Coquina Private Wealth LLC
Top Portfolio Positions
59 positions ·
$46,226,831 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
30,451 | $5,310,654 | 11.49% |
| AAPL |
Apple Inc.
Technology
|
18,160 | $4,608,826 | 9.97% |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,755 | $3,321,670 | 7.19% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,674 | $2,847,883 | 6.16% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,778 | $2,161,507 | 4.68% |
| MSFT |
Microsoft Corp
Technology
|
5,827 | $2,156,980 | 4.67% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,763 | $1,989,404 | 4.30% |
| AVGO |
Broadcom Inc.
Technology
|
5,814 | $1,799,491 | 3.89% |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,672 | $1,326,316 | 2.87% |
| NEE |
Nextera Energy Inc
Utilities
|
12,538 | $1,164,529 | 2.52% |
Portfolio Trend
Holdings in EVN
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,858 | 13,435 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $142,505 | 13,244 | Shares | Sole | 2026-01-29 | |
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