Coastal Investment Advisors, Inc. New Holdings in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
40.4K
New
$35.16 - $37.12 $1.42M - $1.5M
40.4K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.69K
New
$370.24 - $418.94 $995K - $1.13M
2.69K $1.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.7K
New
$34.13 - $37.35 $774K - $847K
22.7K $774K
CBRE
Cbre Group, Inc.

Real Estate
4.32K
New
$119.22 - $140.71 $516K - $608K
4.32K $567K
VEA
Vanguard Ftse Developed Market

ETFs
11.5K
New
$47.57 - $52.44 $546K - $602K
11.5K $549K
ETN
Eaton Corp PLC

Industrials
1.64K
New
$326.96 - $377.52 $536K - $618K
1.64K $543K
BKNG
Booking Holdings Inc.

Consumer Cyclical
106
New
$4100.99 - $5300.34 $435K - $562K
106 $526K
PWR
Quanta Services, Inc.

Industrials
1.58K
New
$296.05 - $346.6 $466K - $546K
1.58K $497K
PGR
Progressive Corp

Financial Services
2.07K
New
$239.6 - $268.88 $495K - $556K
2.07K $495K
JCI
Johnson Controls International PLC

Industrials
6.15K
New
$74.23 - $86.6 $457K - $533K
6.15K $485K
EMR
Emerson Electric CO

Industrials
3.66K
New
$108.13 - $134.33 $396K - $492K
3.66K $453K
BMY
Bristol Myers Squibb CO

Healthcare
7.97K
New
$51.92 - $59.94 $414K - $477K
7.97K $450K
MMM
3 M CO

Industrials
2.71K
New
$124.74 - $137.12 $338K - $372K
2.71K $350K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.4K
New
$17.65 - $18.18 $307K - $316K
17.4K $307K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.33K
New
$126.68 - $134.74 $295K - $314K
2.33K $297K
IR
Ingersoll Rand Inc.

Industrials
3.27K
New
$90.46 - $105.35 $296K - $344K
3.27K $295K
FTSL
First Trust Senior Ln Fund

ETFs
6.29K
New
$45.9 - $46.48 $289K - $292K
6.29K $290K
HYLS
First Tr Tactical High Yield L

ETFs
6.94K
New
$41.29 - $42.03 $287K - $292K
6.94K $286K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.2K
New
$27.8 - $29.05 $282K - $295K
10.2K $283K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
7.28K
New
$35.35 - $38.58 $257K - $281K
7.28K $267K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
16.4K
New
$15.05 - $16.03 $247K - $263K
16.4K $250K
FSK
Fs Kkr Capital Corp

Financial Services
11.1K
New
$19.71 - $22.22 $219K - $247K
11.1K $241K
MRVL
Marvell Technology, Inc.

Technology
2.11K
New
$70.31 - $124.78 $148K - $263K
2.11K $232K
F
Ford Motor CO

Consumer Cyclical
23K
New
$9.69 - $11.4 $223K - $262K
23K $227K
PRU
Prudential Financial Inc

Financial Services
1.88K
New
$114.59 - $129.52 $215K - $243K
1.88K $222K
TTD
Trade Desk, Inc.

Technology
1.77K
New
$108.7 - $139.51 $193K - $247K
1.77K $208K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
New
$44.04 - $49.49 $194K - $218K
4.42K $194K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
12.1K
New
$13.24 - $14.35 $160K - $173K
12.1K $165K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.7K
New
$90.74 - $103.94 $154K - $177K
1.7K $155K
IWD
Ishares Russell 1000 Val ETF

ETFs
823
New
$183.23 - $199.79 $151K - $164K
823 $152K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.1K
New
$119.61 - $136.3 $131K - $149K
1.1K $135K
VT
Vanguard Total World Stk Index

ETFs
1.05K
New
$117.09 - $123.07 $123K - $129K
1.05K $123K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
900
New
$134.53 - $150.65 $121K - $136K
900 $121K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
New
$88.59 - $94.57 $107K - $114K
1.21K $107K
NAT
Nordic American Tankers LTD

Industrials
26.8K
New
N/A
26.8K $106K
KCE
Spdr S&P Capital Markets ETF

ETFs
590
New
$124.2 - $148.51 $73.3K - $87.6K
590 $81K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
21K
New
$3.76 - $4.47 $78.8K - $93.7K
21K $79K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.89K
New
$23.42 - $24.25 $67.7K - $70.1K
2.89K $68K
RSP
Invesco S&P 500 Equal Weight E

ETFs
355
New
$174.22 - $187.62 $61.8K - $66.6K
355 $62K
CCI
Crown Castle International Corp

Real Estate
688
New
$89.78 - $119.11 $61.8K - $81.9K
688 $62K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.51K
New
$23.29 - $23.93 $58.4K - $60K
2.51K $58K
IXN
Ishares Global Information Tec

ETFs
600
New
$80.67 - $87.84 $48.4K - $52.7K
600 $50K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
233
New
$201.32 - $217.44 $46.9K - $50.7K
233 $48K
VOE
Vanguard Mid Cap Value Index F

ETFs
200
New
$160.89 - $176.18 $32.2K - $35.2K
200 $32K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.04K
New
$25.25 - $26.34 $26.3K - $27.4K
1.04K $26K
IGF
Ishares Global Infrastructure

ETFs
373
New
$51.2 - $55.7 $19.1K - $20.8K
373 $19K
FXO
First Tr Exchange Traded Fd Fi

ETFs
365
New
$50.63 - $59.0 $18.5K - $21.5K
365 $19K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200
New
$89.97 - $98.59 $18K - $19.7K
200 $19K
MBB
Ishares Tr

ETFs
169
New
$91.26 - $95.82 $15.4K - $16.2K
169 $15K
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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