Realta Investment Advisors Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$219.4M

Holdings

321

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (321 positions)

StockValue
PWRQUANTA SVCS INC
$530K
MAMASTERCARD INCORPORATED
$518K
VLOVALERO ENERGY CORP
$517K
SPIBSPDR SER TR
$512K
IBMINTERNATIONAL BUSINESS MACHS
$510K
IEMGISHARES INC
$505K
EMREMERSON ELEC CO
$473K
PULSPGIM ETF TR
$471K
VEUVANGUARD INTL EQUITY INDEX F
$461K
NOBLPROSHARES TR
$461K
BRLNBLACKROCK ETF TRUST II
$458K
SHOPSHOPIFY INC
$455K
PDPINVESCO EXCHANGE TRADED FD T
$454K
KMIKINDER MORGAN INC DEL
$450K
SPHDINVESCO EXCH TRADED FD TR II
$448K
4I1PHILIP MORRIS INTL INC
$439K
FVIFORTUNA MNG CORP
$406K
SPTISPDR SER TR
$405K
LMTLOCKHEED MARTIN CORP
$387K
XFRAXBLACKROCK FLOATING RATE INCO
$383K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$378K
GBILGOLDMAN SACHS ETF TR
$363K
SDYSPDR SER TR
$355K
XYZBLOCK INC
$350K
JEPIJ P MORGAN EXCHANGE TRADED F
$345K
TRVCCITIGROUP INC
$340K
BRK/BBERKSHIRE HATHAWAY INC DEL
$340K
SPYVSPDR SER TR
$337K
SPYGSPDR SER TR
$336K
RDVYFIRST TR EXCHANGE TRADED FD
$334K
GILDGILEAD SCIENCES INC
$322K
XFEBFIRST TR EXCH TRADED FD III
$321K
WMTWALMART INC
$317K
NKENIKE INC
$316K
UBERUBER TECHNOLOGIES INC
$313K
PEPPEPSICO INC
$313K
VYMVANGUARD WHITEHALL FDS
$311K
GSLCGOLDMAN SACHS ETF TR
$308K
GOFGUGGENHEIM STRATEGIC OPPORTU
$302K
FTSLFIRST TR EXCHANGE-TRADED FD
$301K
STZCONSTELLATION BRANDS INC
$301K
HYLSFIRST TR EXCHANGE-TRADED FD
$299K
URIUNITED RENTALS INC
$286K
NADNUVEEN QUALITY MUNCP INCOME
$278K
LMBSFIRST TR EXCHANGE-TRADED FD
$274K
NXPINXP SEMICONDUCTORS N V
$273K
MCDMCDONALDS CORP
$270K
UNPUNION PAC CORP
$265K
LOWLOWES COS INC
$264K
IVEISHARES TR
$263K
BWXSPDR SER TR
$260K
NZFNUVEEN MUNICIPAL CREDIT INC
$251K
HDVISHARES TR
$244K
XLUSELECT SECTOR SPDR TR
$244K
VTVVANGUARD INDEX FDS
$243K
VWOVANGUARD INTL EQUITY INDEX F
$233K
SPABSPDR SER TR
$228K
PGPROCTER AND GAMBLE CO
$227K
CRMSALESFORCE INC
$224K
BGCBGC GROUP INC
$223K
HNDLSTRATEGY SHS
$221K
PSXPHILLIPS 66
$215K
PFEPFIZER INC
$214K
BUXXEA SERIES TRUST
$213K
GNRCGENERAC HLDGS INC
$213K
IJRISHARES TR
$212K
VOOVVANGUARD ADMIRAL FDS INC
$211K
COWZPACER FDS TR
$210K
SPLVINVESCO EXCH TRADED FD TR II
$209K
CVSCVS HEALTH CORP
$208K
WMWASTE MGMT INC DEL
$205K
EPDENTERPRISE PRODS PARTNERS L
$204K
SOSOUTHERN CO
$200K
XLESELECT SECTOR SPDR TR
$196K
MQTBLACKROCK MUNIYIELD QUALITY
$192K
UTWORBB FD INC
$190K
RFICOHEN & STEERS TOTAL RETURN
$184K
VXFVANGUARD INDEX FDS
$183K
VGKVANGUARD INTL EQUITY INDEX F
$180K
IWDISHARES TR
$177K
NXPNUVEEN SELECT TAX-FREE INCOM
$176K
JPCNUVEEN PFD & INCOME OPPORTUN
$166K
VLUEISHARES TR
$163K
VOVANGUARD INDEX FDS
$157K
NUWNUVEEN AMT-FREE MUN VALUE FD
$157K
SHYGISHARES TR
$149K
IVWISHARES TR
$148K
DWASINVESCO EXCH TRADED FD TR II
$145K
USMVISHARES TR
$143K
RIOTRIOT PLATFORMS INC
$138K
BFKBLACKROCK MUN INCOME TR
$134K
GAINGLADSTONE INVT CORP
$134K
XMMOINVESCO EXCHANGE TRADED FD T
$131K
IWVISHARES TR
$125K
TBILRBB FD INC
$125K
SPSBSPDR SER TR
$125K
EIMEATON VANCE MUN BD FD
$124K
IGVISHARES TR
$124K
QYLDGLOBAL X FDS
$122K
IWSISHARES TR
$121K
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