Coastline Complete Wealth LLC
Top Portfolio Positions
21 positions ·
$15,946,418 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
4,422 | $2,552,289 | 16.01% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,270 | $2,347,202 | 14.72% |
| PLNT |
Planet Fitness, Inc.
Consumer Cyclical
|
27,046 | $2,011,681 | 12.62% |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,354 | $1,827,156 | 11.46% |
| MSFT |
Microsoft Corp
Technology
|
3,466 | $1,283,009 | 8.05% |
| LLY |
ELI LILLY & Co
Healthcare
|
990 | $910,572 | 5.71% |
| NVDA |
Nvidia Corp
Technology
|
5,166 | $900,950 | 5.65% |
| AAPL |
Apple Inc.
Technology
|
3,154 | $800,453 | 5.02% |
| KLAC |
Kla Corp
Technology
|
273 | $401,967 | 2.52% |
| XOM |
Exxon Mobil Corp
Energy
|
2,252 | $382,074 | 2.40% |
Holdings in MSFT
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,283,009 | 3,466 | Shares | Sole | 2026-05-22 | |
| No quarters match your search. | ||||||