Coastal Investment Advisors, Inc. Purchases in Q2 2025

Coastal Investment Advisors, Inc.

  • $245 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
960
+ 68.28%
$153.67 - $176.74 $148K - $170K
2.37K $418K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.09K
+ 38.88%
$97.68 - $121.38 $106K - $132K
3.88K $471K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
11.6K
+ 101.74%
$13.18 - $13.95 $153K - $162K
23K $314K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.08K
+ 21.0%
$50.36 - $50.68 $155K - $156K
17.7K $898K
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 3.66%
$451.58 - $565.94 $37.5K - $47K
2.35K $1.28M
NGD
New Gold Inc.

Basic Materials
30K
New
$2.98 - $4.95 $89.4K - $149K
30K $148K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
13.7K
New
$10.09 - $10.88 $138K - $149K
13.7K $141K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
21K
New
$6.54 - $7.1 $137K - $149K
21K $138K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13K
+ 38.41%
$10.29 - $11.24 $133K - $146K
46.8K $510K
VT
Vanguard Total World Stk Index

ETFs
840
+ 88.42%
$103.16 - $128.52 $86.7K - $108K
1.79K $230K
FXR
First Trust Industrials/Produc

ETFs
827
+ 9.26%
$60.85 - $74.22 $50.3K - $61.4K
9.76K $724K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1K
+ 65.45%
$85.42 - $94.39 $85.4K - $94.4K
2.53K $237K
SPGI
S&P Global Inc.

Financial Services
104
+ 6.19%
$438.31 - $527.29 $45.6K - $54.8K
1.78K $940K
FXO
First Tr Exchange Traded Fd Fi

ETFs
899
+ 7.87%
$45.9 - $56.06 $41.3K - $50.4K
12.3K $690K
PULS
Pgim ETF Tr

ETFs
1.7K
+ 17.97%
$49.39 - $49.76 $84K - $84.6K
11.2K $555K
VB
Vanguard Small Cap ETF

ETFs
301
+ 970.97%
$193.73 - $237.37 $58.3K - $71.4K
332 $78K
ABT
Abbott Laboratories

Healthcare
291
+ 4.97%
$123.95 - $138.08 $36.1K - $40.2K
6.15K $836K
NNY
Nuveen New York Municipal Value Fund

Financial Services
7.22K
+ 71.32%
$7.96 - $8.35 $57.5K - $60.3K
17.3K $140K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.86K
+ 13.13%
$28.21 - $28.85 $52.5K - $53.7K
16K $461K
FXU
First Tr Exchange Traded Fd Ut

ETFs
811
+ 5.64%
$37.86 - $43.29 $30.7K - $35.1K
15.2K $644K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.57K
+ 4.93%
$29.0 - $30.68 $45.6K - $48.2K
33.5K $1.03M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1K
+ 6.5%
$32.62 - $33.58 $32.7K - $33.6K
16.4K $550K
IAK
Ishares Tr

ETFs
285
New
$122.44 - $138.47 $34.9K - $39.5K
285 $38K
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 20.97%
$285.55 - $321.23 $51.7K - $58.1K
1.04K $305K
RDVY
First Trust Rising Dividend Ac

ETFs
74
+ 1.3%
$51.6 - $62.74 $3.82K - $4.64K
5.78K $362K
BWX
Spdr Bloomberg International T

ETFs
296
+ 2.49%
$21.87 - $23.49 $6.47K - $6.95K
12.2K $286K
SPTL
Spdr Portfolio Long Term Treas

ETFs
750
+ 55.43%
$25.48 - $27.78 $19.1K - $20.8K
2.1K $55K
FLRN
Spdr Bloomberg Investment Grad

ETFs
488
+ 205.04%
$30.29 - $30.83 $14.8K - $15K
726 $22K
DGRO
Ishares Core Dividend Growth E

ETFs
200
+ 196.08%
$55.22 - $63.94 $11K - $12.8K
302 $19K
PGR
Progressive Corp

Financial Services
199
+ 7.99%
$255.27 - $288.74 $50.8K - $57.5K
2.69K $717K
OEF
Ishares S&P 100 ETF

ETFs
50
New
N/A
50 $13K
STKL
Sun Opta Inc.

Consumer Defensive
295
+ 2.49%
$3.71 - $6.44 $1.09K - $1.9K
12.2K $70K
RSP
Invesco S&P 500 Equal Weight E

ETFs
55
+ 15.49%
$152.93 - $181.74 $8.41K - $10K
410 $74K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
145
+ 145.0%
$57.46 - $75.58 $8.33K - $11K
245 $18K
JEPI
J P Morgan Exchange Traded Fd

ETFs
217
+ 3.6%
$51.14 - $57.0 $11.1K - $12.4K
6.25K $355K
LQD
Ishares Iboxx $ Investment Gra

ETFs
100
+ 129.87%
$105.23 - $109.61 $10.5K - $11K
177 $19K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
125
New
$61.92 - $81.5 $7.74K - $10.2K
125 $10K
CVS
Cvs Health Corp

Healthcare
53
+ 1.72%
$60.04 - $70.18 $3.18K - $3.72K
3.13K $215K
HYG
Ishares Tr

ETFs
72
+ 11.39%
$75.75 - $80.65 $5.45K - $5.81K
704 $56K
CLF
Cleveland Cliffs Inc.

Basic Materials
1K
New
$5.83 - $8.88 $5.83K - $8.88K
1K $7K
QDPL
Pacer Fds Tr Metaurus Us Large
50
+ 5.0%
$32.46 - $39.77 $1.62K - $1.99K
1.05K $41K
DAL
Delta Air Lines, Inc.

Industrials
103
New
$35.88 - $52.99 $3.7K - $5.46K
103 $5K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
370
+ 1.78%
$7.05 - $8.02 $2.61K - $2.97K
21.2K $170K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.2%
$74.88 - $91.97 $74.9 - $92
504 $46K
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 3.08%
$102.31 - $105.8 $2.66K - $2.75K
870 $90K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1K
+ 5.16%
$13.74 - $15.66 $13.7K - $15.7K
20.4K $303K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.31%
$121.58 - $136.74 $973 - $1.09K
2.62K $355K
MBB
Ishares Tr

ETFs
8
+ 3.05%
$91.41 - $94.22 $731 - $754
270 $25K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5
+ 0.28%
$51.1 - $53.29 $256 - $266
1.78K $94K
Activity Summary
Buys All Purchases 122 New Holdings 28 Increased Positions 94 Sells All Sells 121 Reductions 120 Sold out 1 Options Calls 0 Puts 0
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