Coastal Investment Advisors, Inc. Portfolio Holdings

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025

Coastal Investment Advisors, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $212 Million distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.8M, Nvidia Corp with a value of $12.1M, Amazon Com Inc with a value of $9.41M, Oxford Lane Capital Corp. with a value of $5.9M, and Microsoft Corp with a value of $5.14M.

Examining the 13F form we can see an decrease of $22M in the current position value, from $234M to 212M. Also it can be appreciated an additional of 35 stocks purchases and 1 closed positions.

Coastal Investment Advisors, Inc. is based out at Wilmington, DE

Below you can find more details about Coastal Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $78.9 Million
Technology: $59.3 Million
Financial Services: $18.9 Million
Consumer Cyclical: $14.5 Million
Communication Services: $12.8 Million
Basic Materials: $7.52 Million
Industrials: $5.63 Million
Consumer Defensive: $5.52 Million
Other: $9.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$18.8 Million 8.88% of portfolio
84,843
Q1 2025 Reduced 5.7%
$271B
$12.1 Million 5.7% of portfolio
111,541
Q1 2025 Reduced 4.14%
$1.88T
$9.41 Million 4.43% of portfolio
49,462
Q1 2025 Reduced 7.97%
$0
$5.9 Million 2.78% of portfolio
1,250,737
Q1 2025 Added 21.4%
$2.95T
$5.14 Million 2.42% of portfolio
13,683
Q1 2025 Reduced 8.16%
$3.55B
$5.11 Million 2.41% of portfolio
17,733
Q1 2025 Added 20.13%
$979B
$4.63 Million 2.18% of portfolio
29,657
Q1 2025 Reduced 6.15%
$891B
$4.29 Million 2.02% of portfolio
16,556
Q1 2025 Added 5.04%
$0
$3.88 Million 1.83% of portfolio
8,274
Q1 2025 Reduced 9.19%
$1.64B
$3.41 Million 1.61% of portfolio
509,450
Q1 2025 Added 2.36%
$78B
$3.33 Million 1.57% of portfolio
19,862
Q1 2025 Reduced 3.77%
$440B
$3.28 Million 1.55% of portfolio
3,469
Q1 2025 Reduced 3.4%
$0
$3.21 Million 1.51% of portfolio
5,921
Q1 2025 Added 5.81%
$92.1B
$3.13 Million 1.48% of portfolio
8,886
Q1 2025 Added 25.0%
$1.25T
$2.72 Million 1.28% of portfolio
4,726
Q1 2025 Added 7.34%
$0
$2.68 Million 1.26% of portfolio
12,957
Q1 2025 Reduced 19.95%
$0
$2.58 Million 1.22% of portfolio
50,956
Q1 2025 Reduced 3.39%
$0
$2.53 Million 1.19% of portfolio
55,113
Q4 2024 Added 16.32%
$504B
$2.24 Million 1.05% of portfolio
2,398
Q1 2025 Added 4.26%
$0
$2.15 Million 1.01% of portfolio
42,320
Q1 2025 Reduced 16.0%
$233B
$2.14 Million 1.01% of portfolio
25,300
Q1 2025 Added 80.35%
$0
$2.05 Million 0.96% of portfolio
15,608
Q1 2025 Reduced 13.64%
$0
$1.98 Million 0.93% of portfolio
3,519
Q1 2025 Reduced 7.42%
$0
$1.95 Million 0.92% of portfolio
22,692
Q1 2025 Reduced 18.73%
$957B
$1.89 Million 0.89% of portfolio
12,218
Q1 2025 Added 7.82%
$0
$1.88 Million 0.88% of portfolio
18,661
Q1 2025 Reduced 10.12%
$0
$1.81 Million 0.85% of portfolio
3,526
Q1 2025 Added 3.55%
$0
$1.74 Million 0.82% of portfolio
18,039
Q1 2025 Reduced 15.07%
$0
$1.68 Million 0.79% of portfolio
47,006
Q1 2025 Added 16.28%
$0
$1.65 Million 0.78% of portfolio
9,048
Q1 2025 Added 13.54%
$0
$1.65 Million 0.78% of portfolio
33,081
Q1 2025 Reduced 25.43%
$53.5B
$1.63 Million 0.77% of portfolio
15,000
Q3 2024 Reduced 3.9%
$0
$1.63 Million 0.77% of portfolio
24,819
Q1 2025 Added 26.86%
$0
$1.62 Million 0.77% of portfolio
14,710
Q1 2025 Reduced 5.27%
$0
$1.6 Million 0.75% of portfolio
5,822
Q1 2025 Reduced 19.73%
$0
$1.57 Million 0.74% of portfolio
2,803
Q1 2025 Reduced 7.92%
$0
$1.52 Million 0.72% of portfolio
7,688
Q1 2025 Added 1.94%
$718B
$1.47 Million 0.69% of portfolio
5,973
Q1 2025 Added 2.58%
$0
$1.38 Million 0.65% of portfolio
16,640
Q1 2025 Reduced 12.74%
$0
$1.29 Million 0.61% of portfolio
8,842
Q1 2025 Reduced 22.29%
$266B
$1.27 Million 0.6% of portfolio
7,608
Q1 2025 Reduced 20.06%
$0
$1.22 Million 0.57% of portfolio
3,365
Q1 2025 Added 25.19%
$0
$1.22 Million 0.57% of portfolio
12,328
Q1 2025 Reduced 6.36%
$43.6B
$1.19 Million 0.56% of portfolio
2,265
Q1 2025 Added 27.61%
$0
$1.18 Million 0.56% of portfolio
15,650
Q1 2025 Reduced 15.39%
$345B
$1.18 Million 0.56% of portfolio
5,634
Q1 2025 Added 3.3%
$182B
$1.12 Million 0.53% of portfolio
2,269
Q1 2025 Added 3.14%
$0
$1.11 Million 0.52% of portfolio
30,523
Q1 2025 Added 34.57%
$35.8B
$1.1 Million 0.52% of portfolio
5,084
Q1 2025 Added 7.37%

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $212 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 117 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 113 stocks
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