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Home > Institutional Investor > Coastal Investment Advisors, Inc. > Profile

Instuitional Investor - Coastal Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Coastal Investment Advisors, Inc.
Portfolio Value $299,080,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 83,628 $21,294,306 7.12%
2.
Nvidia Corp
 NVDA 114,092 $21,287,363 7.12%
3.
Amazon Com Inc
 AMZN 51,333 $11,271,187 3.77%
4.
Palantir Technologies Inc.
 PLTR 44,998 $8,208,535 2.74%
5.
Tesla Inc.
 TSLA 16,575 $7,371,234 2.46%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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