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
XLF
Financial Sector Spdr

ETFs
794
+ 1.42%
$51.37 - $54.25 $40.8K - $43.1K
56.6K $3.05M
ETN
Eaton Corp PLC

Industrials
263
+ 16.2%
$342.99 - $392.76 $90.2K - $103K
1.89K $705K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.09K
+ 33.5%
$55.61 - $57.37 $116K - $120K
8.34K $476K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.08K
+ 3.55%
$39.8 - $42.86 $42.9K - $46.2K
31.5K $1.35M
PANW
Palo Alto Networks Inc

Technology
537
+ 10.2%
$167.06 - $208.19 $89.7K - $112K
5.8K $1.18M
EMR
Emerson Electric CO

Industrials
785
+ 20.56%
$128.6 - $149.63 $101K - $117K
4.6K $603K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
434
+ 11.18%
$121.46 - $130.92 $52.7K - $56.8K
4.32K $562K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.49K
+ 15.18%
$33.26 - $34.01 $82.8K - $84.7K
18.9K $640K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.39K
+ 69.29%
$25.21 - $25.99 $85.4K - $88.1K
8.28K $214K
GLD
Spdr Gold Trust

ETFs
130
+ 18.44%
$300.96 - $355.47 $39.1K - $46.2K
835 $296K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
+ 46.94%
$49.43 - $54.52 $57.2K - $63.1K
3.63K $196K
IAK
Ishares Tr

ETFs
530
+ 185.96%
$126.37 - $134.46 $67K - $71.3K
815 $109K
VO
Vanguard Mid Cap ETF

ETFs
209
+ 59.21%
$279.83 - $293.74 $58.5K - $61.4K
562 $165K
META
Meta Platforms, Inc.

Communication Services
114
+ 2.31%
$695.21 - $791.73 $79.3K - $90.3K
5.06K $3.71M
PDP
Invesco Exchange Traded Fd Tr

ETFs
90
+ 1.98%
$107.15 - $118.05 $9.64K - $10.6K
4.63K $546K
FXU
First Tr Exchange Traded Fd Ut

ETFs
43
+ 0.28%
$41.97 - $45.5 $1.8K - $1.96K
15.2K $692K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
334
+ 7.49%
$101.12 - $106.18 $33.8K - $35.5K
4.8K $494K
FXO
First Tr Exchange Traded Fd Fi

ETFs
31
+ 0.25%
$55.81 - $60.32 $1.73K - $1.87K
12.4K $733K
RDVY
First Trust Rising Dividend Ac

ETFs
238
+ 4.12%
$62.38 - $67.29 $14.8K - $16K
6.02K $404K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 9.58%
$291.67 - $316.99 $29.2K - $31.7K
1.14K $347K
IWS
Ishares Russell Midcap Value E

ETFs
278
+ 62.75%
$132.83 - $140.61 $36.9K - $39.1K
721 $100K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.67K
+ 69.84%
$23.54 - $23.97 $39.2K - $39.9K
4.05K $96K
IWP
Ishares Russell Mid Cap Growth

ETFs
247
+ 51.78%
$137.51 - $145.26 $34K - $35.9K
724 $103K
VEU
Vanguard Ftse All World Ex Us

ETFs
50
+ 0.66%
$66.38 - $71.68 $3.32K - $3.58K
7.65K $546K
PFF
Ishares Trust Ishares Pfd And

ETFs
95
+ 0.28%
$30.67 - $32.13 $2.91K - $3.05K
33.6K $1.06M
LMT
Lockheed Martin Corp

Industrials
11
+ 1.49%
$410.74 - $499.21 $4.52K - $5.49K
748 $373K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
634
+ 173.22%
$42.26 - $47.16 $26.8K - $29.9K
1K $46K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.75K
+ 24.73%
$16.46 - $17.1 $28.7K - $29.9K
8.81K $149K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
280
+ 11.08%
$92.18 - $95.14 $25.8K - $26.6K
2.81K $267K
UBER
Uber Technologies, Inc

Technology
115
+ 2.95%
$86.91 - $99.57 $9.99K - $11.5K
4.02K $393K
MBB
Ishares Tr

ETFs
237
+ 87.78%
$92.46 - $95.73 $21.9K - $22.7K
507 $48K
VXF
Vanguard Extended Market ETF

ETFs
29
+ 2.81%
$193.58 - $213.07 $5.61K - $6.18K
1.06K $222K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
105
+ 0.94%
$97.75 - $100.75 $10.3K - $10.6K
11.3K $1.14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
500
+ 30.4%
$42.75 - $43.37 $21.4K - $21.7K
2.15K $92K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1K
+ 4.91%
$14.8 - $15.15 $14.8K - $15.2K
21.4K $320K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
74
+ 14.4%
$83.08 - $100.2 $6.15K - $7.41K
588 $58K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
38
+ 84.44%
$275.84 - $326.36 $10.5K - $12.4K
83 $27K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
596
+ 104.93%
$20.22 - $21.71 $12.1K - $12.9K
1.16K $25K
HDV
Ishares Core High Dividend ETF

ETFs
38
+ 2.06%
$118.16 - $123.66 $4.49K - $4.7K
1.88K $230K
SOXX
Ishares Semiconductor ETF

ETFs
46
+ 306.67%
$236.93 - $271.12 $10.9K - $12.5K
61 $16K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.17%
$187.97 - $199.47 $376 - $399
1.15K $228K
TIP
Ishares Tr Tips Bd ETF

ETFs
90
+ 84.91%
$109.11 - $111.88 $9.82K - $10.1K
196 $21K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
66
+ 1.03%
$96.91 - $101.22 $6.4K - $6.68K
6.45K $638K
MA
Mastercard Inc

Financial Services
2
+ 0.22%
$550.18 - $598.96 $1.1K - $1.2K
920 $523K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
153
+ 102.0%
$39.37 - $44.24 $6.02K - $6.77K
303 $13K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
100
+ 40.82%
$70.85 - $76.96 $7.08K - $7.7K
345 $26K
UNP
Union Pacific Corp

Industrials
4
+ 0.38%
$214.91 - $237.16 $860 - $949
1.06K $249K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.9%
$237.58 - $259.17 $713 - $778
335 $85K
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 6.29%
$88.47 - $93.24 $4.42K - $4.66K
845 $77K
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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