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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.25 Million 0.44% of portfolio
2,598
Q3 2025 Reduced 34.9%
$90.2B
$1.21 Million 0.43% of portfolio
3,448
Q3 2025 Added 7.82%
$64.8B
$1.18 Million 0.42% of portfolio
5,803
Q3 2025 Added 10.2%
$0
$1.16 Million 0.41% of portfolio
4,798
Q3 2025 Added 11.56%
$0
$1.14 Million 0.4% of portfolio
13,042
Q3 2025 Reduced 3.63%
$0
$1.14 Million 0.4% of portfolio
11,327
Q3 2025 Added 0.94%
$0
$1.1 Million 0.39% of portfolio
12,030
Q3 2025 Reduced 16.67%
$0
$1.1 Million 0.39% of portfolio
5,277
Q3 2025 Reduced 35.15%
$70.1B
$1.1 Million 0.39% of portfolio
13,047
Q2 2025 Reduced 13.29%
$0
$1.06 Million 0.38% of portfolio
33,584
Q3 2025 Added 0.28%
$0
$1.07 Million 0.38% of portfolio
21,047
Q3 2025 Added 18.7%
$12.1B
$1.06 Million 0.38% of portfolio
13,060
Q3 2025 Reduced 8.0%
$0
$972,000 0.35% of portfolio
95,192
Q2 2025 Added 58.46%
$35.3B
$946,000 0.34% of portfolio
2,740
Q3 2025 New
$64.4B
$932,000 0.33% of portfolio
2,250
Q3 2025 Added 16.16%
$547B
$935,000 0.33% of portfolio
2,739
Q3 2025 Reduced 4.96%
$40.8B
$911,000 0.32% of portfolio
4,264
Q3 2025 New
$78.4B
$889,000 0.32% of portfolio
4,538
Q3 2025 New
$89.7B
$865,000 0.31% of portfolio
7,947
Q3 2025 Added 12.5%
$0
$857,000 0.3% of portfolio
3,064
Q3 2025 Reduced 2.85%
$24B
$805,000 0.29% of portfolio
19,005
Q3 2025 Added 26.19%
$116B
$783,000 0.28% of portfolio
3,631
Q3 2025 Added 256.68%
$341B
$717,000 0.26% of portfolio
2,386
Q3 2025 Added 25.58%
$0
$733,000 0.26% of portfolio
12,354
Q3 2025 Added 0.25%
$0
$742,000 0.26% of portfolio
9,515
Q3 2025 Reduced 2.51%
$0
$692,000 0.25% of portfolio
15,243
Q3 2025 Added 0.28%
$0
$694,000 0.25% of portfolio
12,218
Q3 2025 New
$151B
$705,000 0.25% of portfolio
1,886
Q3 2025 Added 16.2%
$23.8B
$665,000 0.24% of portfolio
4,569
Q3 2025 Added 41.06%
$301B
$681,000 0.24% of portfolio
1,974
Q3 2025 Added 33.74%
$69.1B
$672,000 0.24% of portfolio
3,948
Q3 2025 Added 1.08%
$0
$641,000 0.23% of portfolio
7,177
Q3 2025 Added 93.24%
$0
$640,000 0.23% of portfolio
18,888
Q3 2025 Added 15.18%
$189B
$659,000 0.23% of portfolio
4,438
Q3 2025 Reduced 3.14%
$0
$647,000 0.23% of portfolio
4,484
Q3 2025 Added 1,032.32%
$0
$639,000 0.23% of portfolio
11,560
Q3 2025 Reduced 5.86%
$275B
$649,000 0.23% of portfolio
3,881
Q3 2025 Reduced 4.9%
$0
$638,000 0.23% of portfolio
6,452
Q3 2025 Added 1.03%
$0
$659,000 0.23% of portfolio
22,833
Q3 2025 New
$0
$607,000 0.22% of portfolio
14,447
Q3 2025 New
$76.9B
$603,000 0.21% of portfolio
4,603
Q3 2025 Added 20.56%
$0
$596,000 0.21% of portfolio
51,669
Q1 2024 Added 7.71%
$0
$571,000 0.2% of portfolio
48,897
Q2 2025 Added 102.67%
$0
$562,000 0.2% of portfolio
4,317
Q3 2025 Added 11.18%
$0
$561,000 0.2% of portfolio
11,268
Q3 2025 Added 0.9%
$0
$573,000 0.2% of portfolio
5,491
Q3 2025 Reduced 2.61%
$0
$574,000 0.2% of portfolio
4,042
Q3 2025 Reduced 0.3%
$277B
$575,000 0.2% of portfolio
2,040
Q3 2025 Added 1.24%
$0
$546,000 0.19% of portfolio
7,653
Q3 2025 Added 0.66%

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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