| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WESTERN MIDSTREAM PARTNERS L | 22 | Q2 2024 | 7.6% |
| ZIMMER BIOMET HLDGS INC | 22 | Q2 2024 | 6.7% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 7.3% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 3.3% |
| INVESCO QQQ TR | 22 | Q2 2024 | 2.8% |
| ALPHABET INC | 22 | Q2 2024 | 2.5% |
| PROCTER & GAMBLE CO | 22 | Q2 2024 | 2.6% |
| WELLS FARGO CO NEW | 22 | Q2 2024 | 3.9% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 2.1% |
| WESTERN ASST INFLTN LKD INM | 22 | Q2 2024 | 1.7% |
View Realta Investment Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-13 |
View Realta Investment Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.