Coastal Investment Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Coastal Investment Advisors, Inc.

CIK Number: 0001776792

253.07M
Market Value
279
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 22, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
187.62
-0.67% 110.72K -0.74% 17.49M 53.63 6.91% Share
2 AAPL Apple Inc.
258.02
+0.35% 82.18K -3.14% 16.86M 93.04 6.66% Share
3 AMZN Amazon.com, Inc...
219.51
-1.3% 48.88K -1.17% 10.72M 115.29 4.24% Share
4 MSTR MicroStrategy I...
351.63
-0.2% 17.75K +0.08% 7.17M 151.2 2.83% Share
5 MSFT Microsoft Corpo...
517.35
+0.31% 13.66K -0.18% 6.79M 175.29 2.68% Share
6 AVGO Broadcom Inc.
338.37
+0.06% 19.93K +0.33% 5.49M 120.41 2.17% Share
7 TSLA Tesla, Inc.
429.83
-1.42% 16.89K +2.01% 5.36M 212.58 2.12% Share
8 PLTR Palantir Techno...
173.07
-7.47% 38.69K +52.93% 5.27M 85.07 2.08% Share
9 OXLC Oxford Lane Cap...
17.03
-1.22% 1.24M -0.55% 5.22M 5.13 2.06% Share
10 GOOG Alphabet Inc.
246.45
+0.01% 28.8K -2.9% 5.11M 110.81 2.02% Share
11 AG First Majestic ...
12.12
+0.46% 608.01K +19.35% 5.03M 6.45 1.99% Share
12 VGT Vanguard Inform...
755.52
-0.33% 7.46K +25.92% 4.95M 541.66 1.95% Share
13 QQQ Invesco QQQ Tru...
603.15
-0.43% 8.69K +4.99% 4.79M 306.5 1.89% Share
14 BITO ProShares Bitco...
20.31
+1.50% 213.52K +47.59% 4.59M 21.32 1.81% Share
15 CRWD CrowdStrike Hol...
489.88
-1.39% 8.76K -1.43% 4.46M 312.93 1.76% Share
16 META Meta Platforms,...
710.56
-2.27% 4.94K +4.57% 3.65M 285.78 1.44% Share
17 NFLX Netflix, Inc.
1153.32
-0.79% 2.43K +1.17% 3.25M 448.57 1.28% Share
18 GDXJ VanEck Junior G...
99.78
+0.14% 48.05K +200.69% 3.25M 56.44 1.28% Share
19 XLK Technology Sele...
284.70
-0.51% 12.35K -4.71% 3.13M 162.67 1.24% Share
20 ICSH iShares Ultra S...
50.60
+0.02% 60.25K +18.24% 3.06M 50.46 1.21% Share
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