Coastal Investment Advisors, Inc. New Holdings in Q1 2025

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
5.86K
New
$111.1 - $140.22 $651K - $822K
5.86K $777K
QCOM
Qualcomm Inc

Technology
4.59K
New
$151.94 - $175.86 $698K - $808K
4.59K $705K
FXU
First Tr Exchange Traded Fd Ut

ETFs
14.4K
New
$37.42 - $41.14 $538K - $592K
14.4K $590K
ACN
Accenture PLC

Technology
1.83K
New
$300.91 - $398.25 $552K - $730K
1.83K $572K
NET
Cloudflare, Inc.

Technology
4.89K
New
$110.71 - $176.5 $541K - $863K
4.89K $550K
WM
Waste Management Inc

Industrials
886
New
$200.54 - $233.78 $178K - $207K
886 $205K
SO
Southern CO

Utilities
2.18K
New
$80.96 - $92.96 $176K - $203K
2.18K $200K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.51K
New
$42.38 - $43.28 $149K - $152K
3.51K $149K
GAIN
Gladstone Investment Corporation\De

Financial Services
10K
New
$12.65 - $13.97 $127K - $140K
10K $133K
MDIV
First Trust Multi Asset Divers

ETFs
2.43K
New
$16.02 - $16.68 $38.8K - $40.4K
2.43K $39K
PSCW
Pacer Fds Tr Swan Sos Conserva

ETFs
390
New
$24.93 - $27.07 $9.72K - $10.6K
390 $9K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
102
New
$75.47 - $84.24 $7.7K - $8.59K
102 $7K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
366
New
$19.04 - $20.15 $6.97K - $7.37K
366 $6K
VCR
Vanguard Consumer Discretionar

ETFs
16
New
$318.51 - $391.75 $5.1K - $6.27K
16 $5K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
226
New
$18.46 - $19.19 $4.17K - $4.34K
226 $4K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
99
New
$44.72 - $46.25 $4.43K - $4.58K
99 $4K
SMIN
Ishares Msci India Small Cap I

ETFs
53
New
$61.54 - $77.16 $3.26K - $4.09K
53 $3K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
100
New
$28.38 - $29.91 $2.84K - $2.99K
100 $2K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
34
New
$50.87 - $51.09 $1.73K - $1.74K
34 $1K
GNR
Spdr S&P Global Natural Resour

ETFs
23
New
$50.12 - $54.48 $1.15K - $1.25K
23 $1K
AGZ
Ishares Agency Bond ETF

ETFs
2
New
$107.46 - $109.48 $215 - $219
2 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
163
New
N/A
163 $0
Ge Vernova Inc
1.88K
New
N/A
1.88K $0
Tidal ETF Tr
313
New
N/A
313 $0
Fortuna Mng Corp
66.5K
New
N/A
66.5K $0
Rbb Fd Inc
255
New
N/A
255 $0
Rbb Fd Inc
770
New
N/A
770 $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
750
New
N/A
750 $0
Rbb Fd Inc
1.87K
New
N/A
1.87K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
3.92K
New
N/A
3.92K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2.5K
New
N/A
2.5K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
8.84K
New
N/A
8.84K $0
PSMO
Pacer Fds Tr Swan Sos Moderate
300
New
N/A
300 $0
Ea Series Trust
10.5K
New
N/A
10.5K $0
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
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