Coastal Investment Advisors, Inc. Portfolio Holdings
Coastal Investment Advisors, Inc.
- $245 Million
- Q2 2025
Coastal Investment Advisors, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $245 Million distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.5M, Apple Inc. with a value of $16.9M, Amazon Com Inc with a value of $10.7M, Microstrategy Inc with a value of $7.17M, and Microsoft Corp with a value of $6.79M.
Examining the 13F form we can see an increase of $33.1M in the current position value, from $212M to 245M. Also it can be appreciated an additional of 28 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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 302
- Current Value $245 Million
- Prior Value $212 Million
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 94 stocks
- Sold out of 1 stocks
- Reduced holdings in 120 stocks