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 EIM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,743 | 12,461 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $121,245 | 12,461 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $123,862 | 12,461 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $120,497 | 12,461 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $124,236 | 12,461 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $129,095 | 12,461 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $134,080 | 12,461 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $131,837 | 12,461 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $128,971 | 12,461 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $126,229 | 12,461 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $111,650 | 12,461 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $123,986 | 12,461 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $129,594 | 12,461 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $130,072 | 12,519 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $121,183 | 12,519 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $135,569 | 12,670 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $145,693 | 12,669 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $172,045 | 12,669 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $169,966 | 12,703 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $173,024 | 12,648 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $167,526 | 12,596 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $171,305 | 12,596 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $165,889 | 12,596 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $159,915 | 12,572 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $156,898 | 12,572 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||