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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 $442,768,690
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 156,424 $30,116,402 6.8%
2.
Amazon Com Inc
 AMZN 110,564 $16,799,094 3.79%
3.
Microsoft Corp
 MSFT 37,700 $14,176,879 3.2%
4.
Nvidia Corp
 NVDA 224,360 $11,110,655 2.5%
5.
Alphabet Inc.
 GOOG 67,064 $9,451,330 2.13%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)