Realta Investment Advisors

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Wilmington, DE
CIK
0001776792
Alternate names
Coastal Investment Advisors, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 356 217,412 AAPL, NVDA, AMZN, MSFT 13F-HR 10/29/2024 000139834424019566
Q2 2024 779 510,705 AAPL, AMZN, NVDA, MSFT 13F-HR 7/15/2024 000139834424012631
Q1 2024 800 485,174 AAPL, AMZN, MSFT, NVDA 13F-HR 4/19/2024 000139834424007352
Q4 2023 443 442,768 AAPL, AMZN, MSFT, NVDA 13F-HR 1/19/2024 000139834424000799
Q3 2023 779 435,248 AAPL, AMZN, MSFT, QQQ 13F-HR 10/20/2023 000139834423019481
Q2 2023 828 457,708 AAPL, AMZN, MSFT, QQQ 13F-HR 8/9/2023 000139834423014355
Q1 2023 425 411,463 AAPL, AMZN, MSFT, QQQ 13F-HR 5/5/2023 000139834423008938
Q4 2022 847 410,265 AAPL, MSFT, AMZN, PG 13F-HR 2/10/2023 000139834423002580
Q3 2022 816 381,441 AAPL, AMZN, MSFT, QQQ 13F-HR 10/27/2022 000139834422020838
Q2 2022 391 407,959 AAPL, SPY, AMZN, IWR 13F-HR 8/9/2022 000139834422015071
Q1 2022 426 501,851 AAPL, SPY, AMZN, IWR 13F-HR 4/13/2022 000139834422007332
Q4 2021 417 454,540 AAPL, AMZN, MSFT, QQQ 13F-HR 1/18/2022 000139834422000742
Q3 2021 406 424,311 AAPL, AMZN, MSFT, QQQ 13F-HR 10/18/2021 000139834421020045
Q2 2021 397 421,634 AAPL, AMZN, MSFT, QQQ 13F-HR 7/15/2021 000139834421014395
Q1 2021 375 380,151 AAPL, AMZN, MSFT, PG 13F-HR 4/12/2021 000139834421007937
Q4 2020 330 353,209 AAPL, AMZN, SPY, IWR 13F-HR 1/13/2021 000139834421000748
Q3 2020 317 298,601 SPY, AAPL, AMZN, MSFT 13F-HR 10/23/2020 000139834420020515
Q2 2020 341 303,980 SPY, AMZN, AAPL, MSFT 13F-HR 7/16/2020 000139834420013872
Q1 2020 297 232,893 SPY, AMZN, AAPL, MSFT 13F-HR 4/23/2020 000139834420008334
Q4 2019 1,647 365,679 SPY, AAPL, AMZN, ITA 13F-HR 2/5/2020 000139834420002193
Q3 2019 1,677 368,344 SPY, AAPL, AMZN, AXP 13F-HR 10/18/2019 000139834419018090
Q2 2019 1,770 360,539 SPY, AMZN, AAPL, ITA 13F-HR 8/1/2019 000139834419013271
Q1 2019 3,143 219,573 AAPL, AMZN, SPY, IWM 13F-HR 5/15/2019 000139834419009005