Coastal Investment Advisors, Inc. Portfolio Holdings
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 356
- Current Value $211 Million
- Prior Value $504 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 32 stocks
- Sold out of 0 stocks
- Reduced holdings in 272 stocks