Coastal Investment Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.5M, Nvidia Corp with a value of $15.6M, Amazon Com Inc with a value of $11.8M, Tesla, Inc. with a value of $6.36M, and Microsoft Corp with a value of $6.28M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $211M to 234M.
Coastal Investment Advisors, Inc. is based out at Wilmington, DE
Below you can find more details about Coastal Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $83.3 Million
Technology: $66.5 Million
Consumer Cyclical: $20.1 Million
Financial Services: $17.8 Million
Communication Services: $14.5 Million
Industrials: $9.11 Million
Basic Materials: $6.49 Million
Consumer Defensive: $5.64 Million
Other: $10.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
