Coastal Investment Advisors, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $504 Million distributed in 779 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.4M, Amazon Com Inc with a value of $20.4M, Nvidia Corp with a value of $20M, Microsoft Corp with a value of $16.6M, and Alphabet Inc. with a value of $10.9M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $478M to 504M.
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
$504 Million
ETFs: $161 Million
Technology: $110 Million
Financial Services: $54.7 Million
Consumer Cyclical: $45.7 Million
Communication Services: $34.7 Million
Healthcare: $20.9 Million
Consumer Defensive: $19.7 Million
Industrials: $17.2 Million
Other: $40.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more