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Amy Odom

Realta Investment Advisors

Assets Managed
$321.771M
Holdings
378
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.62%(2Q avg: 2.99%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Realta Investment Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 378 positions.

Assets under management

The assets under management (AUM) of Realta Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 321.771M in assets, with a quarterly growth rate of 11.62% and a 2-quarter average growth rate of 2.99%. The portfolio is managed by Amy Odom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.36%
7.15%
$23.006M
79,507 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.05%
5.82%
$18.721M
93,562 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.37%
3.37%
$10.843M
45,492 shares@ $238.34 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.09%
3.08%
$9.883M
27,971 shares@ $353.33 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.59%
2.25%
$7.233M
17,198 shares@ $420.61 avg price
AG
First Majestic Silver Corp
Recent Activity
Decreased -0.07%
2.2%
$7.065M
416,596 shares@ $16.97 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 796.25%
2.18%
$6.995M
58,525 shares@ $119.52 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.63%
1.96%
$6.286M
8,536 shares@ $736.4 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.65%
1.87%
$5.997M
15,875 shares@ $377.75 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -4.93%
1.74%
$5.569M
29,230 shares@ $190.52 avg price

1-10 of 378