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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72,000 0.03% of portfolio
892
Q1 2024 New
$0
$78,000 0.03% of portfolio
700
Q4 2024 Added 250.0%
$0
$75,000 0.03% of portfolio
1,475
Q4 2024 Reduced 28.68%
$0
$69,000 0.03% of portfolio
1,176
Q4 2024 Reduced 59.86%
$0
$80,000 0.03% of portfolio
2,000
Q1 2024 New
$0
$68,000 0.03% of portfolio
2,889
Q4 2024 New
$0
$59,000 0.03% of portfolio
595
Q3 2024 Reduced 54.05%
$0
$63,000 0.03% of portfolio
491
Q4 2024 Reduced 90.58%
$0
$62,000 0.03% of portfolio
355
Q4 2024 New
$0
$69,000 0.03% of portfolio
240
Q1 2024 New
$0
$81,000 0.03% of portfolio
590
Q4 2024 New
$0
$42,000 0.02% of portfolio
444
Q4 2024 Added 89.74%
$0
$45,000 0.02% of portfolio
1,666
Q4 2024 Added 177.67%
$0
$44,000 0.02% of portfolio
406
Q4 2024 Reduced 24.81%
$0
$58,000 0.02% of portfolio
1,000
Q3 2024 Reduced 20.06%
$0
$45,000 0.02% of portfolio
519
Q3 2024 Reduced 23.9%
$0
$50,000 0.02% of portfolio
600
Q4 2024 New
$0
$58,000 0.02% of portfolio
2,509
Q4 2024 New
$0
$55,000 0.02% of portfolio
700
Q4 2024 Added 4.01%
$0
$41,000 0.02% of portfolio
776
Q4 2024 Reduced 32.76%
$0
$39,000 0.02% of portfolio
977
Q4 2024 Added 3,156.67%
$0
$53,000 0.02% of portfolio
858
Q4 2024 Reduced 74.26%
$0
$53,000 0.02% of portfolio
221
Q4 2024 Added 21.43%
$0
$47,000 0.02% of portfolio
1,831
Q4 2024 Added 4,718.42%
$0
$38,000 0.02% of portfolio
1,000
Q3 2024 Reduced 84.35%
$0
$56,000 0.02% of portfolio
352
Q4 2024 Reduced 36.23%
$0
$52,000 0.02% of portfolio
396
Q4 2024 Reduced 90.38%
$0
$52,000 0.02% of portfolio
588
Q4 2024 Reduced 7.98%
$0
$15,000 0.01% of portfolio
458
Q4 2024 New
$0
$18,000 0.01% of portfolio
300
Q4 2024 Reduced 97.2%
$0
$14,000 0.01% of portfolio
479
Q3 2024 Reduced 95.51%
$0
$32,000 0.01% of portfolio
200
Q4 2024 New
$0
$19,000 0.01% of portfolio
200
Q4 2024 New
$0
$22,000 0.01% of portfolio
260
Q4 2024 Reduced 18.75%
$0
$15,000 0.01% of portfolio
200
Q4 2024 New
$0
$19,000 0.01% of portfolio
373
Q4 2024 New
$0
$29,000 0.01% of portfolio
928
Q4 2024 Added 85.6%
$0
$14,000 0.01% of portfolio
85
Q4 2024 Reduced 85.69%
$0
$14,000 0.01% of portfolio
234
Q4 2024 New
$0
$22,000 0.01% of portfolio
601
Q4 2024 Reduced 74.16%
$0
$20,000 0.01% of portfolio
83
Q4 2024 Reduced 92.82%
$0
$35,000 0.01% of portfolio
270
Q4 2024 Added 12.5%
$0
$19,000 0.01% of portfolio
365
Q4 2024 New
$0
$18,000 0.01% of portfolio
209
Q4 2024 Reduced 59.73%
$0
$28,000 0.01% of portfolio
1,000
Q4 2024 Reduced 82.91%
$0
$12,000 0.01% of portfolio
623
Q4 2024 Added 332.64%
$0
$15,000 0.01% of portfolio
169
Q4 2024 New
$0
$17,000 0.01% of portfolio
200
Q1 2024 New
$0
$29,000 0.01% of portfolio
1,240
Q3 2024 Reduced 5.7%

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
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email