• 13F History

Realta Investment Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$244M
Signature - Title
Barrett Schultz - Chief Compliance Officer
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by Realta Investment Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Realta Investment Advisors reported 339 stock holdings with total value $244M as of Q4 2024. Top holdings included AAPL, NVDA, AMZN, TSLA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 339 $244M +$47.7M -$29.8M +$17.9M AAPL, NVDA, AMZN, TSLA, MSFT 13F-HR 1/28/2025, 10:49 AM
Q3 2024 356 $217M +$19.2M -$333M -$314M AAPL, NVDA, AMZN, MSFT, GOOG 13F-HR 10/29/2024, 09:02 AM
Q2 2024 779 $511M +$61.6M -$34.6M +$27M AAPL, AMZN, NVDA, MSFT, GOOG 13F-HR 7/15/2024, 08:46 AM
Q1 2024 796 $485M +$46.2M -$48.5M -$2.28M AAPL, AMZN, MSFT, NVDA, GOOG 13F-HR 4/19/2024, 08:33 AM
Q4 2023 443 $443M +$50.8M -$65.9M -$15M AAPL, AMZN, MSFT, NVDA, GOOG 13F-HR 1/19/2024, 04:38 PM
Q3 2023 717 $413M +$566K -$13.8M -$13.2M AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 10/20/2023, 08:42 AM
Q2 2023 828 $458M +$40.9M -$18.5M +$22.4M AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 8/9/2023, 09:29 AM
Q1 2023 425 $411M +$31.2M -$28.3M +$2.88M AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 5/5/2023, 01:46 PM
Q4 2022 847 $410M +$28.3M -$14.6M +$13.7M AAPL, MSFT, AMZN, PG, QQQ 13F-HR 2/10/2023, 10:15 AM
Q3 2022 803 $381M +$56.3M -$42.5M +$13.8M AAPL, AMZN, MSFT, QQQ, GOOG 13F-HR 10/27/2022, 03:23 PM
Q2 2022 391 $408M +$34.2M -$19.1M +$15M AAPL, SPY, AMZN, IWR, MSFT 13F-HR 8/9/2022, 12:37 PM
Q1 2022 426 $502M +$99.6M -$15.4M +$84.2M AAPL, SPY, AMZN, IWR, MSFT 13F-HR 4/13/2022, 11:03 AM
Q4 2021 416 $454M +$27.2M -$18.8M +$8.47M AAPL, AMZN, MSFT, QQQ, PG 13F-HR 1/18/2022, 03:34 PM
Q3 2021 406 $424M +$36.1M -$19M +$17M AAPL, AMZN, MSFT, QQQ, PG 13F-HR 10/18/2021, 08:26 AM
Q2 2021 397 $422M +$27.7M -$13.5M +$14.2M AAPL, AMZN, MSFT, QQQ, NVDA 13F-HR 7/15/2021, 10:48 AM
Q1 2021 375 $380M +$72.4M -$57.1M +$15.3M AAPL, AMZN, MSFT, PG, QQQ 13F-HR 4/12/2021, 02:58 PM
Q4 2020 329 $353M +$50.6M -$17.2M +$33.4M AAPL, AMZN, SPY, IWR, MSFT 13F-HR 1/13/2021, 01:40 PM
Q3 2020 316 $298M +$54.3M -$19.8M +$34.5M SPY, AAPL, AMZN, MSFT, IWR 13F-HR 10/23/2020, 07:44 AM
Q2 2020 341 $304M +$43.5M -$10.4M +$33.1M SPY, AMZN, AAPL, MSFT, IWR 13F-HR 7/16/2020, 08:18 AM
Q1 2020 297 $233M SPY, AMZN, AAPL, MSFT, WORK 13F-HR 4/23/2020, 12:42 PM
Q4 2019 1,054 $127M AMZN, APOG, WORK, STZ, PFF 13F-HR 2/5/2020, 09:48 AM
Q3 2019 1,118 $134M AMZN, APOG, STZ, WORK, GOOG 13F-HR 10/18/2019, 10:05 AM
Q2 2019 1,137 $113M AMZN, APOG, STZ, GOOG, QQQ 13F-HR 8/1/2019, 11:47 AM
Q1 2019 870 $82.5M AMZN, QQQ, GOOG, BA, TJX 13F-HR 5/15/2019, 04:45 PM