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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
115
+ 31.59%
$40.03 - $46.81 $4.6K - $5.38K
479 $19K
SMIN
Ishares Msci India Small Cap I

ETFs
53
New
$61.54 - $77.16 $3.26K - $4.09K
53 $3K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
159
+ 25.52%
$19.7 - $20.61 $3.13K - $3.28K
782 $15K
LRGF
Ishares Tr

ETFs
52
+ 57.14%
$56.95 - $63.95 $2.96K - $3.33K
143 $8K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
93
+ 3.71%
$23.32 - $23.84 $2.17K - $2.22K
2.6K $60K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
43
+ 390.91%
$42.18 - $45.16 $1.81K - $1.94K
54 $2K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
100
New
$28.38 - $29.91 $2.84K - $2.99K
100 $2K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
202
+ 11.07%
$102.49 - $119.96 $20.7K - $24.2K
2.03K $211K
GNR
Spdr S&P Global Natural Resour

ETFs
23
New
$50.12 - $54.48 $1.15K - $1.25K
23 $1K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
41
+ 22.65%
N/A
222 $6K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.17%
$179.71 - $192.06 $359 - $384
1.15K $211K
Arista Networks Inc
1.06K
+ 9.68%
N/A
12K $0
Ea Series Trust
10.5K
New
N/A
10.5K $0
Tidal ETF Tr
313
New
N/A
313 $0
Tidal ETF Tr
25.5K
+ 15.36%
N/A
192K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
8.84K
New
N/A
8.84K $0
Fortuna Mng Corp
66.5K
New
N/A
66.5K $0
Ge Vernova Inc
1.88K
New
N/A
1.88K $0
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.99%
$60.46 - $64.42 $60.5 - $64.4
102 $6K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 2.53%
$251.87 - $277.95 $3.78K - $4.17K
607 $156K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2.5K
New
N/A
2.5K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
3.92K
New
N/A
3.92K $0
Rbb Fd Inc
1.87K
New
N/A
1.87K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
750
New
N/A
750 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
163
New
N/A
163 $0
Rbb Fd Inc
770
New
N/A
770 $0
Rbb Fd Inc
255
New
N/A
255 $0
AGZ
Ishares Agency Bond ETF

ETFs
2
New
$107.46 - $109.48 $215 - $219
2 $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 1.96%
$96.3 - $112.23 $96.3 - $112
52 $5K
PSMO
Pacer Fds Tr Swan Sos Moderate
300
New
N/A
300 $0
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.48%
$104.71 - $107.69 $419 - $431
844 $88K
ITOT
Ishares Core S&P Total U.S. St

ETFs
16
+ 3.26%
$120.29 - $134.6 $1.92K - $2.15K
507 $61K
FXR
First Trust Industrials/Produc

ETFs
585
+ 7.01%
$68.3 - $79.81 $40K - $46.7K
8.93K $622K
CDNS
Cadence Design Systems Inc

Technology
454
+ 17.52%
$233.96 - $324.52 $106K - $147K
3.05K $774K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
55
+ 5.02%
$110.9 - $132.93 $6.1K - $7.31K
1.15K $130K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
25
+ 2.78%
$121.0 - $142.28 $3.03K - $3.56K
925 $115K
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 1.85%
$92.45 - $106.69 $2.68K - $3.09K
1.59K $147K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
155
+ 9.12%
$76.24 - $95.41 $11.8K - $14.8K
1.86K $144K
VXF
Vanguard Extended Market ETF

ETFs
29
+ 2.81%
$170.36 - $201.04 $4.94K - $5.83K
1.06K $182K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
121
+ 3.55%
$507.05 - $563.67 $61.4K - $68.2K
3.53K $1.81M
ISRG
Intuitive Surgical Inc

Healthcare
69
+ 3.14%
$476.63 - $610.45 $32.9K - $42.1K
2.27K $1.12M
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.07%
$189.99 - $245.86 $190 - $246
1.44K $273K
FDN
First Tr Fd Dow Jones

ETFs
88
+ 3.06%
$221.38 - $266.86 $19.5K - $23.5K
2.96K $658K
CRM
Salesforce, Inc.

Technology
27
+ 3.34%
$268.36 - $359.95 $7.25K - $9.72K
836 $224K
AXP
American Express CO

Financial Services
202
+ 5.45%
$255.39 - $325.87 $51.6K - $65.8K
3.91K $1.05M
PANW
Palo Alto Networks Inc

Technology
6
+ 0.12%
$167.82 - $208.28 $1.01K - $1.25K
5.04K $860K
ORCL
Oracle Corp

Technology
207
+ 4.25%
$139.81 - $186.47 $28.9K - $38.6K
5.07K $709K
XLY
Select Sector Spdr Consumer Di

ETFs
146
+ 1.94%
$192.6 - $233.2 $28.1K - $34K
7.69K $1.52M
GOOGL
Alphabet Inc.

Communication Services
886
+ 7.82%
$154.33 - $206.19 $137K - $183K
12.2K $1.89M
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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