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| Happy Holidays!! thanks for using AUM13F!! |
| Realta Investment Advisors Inc
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| CRD # | 134952 |
| SEC # | 801-68000 |
| CIK # | 0001776792 |
| AUM | $343.5 M (2025-06-06) |
| Employees | 64 (84% Investors, 95% Brokers) |
| Phone | 888-657-5200 |
| Address | 1201 N Orange Street Wilmington, DE 19801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001776792 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.5 | ||
| Apple Inc | 16.9 | ||
| Amazon Com Inc | 10.7 | ||
| MicroStrategy Inc | 7.2 | ||
| Microsoft Corp | 6.8 | ||
| Broadcom Inc | 5.5 | ||
| Tesla Motors Inc | 5.4 | ||
| Palantir Technologies Inc | 5.3 | ||
| Oxford Lane Capital Corp | 5.2 | ||
| Alphabet Inc | 5.1 | ||
| First Majestic Silver Corp | 5.0 | ||
| CrowdStrike Holdings Inc | 4.5 | ||
| Facebook Inc | 3.6 | ||
| Netflix Inc | 3.2 | ||
| Coinbase Global Inc | 2.3 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| Alphabet Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,534 | 141.4 |
| (b) Individuals (high net worth individuals) | 367 | 181.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 16.8 |
| (h) Charitable organizations | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,958 | 343.5 |
| By Discretionary | ||
| Discretionary | 1,487 | 222.6 |
| Non-Discretionary | 471 | 120.8 |
| Total | 1,958 | 343.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 342.4 | |
| Total | 1,958 | 343.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776792] |
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