COASTAL INVESTMENT ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XYZ | 5K | $374.72K |
 | META | 5K | $3.71M |
 | XOM | 5K | $541.27K |
 | EMR | 5K | $603.85K |
 | CRDO | 5K | $665.29K |
 | VST | 5K | $889.09K |
 | AXP | 5K | $1.50M |
 | PYPL | 4K | $298.69K |
 | C | 4K | $450.80K |
 | SHOP | 4K | $659.53K |
 | EXPE | 4K | $911.43K |
 | WMT | 4K | $417.69K |
 | UBER | 4K | $393.64K |
 | VLO | 4K | $672.21K |
 | MU | 4K | $649.32K |
 | BA | 4K | $783.68K |
 | CDNS | 3K | $1.21M |
 | UPS | 3K | $287.36K |
 | CVX | 3K | $491.95K |
 | CVS | 3K | $235.75K |
Block, Inc.
XYZ
Shares Held
5K
Value
$374.72K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.71M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$541.27K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$603.85K
Credo Technology Group Holding Ltd
CRDO
Shares Held
5K
Value
$665.29K
Vistra Corp.
VST
Shares Held
5K
Value
$889.09K
American Express Company
AXP
Shares Held
5K
Value
$1.50M
PayPal Holdings, Inc.
PYPL
Shares Held
4K
Value
$298.69K
Citigroup Inc.
C
Shares Held
4K
Value
$450.80K
Shopify Inc.
SHOP
Shares Held
4K
Value
$659.53K
Expedia Group, Inc.
EXPE
Shares Held
4K
Value
$911.43K
Walmart Inc.
WMT
Shares Held
4K
Value
$417.69K
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$393.64K
Valero Energy Corporation
VLO
Shares Held
4K
Value
$672.21K
Micron Technology, Inc.
MU
Shares Held
4K
Value
$649.32K
The Boeing Company
BA
Shares Held
4K
Value
$783.68K
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$1.21M
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$287.36K
Chevron Corporation
CVX
Shares Held
3K
Value
$491.95K
CVS Health Corporation
CVS
Shares Held
3K
Value
$235.75K