Coastal Investment Advisors, Inc. Portfolio Holdings by Sector
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGT QQQ BITO GDXJ XLK ICSH SPY VOO 194 stocks |
$106,801
37.99% of portfolio
|
113
|
45
|
36
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD MU TSM NXPI 6 stocks |
$30,135
10.72% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT CRWD NET ORCL PANW SQ 7 stocks |
$26,080
9.28% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,294
7.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$13,874
4.94% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,271
4.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR COIN CDNS SHOP UBER RIOT 6 stocks |
$10,486
3.73% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$7,371
2.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$7,075
2.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VFL BK NPV NAD NRK NEA NUW GOF 21 stocks |
$6,740
2.4% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX LYV 2 stocks |
$4,127
1.47% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA PYPL 4 stocks |
$3,260
1.16% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON BA LMT RTX 4 stocks |
$2,918
1.04% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$2,857
1.02% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$2,532
0.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN EMR GNRC 4 stocks |
$2,260
0.8% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,998
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$1,460
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,457
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$1,339
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM GFI 2 stocks |
$1,338
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY GILD 3 stocks |
$1,198
0.43% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ALB 1 stocks |
$1,058
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,032
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$988
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$946
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$932
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$916
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$911
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$889
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$827
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$672
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$665
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$591
0.21% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$575
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$436
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$383
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$287
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$286
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$264
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$249
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$203
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
STKL 1 stocks |
$71
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$19
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$16
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
SM 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|