Coastal Investment Advisors, Inc. Incresed Positions in Q2 2025

Coastal Investment Advisors, Inc.

  • $245 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
13.4K
+ 52.93%
$74.01 - $144.25 $991K - $1.93M
38.7K $5.27M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
32.1K
+ 200.69%
$50.5 - $71.23 $1.62M - $2.28M
48.1K $3.25M
AVGO
Broadcom Inc.

Technology
66
+ 0.33%
$146.29 - $275.65 $9.66K - $18.2K
19.9K $5.49M
MSTR
Microstrategy Inc

Technology
14
+ 0.08%
$237.95 - $421.61 $3.33K - $5.9K
17.7K $7.17M
BITO
Proshares Tr Bitcoin Strategy

ETFs
68.8K
+ 47.59%
$16.69 - $23.43 $1.15M - $1.61M
214K $4.59M
VGT
Vanguard Information Technolog

ETFs
1.54K
+ 25.92%
$470.37 - $663.28 $722K - $1.02M
7.46K $4.95M
AG
First Majestic Silver Corp

Basic Materials
98.6K
+ 19.35%
$5.24 - $8.55 $516K - $843K
608K $5.03M
XLF
Financial Sector Spdr

ETFs
22.7K
+ 68.67%
$43.92 - $52.37 $998K - $1.19M
55.8K $2.92M
COIN
Coinbase Global, Inc.

Technology
267
+ 4.2%
$151.47 - $375.07 $40.4K - $100K
6.62K $2.32M
VUG
Vanguard Growth ETF

ETFs
2.32K
+ 139.27%
$329.49 - $438.4 $765K - $1.02M
3.99K $1.75M
NFLX
Netflix Inc

Communication Services
28
+ 1.17%
$855.86 - $1339.13 $24K - $37.5K
2.43K $3.25M
NET
Cloudflare, Inc.

Technology
2.73K
+ 55.78%
$97.08 - $195.83 $265K - $534K
7.62K $1.49M
META
Meta Platforms, Inc.

Communication Services
216
+ 4.57%
$484.66 - $738.09 $105K - $159K
4.94K $3.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
413
+ 4.99%
$416.06 - $551.64 $172K - $228K
8.69K $4.79M
ITA
Ishares Tr

ETFs
2.81K
+ 52.66%
$135.31 - $188.64 $380K - $530K
8.14K $1.53M
IGV
Ishares Expanded Tech Software

ETFs
5.03K
+ 361.58%
$80.15 - $109.5 $403K - $550K
6.42K $702K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.39K
+ 21.7%
$58.41 - $72.69 $315K - $391K
30.2K $2.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
612
+ 17.36%
$456.74 - $568.03 $280K - $348K
4.14K $2.35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.8K
+ 67.21%
$91.43 - $91.74 $531K - $532K
14.4K $1.32M
XLP
Consumer Staples Sector Spdr

ETFs
6.95K
+ 1427.52%
N/A
7.44K $565K
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.3K
+ 18.24%
$50.48 - $50.71 $469K - $471K
60.3K $3.06M
GAIN
Gladstone Investment Corporation\De

Financial Services
32.2K
+ 322.27%
$11.77 - $15.26 $379K - $492K
42.2K $602K
NEAR
Blackrock Short Maturity Bond

ETFs
7.17K
+ 16.94%
$50.41 - $51.17 $361K - $367K
49.5K $2.53M
XLY
Select Sector Spdr Consumer Di

ETFs
821
+ 10.68%
$176.34 - $218.59 $145K - $179K
8.51K $1.85M
XLU
Utilities Sector Spdr

ETFs
3.8K
+ 122.96%
$73.09 - $82.77 $278K - $315K
6.89K $562K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
35.1K
+ 58.46%
$9.32 - $10.35 $327K - $363K
95.2K $919K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.69K
+ 86.33%
$45.11 - $52.34 $257K - $298K
12.3K $642K
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.52%
$210.28 - $289.91 $19.1K - $26.4K
6.06K $1.76M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
24.8K
+ 102.67%
$10.78 - $11.57 $267K - $287K
48.9K $552K
SHV
Ishares Tr

ETFs
2.43K
+ 16.51%
$110.06 - $110.46 $267K - $268K
17.1K $1.89M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.67%
$462.22 - $707.75 $4.62K - $7.08K
1.51K $1.07M
AXP
American Express CO

Financial Services
140
+ 3.58%
$231.39 - $318.98 $32.4K - $44.7K
4.05K $1.29M
PANW
Palo Alto Networks Inc

Technology
222
+ 4.4%
$152.44 - $204.64 $33.8K - $45.4K
5.27K $1.08M
CDNS
Cadence Design Systems Inc

Technology
152
+ 4.99%
$231.64 - $323.08 $35.2K - $49.1K
3.2K $985K
SPYG
Spdr Portfolio

ETFs
1.45K
+ 34.72%
$71.83 - $95.32 $104K - $138K
5.64K $537K
FDN
First Tr Fd Dow Jones

ETFs
191
+ 6.45%
$200.29 - $269.33 $38.3K - $51.4K
3.15K $849K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.22K
+ 13.35%
$82.21 - $83.12 $183K - $185K
18.9K $1.56M
CAT
Caterpillar Inc

Industrials
70
+ 2.63%
$273.94 - $388.21 $19.2K - $27.2K
2.73K $1.06M
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
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.9K
+ 115.77%
$37.08 - $42.26 $108K - $123K
5.41K $223K
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
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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