Coastal Investment Advisors, Inc. Portfolio Holdings

Coastal Investment Advisors, Inc.

  • $245 Million
  • Q2 2025

Coastal Investment Advisors, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $245 Million distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.5M, Apple Inc. with a value of $16.9M, Amazon Com Inc with a value of $10.7M, Microstrategy Inc with a value of $7.17M, and Microsoft Corp with a value of $6.79M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $212M to 245M. Also it can be appreciated an additional of 28 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 $245 Million
ETFs: $92.3 Million
Technology: $76.4 Million
Financial Services: $20.9 Million
Consumer Cyclical: $16.6 Million
Communication Services: $15 Million
Basic Materials: $6.83 Million
Industrials: $6.46 Million
Healthcare: $4.65 Million
Other: $6.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.95 Million 2.02% of portfolio
7,456
Q2 2025 Added 25.92%
$0
$4.79 Million 1.95% of portfolio
8,687
Q2 2025 Added 4.99%
$0
$4.59 Million 1.87% of portfolio
213,521
Q2 2025 Added 47.59%
$0
$3.25 Million 1.32% of portfolio
48,050
Q2 2025 Added 200.69%
$0
$3.13 Million 1.27% of portfolio
12,347
Q2 2025 Reduced 4.71%
$0
$3.06 Million 1.25% of portfolio
60,251
Q2 2025 Added 18.24%
$0
$2.92 Million 1.19% of portfolio
55,798
Q2 2025 Added 68.67%
$0
$2.53 Million 1.03% of portfolio
49,491
Q2 2025 Added 16.94%
$0
$2.35 Million 0.96% of portfolio
4,138
Q2 2025 Added 17.36%
$0
$2.2 Million 0.89% of portfolio
30,204
Q2 2025 Added 21.7%
$0
$2 Million 0.82% of portfolio
3,222
Q2 2025 Reduced 8.44%
$0
$1.95 Million 0.8% of portfolio
13,245
Q2 2025 Reduced 15.14%
$0
$1.93 Million 0.79% of portfolio
22,522
Q2 2025 Reduced 0.75%
$0
$1.89 Million 0.77% of portfolio
17,138
Q2 2025 Added 16.51%
$0
$1.87 Million 0.76% of portfolio
18,542
Q2 2025 Reduced 0.64%
$0
$1.85 Million 0.75% of portfolio
8,509
Q2 2025 Added 10.68%
$0
$1.75 Million 0.71% of portfolio
5,752
Q2 2025 Reduced 1.2%
$0
$1.75 Million 0.71% of portfolio
3,991
Q2 2025 Added 139.27%
$0
$1.64 Million 0.67% of portfolio
9,031
Q2 2025 Reduced 0.19%
$0
$1.6 Million 0.65% of portfolio
2,583
Q2 2025 Reduced 7.85%
$0
$1.56 Million 0.64% of portfolio
18,862
Q2 2025 Added 13.35%
$0
$1.53 Million 0.63% of portfolio
8,137
Q2 2025 Added 52.66%
$0
$1.56 Million 0.63% of portfolio
14,332
Q2 2025 Reduced 20.55%
$0
$1.32 Million 0.54% of portfolio
14,437
Q2 2025 Added 67.21%
$0
$1.32 Million 0.54% of portfolio
3,140
Q2 2025 Reduced 6.69%
$0
$1.23 Million 0.5% of portfolio
30,409
Q2 2025 Reduced 0.37%
$0
$1.22 Million 0.5% of portfolio
9,055
Q2 2025 Added 2.41%
$0
$1.13 Million 0.46% of portfolio
13,533
Q2 2025 Reduced 13.53%
$0
$1.11 Million 0.45% of portfolio
11,222
Q2 2025 Reduced 8.97%
$0
$1.03 Million 0.42% of portfolio
33,489
Q2 2025 Added 4.93%
$0
$928,000 0.38% of portfolio
4,301
Q2 2025 Reduced 15.95%
$0
$898,000 0.37% of portfolio
17,732
Q2 2025 Added 21.0%
$0
$849,000 0.35% of portfolio
3,154
Q2 2025 Added 6.45%
$0
$724,000 0.3% of portfolio
9,760
Q2 2025 Added 9.26%
$0
$702,000 0.29% of portfolio
6,416
Q2 2025 Added 361.58%
$0
$690,000 0.28% of portfolio
12,323
Q2 2025 Added 7.87%
$0
$630,000 0.26% of portfolio
6,386
Q2 2025 New
$0
$637,000 0.26% of portfolio
4,318
Q2 2025 New
$0
$644,000 0.26% of portfolio
15,200
Q2 2025 Added 5.64%
$0
$642,000 0.26% of portfolio
12,279
Q2 2025 Added 86.33%
$0
$588,000 0.24% of portfolio
17,995
Q2 2025 New
$0
$562,000 0.23% of portfolio
6,894
Q2 2025 Added 122.96%
$0
$555,000 0.23% of portfolio
11,167
Q2 2025 Added 17.97%
$0
$565,000 0.23% of portfolio
7,439
Q2 2025 Added 1,427.52%
$0
$538,000 0.22% of portfolio
4,054
Q2 2025 Added 0.77%
$0
$550,000 0.22% of portfolio
16,398
Q2 2025 Added 6.5%
$0
$537,000 0.22% of portfolio
5,638
Q2 2025 Added 34.72%
$0
$511,000 0.21% of portfolio
7,603
Q1 2025 Added 15,106.0%
$18.7B
$494,000 0.2% of portfolio
15,061
Q2 2025 Reduced 12.28%

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $245 Million
  • Prior Value $212 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 94 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 120 stocks
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