Realta Investment Advisors
Top Portfolio Positions
117 positions ·
$173,129,793 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
80,611 | $20,458,265 | 11.82% | |
| NVDA |
Nvidia Corp
Technology
|
98,547 | $17,186,596 | 9.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,080 | $9,805,351 | 5.66% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
416,889 | $8,954,775 | 5.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
45,874 | $6,710,448 | 3.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,098 | $6,356,181 | 3.67% | |
| 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 | 2.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,171 | $3,530,614 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NNY
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,772 | 17,338 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $148,413 | 17,338 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $143,211 | 17,338 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $140,611 | 17,338 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $83,591 | 10,120 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $81,364 | 10,120 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $87,133 | 10,120 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $233,172 | 28,127 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $234,016 | 28,127 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $232,891 | 28,127 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $225,297 | 28,127 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $237,673 | 28,127 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $245,548 | 28,127 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $232,329 | 28,127 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $229,516 | 28,127 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $239,360 | 28,127 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $253,705 | 28,127 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $277,332 | 28,127 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $281,832 | 28,127 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $282,957 | 28,127 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $102,919 | 10,545 | Shares | Sole | 2021-04-12 | |
| No 13F history on record for this holder in this stock. | ||||||