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Realta Investment Advisors

Portfolio Manager
Realta Investment Advisors
Performance
-7.58% (2026 Q1)
AUM (13F)
$288.29M
# of Holdings
367
Performance Rank
Allocation (Top 20)
45.45%

Realta Investment Advisors Holdings Map

Top 50 Realta Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.1%80.6K$20.5M
-1.63%(-1.33K)
2025-Q1: 84.8K shares2025-Q2: 82.2K shares2025-Q3: 83.6K shares2025-Q4: 81.9K shares2026-Q1: 80.6K shares
$88.73(+236.81%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.96%98.5K$17.2M
-4.18%(-4.30K)
2025-Q1: 111.5K shares2025-Q2: 110.7K shares2025-Q3: 114.1K shares2025-Q4: 102.8K shares2026-Q1: 98.5K shares
$50.52(+347.05%)
2026-03-31
AMZN
AMAZON COM INC
3.4%47.1K$9.8M
-4.69%(-2.32K)
2025-Q1: 49.5K shares2025-Q2: 48.9K shares2025-Q3: 51.3K shares2025-Q4: 49.4K shares2026-Q1: 47.1K shares
$115.49(+133.91%)
2026-03-31
AG
FIRST MAJESTIC SILVER CORP
3.11%416.9K$9.0M
-30.50%(-182.92K)
2025-Q1: 509.4K shares2025-Q2: 608.0K shares2025-Q3: 575.7K shares2025-Q4: 599.8K shares2026-Q1: 416.9K shares
$6.43(+272.91%)
2026-03-31
GOOG
ALPHABET INC
2.79%28.0K$8.0M
+0.23%(+63)
2025-Q1: 29.7K shares2025-Q2: 28.8K shares2025-Q3: 28.5K shares2025-Q4: 27.9K shares2026-Q1: 28.0K shares
$111.25(+258.67%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.33%45.9K$6.7M
+1.55%(+698)
2025-Q1: 25.3K shares2025-Q2: 38.7K shares2025-Q3: 45.0K shares2025-Q4: 45.2K shares2026-Q1: 45.9K shares
$86.60(+50.18%)
2026-03-31
TSLA
TESLA INC
2.2%17.1K$6.4M
+6.39%(+1.03K)
2025-Q1: 16.6K shares2025-Q2: 16.9K shares2025-Q3: 16.6K shares2025-Q4: 16.1K shares2026-Q1: 17.1K shares
$198.64(+124.16%)
2026-03-31
GDXJ
VANECK ETF TRUST
1.97%47.2K$5.7M
-0.60%(-286)
2025-Q1: 16.0K shares2025-Q2: 48.0K shares2025-Q3: 48.0K shares2025-Q4: 47.5K shares2026-Q1: 47.2K shares
$52.92(+143.64%)
2026-03-31
MSFT
MICROSOFT CORP
1.87%14.5K$5.4M
-1.50%(-222)
2025-Q1: 13.7K shares2025-Q2: 13.7K shares2025-Q3: 13.9K shares2025-Q4: 14.8K shares2026-Q1: 14.5K shares
$189.46(+113.88%)
2026-03-31
AVGO
BROADCOM INC
1.77%16.5K$5.1M
-2.07%(-348)
2025-Q1: 19.9K shares2025-Q2: 19.9K shares2025-Q3: 18.6K shares2025-Q4: 16.8K shares2026-Q1: 16.5K shares
$110.21(+278.16%)
2026-03-31

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