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CIK: 0001776792
Total reported value
$321.8M
$321.8M
339 檔
19.7%
During the Q4 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 339 reported positions.
Realta Investment Advisors executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 10 holdings and trimming 12 positions.
Showing top 200 holdings (of 339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.97% | +0.05% | +18.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.89% | -0.14% | +6.62% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | -0.03% | +3.61% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.65% | +0.05% | +35.72% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.25% | -6.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.28% | +3.23% | |
| 7 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 2.15% | — | +15.93% | |
| 8 | MSTR | Strategy Inc | Stock-Tech | 2.05% | -0.28% | +19.96% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.09% | +1.01% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.19% | -7.13% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.31% | -8.61% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.45% | +0.59% | +180.36% | |
| 13 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.38% | — | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.06% | -1.16% | |
| 15 | AG | First Majestic Silver CORP | Stock-Materials | 1.18% | -0.91% | +16.76% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.18% | +1.99% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.09% | -0.05% | +2.46% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.06% | -0.46% | -0.99% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.05% | +0.74% | +3.25% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.04% | -0.02% | +1.76% | |
| 21 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 1.01% | -0.25% | +898.43% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.98% | -0.11% | +19.95% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.04% | -5.09% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.12% | +1.23% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | +0.05% | -27.47% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.01% | +13.19% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.85% | -0.03% | +2.29% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.85% | -0.02% | +1.09% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.34% | -0.30% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.79% | -0.23% | +16.32% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.35% | +485.05% | |
| 32 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.74% | -0.13% | +63.58% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.32% | +31.04% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.70% | -0.02% | +14.62% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.70% | -0.03% | +9.80% | |
| 36 | ALB | Albemarle CORP | Stock-Materials | 0.67% | -0.29% | -6.21% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | — | +0.89% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.65% | +0.13% | -26.79% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.01% | +213.86% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.03% | +10.94% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.59% | +0.18% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.58% | EXIT | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.50% | -2.61% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.07% | +4890.82% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.06% | -7.03% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.06% | -32.44% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.52% | +0.12% | — | |
| 48 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.50% | — | — | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.48% | — | +3.82% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.46% | +0.04% | +2.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.5% | +35.72% | Add |
| 2 | GRNY | Fundstr Gran Sh US Lrg Cap | +1.4% | NEW | New buy |
| 3 | BITO | Proshares Bitcoin Etf-usd | +0.9% | +898.43% | Add |
| 4 | MSTR | Strategy Inc | +0.9% | +19.96% | Add |
| 5 | VGT | Vanguard Info Tech ETF | +0.9% | +180.36% | Add |
| 6 | AAPL | Apple Inc | +0.9% | +18.23% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.6% | +485.05% | Add |
| 8 | CGDV | Cap Group Dividend Value | +0.6% | NEW | New buy |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +4890.82% | Add |
| 10 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.5% | +3.61% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.5% | NEW | New buy |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +213.86% | Add |
| 14 | COIN | Coinbase Global Inc -class A | +0.4% | +63.58% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.3% | +360.40% | Add |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | NEW | New buy |
| 17 | AVGO | Broadcom Inc | +0.3% | +1.01% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.3% | +41.53% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.3% | +790.77% | Add |
| 20 | CBRE | Cbre Group Inc - A | +0.2% | NEW | New buy |
| 21 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +241.38% | Add |
| 24 | BKNG | Booking Holdings Inc | +0.2% | NEW | New buy |
| 25 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 26 | GOOG | Alphabet Inc-cl C | +0.2% | +3.23% | Add |
| 27 | OXLC | Oxford Lane Capital Corp. | 0% | +15.93% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +6.62% | Add |
| 29 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | EXIT | Sold out |
| 30 | ADBE | Adobe Inc | -0.3% | EXIT | Sold out |
| 31 | USRT | Ishares Core US Reit ETF | -0.3% | EXIT | Sold out |
| 32 | IBB | Ishares Biotechnology ETF | -0.3% | -90.38% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -59.26% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.3% | -31.63% | Trim |
| 35 | IHAK | Ishares Cybersecurity & Tech | -0.3% | EXIT | Sold out |
| 36 | PAVE | Global X US Infrastructure | -0.3% | EXIT | Sold out |
| 37 | KRE | Ss Spdr S&p Regional Bank | -0.3% | -97.20% | Trim |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -90.58% | Trim |
| 39 | WMB | Williams Cos Inc | -0.3% | -72.48% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.3% | EXIT | Sold out |
| 41 | CL | Colgate-palmolive Co | -0.3% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -0.3% | EXIT | Sold out |
| 43 | XLP | Ss Consumer Staples Sel Sect | -0.3% | -83.47% | Trim |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.4% | -32.44% | Trim |
| 45 | KLAC | Kla CORP | -0.4% | EXIT | Sold out |
| 46 | XLF | Ss Financial Select Sector | -0.4% | -27.47% | Trim |
| 47 | XLV | Ss Health Care Select Sector | -0.5% | -26.79% | Trim |
| 48 | NOBL | Proshares S&p 500 Dividend A | -0.5% | -63.92% | Trim |
| 49 | ANETEUR | Arista Networks Inc | -0.5% | EXIT | Sold out |
| 50 | PG | Procter & Gamble Co/the | -0.6% | -82.19% | Trim |
According to official SEC Form 13F filings, Realta Investment Advisors reported a total U.S. public equity portfolio value of $321.8M across 339 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 19.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
GRNY
市值: $3.4M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $1.1M
During Q4 2024, Realta Investment Advisors's top holdings by market value included AAPL (9.0%)、NVDA (6.9%)、AMZN (4.9%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q4 2024, Realta Investment Advisors made 50 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 10 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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