Realta Investment Advisors
Top Portfolio Positions
116 positions ·
$172,860,004 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
80,611 | $20,458,265 | 11.84% | |
| NVDA |
Nvidia Corp
Technology
|
98,547 | $17,186,596 | 9.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,080 | $9,805,351 | 5.67% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
416,889 | $8,954,775 | 5.18% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
45,874 | $6,710,448 | 3.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,098 | $6,356,181 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
14,536 | $5,380,791 | 3.11% | |
| AVGO |
Broadcom Inc.
Technology
|
16,477 | $5,099,796 | 2.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,767 | $5,060,137 | 2.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,171 | $3,530,614 | 2.04% |
Portfolio Trend
Holdings in BKKT
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,754 | 55,809 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $97,890 | 9,750 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $990,992 | 29,450 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $304,668 | 21,840 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $106,609 | 11,140 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,324 | 440 | Shares | Sole | 2024-07-15 | |
| No quarters match your search. | ||||||