Coastal Investment Advisors, Inc.
Top Portfolio Positions
108 positions ·
$186,472,553 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
85,643 | $23,282,905 | 12.49% |
| NVDA |
Nvidia Corp
|
102,849 | $19,181,338 | 10.29% |
| AMZN |
Amazon Com Inc
|
49,398 | $11,402,046 | 6.11% |
| AG |
First Majestic Silver Corp
|
599,809 | $9,992,817 | 5.36% |
| PLTR |
Palantir Technologies Inc.
|
45,176 | $8,030,034 | 4.31% |
| TSLA |
Tesla, Inc.
|
16,071 | $7,227,450 | 3.88% |
| MSFT |
Microsoft Corp
|
14,758 | $7,137,263 | 3.83% |
| AVGO |
Broadcom Inc.
Technology
|
16,825 | $5,823,132 | 3.12% |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,473 | $5,819,358 | 3.12% |
| CRWD |
CrowdStrike Holdings, Inc.
|
9,511 | $4,458,376 | 2.39% |
Portfolio Trend
Holdings in WLTH
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $194,337 | 14,300 | Shares | Sole | 2026-01-20 | |
| No quarters match your search. | ||||||