Coastal Investment Advisors, Inc. Incresed Positions in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.9K
+ 18.23%
$221.69 - $259.02 $3.07M - $3.59M
90K $22.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.15K
+ 35.72%
$213.65 - $479.86 $886K - $1.99M
15.8K $6.36M
NVDA
Nvidia Corp

Technology
7.23K
+ 6.62%
$117.0 - $148.88 $845K - $1.08M
116K $15.6M
VGT
Vanguard Information Technolog

ETFs
3.6K
+ 180.36%
$571.78 - $647.97 $2.06M - $2.33M
5.6K $3.48M
MSTR
Microstrategy Inc

Technology
2.46K
+ 19.96%
$162.69 - $473.83 $400K - $1.16M
14.8K $4.28M
BITO
Proshares Tr Bitcoin Strategy

ETFs
92.2K
+ 898.43%
$16.99 - $27.42 $1.57M - $2.53M
102K $2.33M
AMZN
Amazon Com Inc

Consumer Cyclical
1.88K
+ 3.61%
$180.88 - $232.93 $339K - $437K
53.7K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 485.05%
$521.84 - $558.82 $1.47M - $1.58M
3.41K $1.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.2K
+ 4890.82%
$66.77 - $71.52 $1.28M - $1.37M
19.6K $1.35M
AVGO
Broadcom Inc.

Technology
206
+ 1.01%
$159.67 - $250.0 $32.9K - $51.5K
20.6K $4.79M
COIN
Coinbase Global, Inc.

Technology
2.6K
+ 63.58%
$163.17 - $343.62 $424K - $893K
6.68K $1.66M
GOOG
Alphabet Inc.

Communication Services
990
+ 3.23%
$163.08 - $198.16 $161K - $196K
31.6K $6.02M
VUG
Vanguard Growth ETF

ETFs
1.98K
+ 360.4%
$378.79 - $428.11 $748K - $846K
2.52K $1.04M
PLTR
Palantir Technologies Inc.

Technology
4.12K
+ 41.53%
$36.46 - $82.38 $150K - $339K
14K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
1.03K
+ 790.77%
$486.1 - $608.57 $500K - $626K
1.16K $663K
OXLC
Oxford Lane Capital Corp.

Financial Services
142K
+ 15.93%
$5.05 - $5.45 $715K - $771K
1.03M $5.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.92K
+ 241.38%
$91.29 - $91.8 $541K - $544K
8.37K $765K
CRWD
Crowd Strike Holdings, Inc.

Technology
224
+ 3.25%
$275.15 - $388.2 $61.6K - $87K
7.11K $2.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
721
+ 31.04%
$567.81 - $607.81 $409K - $438K
3.04K $1.78M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.1K
+ 1740.41%
$32.65 - $33.68 $361K - $373K
11.7K $383K
V
Visa Inc.

Financial Services
884
+ 49.36%
$273.87 - $320.91 $242K - $284K
2.68K $845K
BA
Boeing CO

Industrials
1.74K
+ 115.67%
$138.14 - $180.72 $240K - $314K
3.24K $572K
XLI
Industrial Sector Spdr

ETFs
3.01K
+ 19.95%
$131.76 - $143.99 $396K - $433K
18.1K $2.38M
XLY
Select Sector Spdr Consumer Di

ETFs
673
+ 9.8%
$194.8 - $239.43 $131K - $161K
7.54K $1.69M
IBM
International Business Machines Corp

Technology
1.34K
+ 110.06%
$204.9 - $238.04 $274K - $318K
2.55K $560K
GOOGL
Alphabet Inc.

Communication Services
138
+ 1.23%
$161.86 - $196.66 $22.3K - $27.1K
11.3K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
845
+ 13.19%
$280.04 - $302.45 $237K - $256K
7.25K $2.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.61K
+ 80.11%
$87.1 - $98.49 $314K - $355K
8.11K $707K
BAC
Bank Of America Corp

Financial Services
5.39K
+ 146.51%
$39.22 - $47.77 $211K - $257K
9.06K $398K
MA
Mastercard Inc

Financial Services
393
+ 50.71%
$491.3 - $536.15 $193K - $211K
1.17K $615K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.43K
+ 688.96%
$51.09 - $55.27 $226K - $245K
5.07K $259K
SHV
Ishares Tr

ETFs
1.98K
+ 14.62%
$109.92 - $110.57 $218K - $219K
15.5K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
2.96K
+ 117.26%
$73.36 - $89.13 $217K - $263K
5.48K $414K
GBIL
Goldman Sachs Access Treasury

ETFs
1.82K
+ 20.43%
$99.85 - $100.22 $182K - $183K
10.7K $1.07M
SPYG
Spdr Portfolio

ETFs
1.93K
+ 112.4%
$81.74 - $91.38 $158K - $176K
3.65K $320K
AG
First Majestic Silver Corp

Basic Materials
71.5K
+ 16.76%
$5.39 - $7.94 $385K - $567K
498K $2.73M
GRMN
Garmin LTD

Technology
150
+ 3.27%
$161.91 - $220.77 $24.3K - $33.1K
4.74K $976K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.62K
+ 74.43%
$47.77 - $51.75 $173K - $187K
8.47K $409K
XLC
Select Sector Spdr Tr Communic

ETFs
229
+ 1.09%
$89.66 - $102.16 $20.5K - $23.4K
21.2K $2.06M
BWX
Spdr Bloomberg International T

ETFs
7.3K
+ 24333.33%
$21.39 - $23.3 $156K - $170K
7.33K $156K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.49K
+ 11441.67%
$24.94 - $26.14 $137K - $144K
5.54K $138K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 10.94%
$81.68 - $82.93 $154K - $156K
19.1K $1.56M
C
Citigroup Inc

Financial Services
1.38K
+ 34.02%
$61.31 - $72.5 $84.5K - $99.9K
5.43K $382K
CDNS
Cadence Design Systems Inc

Technology
185
+ 7.69%
$249.1 - $324.54 $46.1K - $60K
2.59K $778K
META
Meta Platforms, Inc.

Communication Services
86
+ 1.99%
$554.08 - $632.68 $47.7K - $54.4K
4.4K $2.6M
AXP
American Express CO

Financial Services
99
+ 2.75%
$267.35 - $305.57 $26.5K - $30.3K
3.71K $1.1M
FDN
First Tr Fd Dow Jones

ETFs
135
+ 4.93%
$210.5 - $257.24 $28.4K - $34.7K
2.88K $699K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.75K
+ 1750.0%
$58.39 - $67.04 $102K - $117K
1.85K $117K
ISRG
Intuitive Surgical Inc

Healthcare
81
+ 3.82%
$471.27 - $550.62 $38.2K - $44.6K
2.2K $1.15M
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
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email