COASTAL INVESTMENT ADVISORS INC
Q4 2024 Form 13-F
WILMINGTON, DELAWARE
CIK 0001776792
· CRD 134952
· SEC-registered investment adviser
$244.0M 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
$244.0M
Quarter over quarter
+5.0%
Holdings
339
Top-10 concentration
36.7%
Key People
Form ADV owners & control persons
Amy Enith Odom
CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 28, 2025 |
| Form | 13F-HR |
| Reported value | $244.0M |
| Positions | 339 |
| Change in reported value | +12.2% |
| New positions | 71 |
| Exited positions | 88 |
| Position turnover | 37.2% |
| Top-10 concentration | 36.7% |
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 · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $21.9M | 8.97% |
| 2 | NVDA NVIDIA CORPORATION | $16.8M | 6.89% |
| 3 | AMZN AMAZON COM INC | $12.0M | 4.94% |
| 4 | TSLA TESLA INC | $6.5M | 2.65% |
| 5 | MSFT MICROSOFT CORP | $6.3M | 2.59% |
| 6 | GOOG ALPHABET INC | $6.1M | 2.5% |
| 7 | OXLC OXFORD LANE CAP CORP | $5.3M | 2.15% |
| 8 | MSTR MICROSTRATEGY INC | $5.0M | 2.05% |
| 9 | AVGO BROADCOM INC | $4.8M | 1.97% |
| 10 | QQQ INVESCO QQQ TR | $4.7M | 1.94% |
| 11 | XLK SELECT SECTOR SPDR TR | $3.8M | 1.56% |
| 12 | VGT VANGUARD WORLD FD | $3.5M | 1.45% |
| 13 | GRNY TIDAL ETF TR | $3.4M | 1.38% |
| 14 | COST COSTCO WHSL CORP NEW | $3.3M | 1.35% |
| 15 | AG FIRST MAJESTIC SILVER CORP | $2.9M | 1.18% |
| 16 | META META PLATFORMS INC | $2.7M | 1.09% |
| 17 | ICSH ISHARES TR | $2.7M | 1.09% |
| 18 | MOAT VANECK ETF TRUST | $2.6M | 1.06% |
| 19 | CRWD CROWDSTRIKE HLDGS INC | $2.6M | 1.05% |
| 20 | NEAR ISHARES U S ETF TR | $2.5M | 1.04% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.