Coastal Investment Advisors, Inc. New Holdings in Q3 2025

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WTW
Willis Towers Watson PLC

Financial Services
2.74K
New
$301.83 - $345.45 $827K - $947K
2.74K $946K
LYV
Live Nation Entertainment, Inc.

Communication Services
5.58K
New
$143.56 - $174.06 $802K - $972K
5.58K $912K
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.26K
New
$171.01 - $228.24 $729K - $973K
4.26K $911K
VST
Vistra Corp.

Utilities
4.54K
New
$182.0 - $217.92 $826K - $989K
4.54K $889K
LIT
Global X Fds Global X Lithium

ETFs
12.2K
New
$38.41 - $56.85 $469K - $695K
12.2K $694K
PBW
Invesco Exchange Traded Fd Tr

ETFs
22.8K
New
$20.09 - $29.42 $459K - $672K
22.8K $659K
CGDV
Capital Group Divid Value ETF

ETFs
14.4K
New
$39.59 - $42.21 $572K - $610K
14.4K $607K
ITB
Ishares Tr

ETFs
4.96K
New
$94.18 - $117.14 $467K - $581K
4.96K $531K
NKE
Nike, Inc.

Consumer Cyclical
5.51K
New
$69.24 - $79.24 $381K - $436K
5.51K $383K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
New
$224.68 - $282.71 $291K - $366K
1.29K $361K
UPS
United Parcel Service Inc

Industrials
3.44K
New
$82.58 - $105.54 $284K - $363K
3.44K $287K
SBUX
Starbucks Corp

Consumer Cyclical
2.89K
New
$81.9 - $96.86 $237K - $280K
2.89K $244K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.2K
New
$53.81 - $57.52 $226K - $242K
4.2K $241K
GFI
Gold Fields LTD

Basic Materials
5.7K
New
$23.36 - $42.3 $133K - $241K
5.7K $239K
RTX
Raytheon Technologies Corp

Industrials
1.4K
New
$144.19 - $167.33 $201K - $234K
1.4K $233K
DG
Dollar General Corp

Consumer Defensive
2.12K
New
$101.86 - $116.32 $216K - $246K
2.12K $218K
FREL
Fidelity Covington Tr Msci Rea

ETFs
4.31K
New
$26.84 - $28.32 $116K - $122K
4.31K $119K
URA
Global X Uranium ETF

ETFs
1.78K
New
$36.45 - $50.4 $64.7K - $89.5K
1.78K $84K
FDIS
Fidelity Covington Tr Msci Con

ETFs
780
New
$93.41 - $104.11 $72.9K - $81.2K
780 $80K
RAAX
Vaneck ETF Trust Inflation All

ETFs
1.2K
New
$31.5 - $34.46 $37.8K - $41.4K
1.2K $41K
MDIV
First Trust Multi Asset Divers

ETFs
2.43K
New
$15.87 - $16.26 $38.5K - $39.4K
2.43K $38K
KRE
Spdr S&P Regional Banking ETF

ETFs
425
New
$58.82 - $66.17 $25K - $28.1K
425 $26K
EEM
Ishares Msci Emerging Markets

ETFs
315
New
$48.07 - $53.4 $15.1K - $16.8K
315 $16K
BOTZ
Global X Fds

ETFs
478
New
$32.14 - $35.96 $15.4K - $17.2K
478 $16K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
200
New
$61.99 - $65.47 $12.4K - $13.1K
200 $12K
VOX
Vanguard Communication Service

ETFs
59
New
$169.0 - $192.17 $9.97K - $11.3K
59 $11K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
96
New
$117.65 - $120.08 $11.3K - $11.5K
96 $11K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
378
New
$18.82 - $19.8 $7.11K - $7.48K
378 $7K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
155
New
$40.04 - $45.11 $6.21K - $6.99K
155 $6K
VCR
Vanguard Consumer Discretionar

ETFs
16
New
$359.61 - $401.35 $5.75K - $6.42K
16 $6K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
54
New
$98.52 - $103.93 $5.32K - $5.61K
54 $5K
XAR
Spdr S&P Aerospace & Defense E

ETFs
22
New
$205.52 - $234.96 $4.52K - $5.17K
22 $5K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
102
New
$45.6 - $46.92 $4.65K - $4.79K
102 $4K
PII
Polaris Inc.

Consumer Cyclical
76
New
$44.87 - $59.95 $3.41K - $4.56K
76 $4K
FXN
First Tr Exchange Traded Fd Fi

ETFs
200
New
$15.15 - $16.8 $3.03K - $3.36K
200 $3K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
88
New
$37.04 - $40.86 $3.26K - $3.6K
88 $3K
SMIN
Ishares Msci India Small Cap I

ETFs
53
New
$71.7 - $78.29 $3.8K - $4.15K
53 $3K
IXP
Ishares Global Comm Services E

ETFs
22
New
$109.97 - $126.56 $2.42K - $2.78K
22 $2K
NANR
Spdr Index Shs Fds S&P North A

ETFs
27
New
$56.69 - $65.0 $1.53K - $1.76K
27 $1K
USRT
Ishares Core U.S. Reit ETF

ETFs
28
New
$55.64 - $59.37 $1.56K - $1.66K
28 $1K
XHS
Spdr S&P Health Care Services

ETFs
18
New
$88.0 - $101.56 $1.58K - $1.83K
18 $1K
REZ
Ishares Tr Residential And Mul

ETFs
19
New
$81.06 - $85.23 $1.54K - $1.62K
19 $1K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
12
New
$110.74 - $122.12 $1.33K - $1.47K
12 $1K
HAP
Vaneck ETF Tr Natural Resource

ETFs
29
New
$52.21 - $57.14 $1.51K - $1.66K
29 $1K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
34
New
$50.82 - $51.09 $1.73K - $1.74K
34 $1K
Bitmine Immersion Tecnologie
25.5K
New
N/A
25.5K $0
United Sts Nat Gas Fd LP
20.5K
New
N/A
20.5K $0
Proshares Tr
1K
New
N/A
1K $0
Global X Fds
46
New
N/A
46 $0
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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