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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$3.41 Million 1.61% of portfolio
509,450
Q1 2025 Added 2.36%
$1.43B
$138,000 0.07% of portfolio
19,410
Q1 2025 Reduced 3.72%
$802M
$77,000 0.04% of portfolio
9,642
Q1 2025 Reduced 48.31%
$621M
$57,000 0.03% of portfolio
11,865
Q1 2025 Reduced 2.59%

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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