Coastal Investment Advisors, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Million distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.7M, Nvidia Corp with a value of $13.3M, Amazon Com Inc with a value of $9.67M, Microsoft Corp with a value of $6.84M, and Alphabet Inc. with a value of $5.12M.
Examining the 13F form we can see an decrease of $293M in the current position value, from $504M to 211M.
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
$211 Million
ETFs: $74.4 Million
Technology: $56.6 Million
Financial Services: $14.7 Million
Consumer Cyclical: $14.5 Million
Communication Services: $13.1 Million
Consumer Defensive: $8.53 Million
Healthcare: $8.5 Million
Industrials: $7.08 Million
Other: $13.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
