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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 $321,770,614
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 79,507 $23,006,268 7.15%
2.
Nvidia Corp
 NVDA 93,562 $18,720,879 5.82%
3.
Amazon Com Inc
 AMZN 45,492 $10,842,563 3.37%
4.
Alphabet Inc.
 GOOGL 27,971 $9,882,993 3.07%
5.
Tesla Inc.
 TSLA 17,198 $7,233,479 2.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.