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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 $244,002,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,968 $21,895,002 8.97%
2.
Nvidia Corp
 NVDA 116,356 $16,809,967 6.88%
3.
Amazon Com Inc
 AMZN 53,746 $12,049,316 4.93%
4.
Tesla Inc.
 TSLA 15,761 $6,468,945 2.65%
5.
Microsoft Corp
 MSFT 14,898 $6,307,537 2.58%
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)