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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.89K
New
$23.42 - $24.25 $67.7K - $70.1K
2.89K $68K
RDVY
First Trust Rising Dividend Ac

ETFs
1.13K
+ 21.8%
$58.65 - $64.37 $66.2K - $72.7K
6.31K $372K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
647
+ 32.32%
$131.66 - $144.0 $85.2K - $93.2K
2.65K $349K
CCI
Crown Castle International Corp

Real Estate
688
New
$89.78 - $119.11 $61.8K - $81.9K
688 $62K
RSP
Invesco S&P 500 Equal Weight E

ETFs
355
New
$174.22 - $187.62 $61.8K - $66.6K
355 $62K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.51K
New
$23.29 - $23.93 $58.4K - $60K
2.51K $58K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
500
+ 250.0%
$112.69 - $123.97 $56.3K - $62K
700 $78K
PDP
Invesco Exchange Traded Fd Tr

ETFs
405
+ 15.82%
$102.88 - $117.55 $41.7K - $47.6K
2.97K $319K
EPD
Enterprise Products Partners L.P.

Energy
1.2K
+ 15.2%
$28.66 - $34.43 $34.3K - $41.2K
9.07K $284K
SCHW
Schwab Charles Corp

Financial Services
694
+ 2238.71%
$63.31 - $82.85 $43.9K - $57.5K
725 $53K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1K
+ 45.45%
$50.23 - $50.47 $50.2K - $50.5K
3.2K $160K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
233
New
$201.32 - $217.44 $46.9K - $50.7K
233 $48K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.27K
+ 2.46%
$50.35 - $50.69 $63.8K - $64.2K
52.7K $2.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
267
+ 83.44%
$176.42 - $186.91 $47.1K - $49.9K
587 $104K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.79K
+ 4718.42%
$26.05 - $29.17 $46.7K - $52.3K
1.83K $47K
GWW
W.W. Grainger, Inc.

Industrials
31
+ 3.91%
$1023.06 - $1220.93 $31.7K - $37.8K
824 $868K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
464
+ 2.29%
$100.16 - $100.7 $46.5K - $46.7K
20.8K $2.08M
VO
Vanguard Mid Cap ETF

ETFs
144
+ 32.14%
$261.5 - $284.63 $37.7K - $41K
592 $156K
LIT
Global X Fds Global X Lithium

ETFs
947
+ 3156.67%
$40.78 - $48.97 $38.6K - $46.4K
977 $39K
URI
United Rentals, Inc.

Industrials
90
+ 32.73%
$704.44 - $880.32 $63.4K - $79.2K
365 $257K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5
+ 0.37%
$172.07 - $207.36 $860 - $1.04K
1.35K $265K
VOE
Vanguard Mid Cap Value Index F

ETFs
200
New
$160.89 - $176.18 $32.2K - $35.2K
200 $32K
IVW
Ishares S&P 500 Growth ETF

ETFs
201
+ 14.74%
$94.43 - $105.47 $19K - $21.2K
1.57K $158K
IDV
Ishares Tr

ETFs
1.07K
+ 177.67%
$27.03 - $29.92 $28.8K - $31.9K
1.67K $45K
FXR
First Trust Industrials/Produc

ETFs
442
+ 5.59%
$74.81 - $83.27 $33.1K - $36.8K
8.35K $624K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.04K
New
$25.25 - $26.34 $26.3K - $27.4K
1.04K $26K
XLRE
Select Sector Spdr Tr Real Est

ETFs
800
+ 43.72%
$40.06 - $45.21 $32K - $36.2K
2.63K $106K
DVY
Ishares Tr

ETFs
284
+ 7.45%
$129.55 - $143.41 $36.8K - $40.7K
4.1K $537K
STKL
Sun Opta Inc.

Consumer Defensive
615
+ 5.32%
$5.72 - $7.89 $3.52K - $4.85K
12.2K $93K
JNK
Spdr Bloomberg High Yield Bond

ETFs
210
+ 89.74%
$94.77 - $97.36 $19.9K - $20.4K
444 $42K
FXO
First Tr Exchange Traded Fd Fi

ETFs
365
New
$50.63 - $59.0 $18.5K - $21.5K
365 $19K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200
New
$89.97 - $98.59 $18K - $19.7K
200 $19K
IGF
Ishares Global Infrastructure

ETFs
373
New
$51.2 - $55.7 $19.1K - $20.8K
373 $19K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
200
New
$79.93 - $88.06 $16K - $17.6K
200 $15K
HEFA
Ishares Currency Hedged Msci E

ETFs
458
New
$34.42 - $35.88 $15.8K - $16.4K
458 $15K
MBB
Ishares Tr

ETFs
169
New
$91.26 - $95.82 $15.4K - $16.2K
169 $15K
IWM
Ishares Russell 2000 ETF

ETFs
62
+ 0.89%
$216.13 - $242.4 $13.4K - $15K
7.05K $1.56M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
234
New
$63.27 - $70.31 $14.8K - $16.5K
234 $14K
BOTZ
Global X Fds

ETFs
428
+ 85.6%
$31.11 - $34.18 $13.3K - $14.6K
928 $29K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 4.93%
$29.77 - $30.19 $14.9K - $15.1K
10.7K $318K
FLRN
Spdr Bloomberg Investment Grad

ETFs
327
New
$30.67 - $30.84 $10K - $10.1K
327 $10K
VB
Vanguard Small Cap ETF

ETFs
39
+ 21.43%
$233.76 - $261.58 $9.12K - $10.2K
221 $53K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
162
New
N/A
162 $10K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
479
+ 332.64%
$19.82 - $21.55 $9.49K - $10.3K
623 $12K
VOX
Vanguard Communication Service

ETFs
59
New
$144.31 - $163.57 $8.51K - $9.65K
59 $9K
NEAR
Blackrock Short Maturity Bond

ETFs
871
+ 1.76%
$50.28 - $51.08 $43.8K - $44.5K
50.4K $2.54M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
75
New
$81.34 - $96.75 $6.1K - $7.26K
75 $6K
SM
Sm Energy CO

Energy
101
+ 38.7%
$36.59 - $46.03 $3.7K - $4.65K
362 $14K
EWJ
Ishares Msci Japan ETF

ETFs
68
New
$66.18 - $71.84 $4.5K - $4.89K
68 $4K
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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