COASTAL INVESTMENT ADVISORS INC
Q1 2024 Form 13-F
WILMINGTON, DELAWARE
CIK 0001776792
· CRD 134952
· SEC-registered investment adviser
$485.2M Reported Value Total
REALTA INVESTMENT ADVISORS, INC reports 3,529 total accounts under management (AUM). There are 3,078 discretionary accounts valued at $683,048,796, and 451 non-discretionary accounts valued at $116,652,661.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-06
Reported value
$485.2M
Quarter over quarter
+10.6%
Holdings
799
Top-10 concentration
23.7%
Key People
Form ADV owners & control persons
Amy Enith Odom
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | April 19, 2024 |
| Form | 13F-HR |
| Reported value | $485.2M |
| Positions | 799 |
| Change in reported value | +9.6% |
| New positions | 378 |
| Exited positions | 23 |
| Position turnover | 48.8% |
| Top-10 concentration | 23.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
362 | $342.2M |
|
Q2 2026 13F
Filed Jul 20, 2026
|
378 | $321.8M |
|
Q1 2026 13F
Filed Apr 22, 2026
|
367 | $288.3M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
344 | $305.5M |
|
Q3 2025 13F
Filed Oct 23, 2025
|
330 | $299.1M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
302 | $253.1M |
|
Q1 2025 13F
Filed May 1, 2025
|
320 | $219.4M |
|
Q4 2024 13F
Filed Jan 28, 2025
|
339 | $244.0M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
356 | $217.4M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
779 | $510.7M |
|
Q1 2024 13F
Filed Apr 19, 2024
|
799 | $485.2M |
|
Q4 2023 13F
Filed Jan 19, 2024
|
443 | $442.8M |
|
Q3 2023 13F
Filed Oct 20, 2023
|
778 | $435.2M |
|
Q2 2023 13F
Filed Aug 9, 2023
|
818 | $457.7M |
|
Q1 2023 13F
Filed May 5, 2023
|
423 | $411.5M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
842 | $410.3M |
|
Q3 2022 13F
Filed Oct 27, 2022
|
800 | $381.4M |
|
Q2 2022 13F
Filed Aug 9, 2022
|
391 | $408.0M |
|
Q1 2022 13F
Filed Apr 13, 2022
|
426 | $501.9M |
|
Q4 2021 13F
Filed Jan 18, 2022
|
417 | $454.5M |
11 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $25.7M | 5.3% |
| 2 | AMZN AMAZON COM INC | $19.3M | 3.99% |
| 3 | MSFT MICROSOFT CORP | $15.4M | 3.17% |
| 4 | NVDA NVIDIA CORPORATION | $10.5M | 2.17% |
| 5 | GOOG ALPHABET INC | $9.0M | 1.86% |
| 6 | QQQ INVESCO QQQ TR | $8.7M | 1.8% |
| 7 | META META PLATFORMS INC | $7.5M | 1.55% |
| 8 | BRK-B BERKSHIRE HATHAWAY INC DEL | $6.8M | 1.4% |
| 9 | AXP AMERICAN EXPRESS CO | $6.3M | 1.31% |
| 10 | XLK SELECT SECTOR SPDR TR | $5.7M | 1.17% |
| 11 | PG PROCTER AND GAMBLE CO | $5.3M | 1.09% |
| 12 | MOAT VANECK ETF TRUST | $4.9M | 1.02% |
| 13 | ALB ALBEMARLE CORP | $4.6M | 0.94% |
| 14 | GOOGL ALPHABET INC | $4.6M | 0.94% |
| 15 | XLF SELECT SECTOR SPDR TR | $4.3M | 0.88% |
| 16 | IWM ISHARES TR | $4.2M | 0.87% |
| 17 | TSLA TESLA INC | $3.9M | 0.8% |
| 18 | JPM JPMORGAN CHASE & CO | $3.7M | 0.77% |
| 19 | VTI VANGUARD INDEX FDS | $3.7M | 0.76% |
| 20 | XLV SELECT SECTOR SPDR TR | $3.5M | 0.72% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.