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
FXD
First Tr Exchange Traded Fd

ETFs
1.41K
+ 18.2%
$62.05 - $68.52 $87.5K - $96.6K
9.16K $591K
IWS
Ishares Russell Midcap Value E

ETFs
772
+ 2969.23%
$128.08 - $140.32 $98.9K - $108K
798 $103K
IWP
Ishares Russell Mid Cap Growth

ETFs
777
+ 11100.0%
$116.4 - $138.52 $90.4K - $108K
784 $99K
PFE
Pfizer Inc

Healthcare
4.29K
+ 40.7%
$24.8 - $30.19 $106K - $130K
14.8K $393K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.74K
+ 13.37%
$50.37 - $50.6 $87.8K - $88.2K
14.8K $744K
PANW
Palo Alto Networks Inc

Technology
2.59K
+ 105.8%
$181.96 - $405.9 $471K - $1.05M
5.04K $916K
VTV
Vanguard Value ETF

ETFs
496
+ 54.51%
$168.32 - $181.87 $83.5K - $90.2K
1.41K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.48K
+ 48.25%
$57.53 - $60.83 $84.9K - $89.7K
4.53K $260K
TRGP
Targa Resources Corp.

Energy
186
+ 12.66%
$150.58 - $207.69 $28K - $38.6K
1.66K $295K
MO
Altria Group, Inc.

Consumer Defensive
1.22K
+ 15.69%
$49.06 - $57.74 $60K - $70.6K
9.01K $471K
NEM
Newmont Corp

Basic Materials
4.8K
+ 71.14%
$37.0 - $58.68 $178K - $282K
11.5K $429K
RDVY
First Trust Rising Dividend Ac

ETFs
1.13K
+ 21.8%
$58.65 - $64.37 $66.2K - $72.7K
6.31K $372K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
647
+ 32.32%
$131.66 - $144.0 $85.2K - $93.2K
2.65K $349K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
500
+ 250.0%
$112.69 - $123.97 $56.3K - $62K
700 $78K
PDP
Invesco Exchange Traded Fd Tr

ETFs
405
+ 15.82%
$102.88 - $117.55 $41.7K - $47.6K
2.97K $319K
EPD
Enterprise Products Partners L.P.

Energy
1.2K
+ 15.2%
$28.66 - $34.43 $34.3K - $41.2K
9.07K $284K
SCHW
Schwab Charles Corp

Financial Services
694
+ 2238.71%
$63.31 - $82.85 $43.9K - $57.5K
725 $53K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1K
+ 45.45%
$50.23 - $50.47 $50.2K - $50.5K
3.2K $160K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.27K
+ 2.46%
$50.35 - $50.69 $63.8K - $64.2K
52.7K $2.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
267
+ 83.44%
$176.42 - $186.91 $47.1K - $49.9K
587 $104K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.79K
+ 4718.42%
$26.05 - $29.17 $46.7K - $52.3K
1.83K $47K
GWW
W.W. Grainger, Inc.

Industrials
31
+ 3.91%
$1023.06 - $1220.93 $31.7K - $37.8K
824 $868K
LIT
Global X Fds Global X Lithium

ETFs
947
+ 3156.67%
$40.78 - $48.97 $38.6K - $46.4K
977 $39K
VO
Vanguard Mid Cap ETF

ETFs
144
+ 32.14%
$261.5 - $284.63 $37.7K - $41K
592 $156K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
464
+ 2.29%
$100.16 - $100.7 $46.5K - $46.7K
20.8K $2.08M
URI
United Rentals, Inc.

Industrials
90
+ 32.73%
$704.44 - $880.32 $63.4K - $79.2K
365 $257K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5
+ 0.37%
$172.07 - $207.36 $860 - $1.04K
1.35K $265K
IVW
Ishares S&P 500 Growth ETF

ETFs
201
+ 14.74%
$94.43 - $105.47 $19K - $21.2K
1.57K $158K
IDV
Ishares Tr

ETFs
1.07K
+ 177.67%
$27.03 - $29.92 $28.8K - $31.9K
1.67K $45K
FXR
First Trust Industrials/Produc

ETFs
442
+ 5.59%
$74.81 - $83.27 $33.1K - $36.8K
8.35K $624K
XLRE
Select Sector Spdr Tr Real Est

ETFs
800
+ 43.72%
$40.06 - $45.21 $32K - $36.2K
2.63K $106K
DVY
Ishares Tr

ETFs
284
+ 7.45%
$129.55 - $143.41 $36.8K - $40.7K
4.1K $537K
JNK
Spdr Bloomberg High Yield Bond

ETFs
210
+ 89.74%
$94.77 - $97.36 $19.9K - $20.4K
444 $42K
STKL
Sun Opta Inc.

Consumer Defensive
615
+ 5.32%
$5.72 - $7.89 $3.52K - $4.85K
12.2K $93K
IWM
Ishares Russell 2000 ETF

ETFs
62
+ 0.89%
$216.13 - $242.4 $13.4K - $15K
7.05K $1.56M
BOTZ
Global X Fds

ETFs
428
+ 85.6%
$31.11 - $34.18 $13.3K - $14.6K
928 $29K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 4.93%
$29.77 - $30.19 $14.9K - $15.1K
10.7K $318K
VB
Vanguard Small Cap ETF

ETFs
39
+ 21.43%
$233.76 - $261.58 $9.12K - $10.2K
221 $53K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
479
+ 332.64%
$19.82 - $21.55 $9.49K - $10.3K
623 $12K
NEAR
Blackrock Short Maturity Bond

ETFs
871
+ 1.76%
$50.28 - $51.08 $43.8K - $44.5K
50.4K $2.54M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
30
+ 12.5%
$125.5 - $148.67 $3.77K - $4.46K
270 $35K
SM
Sm Energy CO

Energy
101
+ 38.7%
$36.59 - $46.03 $3.7K - $4.65K
362 $14K
IVE
Ishares S&P 500 Value ETF

ETFs
60
+ 4.75%
$189.5 - $206.17 $11.4K - $12.4K
1.32K $252K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
136
+ 1.86%
$17.93 - $18.8 $2.44K - $2.56K
7.46K $135K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
60
+ 150.0%
$57.38 - $61.11 $3.44K - $3.67K
100 $5K
VLUE
Ishares Msci Usa Value Factor

ETFs
65
+ 4.55%
$104.01 - $115.38 $6.76K - $7.5K
1.49K $157K
HYG
Ishares Tr

ETFs
27
+ 4.01%
$78.09 - $80.04 $2.11K - $2.16K
700 $55K
Bgc Group Inc
1K
+ 4.2%
N/A
24.9K $0
EFV
Msci Eafe Value ETF

ETFs
2
+ 1.56%
$51.78 - $57.15 $104 - $114
130 $6K
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
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