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
VEA
Vanguard Ftse Developed Market

ETFs
45
+ 0.39%
$47.4 - $52.99 $2.13K - $2.38K
11.5K $585K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
440
+ 18.68%
$108.02 - $120.45 $47.5K - $53K
2.8K $307K
PWR
Quanta Services, Inc.

Industrials
512
+ 32.51%
$236.71 - $358.03 $121K - $183K
2.09K $530K
QTEC
First Trust Nasdaq 100 Technol

ETFs
410
+ 14.43%
$173.56 - $210.67 $71.2K - $86.4K
3.25K $564K
URI
United Rentals, Inc.

Industrials
92
+ 25.21%
$594.17 - $789.56 $54.7K - $72.6K
457 $286K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
135
+ 57.94%
$196.12 - $229.48 $26.5K - $31K
368 $74K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
260
+ 3.1%
$91.45 - $91.75 $23.8K - $23.9K
8.63K $791K
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 14.09%
$182.82 - $196.21 $21.2K - $22.8K
939 $176K
EMR
Emerson Electric CO

Industrials
656
+ 17.92%
$108.64 - $131.17 $71.3K - $86K
4.32K $473K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
297
+ 20.14%
$50.82 - $52.7 $15.1K - $15.7K
1.77K $93K
IWS
Ishares Russell Midcap Value E

ETFs
163
+ 20.43%
$122.59 - $135.24 $20K - $22K
961 $121K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
138
+ 627.27%
$126.86 - $146.45 $17.5K - $20.2K
160 $20K
JNK
Spdr Bloomberg High Yield Bond

ETFs
171
+ 38.51%
$94.86 - $97.12 $16.2K - $16.6K
615 $58K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
179
+ 526.47%
$90.0 - $96.32 $16.1K - $17.2K
213 $19K
SPYG
Spdr Portfolio

ETFs
536
+ 14.69%
$80.05 - $92.39 $42.9K - $49.5K
4.19K $336K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
376
+ 10.89%
$53.6 - $58.97 $20.2K - $22.2K
3.83K $209K
BA
Boeing CO

Industrials
205
+ 6.34%
$148.15 - $186.25 $30.4K - $38.2K
3.44K $586K
FPE
First Tr Pfd Secs & Income ETF

ETFs
864
+ 4.97%
$17.53 - $17.87 $15.1K - $15.4K
18.3K $321K
HYLS
First Tr Tactical High Yield L

ETFs
359
+ 5.17%
$40.95 - $41.77 $14.7K - $15K
7.3K $299K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
79
+ 3.39%
$126.11 - $135.06 $9.96K - $10.7K
2.41K $310K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
450
+ 45.0%
$27.56 - $29.15 $12.4K - $13.1K
1.45K $40K
WMT
Walmart Inc.

Consumer Defensive
235
+ 6.97%
$84.5 - $105.05 $19.9K - $24.7K
3.61K $316K
IVE
Ishares S&P 500 Value ETF

ETFs
58
+ 4.39%
$185.78 - $198.58 $10.8K - $11.5K
1.38K $263K
FTSL
First Trust Senior Ln Fund

ETFs
315
+ 5.01%
$45.65 - $46.48 $14.4K - $14.6K
6.6K $301K
IWP
Ishares Russell Mid Cap Growth

ETFs
147
+ 18.75%
$114.9 - $139.6 $16.9K - $20.5K
931 $109K
IHF
Ishares Tr

ETFs
168
+ 74.01%
$47.84 - $53.21 $8.04K - $8.94K
395 $20K
LOW
Lowes Companies Inc

Consumer Cyclical
101
+ 9.8%
$222.66 - $268.42 $22.5K - $27.1K
1.13K $264K
CAT
Caterpillar Inc

Industrials
270
+ 11.31%
$326.75 - $407.63 $88.2K - $110K
2.66K $876K
MBB
Ishares Tr

ETFs
93
+ 55.03%
$90.37 - $94.08 $8.4K - $8.75K
262 $24K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
187
+ 24.1%
$50.25 - $55.9 $9.4K - $10.5K
963 $49K
VLUE
Ishares Msci Usa Value Factor

ETFs
35
+ 2.34%
$104.89 - $113.56 $3.67K - $3.97K
1.53K $163K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
238
+ 1.16%
$7.89 - $8.07 $1.88K - $1.92K
20.8K $165K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
115
+ 31.59%
$40.03 - $46.81 $4.6K - $5.38K
479 $19K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
159
+ 25.52%
$19.7 - $20.61 $3.13K - $3.28K
782 $15K
LRGF
Ishares Tr

ETFs
52
+ 57.14%
$56.95 - $63.95 $2.96K - $3.33K
143 $8K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
43
+ 390.91%
$42.18 - $45.16 $1.81K - $1.94K
54 $2K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
93
+ 3.71%
$23.32 - $23.84 $2.17K - $2.22K
2.6K $60K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
41
+ 22.65%
N/A
222 $6K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
202
+ 11.07%
$102.49 - $119.96 $20.7K - $24.2K
2.03K $211K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.99%
$60.46 - $64.42 $60.5 - $64.4
102 $6K
Tidal ETF Tr
25.5K
+ 15.36%
N/A
192K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 1.96%
$96.3 - $112.23 $96.3 - $112
52 $5K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 2.53%
$251.87 - $277.95 $3.78K - $4.17K
607 $156K
Arista Networks Inc
1.06K
+ 9.68%
N/A
12K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.17%
$179.71 - $192.06 $359 - $384
1.15K $211K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.48%
$104.71 - $107.69 $419 - $431
844 $88K
ITOT
Ishares Core S&P Total U.S. St

ETFs
16
+ 3.26%
$120.29 - $134.6 $1.92K - $2.15K
507 $61K
FXR
First Trust Industrials/Produc

ETFs
585
+ 7.01%
$68.3 - $79.81 $40K - $46.7K
8.93K $622K
CDNS
Cadence Design Systems Inc

Technology
454
+ 17.52%
$233.96 - $324.52 $106K - $147K
3.05K $774K
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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