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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 $253,066,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 110,715 $17,491,927 6.91%
2.
Apple Inc.
 AAPL 82,177 $16,860,208 6.66%
3.
Amazon Com Inc
 AMZN 48,881 $10,724,003 4.24%
4.
Microstrategy Inc
 MSTR 17,747 $7,173,870 2.83%
5.
Microsoft Corp
 MSFT 13,659 $6,793,949 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)