Coastal Investment Advisors, Inc. Portfolio Holdings

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025

Coastal Investment Advisors, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Million distributed in 330 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.3M, Nvidia Corp with a value of $21.3M, Amazon Com Inc with a value of $11.3M, Palantir Technologies Inc. with a value of $8.21M, and Tesla, Inc. with a value of $7.37M.

Examining the 13F form we can see an increase of $35.9M in the current position value, from $245M to 281M.

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 $281 Million
ETFs: $109 Million
Technology: $90.6 Million
Consumer Cyclical: $20.8 Million
Communication Services: $19 Million
Financial Services: $14.9 Million
Basic Materials: $9.48 Million
Industrials: $8.54 Million
Consumer Defensive: $4.04 Million
Other: $4.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.33T
$21.3 Million 7.57% of portfolio
83,628
Q3 2025 Added 1.77%
$496B
$21.3 Million 7.57% of portfolio
114,092
Q3 2025 Added 3.05%
$2.53T
$11.3 Million 4.01% of portfolio
51,333
Q3 2025 Added 5.02%
$380B
$8.21 Million 2.92% of portfolio
44,998
Q3 2025 Added 16.3%
$1.41T
$7.37 Million 2.62% of portfolio
16,575
Q3 2025 Reduced 1.86%
$3.77T
$7.18 Million 2.55% of portfolio
13,860
Q3 2025 Added 1.47%
$3.12B
$7.08 Million 2.52% of portfolio
575,696
Q3 2025 Reduced 5.32%
$1.77T
$6.93 Million 2.46% of portfolio
28,452
Q3 2025 Reduced 1.2%
$145B
$6.13 Million 2.18% of portfolio
18,585
Q3 2025 Reduced 6.74%
$0
$5.92 Million 2.1% of portfolio
7,925
Q3 2025 Added 6.29%
$0
$5.36 Million 1.91% of portfolio
8,930
Q3 2025 Added 2.8%
$0
$5.17 Million 1.84% of portfolio
262,617
Q3 2025 Added 22.99%
$2.23B
$5.04 Million 1.79% of portfolio
15,645
Q3 2025 Reduced 11.84%
$120B
$4.77 Million 1.7% of portfolio
9,722
Q3 2025 Added 10.99%
$0
$4.76 Million 1.69% of portfolio
48,050
Q2 2025 Added 200.69%
$0
$4.04 Million 1.44% of portfolio
79,552
Q3 2025 Added 32.03%
$1.4T
$3.71 Million 1.32% of portfolio
5,056
Q3 2025 Added 2.31%
$0
$3.59 Million 1.28% of portfolio
5,389
Q3 2025 Added 108.63%
$0
$3.23 Million 1.15% of portfolio
5,268
Q3 2025 Added 27.31%
$1.67T
$3.23 Million 1.15% of portfolio
13,299
Q3 2025 Added 22.37%
$498B
$3.22 Million 1.14% of portfolio
2,682
Q3 2025 Added 10.55%
$0
$3.12 Million 1.11% of portfolio
60,908
Q3 2025 Added 23.07%
$0
$3.05 Million 1.08% of portfolio
56,592
Q3 2025 Added 1.42%
$68.1B
$2.9 Million 1.03% of portfolio
13,511
Q3 2025 Added 77.4%
$45.1B
$2.82 Million 1.0% of portfolio
8,359
Q3 2025 Added 26.29%
$0
$2.67 Million 0.95% of portfolio
35,013
Q2 2025 Reduced 36.47%
$0
$2.56 Million 0.91% of portfolio
25,433
Q3 2025 Added 37.16%
$0
$2.48 Million 0.88% of portfolio
20,936
Q3 2025 Added 46.08%
$0
$2.32 Million 0.82% of portfolio
9,681
Q3 2025 Added 13.77%
$0
$2.26 Million 0.8% of portfolio
28,802
Q3 2025 Reduced 4.64%
$405B
$2.22 Million 0.79% of portfolio
2,401
Q3 2025 Added 2.69%
$0
$2.2 Million 0.78% of portfolio
19,914
Q3 2025 Added 16.2%
$0
$2.14 Million 0.76% of portfolio
3,192
Q3 2025 Reduced 0.93%
$930B
$2.08 Million 0.74% of portfolio
6,603
Q3 2025 Added 8.89%
$0
$2 Million 0.71% of portfolio
6,091
Q3 2025 Added 5.89%
$0
$1.96 Million 0.7% of portfolio
23,684
Q3 2025 Added 25.56%
$0
$1.92 Million 0.68% of portfolio
22,392
Q3 2025 Reduced 0.58%
$0
$1.68 Million 0.6% of portfolio
10,877
Q3 2025 Reduced 17.88%
$0
$1.64 Million 0.58% of portfolio
11,816
Q3 2025 Added 30.49%
$0
$1.54 Million 0.55% of portfolio
8,474
Q3 2025 Reduced 6.17%
$649B
$1.55 Million 0.55% of portfolio
5,515
Q3 2025 Added 15.21%
$41.6B
$1.53 Million 0.54% of portfolio
2,131
Q3 2025 Added 1.91%
$275B
$1.5 Million 0.53% of portfolio
4,529
Q3 2025 Added 11.91%
$272B
$1.46 Million 0.52% of portfolio
1,834
Q3 2025 Added 21.7%
$301B
$1.46 Million 0.52% of portfolio
3,054
Q3 2025 Added 11.95%
$394B
$1.43 Million 0.51% of portfolio
8,848
Q3 2025 Added 12.91%
$0
$1.35 Million 0.48% of portfolio
31,488
Q3 2025 Added 3.55%
$38.9B
$1.34 Million 0.48% of portfolio
5,439
Q3 2025 Added 13.12%
$0
$1.32 Million 0.47% of portfolio
2,823
Q3 2025 Reduced 10.1%

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $281 Million
  • Prior Value $245 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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