Coastal Investment Advisors, Inc. Incresed Positions in Q1 2025

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
11.3K
+ 80.35%
$64.98 - $124.62 $732K - $1.4M
25.3K $2.14M
MSTR
Microstrategy Inc

Technology
2.97K
+ 20.13%
$239.27 - $396.5 $711K - $1.18M
17.7K $5.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.78K
+ 25.0%
$308.86 - $455.36 $549K - $809K
8.89K $3.13M
OXLC
Oxford Lane Capital Corp.

Financial Services
221K
+ 21.4%
$4.3 - $5.17 $948K - $1.14M
1.25M $5.9M
AG
First Majestic Silver Corp

Basic Materials
11.7K
+ 2.36%
$5.28 - $7.25 $61.9K - $85K
509K $3.41M
FXO
First Tr Exchange Traded Fd Fi

ETFs
11.1K
+ 3029.86%
$50.93 - $57.24 $563K - $633K
11.4K $605K
VEU
Vanguard Ftse All World Ex Us

ETFs
7.55K
+ 15106.0%
$56.51 - $62.98 $427K - $476K
7.6K $461K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.58K
+ 106.31%
$65.15 - $91.81 $494K - $696K
14.7K $960K
AMD
Advanced Micro Devices Inc

Technology
4.12K
+ 93.83%
$96.63 - $129.55 $399K - $534K
8.52K $875K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.84K
+ 34.57%
$33.84 - $37.77 $265K - $296K
30.5K $1.11M
NEM
Newmont Corp

Basic Materials
3.5K
+ 30.31%
$37.79 - $48.39 $132K - $169K
15K $726K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.26K
+ 26.86%
$64.88 - $72.1 $341K - $379K
24.8K $1.63M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.57K
+ 69675.0%
$48.31 - $49.23 $269K - $274K
5.58K $274K
CGDV
Capital Group Divid Value ETF

ETFs
6.58K
+ 16.28%
$34.95 - $37.36 $230K - $246K
47K $1.68M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
17.5K
+ 145.48%
$12.7 - $13.72 $223K - $241K
29.6K $382K
ABBV
Abb Vie Inc.

Healthcare
180
+ 3.3%
$169.2 - $216.66 $30.5K - $39K
5.63K $1.18M
PGR
Progressive Corp

Financial Services
422
+ 20.41%
$235.61 - $291.22 $99.4K - $123K
2.49K $704K
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
+ 13.54%
N/A
9.05K $1.65M
NFLX
Netflix Inc

Communication Services
98
+ 4.26%
$828.4 - $1058.6 $81.2K - $104K
2.4K $2.24M
V
Visa Inc.

Financial Services
254
+ 9.5%
$306.92 - $362.71 $78K - $92.1K
2.93K $1.03M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.33K
+ 994.87%
$63.07 - $73.5 $147K - $171K
2.56K $179K
GS
Goldman Sachs Group Inc

Financial Services
339
+ 29.27%
$524.81 - $672.19 $178K - $228K
1.5K $817K
AXON
Axon Enterprise, Inc.

Industrials
490
+ 27.61%
$496.65 - $710.01 $243K - $348K
2.27K $1.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
677
+ 25.19%
$360.07 - $417.26 $244K - $282K
3.37K $1.22M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.58K
+ 53.15%
$96.95 - $116.13 $153K - $183K
4.54K $454K
SPGI
S&P Global Inc.

Financial Services
228
+ 15.7%
$478.26 - $543.77 $109K - $124K
1.68K $853K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.69K
+ 31.54%
$32.5 - $33.3 $120K - $123K
15.4K $511K
GRMN
Garmin LTD

Technology
349
+ 7.37%
$204.55 - $241.93 $71.4K - $84.4K
5.08K $1.1M
META
Meta Platforms, Inc.

Communication Services
323
+ 7.34%
$576.36 - $736.67 $186K - $238K
4.73K $2.72M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.02K
+ 39.6%
$27.64 - $28.58 $111K - $115K
14.2K $405K
BK
Bank Of New York Mellon Corp

Financial Services
936
+ 15.18%
$75.42 - $88.95 $70.6K - $83.3K
7.1K $595K
MO
Altria Group, Inc.

Consumer Defensive
793
+ 8.8%
$50.81 - $60.02 $40.3K - $47.6K
9.8K $588K
BWX
Spdr Bloomberg International T

ETFs
4.58K
+ 62.5%
$20.94 - $22.04 $95.9K - $101K
11.9K $260K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.04K
+ 520.0%
$91.76 - $103.26 $95.4K - $107K
1.24K $114K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.37K
+ 60.81%
$24.73 - $25.62 $83.3K - $86.3K
8.91K $227K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.5K
+ 33.08%
$56.17 - $59.71 $84.2K - $89.5K
6.03K $344K
ETN
Eaton Corp PLC

Industrials
654
+ 39.93%
$271.83 - $371.23 $178K - $243K
2.29K $623K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.52K
+ 29.9%
$49.78 - $53.19 $75.5K - $80.7K
6.59K $336K
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.58%
$225.19 - $279.95 $33.8K - $42K
5.97K $1.47M
IGV
Ishares Expanded Tech Software

ETFs
795
+ 133.61%
$88.3 - $107.83 $70.2K - $85.7K
1.39K $123K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3K
+ 18.31%
$15.0 - $15.91 $45K - $47.7K
19.4K $301K
ITA
Ishares Tr

ETFs
36
+ 0.68%
$144.84 - $159.5 $5.21K - $5.74K
5.33K $816K
XLU
Utilities Sector Spdr

ETFs
475
+ 18.15%
$74.7 - $80.27 $35.5K - $38.1K
3.09K $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
735
+ 16.65%
$42.5 - $46.71 $31.2K - $34.3K
5.15K $233K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
447
+ 5.27%
$47.08 - $50.67 $21K - $22.6K
8.92K $448K
VLO
Valero Energy Corp

Energy
7
+ 0.18%
$121.76 - $142.99 $852 - $1K
3.91K $516K
TLT
Ishares Barclays 20+ Year Trea

ETFs
72
+ 0.89%
$85.29 - $92.57 $6.14K - $6.67K
8.18K $744K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
320
+ 26.49%
$87.68 - $94.52 $28.1K - $30.2K
1.53K $143K
HDV
Ishares Core High Dividend ETF

ETFs
169
+ 9.16%
$110.86 - $121.12 $18.7K - $20.5K
2.01K $243K
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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