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Coastal Investment Advisors, Inc.
Coastal Investment Advisors, Inc. is a registered investment adviser headquartered in Wilmington, North Carolina. Founded in 2007, the firm delivers financial planning and investment management services primarily to U.S. clients. The firm serves high net worth individuals and other investors through both discretionary and non-discretionary accounts and has a workforce of roughly 30 employees.
Investment Strategy
Coastal Investment Advisors, Inc. builds and manages client portfolios using a mix of equities and fixed income with an emphasis on major U.S. securities such as Nvidia, Apple, Amazon, and Microsoft. The firm typically acts as a fiduciary, delivering advice tailored to clients’ objectives and risk profile, while incorporating mutual funds and a range of investment options. They offer both discretionary services (the adviser makes portfolio decisions) and non-discretionary services (where clients approve all trades), featuring a blend of stock selection and asset allocation across different sectors.
Latest 13F Filing Activity
Coastal Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 322 equity positions with a total 13F market value of $299M. The fund increased holdings in Apple Inc., Nvidia Corporation, Palantir Technologies Inc. among other positions. Coastal Investment Advisors, Inc. reduced exposure to Oxford Lane Cap Corp., Strategy Inc., Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.12% | $21.3M | 83,628 | $95.84 | $254.63 | +$4.4M |
N NVDA | NVIDIA CORPORATION | 7.12% | $21.3M | 114,092 | $57.57 | $186.58 | +$3.8M |
A AMZN | AMAZON COM INC | 3.77% | $11.3M | 51,333 | $120.27 | $219.57 | +$547.2K |
P PLTR | PALANTIR TECHNOLOGIES INC | 2.74% | $8.2M | 44,998 | $98.72 | $182.42 | +$2.9M |
T TSLA | TESLA INC | 2.46% | $7.4M | 16,575 | $212.58 | $444.72 | +$2.0M |
Industry Allocation
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