Coastal Investment Advisors, Inc. Portfolio Holdings

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$22.5 Million 9.62% of portfolio
89,968
Q4 2024 Added 18.23%
$299B
$15.6 Million 6.67% of portfolio
116,356
Q4 2024 Added 6.62%
$2.42T
$11.8 Million 5.03% of portfolio
53,746
Q4 2024 Added 3.61%
$1.28T
$6.36 Million 2.72% of portfolio
15,761
Q4 2024 Added 35.72%
$3.09T
$6.28 Million 2.68% of portfolio
14,898
Q4 2024 Reduced 6.31%
$1.25T
$6.02 Million 2.57% of portfolio
31,602
Q4 2024 Added 3.23%
$0
$5.22 Million 2.23% of portfolio
1,030,232
Q4 2024 Added 15.93%
$89.6B
$4.79 Million 2.04% of portfolio
20,640
Q4 2024 Added 1.01%
$0
$4.66 Million 1.99% of portfolio
9,111
Q4 2024 Reduced 7.13%
$3.13B
$4.28 Million 1.83% of portfolio
14,762
Q4 2024 Added 19.96%
$0
$3.76 Million 1.61% of portfolio
16,186
Q4 2024 Reduced 8.61%
$0
$3.48 Million 1.49% of portfolio
5,596
Q4 2024 Added 180.36%
$434B
$3.29 Million 1.4% of portfolio
3,591
Q4 2024 Reduced 1.16%
$1.5B
$2.73 Million 1.17% of portfolio
497,726
Q4 2024 Added 16.76%
$0
$2.66 Million 1.14% of portfolio
52,743
Q4 2024 Added 2.46%
$1.55T
$2.6 Million 1.11% of portfolio
4,403
Q4 2024 Added 1.99%
$85.5B
$2.43 Million 1.04% of portfolio
7,109
Q4 2024 Added 3.25%
$0
$2.4 Million 1.02% of portfolio
27,923
Q4 2024 Reduced 0.99%
$0
$2.38 Million 1.02% of portfolio
18,073
Q4 2024 Added 19.95%
$0
$2.33 Million 1.0% of portfolio
102,439
Q4 2024 Added 898.43%
$0
$2.24 Million 0.96% of portfolio
3,801
Q4 2024 Reduced 5.09%
$1.22T
$2.15 Million 0.92% of portfolio
11,332
Q4 2024 Added 1.23%
$0
$2.14 Million 0.91% of portfolio
44,360
Q4 2024 Reduced 27.47%
$0
$2.1 Million 0.9% of portfolio
7,253
Q4 2024 Added 13.19%
$0
$2.08 Million 0.89% of portfolio
20,762
Q4 2024 Added 2.29%
$0
$2.06 Million 0.88% of portfolio
21,241
Q4 2024 Added 1.09%
$435B
$2.05 Million 0.88% of portfolio
2,300
Q4 2024 Reduced 0.3%
$0
$1.87 Million 0.8% of portfolio
55,113
Q4 2024 Added 16.32%
$0
$1.83 Million 0.78% of portfolio
3,405
Q4 2024 Added 485.05%
$0
$1.78 Million 0.76% of portfolio
3,044
Q4 2024 Added 31.04%
$0
$1.71 Million 0.73% of portfolio
15,529
Q4 2024 Added 14.62%
$0
$1.69 Million 0.72% of portfolio
7,542
Q4 2024 Added 9.8%
$41.3B
$1.66 Million 0.71% of portfolio
6,684
Q4 2024 Added 63.58%
$9.86B
$1.59 Million 0.68% of portfolio
18,520
Q4 2024 Reduced 6.21%
$0
$1.56 Million 0.67% of portfolio
7,053
Q4 2024 Added 0.89%
$0
$1.56 Million 0.67% of portfolio
19,069
Q4 2024 Added 10.94%
$0
$1.57 Million 0.67% of portfolio
11,378
Q4 2024 Reduced 26.79%
$0
$1.45 Million 0.62% of portfolio
7,969
Q4 2024 Added 213.86%
$0
$1.43 Million 0.61% of portfolio
40,424
Q4 2024 New
$784B
$1.4 Million 0.6% of portfolio
5,823
Q4 2024 Reduced 15.95%
$292B
$1.38 Million 0.59% of portfolio
9,517
Q4 2024 Reduced 2.61%
$0
$1.35 Million 0.58% of portfolio
19,564
Q4 2024 Added 4,890.82%
$0
$1.3 Million 0.55% of portfolio
18,496
Q4 2024 Reduced 7.03%
$0
$1.28 Million 0.54% of portfolio
13,166
Q4 2024 Reduced 32.44%
$42.3B
$1.17 Million 0.5% of portfolio
15,000
Q3 2024 Reduced 3.9%
$202B
$1.15 Million 0.49% of portfolio
2,200
Q4 2024 Added 3.82%
$237B
$1.1 Million 0.47% of portfolio
3,705
Q4 2024 Added 2.75%
$0
$1.07 Million 0.46% of portfolio
10,733
Q4 2024 Added 20.43%
$0
$1.08 Million 0.46% of portfolio
2,688
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 339
  • Current Value $234 Million
  • Prior Value $211 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 71 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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