Coquina Private Wealth LLC
Top Portfolio Positions
60 positions ·
$48,263,910 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
30,451 | $5,310,654 | 11.00% | |
| AAPL |
Apple Inc.
Technology
|
18,160 | $4,608,826 | 9.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,755 | $3,321,670 | 6.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,674 | $2,847,883 | 5.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,778 | $2,161,507 | 4.48% | |
| MSFT |
Microsoft Corp
Technology
|
5,827 | $2,156,980 | 4.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,251 | $2,037,079 | 4.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,763 | $1,989,404 | 4.12% | |
| AVGO |
Broadcom Inc.
Technology
|
5,814 | $1,799,491 | 3.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,672 | $1,326,316 | 2.75% |
Portfolio Trend
2 quarters · across all stocks
Holdings in PDT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,171 | 37,265 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $465,569 | 36,659 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||