Realta Investment Advisors
Top Portfolio Positions
117 positions ·
$171,134,310 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
80,611 | $20,458,265 | 11.95% | |
| NVDA |
Nvidia Corp
Technology
|
98,547 | $17,186,596 | 10.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,080 | $9,805,351 | 5.73% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
416,889 | $8,954,775 | 5.23% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
45,874 | $6,710,448 | 3.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,098 | $6,356,181 | 3.71% | |
| MSFT |
Microsoft Corp
Technology
|
14,536 | $5,380,791 | 3.14% | |
| AVGO |
Broadcom Inc.
Technology
|
16,477 | $5,099,796 | 2.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,767 | $5,060,137 | 2.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,171 | $3,530,614 | 2.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,954,775 | 416,889 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,992,817 | 599,809 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,075,303 | 575,696 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,028,259 | 608,012 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,408,220 | 509,450 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,732,515 | 497,726 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,557,620 | 426,270 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,551,312 | 430,965 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,539,930 | 431,961 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,357,182 | 220,680 | Shares | Sole | 2024-01-19 | |
| No 13F history on record for this holder in this stock. | ||||||