Coastal Investment Advisors, Inc. Purchases in Q1 2025

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3K
+ 18.31%
$15.0 - $15.91 $45K - $47.7K
19.4K $301K
ITA
Ishares Tr

ETFs
36
+ 0.68%
$144.84 - $159.5 $5.21K - $5.74K
5.33K $816K
XLU
Utilities Sector Spdr

ETFs
475
+ 18.15%
$74.7 - $80.27 $35.5K - $38.1K
3.09K $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
735
+ 16.65%
$42.5 - $46.71 $31.2K - $34.3K
5.15K $233K
MDIV
First Trust Multi Asset Divers

ETFs
2.43K
New
$16.02 - $16.68 $38.8K - $40.4K
2.43K $39K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
447
+ 5.27%
$47.08 - $50.67 $21K - $22.6K
8.92K $448K
VLO
Valero Energy Corp

Energy
7
+ 0.18%
$121.76 - $142.99 $852 - $1K
3.91K $516K
TLT
Ishares Barclays 20+ Year Trea

ETFs
72
+ 0.89%
$85.29 - $92.57 $6.14K - $6.67K
8.18K $744K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
440
+ 18.68%
$108.02 - $120.45 $47.5K - $53K
2.8K $307K
HDV
Ishares Core High Dividend ETF

ETFs
169
+ 9.16%
$110.86 - $121.12 $18.7K - $20.5K
2.01K $243K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
320
+ 26.49%
$87.68 - $94.52 $28.1K - $30.2K
1.53K $143K
PWR
Quanta Services, Inc.

Industrials
512
+ 32.51%
$236.71 - $358.03 $121K - $183K
2.09K $530K
QTEC
First Trust Nasdaq 100 Technol

ETFs
410
+ 14.43%
$173.56 - $210.67 $71.2K - $86.4K
3.25K $564K
URI
United Rentals, Inc.

Industrials
92
+ 25.21%
$594.17 - $789.56 $54.7K - $72.6K
457 $286K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
135
+ 57.94%
$196.12 - $229.48 $26.5K - $31K
368 $74K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
260
+ 3.1%
$91.45 - $91.75 $23.8K - $23.9K
8.63K $791K
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 14.09%
$182.82 - $196.21 $21.2K - $22.8K
939 $176K
EMR
Emerson Electric CO

Industrials
656
+ 17.92%
$108.64 - $131.17 $71.3K - $86K
4.32K $473K
IWS
Ishares Russell Midcap Value E

ETFs
163
+ 20.43%
$122.59 - $135.24 $20K - $22K
961 $121K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
297
+ 20.14%
$50.82 - $52.7 $15.1K - $15.7K
1.77K $93K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
631
+ 60.67%
$25.21 - $26.38 $15.9K - $16.6K
1.67K $44K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
138
+ 627.27%
$126.86 - $146.45 $17.5K - $20.2K
160 $20K
JNK
Spdr Bloomberg High Yield Bond

ETFs
171
+ 38.51%
$94.86 - $97.12 $16.2K - $16.6K
615 $58K
SPYG
Spdr Portfolio

ETFs
536
+ 14.69%
$80.05 - $92.39 $42.9K - $49.5K
4.19K $336K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
179
+ 526.47%
$90.0 - $96.32 $16.1K - $17.2K
213 $19K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
376
+ 10.89%
$53.6 - $58.97 $20.2K - $22.2K
3.83K $209K
BA
Boeing CO

Industrials
205
+ 6.34%
$148.15 - $186.25 $30.4K - $38.2K
3.44K $586K
FPE
First Tr Pfd Secs & Income ETF

ETFs
864
+ 4.97%
$17.53 - $17.87 $15.1K - $15.4K
18.3K $321K
HYLS
First Tr Tactical High Yield L

ETFs
359
+ 5.17%
$40.95 - $41.77 $14.7K - $15K
7.3K $299K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
79
+ 3.39%
$126.11 - $135.06 $9.96K - $10.7K
2.41K $310K
WMT
Walmart Inc.

Consumer Defensive
235
+ 6.97%
$84.5 - $105.05 $19.9K - $24.7K
3.61K $316K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
450
+ 45.0%
$27.56 - $29.15 $12.4K - $13.1K
1.45K $40K
IVE
Ishares S&P 500 Value ETF

ETFs
58
+ 4.39%
$185.78 - $198.58 $10.8K - $11.5K
1.38K $263K
FTSL
First Trust Senior Ln Fund

ETFs
315
+ 5.01%
$45.65 - $46.48 $14.4K - $14.6K
6.6K $301K
SOXX
Ishares Semiconductor ETF

ETFs
61
New
$188.17 - $235.81 $11.5K - $14.4K
61 $11K
CAT
Caterpillar Inc

Industrials
270
+ 11.31%
$326.75 - $407.63 $88.2K - $110K
2.66K $876K
LOW
Lowes Companies Inc

Consumer Cyclical
101
+ 9.8%
$222.66 - $268.42 $22.5K - $27.1K
1.13K $264K
IHF
Ishares Tr

ETFs
168
+ 74.01%
$47.84 - $53.21 $8.04K - $8.94K
395 $20K
IWP
Ishares Russell Mid Cap Growth

ETFs
147
+ 18.75%
$114.9 - $139.6 $16.9K - $20.5K
931 $109K
PSCW
Pacer Fds Tr Swan Sos Conserva

ETFs
390
New
$24.93 - $27.07 $9.72K - $10.6K
390 $9K
MBB
Ishares Tr

ETFs
93
+ 55.03%
$90.37 - $94.08 $8.4K - $8.75K
262 $24K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
187
+ 24.1%
$50.25 - $55.9 $9.4K - $10.5K
963 $49K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
102
New
$75.47 - $84.24 $7.7K - $8.59K
102 $7K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
366
New
$19.04 - $20.15 $6.97K - $7.37K
366 $6K
VLUE
Ishares Msci Usa Value Factor

ETFs
35
+ 2.34%
$104.89 - $113.56 $3.67K - $3.97K
1.53K $163K
VCR
Vanguard Consumer Discretionar

ETFs
16
New
$318.51 - $391.75 $5.1K - $6.27K
16 $5K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
226
New
$18.46 - $19.19 $4.17K - $4.34K
226 $4K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
238
+ 1.16%
$7.89 - $8.07 $1.88K - $1.92K
20.8K $165K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
99
New
$44.72 - $46.25 $4.43K - $4.58K
99 $4K
Activity Summary
Buys All Purchases 152 New Holdings 35 Increased Positions 117 Sells All Sells 114 Reductions 113 Sold out 1 Options Calls 0 Puts 1
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