Coastal Investment Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CI Coastal Investment Advisors, Inc. | Institutional Filer | ▼ 5.37% | $288.3M | 367 |
Current Portfolio Holdings
Showing all 367 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 81K | $20.5M | 7.10% |
| 2 | NVDA | NVIDIA Corporation | Technology | 99K | $17.2M | 5.96% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 47K | $9.8M | 3.40% |
| 4 | AG | First Majestic Silver Corp. | Basic Materials | 417K | $9.0M | 3.11% |
| 5 | GOOG | Alphabet Inc. | Technology | 28K | $8.0M | 2.79% |
| 6 | PLTR | Palantir Technologies Inc. | Technology | 46K | $6.7M | 2.33% |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | 17K | $6.4M | 2.20% |
| 8 | GDXJ | VANECK ETF TRUST | — | 47K | $5.7M | 1.97% |
| 9 | MSFT | Microsoft Corporation | Technology | 15K | $5.4M | 1.87% |
| 10 | AVGO | Broadcom Inc. | Technology | 16K | $5.1M | 1.77% |
| 11 | QQQ | Invesco QQQ Trust | — | 9K | $5.1M | 1.76% |
| 12 | VGT | VANGUARD WORLD FD | — | 7K | $4.6M | 1.58% |
| 13 | ICSH | ISHARES TR | — | 84K | $4.3M | 1.47% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 31K | $4.1M | 1.42% |
| 15 | SILJ | AMPLIFY ETF TR | — | 130K | $3.9M | 1.34% |
Showing 1 to 15 of 367 holdings