Coastal Investment Advisors, Inc. Incresed Positions in Q3 2024

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXLC
Oxford Lane Capital Corp.

Financial Services
631K
+ 244.78%
$5.15 - $5.67 $3.25M - $3.58M
889K $4.65M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.04K
+ 53.05%
$100.3 - $100.74 $706K - $709K
20.3K $2.04M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
11.7K
+ 11657.0%
$43.42 - $48.95 $506K - $571K
11.8K $573K
KRE
Spdr S&P Regional Banking ETF

ETFs
9.72K
+ 974.25%
$47.94 - $59.23 $466K - $576K
10.7K $606K
IBB
Ishares Biotechnology ETF

ETFs
3.11K
+ 306.82%
$135.09 - $149.47 $419K - $464K
4.12K $599K
ICSH
Blackrock Ultra Short Term Bon

ETFs
8.7K
+ 20.34%
$50.32 - $50.75 $438K - $442K
51.5K $2.61M
PAVE
Global X Fds Us Infrastructure

ETFs
10.1K
+ 275.06%
$36.39 - $41.16 $369K - $417K
13.8K $568K
ORCL
Oracle Corp

Technology
1.74K
+ 54.12%
$125.9 - $170.35 $219K - $296K
4.96K $844K
ADBE
Adobe Inc.

Technology
653
+ 142.27%
$508.13 - $586.55 $332K - $383K
1.11K $575K
AXON
Axon Enterprise, Inc.

Industrials
347
+ 23.18%
$286.16 - $399.6 $99.3K - $139K
1.84K $736K
GBIL
Goldman Sachs Access Treasury

ETFs
2.47K
+ 38.28%
$99.7 - $100.3 $246K - $247K
8.91K $893K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 8.65%
$96.25 - $101.98 $149K - $158K
19.5K $1.97M
CL
Colgate Palmolive CO

Consumer Defensive
1.77K
+ 37.71%
$95.54 - $108.77 $169K - $192K
6.45K $669K
GWW
W.W. Grainger, Inc.

Industrials
84
+ 11.85%
$896.19 - $1044.18 $75.3K - $87.7K
793 $823K
NEAR
Blackrock Short Maturity Bond

ETFs
2.37K
+ 5.02%
$50.09 - $51.31 $119K - $121K
49.5K $2.54M
SHV
Ishares Tr

ETFs
1.27K
+ 10.34%
$110.05 - $110.63 $140K - $141K
13.5K $1.5M
ISRG
Intuitive Surgical Inc

Healthcare
93
+ 4.59%
$416.14 - $494.01 $38.7K - $45.9K
2.12K $1.04M
WMB
Williams Companies, Inc.

Energy
2.04K
+ 13.86%
$41.24 - $46.22 $84K - $94.1K
16.7K $763K
IBHD
Ishares Ibonds 2024 Term High

ETFs
5.58K
+ 181.46%
$23.11 - $23.29 $129K - $130K
8.66K $201K
PSX
Phillips 66

Energy
931
+ 30.24%
$125.0 - $147.17 $116K - $137K
4.01K $527K
GRMN
Garmin LTD

Technology
119
+ 2.66%
$161.1 - $183.29 $19.2K - $21.8K
4.59K $806K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.94K
+ 337.53%
$10.79 - $12.29 $42.5K - $48.4K
5.11K $61K
KLAC
Kla Corp

Technology
111
+ 12.16%
$696.17 - $892.35 $77.3K - $99.1K
1.02K $792K
CDNS
Cadence Design Systems Inc

Technology
377
+ 18.57%
$246.84 - $321.11 $93.1K - $121K
2.41K $652K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
41
+ 0.2%
$7.45 - $8.23 $305 - $337
20.3K $163K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
1
+ 0.04%
$32.65 - $37.02 $32.7 - $37
2.33K $85K
PTH
Invesco Exchange Traded Fd Tr

ETFs
25
+ 6.67%
$42.08 - $47.87 $1.05K - $1.2K
400 $18K
Bakkt Holdings Inc
10.7K
+ 2431.82%
N/A
11.1K $0
Bgc Group Inc
165
+ 0.7%
N/A
23.9K $0
MSTR
Microstrategy Inc

Technology
10.6K
+ 628.6%
$114.3 - $1800.09 $1.21M - $19.1M
12.3K $2.07M
AVGO
Broadcom Inc.

Technology
17.8K
+ 675.19%
$136.27 - $1745.86 $2.43M - $31.1M
20.4K $3.53M
Activity Summary
Buys All Purchases 53 New Holdings 21 Increased Positions 32 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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