Coastal Investment Advisors, Inc. Portfolio Holdings
Coastal Investment Advisors, Inc.
- $504 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 779
- Current Value $504 Million
- Prior Value $478 Million
- Filing
- Period Q2 2024
- Filing Date July 15, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 35 stocks
- Additional Purchases 262 stocks
- Sold out of 0 stocks
- Reduced holdings in 283 stocks