COASTAL INVESTMENT ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 3K | $1.46M |
 | SBUX | 3K | $244.75K |
 | WTW | 3K | $946.53K |
 | V | 3K | $934.88K |
 | NFLX | 3K | $3.22M |
 | COST | 2K | $2.22M |
 | GE | 2K | $717.76K |
 | ABBV | 2K | $547.63K |
 | GEV | 2K | $1.43M |
 | PWR | 2K | $932.45K |
 | AXON | 2K | $1.53M |
 | DG | 2K | $219.00K |
 | PEP | 2K | $286.63K |
 | IBM | 2K | $575.53K |
 | GILD | 2K | $220.37K |
 | UNH | 2K | $681.58K |
 | ETN | 2K | $705.84K |
 | GS | 2K | $1.46M |
 | PM | 2K | $280.73K |
 | GNRC | 1K | $235.53K |
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.46M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$244.75K
Willis Towers Watson Public Limited Company
WTW
Shares Held
3K
Value
$946.53K
Visa Inc.
V
Shares Held
3K
Value
$934.88K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.22M
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.22M
GE Aerospace
GE
Shares Held
2K
Value
$717.76K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$547.63K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.43M
Quanta Services, Inc.
PWR
Shares Held
2K
Value
$932.45K
Axon Enterprise, Inc.
AXON
Shares Held
2K
Value
$1.53M
Dollar General Corporation
DG
Shares Held
2K
Value
$219.00K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$286.63K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$575.53K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$220.37K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$681.58K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$705.84K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.46M
Philip Morris International Inc.
PM
Shares Held
2K
Value
$280.73K
Generac Holdings Inc.
GNRC
Shares Held
1K
Value
$235.53K