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 Market Cap. of $200 Billions or more

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%
$1.77T
$6.93 Million 2.46% of portfolio
28,452
Q3 2025 Reduced 1.2%
$1.4T
$3.71 Million 1.32% of portfolio
5,056
Q3 2025 Added 2.31%
$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%
$405B
$2.22 Million 0.79% of portfolio
2,401
Q3 2025 Added 2.69%
$930B
$2.08 Million 0.74% of portfolio
6,603
Q3 2025 Added 8.89%
$649B
$1.55 Million 0.55% of portfolio
5,515
Q3 2025 Added 15.21%
$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%
$547B
$935,000 0.33% of portfolio
2,739
Q3 2025 Reduced 4.96%
$341B
$717,000 0.26% of portfolio
2,386
Q3 2025 Added 25.58%
$301B
$681,000 0.24% of portfolio
1,974
Q3 2025 Added 33.74%
$275B
$649,000 0.23% of portfolio
3,881
Q3 2025 Reduced 4.9%
$277B
$575,000 0.2% of portfolio
2,040
Q3 2025 Added 1.24%
$527B
$523,000 0.19% of portfolio
920
Q3 2025 Added 0.22%
$387B
$547,000 0.19% of portfolio
2,365
Q3 2025 Reduced 53.49%
$493B
$541,000 0.19% of portfolio
4,801
Q3 2025 Reduced 18.38%
$305B
$491,000 0.17% of portfolio
3,168
Q3 2025 Reduced 6.36%
$278B
$417,000 0.15% of portfolio
4,053
Q3 2025 Added 50.5%
$918B
$431,000 0.15% of portfolio
565
Q3 2025 Reduced 34.15%
$1.53T
$361,000 0.13% of portfolio
1,293
Q3 2025 New
$220B
$347,000 0.12% of portfolio
1,144
Q3 2025 Added 9.58%
$240B
$280,000 0.1% of portfolio
1,731
Q3 2025 Reduced 30.79%
$263B
$233,000 0.08% of portfolio
1,396
Q3 2025 New

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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