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CIK: 0001776792
Total reported value
$321.8M
$321.8M
800 檔
24.8%
During the Q1 2024 filing period, Realta Investment Advisors (CIK: 0001776792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $321.8M across 800 reported positions.
During Q1 2024, Realta Investment Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 800 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.30% | +0.05% | -4.23% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.99% | -0.03% | -3.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.25% | -3.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.14% | -48.03% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.28% | -11.73% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.19% | +8.81% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.18% | +0.37% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.09% | EXIT | |
| 9 | AXP | American Express Co | Stock-Financials | 1.31% | +0.04% | +3.53% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.17% | +0.31% | -4.28% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | — | -4.07% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.02% | -0.46% | -6.50% | |
| 13 | ALB | Albemarle CORP | Stock-Materials | 0.94% | -0.29% | -1.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | -0.12% | -4.65% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | +0.05% | +27.49% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | — | -1.74% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.05% | -3.30% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.58% | EXIT | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.01% | -1.08% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | +0.13% | +74.15% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.41% | +3.22% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.65% | — | — | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.08% | EXIT | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.06% | -9.31% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.02% | -0.55% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.13% | +1.04% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.58% | -0.11% | +43.93% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.11% | +2.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.32% | -2.43% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.34% | -1.43% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | — | +8.01% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.39% | -5.23% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.54% | -0.23% | +11.33% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.50% | -0.95% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | — | +3.46% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | — | -2.21% | |
| 37 | AG | First Majestic Silver CORP | Stock-Materials | 0.52% | -0.91% | +95.74% | |
| 38 | MLM | Martin Marietta Materials | Stock-Materials | 0.51% | — | -2.79% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | — | -1.80% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.50% | — | +0.24% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | -0.06% | +7.90% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | -0.03% | -6.55% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.47% | -0.02% | +50.25% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.46% | -0.02% | +106.04% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.02% | -11.09% | |
| 46 | ANETEUR | Arista Networks Inc | Stock-Other | 0.43% | — | +3.57% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.43% | -0.05% | +64.01% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | -0.90% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +0.12% | NEW | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.42% | -0.38% | +19.41% |
According to official SEC Form 13F filings, Realta Investment Advisors reported a total U.S. public equity portfolio value of $321.8M across 800 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 24.8% of total reported equity market value during Q1 2024.
During Q1 2024, Realta Investment Advisors's top holdings by market value included AAPL (5.3%)、AMZN (4.0%)、MSFT (3.2%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q1 2024, Realta Investment Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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