors (TSLA)	2.2	$7.2M		17k	420.60	View chart
First Majestic Silver Corp (AG)	2.2	$7.1M		417k	16.96	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$7.0M	+796%	59k	119.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$6.3M	-2%	8.5k	736.40	View chart
Broadcom (AVGO)	1.9	$6.0M	-3%	16k	377.74	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.7	$5.6M	-4%	29k	190.52	View chart
Palantir Technologies Cl A (PLTR)	1.7	$5.3M		46k	116.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.7	$5.3M	+2%	7.0k	763.14	View chart
Microsoft Corporation (MSFT)	1.6	$5.2M	-4%	14k	373.02	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.4	$4.6M	+7%	91k	50.58	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	1.4	$4.6M		47k	98.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$4.1M	+28%	5.5k	746.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.9M	+36%	5.7k	686.85	View chart
Cloudflare Cl A Com (NET)	1.1	$3.7M	+8%	15k	245.28	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	1.1	$3.6M	+9%	71k	50.66	View chart
Meta Platforms Cl A (META)	1.0	$3.4M	-3%	6.0k	563.29	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	1.0	$3.1M	-7%	121k	25.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.9M	-20%	8.0k	357.35	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.9	$2.8M	-9%	32k	87.88	View chart
Astera Labs (ALAB)	0.8	$2.7M	-10%	5.6k	483.02	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.8	$2.7M	+8%	27k	100.67	View chart
Advanced Micro Devices (AMD)	0.8	$2.6M	-34%	4.6k	580.91	View chart
Ge Vernova (GEV)	0.8	$2.6M		2.2k	1174.86	View chart
Costco Wholesale Corporation (COST)	0.8	$2.5M	+10%	2.7k	935.38	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.8	$2.5M	+9%	47k	53.61	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$2.5M	+8%	23k	110.35	View chart
Proshares Tr Bitcoin Etf (BITO)	0.8	$2.5M		310k	7.98	View chart
Caterpillar (CAT)	0.8	$2.5M	-5%	2.3k	1064.90	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.8	$2.4M	+23%	15k	158.66	View chart
Kla Corp Com New (KLAC)	0.7	$2.2M	+865%	7.3k	301.71	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.7	$2.2M	+12%	20k	107.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.2M	+7%	27k	82.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.2M	+4%	9.2k	236.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.1M	-7%	2.8k	749.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$2.1M		28k	75.45	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.6	$2.1M	-16%	11k	185.23	View chart
UnitedHealth (UNH)	0.6	$2.0M	+91%	4.9k	415.63	View chart
Arista Networks Com Shs (ANET)	0.6	$2.0M		12k	169.88	View chart
Eli Lilly & Co. (LLY)	0.6	$1.9M	+179%	1.6k	1199.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.9M	-5%	5.1k	370.04	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$1.9M	-13%	37k	50.39	View chart
Netflix (NFLX)	0.6	$1.9M	-6%	26k	71.40	View chart
Strategy Cl A New (MSTR)	0.5	$1.7M	+6%	20k	86.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$1.7M	NEW	5.1k	334.82	View chart
Goldman Sachs (GS)	0.5	$1.7M		1.6k	1011.37	View chart
Albemarle Corporation (ALB)	0.5	$1.6M	-5%	12k	135.03	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.5	$1.6M	-2%	14k	117.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.6M	+342%	13k	124.17	View chart
American Express Company (AXP)	0.5	$1.6M	+10%	4.6k	338.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.6M	+828%	18k	86.14	View chart
Quanta Services (PWR)	0.5	$1.5M	-8%	2.1k	720.04	View chart
Ge Aerospace Com New (GE)	0.5	$1.5M	+12%	4.0k	373.73	View chart
Cadence Design Systems (CDNS)	0.5	$1.5M		4.0k	375.32	View chart
Bank of New York Mellon Corporation (BNY)	0.4	$1.4M	+3%	9.9k	144.61	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M	-4%	4.9k	272.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.3M	-30%	5.5k	242.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.3M	-8%	4.4k	300.44	View chart
PNC Financial Services (PNC)	0.4	$1.3M	+10%	5.3k	246.24	View chart
Deere & Company (DE)	0.4	$1.3M	+15%	2.0k	634.33	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.4	$1.2M	+250%	27k	44.03	View chart
Texas Pacific Land Corp (TPL)	0.4	$1.2M	+13%	2.7k	437.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M	-3%	12k	98.98	View chart
Barrick Mng Corp Com Shs (B)	0.4	$1.2M		32k	36.76	View chart
Philip Morris International (PM)	0.4	$1.2M	+301%	6.5k	180.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.2M	-8%	12k	96.58	View chart
Coinbase Global Com Cl A (COIN)	0.4	$1.1M		7.8k	146.19	View chart
Oneok (OKE)	0.4	$1.1M	+4%	13k	86.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.1M	+9%	22k	50.57	View chart
Boeing Company (BA)	0.3	$1.1M	+8%	5.1k	216.47	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.1M	+9%	21k	53.47	View chart
Packaging Corporation of America (PKG)	0.3	$1.1M		4.6k	238.28	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.3	$1.1M	+9%	54k	20.24	View chart
Eaton Corp SHS (ETN)	0.3	$1.1M	+9%	2.6k	426.12	View chart
TJX Companies (TJX)	0.3	$1.1M	+12%	7.1k	151.50	View chart
Air Products & Chemicals (APD)	0.3	$1.1M	-7%	3.6k	293.15	View chart
Monster Beverage Corp (MNST)	0.3	$1.0M		11k	96.12	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.0M	-28%	23k	45.34	View chart
Servicenow (NOW)	0.3	$1.0M	NEW	10k	99.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M		33k	30.49	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.3	$1.0M	-32%	3.5k	284.98	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.3	$987k		95k	10.37	View chart
Vistra Energy (VST)	0.3	$979k	+18%	6.2k	158.63	View chart
Oracle Corporation (ORCL)	0.3	$931k	+298%	6.4k	146.55	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.3	$914k	+31%	3.4k	271.95	View chart
CF Industries Holdings (CF)	0.3	$901k	NEW	8.3k	108.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$865k	+353%	14k	62.20	View chart
Northrop Grumman Corporation (NOC)	0.3	$854k	+4%	1.7k	509.32	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	0.3	$841k	+240%	16k	51.43	View chart
Newmont Mining Corporation (NEM)	0.3	$831k	-10%	8.9k	93.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$830k	+172%	5.3k	156.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$828k	+22%	5.3k	156.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$816k	-62%	7.9k	103.96	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$783k		3.2k	247.89	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.2	$778k	-8%	17k	45.57	View chart
Visa Com Cl A (V)	0.2	$777k		2.3k	343.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$751k	-16%	2.0k	368.38	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$730k	+8025%	8.1k	89.85	View chart
Valero Energy Corporation (VLO)	0.2	$718k	-30%	2.8k	260.42	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.2	$714k	+6136%	13k	55.33	View chart
Ishares Tr Us Trsprtion (IYT)	0.2	$707k	-2%	8.2k	86.75	View chart
Nebius Group Shs Class A (NBIS)	0.2	$692k	NEW	2.5k	276.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$684k	-13%	3.1k	217.93	View chart
International Business Machines (IBM)	0.2	$655k	+12%	2.3k	281.16	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$655k		4.6k	141.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$645k		7.7k	83.75	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.2	$640k	-3%	32k	20.23	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$638k	-10%	7.0k	91.63	View chart
Abbvie (ABBV)	0.2	$633k	+8%	2.5k	251.62	View chart
United Sts Nat Gas Unit Par (UNG)	0.2	$627k	-4%	54k	11.72	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$622k	-10%	7.5k	82.84	View chart
First Tr Exchange Traded Nasdq Oil Gas (FTXN)	0.2	$618k	NEW	19k	33.43	View chart
Nuveen Va Premium Income Municipal Fund (NPV)	0.2	$598k		52k	11.57	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$593k	NEW	12k	49.28	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$593k		49k	12.12	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$587k	NEW	14k	41.10	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$586k	-11%	9.6k	60.79	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$582k		17k	33.46	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.2	$572k		53k	10.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$571k	-5%	6.6k	86.42	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$565k	+2%	48k	11.74	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$563k	-19%	4.7k	119.00	View chart
Wal-Mart Stores (WMT)	0.2	$553k	+19%	4.9k	113.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$549k	+2%	6.8k	81.06	View chart
Kraneshares Trust Gbl Humanoid Rob (KOID)	0.2	$539k	NEW	13k	41.22	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$537k	+109%	9.6k	56.16	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.2	$529k	+34%	9.8k	53.78	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$524k	+28%	3.4k	152.18	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$521k	+10%	5.7k	90.60	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$518k	-22%	3.4k	151.72	View chart
United Rentals (URI)	0.2	$516k		455.00	1133.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$500k		1.0k	477.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$500k	+1003900%	10k	49.78	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$488k		4.3k	114.18	View chart
Fortuna Mng Corp Com New (FSM)	0.1	$469k		56k	8.45	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$451k		8.9k	50.83	View chart
Marvell Technology (MRVL)	0.1	$450k	NEW	1.5k	297.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$450k	-2%	8.0k	56.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$436k		3.0k	146.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$435k	+7%	8.6k	50.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$426k	-24%	3.1k	136.71	View chart
Micron Technology (MU)	0.1	$424k	NEW	367.00	1154.29	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$418k	-66%	7.9k	53.11	View chart
Bakkt Com Cl A New (BKKT)	0.1	$416k	-4%	53k	7.81	View chart
Dell Technologies CL C (DELL)	0.1	$416k	NEW	964.00	431.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$414k	+22%	8.2k	50.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$411k	-9%	799.00	513.78	View chart
Lockheed Martin Corporation (LMT)	0.1	$409k	+7%	803.00	509.30	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.1	$407k	+11%	3.1k	133.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$401k	-10%	4.2k	94.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$385k	-12%	2.6k	148.34	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$382k		14k	28.39	View chart
Applied Materials (AMAT)	0.1	$374k	NEW	518.00	722.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$374k	NEW	862.00	433.39	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$370k	+19%	9.3k	39.67	View chart
Altria (MO)	0.1	$356k	-38%	4.9k	71.94	View chart
United Parcel Svcs CL B (UPS)	0.1	$355k	-4%	3.3k	107.51	View chart
Chevron Corporation (CVX)	0.1	$349k	-75%	2.1k	165.74	View chart
Blackrock Etf Trust Ii Isha Floa Ln Etf (BRLN)	0.1	$344k		6.8k	50.90	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$344k		19k	17.88	View chart
Generac Holdings (GNRC)	0.1	$344k		1.2k	292.81	View chart
Riot Blockchain (RIOT)	0.1	$341k	-8%	12k	27.38	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.1	$338k	NEW	7.7k	43.85	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$331k		23k	14.38	View chart
Western Digital (WDC)	0.1	$330k	NEW	517.00	638.72	View chart
Marathon Petroleum Corp (MPC)	0.1	$327k	NEW	1.3k	255.67	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$317k		11k	29.22	View chart
Clear Secure Com Cl A (YOU)	0.1	$306k		5.5k	55.73	View chart
Ishares Tr Lifep Retir Etf (IRTR)	0.1	$301k	NEW	9.4k	32.12	View chart
Ishares Tr Nasdaq Top 30 (QTOP)	0.1	$291k	-25%	7.5k	38.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$288k	-3%	4.7k	61.46	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$288k	+400%	11k	27.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$287k		1.8k	158.05	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$283k	+37%	2.9k	96.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$283k	-13%	4.7k	59.68	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$281k	-14%	2.9k	96.36	View chart
Block Cl A (XYZ)	0.1	$279k	-16%	3.7k	76.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$274k		1.4k	189.75	View chart
Uber Technologies (UBER)	0.1	$273k	-10%	3.8k	72.16	View chart
Bgc Group Cl A (BGC)	0.1	$270k		25k	10.69	View chart
Cerebras Systems Com Cl A (CBRS)	0.1	$269k	NEW	1.2k	221.00	View chart
Etf Opportunities Trust Hedgeye Quality (HGRO)	0.1	$264k	-5%	8.4k	31.35	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$262k		1.1k	246.10	View chart
Nike CL B (NKE)	0.1	$262k	-12%	6.4k	41.05	View chart
Etf Opportunities Trust Rex Osprey Xrp (XRPR)	0.1	$261k	+199%	30k	8.58	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$260k		21k	12.68	View chart
Pepsi (PEP)	0.1	$259k	-5%	1.9k	135.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$252k		1.1k	219.21	View chart
Sandisk Corp (SNDK)	0.1	$248k	NEW	109.00	2273.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$248k	-5%	1.1k	227.11	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$247k	-8%	11k	22.84	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.1	$237k	NEW	2.1k	115.56	View chart
Capital Group New Geography SHS (CGNG)	0.1	$237k	NEW	6.3k	37.46	View chart
Tower Semiconductor Shs New (TSEM)	0.1	$235k	NEW	902.00	260.64	View chart
Lowe's Companies (LOW)	0.1	$235k		1.1k	220.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$234k	+384%	2.9k	80.57	View chart
Modine Manufacturing (MOD)	0.1	$233k	NEW	872.00	267.02	View chart
Citigroup Com New (C)	0.1	$225k	-64%	1.6k	139.94	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$220k	+7%	12k	18.43	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.1	$219k	-2%	10k	21.68	View chart
Capital One Financial (COF)	0.1	$216k	NEW	1.1k	200.54	View chart
At&t (T)	0.1	$213k	-31%	10k	20.70	View chart
Joby Aviation Common Stock (JOBY)	0.1	$210k	+11%	24k	8.92	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$209k	+22%	9.9k	21.12	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$209k		8.2k	25.52	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$208k	NEW	1.0k	201.88	View chart
Nxp Semiconductors N V (NXPI)	0.1	$207k	NEW	735.00	281.03	View chart
Verizon Communications (VZ)	0.1	$205k	-54%	4.8k	42.34	View chart
Starbucks Corporation (SBUX)	0.1	$202k	-44%	2.0k	102.19	View chart
Prudential Financial (PRU)	0.1	$201k	NEW	1.9k	107.94	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$199k		16k	12.80	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$197k		17k	11.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$192k	+130%	559.00	342.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$182k	NEW	1.7k	106.31	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$175k		12k	14.31	View chart
Teladoc (TDOC)	0.1	$173k	NEW	20k	8.48	View chart
Cohen & Steers Total Return Real (RFI)	0.1	$172k		15k	11.32	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$168k		395.00	426.40	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$160k	-14%	969.00	164.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$155k	+403%	2.0k	75.78	View chart
Nuveen NY Municipal Value (NNY)	0.0	$152k		17k	8.74	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$150k		14k	10.99	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$148k		13k	11.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$146k		1.1k	137.49	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$143k		717.00	199.81	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$137k		12k	11.90	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$136k	-3%	5.8k	23.44	View chart
Ondas Com New (ONDS)	0.0	$136k	NEW	17k	8.24	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$134k	NEW	1.3k	102.27	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$130k	-3%	1.2k	107.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$129k		2.0k	64.50	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$128k	+2%	16k	7.88	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$124k		13k	9.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$110k		500.00	219.43	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$106k	+151%	166.00	639.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$101k	+147566%	4.4k	22.78	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$99k	+3%	1.3k	78.28	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$94k		15k	6.15	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$93k		588.00	158.25	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$93k		892.00	103.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$90k	-23%	297.00	303.12	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$89k		1.2k	75.88	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$88k	+6%	2.1k	42.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$85k	-4%	335.00	252.23	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.0	$84k	+1246%	2.2k	39.15	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$83k	-4%	435.00	190.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$81k	-12%	782.00	103.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$80k	-9%	832.00	96.39	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$79k		200.00	393.96	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$79k	-18%	2.1k	37.94	View chart
Global X Fds Global X Uranium (URA)	0.0	$78k		1.8k	43.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$75k	-89%	1.3k	58.92	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$73k	+217%	908.00	79.98	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	0.0	$71k	NEW	1.6k	44.60	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$68k		580.00	117.02	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$67k		1.0k	67.01	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$67k	-2%	706.00	94.52	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.0	$66k		170.00	390.65	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.0	$59k	-64%	1.2k	49.07	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$58k		2.4k	23.52	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$56k	-93%	1.2k	45.76	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$54k	+33%	651.00	83.03	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$54k	+394%	292.00	183.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$53k	-44%	995.00	53.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$52k		406.00	127.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$51k		459.00	110.20	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$50k	+14%	1.9k	26.23	View chart
Kraneshares Trust Hedg Hedg Eq Etf (KSPY)	0.0	$50k	NEW	1.7k	29.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$47k	-14%	71.00	658.94	View chart
Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH)	0.0	$46k	NEW	770.00	59.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$45k	NEW	547.00	82.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$45k	-74%	600.00	74.87	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.0	$42k		1.6k	25.69	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.0	$40k		2.4k	16.52	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.0	$40k	+484%	1.5k	27.30	View chart
Pacer Fds Tr Swan Sos Modrte (PSMJ)	0.0	$39k		1.2k	33.83	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.0	$37k	NEW	700.00	52.34	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$35k		600.00	58.64	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$35k	+35%	95.00	365.87	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$35k		513.00	67.56	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$32k	+9%	775.00	41.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$31k		397.00	77.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$30k		160.00	188.09	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$30k	-66%	508.00	58.22	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$29k	+3%	1.4k	21.64	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$28k		260.00	109.11	View chart
Global X Fds Cloud Computng (CLOU)	0.0	$28k		1.2k	22.74	View chart
First Tr Exchange Traded Dorseywright Mom (DDIV)	0.0	$27k		601.00	45.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$26k		159.00	164.21	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$22k		458.00	46.93	View chart
Simplify Exchange Traded Fun Vettafi Private (PCR)	0.0	$21k		1.1k	19.52	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$21k	+11%	316.00	66.69	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$21k		234.00	88.54	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$19k	+203%	231.00	80.33	View chart
Etf Opportunities Trust Hedg Four Tu Etf (HEFT)	0.0	$18k	+33%	665.00	26.52	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$17k	NEW	1.1k	15.99	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.0	$16k	NEW	535.00	30.37	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$15k	NEW	351.00	43.30	View chart
Kraneshares Trust Quadratic Deflai (BNDD)	0.0	$15k	NEW	150.00	101.14	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.0	$15k	NEW	200.00	75.71	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$14k	-29%	144.00	99.01	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$14k	-14%	300.00	45.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k		54.00	244.57	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$13k		78.00	163.58	View chart
Calamos Etf Tr Autoc Growt Etf	0.0	$13k	NEW	460.00	27.71	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$13k		139.00	91.21	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.0	$13k	+104%	470.00	26.85	View chart
SM Energy (SM)	0.0	$12k		470.00	26.12	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$12k		100.00	119.13	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$12k	+506%	303.00	39.01	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$11k	NEW	177.00	63.85	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$11k	NEW	100.00	112.09	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.0	$11k		500.00	22.31	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$11k		100.00	107.82	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$11k	+11%	157.00	67.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$10k		227.00	45.63	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$9.9k	NEW	256.00	38.57	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$9.9k	+13%	320.00	30.82	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$9.6k	+14%	85.00	112.85	View chart
Vanguard World Health Car Etf (VHT)	0.0	$8.4k	NEW	28.00	299.00	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$7.9k	-56%	138.00	57.57	View chart
Spdr Series Trust ST STR SP HCSVC (XHS)	0.0	$7.9k	+13%	60.00	132.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$7.8k	+17%	48.00	161.54	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$7.2k	-98%	61.00	118.44	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$7.1k	+12%	107.00	66.45	View chart
Global X Fds Alternative Incm (ALTY)	0.0	$7.0k	NEW	563.00	12.42	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$6.9k	NEW	400.00	17.29	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$6.7k	+12%	97.00	68.61	View chart
Ishares Tr Residential Mult (REZ)	0.0	$6.5k	+13%	69.00	94.70	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.0	$6.4k	+11%	85.00	75.51	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$6.4k		59.00	108.69	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$6.3k		16.00	396.62	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$6.2k		350.00	17.84	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$6.2k		22.00	283.77	View chart
Global X Fds Aging Popul Etf (AGNG)	0.0	$5.7k	+12%	158.00	36.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$5.4k	+409%	56.00	96.48	View chart
Ishares Msci Cda Etf (EWC)	0.0	$5.1k	NEW	89.00	57.64	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$5.1k		100.00	50.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$5.1k		169.00	29.92	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.0	$5.0k		56.00	89.64	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$4.9k		100.00	49.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$4.8k		105.00	46.06	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$4.7k		90.00	51.73	View chart
Bakkt *w Exp 10/25/202 (BKKT.WS)	0.0	$4.3k		78k	0.06	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$4.2k	-42%	30.00	138.67	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$4.2k	NEW	78.00	53.26	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$4.1k		83.00	49.71	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$4.0k		53.00	75.83	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$3.9k		54.00	71.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.7k		34.00	110.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$3.7k	NEW	78.00	46.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$3.4k	-94%	31.00	109.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$2.7k	-96%	20.00	133.25	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.0	$2.2k		40.00	55.90	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$1.7k		34.00	51.06	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$938.000500	NEW	17.00	55.18	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$710.999900		13.00	54.69	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$669.999200		26.00	25.77	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$617.000000		4.00	154.25	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$548.000200		11.00	49.82	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$513.000000		10.00	51.30	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	$386.000000		4.00	96.50	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$328.000000		4.00	82.00	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.0	$230.000100		11.00	20.91	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$138.000000	NEW	4.00	34.50	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$135.000000		3.00	45.00	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$75.000000	NEW	1.00	75.00	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.0	$60.000000		1.00	60.00	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$53.000000		1.00	53.00	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$51.000000		1.00	51.00	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 2026 Q2 filed July 20, 2026
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

View all past filings

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