Coastal Investment Advisors, Inc. Purchases in Q3 2025

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.2K
New
$53.81 - $57.52 $226K - $242K
4.2K $241K
GFI
Gold Fields LTD

Basic Materials
5.7K
New
$23.36 - $42.3 $133K - $241K
5.7K $239K
RTX
Raytheon Technologies Corp

Industrials
1.4K
New
$144.19 - $167.33 $201K - $234K
1.4K $233K
IWM
Ishares Russell 2000 ETF

ETFs
497
+ 11.56%
$214.92 - $244.84 $107K - $122K
4.8K $1.16M
GE
General Electric CO

Industrials
486
+ 25.58%
$244.75 - $305.63 $119K - $149K
2.39K $717K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.81K
+ 144.44%
$108.46 - $120.63 $196K - $218K
3.06K $363K
CDNS
Cadence Design Systems Inc

Technology
250
+ 7.82%
$309.46 - $373.37 $77.4K - $93.3K
3.45K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
883
+ 12.5%
$90.65 - $109.75 $80K - $96.9K
7.95K $865K
UNH
Unitedhealth Group Inc

Healthcare
498
+ 33.74%
$237.77 - $353.61 $118K - $176K
1.97K $681K
DG
Dollar General Corp

Consumer Defensive
2.12K
New
$101.86 - $116.32 $216K - $246K
2.12K $218K
PWR
Quanta Services, Inc.

Industrials
313
+ 16.16%
$372.29 - $421.68 $117K - $132K
2.25K $932K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.07K
+ 46.19%
$132.9 - $142.03 $143K - $152K
3.4K $478K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.32K
+ 18.7%
$50.47 - $50.74 $167K - $168K
21K $1.07M
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 50.5%
$94.4 - $104.27 $128K - $142K
4.05K $417K
VT
Vanguard Total World Stk Index

ETFs
954
+ 53.3%
$128.41 - $138.03 $123K - $132K
2.74K $378K
VLO
Valero Energy Corp

Energy
42
+ 1.08%
$131.77 - $175.63 $5.53K - $7.38K
3.95K $672K
XLF
Financial Sector Spdr

ETFs
794
+ 1.42%
$51.37 - $54.25 $40.8K - $43.1K
56.6K $3.05M
ETN
Eaton Corp PLC

Industrials
263
+ 16.2%
$342.99 - $392.76 $90.2K - $103K
1.89K $705K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.09K
+ 33.5%
$55.61 - $57.37 $116K - $120K
8.34K $476K
FREL
Fidelity Covington Tr Msci Rea

ETFs
4.31K
New
$26.84 - $28.32 $116K - $122K
4.31K $119K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.08K
+ 3.55%
$39.8 - $42.86 $42.9K - $46.2K
31.5K $1.35M
PANW
Palo Alto Networks Inc

Technology
537
+ 10.2%
$167.06 - $208.19 $89.7K - $112K
5.8K $1.18M
EMR
Emerson Electric CO

Industrials
785
+ 20.56%
$128.6 - $149.63 $101K - $117K
4.6K $603K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
434
+ 11.18%
$121.46 - $130.92 $52.7K - $56.8K
4.32K $562K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.49K
+ 15.18%
$33.26 - $34.01 $82.8K - $84.7K
18.9K $640K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.39K
+ 69.29%
$25.21 - $25.99 $85.4K - $88.1K
8.28K $214K
URA
Global X Uranium ETF

ETFs
1.78K
New
$36.45 - $50.4 $64.7K - $89.5K
1.78K $84K
GLD
Spdr Gold Trust

ETFs
130
+ 18.44%
$300.96 - $355.47 $39.1K - $46.2K
835 $296K
FDIS
Fidelity Covington Tr Msci Con

ETFs
780
New
$93.41 - $104.11 $72.9K - $81.2K
780 $80K
VTV
Vanguard Value ETF

ETFs
285
+ 12.05%
$175.51 - $186.57 $50K - $53.2K
2.65K $494K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
+ 46.94%
$49.43 - $54.52 $57.2K - $63.1K
3.63K $196K
IAK
Ishares Tr

ETFs
530
+ 185.96%
$126.37 - $134.46 $67K - $71.3K
815 $109K
VO
Vanguard Mid Cap ETF

ETFs
209
+ 59.21%
$279.83 - $293.74 $58.5K - $61.4K
562 $165K
META
Meta Platforms, Inc.

Communication Services
114
+ 2.31%
$695.21 - $791.73 $79.3K - $90.3K
5.06K $3.71M
PDP
Invesco Exchange Traded Fd Tr

ETFs
90
+ 1.98%
$107.15 - $118.05 $9.64K - $10.6K
4.63K $546K
FXU
First Tr Exchange Traded Fd Ut

ETFs
43
+ 0.28%
$41.97 - $45.5 $1.8K - $1.96K
15.2K $692K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
334
+ 7.49%
$101.12 - $106.18 $33.8K - $35.5K
4.8K $494K
FXO
First Tr Exchange Traded Fd Fi

ETFs
31
+ 0.25%
$55.81 - $60.32 $1.73K - $1.87K
12.4K $733K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 9.58%
$291.67 - $316.99 $29.2K - $31.7K
1.14K $347K
RDVY
First Trust Rising Dividend Ac

ETFs
238
+ 4.12%
$62.38 - $67.29 $14.8K - $16K
6.02K $404K
IWS
Ishares Russell Midcap Value E

ETFs
278
+ 62.75%
$132.83 - $140.61 $36.9K - $39.1K
721 $100K
RAAX
Vaneck ETF Trust Inflation All

ETFs
1.2K
New
$31.5 - $34.46 $37.8K - $41.4K
1.2K $41K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.67K
+ 69.84%
$23.54 - $23.97 $39.2K - $39.9K
4.05K $96K
MDIV
First Trust Multi Asset Divers

ETFs
2.43K
New
$15.87 - $16.26 $38.5K - $39.4K
2.43K $38K
IWP
Ishares Russell Mid Cap Growth

ETFs
247
+ 51.78%
$137.51 - $145.26 $34K - $35.9K
724 $103K
VEU
Vanguard Ftse All World Ex Us

ETFs
50
+ 0.66%
$66.38 - $71.68 $3.32K - $3.58K
7.65K $546K
PFF
Ishares Trust Ishares Pfd And

ETFs
95
+ 0.28%
$30.67 - $32.13 $2.91K - $3.05K
33.6K $1.06M
LMT
Lockheed Martin Corp

Industrials
11
+ 1.49%
$410.74 - $499.21 $4.52K - $5.49K
748 $373K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.75K
+ 24.73%
$16.46 - $17.1 $28.7K - $29.9K
8.81K $149K
Activity Summary
Buys All Purchases 188 New Holdings 61 Increased Positions 127 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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