Coastal Investment Advisors, Inc. Incresed Positions in Q3 2025

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.45K
+ 1.77%
$202.38 - $256.87 $294K - $373K
83.6K $21.3M
NVDA
Nvidia Corp

Technology
3.38K
+ 3.05%
$153.3 - $186.58 $518K - $630K
114K $21.3M
PLTR
Palantir Technologies Inc.

Technology
6.31K
+ 16.3%
$130.68 - $186.97 $824K - $1.18M
45K $8.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.81K
+ 108.63%
$617.65 - $666.84 $1.73M - $1.87M
5.39K $3.59M
NET
Cloudflare, Inc.

Technology
5.9K
+ 77.4%
$181.39 - $228.28 $1.07M - $1.35M
13.5K $2.9M
GOOGL
Alphabet Inc.

Communication Services
2.43K
+ 22.37%
$174.36 - $254.72 $424K - $619K
13.3K $3.23M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.3K
+ 32.03%
$50.52 - $50.75 $975K - $980K
79.6K $4.04M
VGT
Vanguard Information Technolog

ETFs
469
+ 6.29%
$656.44 - $753.15 $308K - $353K
7.93K $5.92M
XLC
Select Sector Spdr Tr Communic

ETFs
6.6K
+ 46.08%
$105.99 - $119.41 $700K - $789K
20.9K $2.48M
XLK
Technology Sector Spdr

ETFs
2K
+ 16.17%
$250.97 - $282.66 $501K - $564K
14.3K $4.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.89K
+ 37.16%
$100.37 - $100.74 $692K - $694K
25.4K $2.56M
IBB
Ishares Biotechnology ETF

ETFs
4.09K
+ 1032.32%
$127.63 - $144.37 $522K - $590K
4.48K $647K
NEAR
Blackrock Short Maturity Bond

ETFs
11.4K
+ 23.07%
$50.8 - $51.32 $580K - $586K
60.9K $3.12M
BITO
Proshares Tr Bitcoin Strategy

ETFs
49.1K
+ 22.99%
$18.74 - $23.05 $920K - $1.13M
263K $5.17M
BA
Boeing CO

Industrials
2.61K
+ 256.68%
$209.79 - $237.38 $548K - $620K
3.63K $783K
QQQ
Invesco Qqq Trust, Series 1

ETFs
243
+ 2.8%
$546.99 - $602.2 $133K - $146K
8.93K $5.36M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 5.02%
$211.65 - $238.24 $519K - $584K
51.3K $11.3M
ORCL
Oracle Corp

Technology
728
+ 15.21%
$218.96 - $328.33 $159K - $239K
5.52K $1.55M
COIN
Coinbase Global, Inc.

Technology
1.74K
+ 26.29%
$297.99 - $419.78 $519K - $730K
8.36K $2.82M
XLY
Select Sector Spdr Consumer Di

ETFs
1.17K
+ 13.77%
$216.09 - $242.18 $253K - $284K
9.68K $2.32M
XLV
Select Sector Spdr Fund Health

ETFs
2.76K
+ 30.49%
$129.01 - $139.72 $356K - $386K
11.8K $1.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.82K
+ 25.56%
$82.38 - $83.0 $397K - $400K
23.7K $1.96M
CAT
Caterpillar Inc

Industrials
326
+ 11.95%
$390.92 - $477.15 $127K - $156K
3.05K $1.46M
GS
Goldman Sachs Group Inc

Financial Services
327
+ 21.7%
$696.56 - $806.32 $228K - $264K
1.83K $1.46M
MSFT
Microsoft Corp

Technology
201
+ 1.47%
$491.09 - $535.64 $98.7K - $108K
13.9K $7.18M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.9K
+ 829.79%
$96.22 - $98.19 $375K - $383K
4.37K $428K
CRDO
Credo Technology Group Holding LTD

Technology
1.33K
+ 41.06%
$87.59 - $172.31 $116K - $229K
4.57K $665K
GRMN
Garmin LTD

Technology
631
+ 13.12%
$211.13 - $246.22 $133K - $155K
5.44K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
539
+ 8.89%
$282.78 - $316.06 $152K - $170K
6.6K $2.08M
AMD
Advanced Micro Devices Inc

Technology
1.01K
+ 12.91%
$134.8 - $184.42 $136K - $187K
8.85K $1.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.46K
+ 93.24%
$85.01 - $90.35 $294K - $313K
7.18K $641K
SLV
I Shares Silver Trust

ETFs
3.94K
+ 26.19%
$32.73 - $42.5 $129K - $168K
19K $805K
SHV
Ishares Tr

ETFs
2.78K
+ 16.2%
$110.06 - $110.49 $306K - $307K
19.9K $2.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.16K
+ 132.4%
$40.94 - $42.85 $293K - $307K
12.6K $529K
CRWD
Crowd Strike Holdings, Inc.

Technology
963
+ 10.99%
$412.46 - $514.1 $397K - $495K
9.72K $4.77M
VTI
Vanguard Total Stock Market Et

ETFs
339
+ 5.89%
$303.93 - $329.86 $103K - $112K
6.09K $2M
IWM
Ishares Russell 2000 ETF

ETFs
497
+ 11.56%
$214.92 - $244.84 $107K - $122K
4.8K $1.16M
GE
General Electric CO

Industrials
486
+ 25.58%
$244.75 - $305.63 $119K - $149K
2.39K $717K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.81K
+ 144.44%
$108.46 - $120.63 $196K - $218K
3.06K $363K
CDNS
Cadence Design Systems Inc

Technology
250
+ 7.82%
$309.46 - $373.37 $77.4K - $93.3K
3.45K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
883
+ 12.5%
$90.65 - $109.75 $80K - $96.9K
7.95K $865K
UNH
Unitedhealth Group Inc

Healthcare
498
+ 33.74%
$237.77 - $353.61 $118K - $176K
1.97K $681K
AXP
American Express CO

Financial Services
482
+ 11.91%
$294.27 - $342.31 $142K - $165K
4.53K $1.5M
PWR
Quanta Services, Inc.

Industrials
313
+ 16.16%
$372.29 - $421.68 $117K - $132K
2.25K $932K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.32K
+ 18.7%
$50.47 - $50.74 $167K - $168K
21K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.07K
+ 46.19%
$132.9 - $142.03 $143K - $152K
3.4K $478K
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 50.5%
$94.4 - $104.27 $128K - $142K
4.05K $417K
VT
Vanguard Total World Stk Index

ETFs
954
+ 53.3%
$128.41 - $138.03 $123K - $132K
2.74K $378K
VLO
Valero Energy Corp

Energy
42
+ 1.08%
$131.77 - $175.63 $5.53K - $7.38K
3.95K $672K
Activity Summary
Buys All Purchases 188 New Holdings 61 Increased Positions 127 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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