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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 $305,512,146
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,943 $22,276,967 7.29%
2.
Nvidia Corp
 NVDA 102,849 $19,181,291 6.28%
3.
Amazon Com Inc
 AMZN 49,398 $11,402,046 3.73%
4.
First Majestic Silver Corp
 AG 599,809 $9,992,813 3.27%
5.
Alphabet Inc.
 GOOGL 27,934 $8,765,689 2.87%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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