REALTA INVESTMENT ADVISORS

PrivateCIK: 1776792
Location

WILMINGTON, DE

367
Positions
$288.29M
Total AUM (reported)
3.81M
Total Shares

Allocation by class

TOTAL AUM$288.29M367 positions
COM$125.77M43.6%
CL A$13.86M4.8%
STATE STREET SPD$8.94M3.1%
CAP STK CL C$8.03M2.8%
JUNIOR GOLD MINE$5.67M2.0%
UNIT SER 1$5.06M1.8%
INF TECH ETF$4.56M1.6%

Portfolio Concentration

Top 316.5%4–1016.0%11–2517.6%Rest49.9%TOP 1032.5%0%100%
Top 3$47.45M16.5%
4–10$46.20M16.0%
11–25$50.66M17.6%
Rest$143.98M49.9%

Top 3 weight

16.5%

Top 10 weight

32.5%

Voting Authority Distribution

Total shares with voting rights: 3.81M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

445.18K

shares

% of voting shares11.7%
None

No voting authority

3.37M

shares

% of voting shares88.3%

Investment Discretion (by position count)

Sole367
Shared0
Other0
Dominant voting typeNone · 88.3% of voting shares
Institutional Holdings367
Rows:

APPLE INC

SOLE
COM
Shares80.61K
TypeSH
Market value$20.46M
7.10%
Sole
0.00
Shared
0.00
None
80.61K

NVIDIA CORPORATION

SOLE
COM
Shares98.55K
TypeSH
Market value$17.19M
5.96%
Sole
0.00
Shared
0.00
None
98.55K

AMAZON COM INC

SOLE
COM
Shares47.08K
TypeSH
Market value$9.81M
3.40%
Sole
0.00
Shared
0.00
None
47.08K

FIRST MAJESTIC SILVER CORP

SOLE
COM
Shares416.89K
TypeSH
Market value$8.95M
3.11%
Sole
0.00
Shared
0.00
None
416.89K

ALPHABET INC

SOLE
CAP STK CL C
Shares28K
TypeSH
Market value$8.03M
2.79%
Sole
0.00
Shared
0.00
None
28K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares45.87K
TypeSH
Market value$6.71M
2.33%
Sole
0.00
Shared
0.00
None
45.87K

TESLA INC

SOLE
COM
Shares17.10K
TypeSH
Market value$6.36M
2.20%
Sole
0.00
Shared
0.00
None
17.10K

VANECK ETF TRUST

SOLE
JUNIOR GOLD MINE
Shares47.21K
TypeSH
Market value$5.67M
1.97%
Sole
0.00
Shared
0.00
None
47.21K

MICROSOFT CORP

SOLE
COM
Shares14.54K
TypeSH
Market value$5.38M
1.87%
Sole
0.00
Shared
0.00
None
14.54K

BROADCOM INC

SOLE
COM
Shares16.48K
TypeSH
Market value$5.10M
1.77%
Sole
0.00
Shared
0.00
None
16.48K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.77K
TypeSH
Market value$5.06M
1.76%
Sole
0.00
Shared
0.00
None
8.77K

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares6.53K
TypeSH
Market value$4.56M
1.58%
Sole
0.00
Shared
0.00
None
6.53K

ISHARES TR

SOLE
ULTRA SHORT DUR
Shares83.99K
TypeSH
Market value$4.25M
1.47%
Sole
0.00
Shared
0.00
None
83.99K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares30.75K
TypeSH
Market value$4.09M
1.42%
Sole
0.00
Shared
0.00
None
30.75K

AMPLIFY ETF TR

SOLE
AMPLIFY JUNIOR S
Shares130.45K
TypeSH
Market value$3.88M
1.34%
Sole
0.00
Shared
0.00
None
130.45K

META PLATFORMS INC

SOLE
CL A
Shares6.17K
TypeSH
Market value$3.53M
1.22%
Sole
0.00
Shared
0.00
None
6.17K

ISHARES U S ETF TR

SOLE
SHORT DURATION B
Shares64.76K
TypeSH
Market value$3.29M
1.14%
Sole
0.00
Shared
0.00
None
64.76K

PROSHARES TR

SOLE
BITCOIN ETF
Shares315.05K
TypeSH
Market value$2.93M
1.02%
Sole
0.00
Shared
0.00
None
315.05K

ALPHABET INC

SOLE
CAP STK CL A
Shares10.14K
TypeSH
Market value$2.91M
1.01%
Sole
0.00
Shared
0.00
None
10.14K

CLOUDFLARE INC

SOLE
CL A COM
Shares13.77K
TypeSH
Market value$2.84M
0.99%
Sole
0.00
Shared
0.00
None
13.77K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares4.23K
TypeSH
Market value$2.75M
0.95%
Sole
0.00
Shared
0.00
None
4.23K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares35.31K
TypeSH
Market value$2.70M
0.94%
Sole
0.00
Shared
0.00
None
35.31K

NETFLIX INC.

SOLE
COM
Shares27.68K
TypeSH
Market value$2.66M
0.92%
Sole
0.00
Shared
0.00
None
27.68K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares6.82K
TypeSH
Market value$2.66M
0.92%
Sole
0.00
Shared
0.00
None
6.82K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares27.73K
TypeSH
Market value$2.54M
0.88%
Sole
0.00
Shared
0.00
None
27.73K
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