Coastal Investment Advisors, Inc. Purchases in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.9K
+ 18.23%
$221.69 - $259.02 $3.07M - $3.59M
90K $22.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.15K
+ 35.72%
$213.65 - $479.86 $886K - $1.99M
15.8K $6.36M
NVDA
Nvidia Corp

Technology
7.23K
+ 6.62%
$117.0 - $148.88 $845K - $1.08M
116K $15.6M
VGT
Vanguard Information Technolog

ETFs
3.6K
+ 180.36%
$571.78 - $647.97 $2.06M - $2.33M
5.6K $3.48M
MSTR
Microstrategy Inc

Technology
2.46K
+ 19.96%
$162.69 - $473.83 $400K - $1.16M
14.8K $4.28M
BITO
Proshares Tr Bitcoin Strategy

ETFs
92.2K
+ 898.43%
$16.99 - $27.42 $1.57M - $2.53M
102K $2.33M
AMZN
Amazon Com Inc

Consumer Cyclical
1.88K
+ 3.61%
$180.88 - $232.93 $339K - $437K
53.7K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 485.05%
$521.84 - $558.82 $1.47M - $1.58M
3.41K $1.83M
CGDV
Capital Group Divid Value ETF

ETFs
40.4K
New
$35.16 - $37.12 $1.42M - $1.5M
40.4K $1.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.2K
+ 4890.82%
$66.77 - $71.52 $1.28M - $1.37M
19.6K $1.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.69K
New
$370.24 - $418.94 $995K - $1.13M
2.69K $1.08M
VIG
Vanguard Dividend Appreciation

ETFs
5.43K
+ 213.86%
N/A
7.97K $1.45M
COIN
Coinbase Global, Inc.

Technology
2.6K
+ 63.58%
$163.17 - $343.62 $424K - $893K
6.68K $1.66M
GOOG
Alphabet Inc.

Communication Services
990
+ 3.23%
$163.08 - $198.16 $161K - $196K
31.6K $6.02M
VUG
Vanguard Growth ETF

ETFs
1.98K
+ 360.4%
$378.79 - $428.11 $748K - $846K
2.52K $1.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.7K
New
$34.13 - $37.35 $774K - $847K
22.7K $774K
PLTR
Palantir Technologies Inc.

Technology
4.12K
+ 41.53%
$36.46 - $82.38 $150K - $339K
14K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
1.03K
+ 790.77%
$486.1 - $608.57 $500K - $626K
1.16K $663K
OXLC
Oxford Lane Capital Corp.

Financial Services
142K
+ 15.93%
$5.05 - $5.45 $715K - $771K
1.03M $5.22M
CBRE
Cbre Group, Inc.

Real Estate
4.32K
New
$119.22 - $140.71 $516K - $608K
4.32K $567K
VEA
Vanguard Ftse Developed Market

ETFs
11.5K
New
$47.57 - $52.44 $546K - $602K
11.5K $549K
ETN
Eaton Corp PLC

Industrials
1.64K
New
$326.96 - $377.52 $536K - $618K
1.64K $543K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.92K
+ 241.38%
$91.29 - $91.8 $541K - $544K
8.37K $765K
BKNG
Booking Holdings Inc.

Consumer Cyclical
106
New
$4100.99 - $5300.34 $435K - $562K
106 $526K
CRWD
Crowd Strike Holdings, Inc.

Technology
224
+ 3.25%
$275.15 - $388.2 $61.6K - $87K
7.11K $2.43M
PWR
Quanta Services, Inc.

Industrials
1.58K
New
$296.05 - $346.6 $466K - $546K
1.58K $497K
PGR
Progressive Corp

Financial Services
2.07K
New
$239.6 - $268.88 $495K - $556K
2.07K $495K
JCI
Johnson Controls International PLC

Industrials
6.15K
New
$74.23 - $86.6 $457K - $533K
6.15K $485K
BK
Bank Of New York Mellon Corp

Financial Services
6.17K
New
$70.82 - $81.87 $437K - $505K
6.17K $473K
EMR
Emerson Electric CO

Industrials
3.66K
New
$108.13 - $134.33 $396K - $492K
3.66K $453K
SPY
Spdr S&P 500 ETF Trust

ETFs
721
+ 31.04%
$567.81 - $607.81 $409K - $438K
3.04K $1.78M
BMY
Bristol Myers Squibb CO

Healthcare
7.97K
New
$51.92 - $59.94 $414K - $477K
7.97K $450K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.1K
+ 1740.41%
$32.65 - $33.68 $361K - $373K
11.7K $383K
V
Visa Inc.

Financial Services
884
+ 49.36%
$273.87 - $320.91 $242K - $284K
2.68K $845K
MMM
3 M CO

Industrials
2.71K
New
$124.74 - $137.12 $338K - $372K
2.71K $350K
BA
Boeing CO

Industrials
1.74K
+ 115.67%
$138.14 - $180.72 $240K - $314K
3.24K $572K
XLI
Industrial Sector Spdr

ETFs
3.01K
+ 19.95%
$131.76 - $143.99 $396K - $433K
18.1K $2.38M
XLY
Select Sector Spdr Consumer Di

ETFs
673
+ 9.8%
$194.8 - $239.43 $131K - $161K
7.54K $1.69M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.4K
New
$17.65 - $18.18 $307K - $316K
17.4K $307K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.33K
New
$126.68 - $134.74 $295K - $314K
2.33K $297K
IR
Ingersoll Rand Inc.

Industrials
3.27K
New
$90.46 - $105.35 $296K - $344K
3.27K $295K
IBM
International Business Machines Corp

Technology
1.34K
+ 110.06%
$204.9 - $238.04 $274K - $318K
2.55K $560K
FTSL
First Trust Senior Ln Fund

ETFs
6.29K
New
$45.9 - $46.48 $289K - $292K
6.29K $290K
GOOGL
Alphabet Inc.

Communication Services
138
+ 1.23%
$161.86 - $196.66 $22.3K - $27.1K
11.3K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
845
+ 13.19%
$280.04 - $302.45 $237K - $256K
7.25K $2.1M
HYLS
First Tr Tactical High Yield L

ETFs
6.94K
New
$41.29 - $42.03 $287K - $292K
6.94K $286K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.2K
New
$27.8 - $29.05 $282K - $295K
10.2K $283K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
7.28K
New
$35.35 - $38.58 $257K - $281K
7.28K $267K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.61K
+ 80.11%
$87.1 - $98.49 $314K - $355K
8.11K $707K
Activity Summary
Buys All Purchases 176 New Holdings 71 Increased Positions 105 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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