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 Market Cap. of $10 Billions to $200 Billions
