Coastal Investment Advisors, Inc. Reduced Holdings in Q3 2024

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-73K
- 48.97%
$207.23 - $234.82 $15.1M - $17.1M
76.1K $17.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-53.8K
- 50.91%
$161.02 - $200.0 $8.66M - $10.8M
51.9K $9.67M
MSFT
Microsoft Corp

Technology
-21.3K
- 57.29%
$395.15 - $467.56 $8.43M - $9.97M
15.9K $6.84M
NVDA
Nvidia Corp

Technology
-52.9K
- 32.66%
$98.91 - $134.91 $5.23M - $7.14M
109K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16.4K
- 89.38%
$405.19 - $478.57 $6.63M - $7.83M
1.94K $894K
META
Meta Platforms, Inc.

Communication Services
-12.6K
- 74.44%
$453.41 - $572.44 $5.7M - $7.2M
4.32K $2.47M
GOOG
Alphabet Inc.

Communication Services
-28.6K
- 48.26%
$149.54 - $192.66 $4.27M - $5.5M
30.6K $5.12M
AXP
American Express CO

Financial Services
-24.2K
- 87.04%
$225.92 - $271.17 $5.47M - $6.57M
3.61K $977K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.4K
- 51.46%
$434.77 - $502.96 $4.52M - $5.23M
9.81K $4.79M
GOOGL
Alphabet Inc.

Communication Services
-20.7K
- 64.89%
$148.65 - $191.18 $3.07M - $3.95M
11.2K $1.86M
LLY
Eli Lilly & CO

Healthcare
-3.18K
- 74.08%
$772.14 - $960.02 $2.46M - $3.06M
1.11K $986K
PG
Procter & Gamble CO

Consumer Defensive
-16.6K
- 64.07%
$160.76 - $177.82 $2.66M - $2.94M
9.28K $1.61M
IEFA
Ishares Tr

ETFs
-37.8K
- 65.5%
$70.09 - $78.74 $2.65M - $2.97M
19.9K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
-12.3K
- 63.95%
$194.9 - $224.8 $2.4M - $2.76M
6.93K $1.46M
MA
Mastercard Inc

Financial Services
-5.34K
- 87.33%
$429.6 - $500.99 $2.3M - $2.68M
775 $382K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-8.53K
- 88.07%
$211.47 - $281.27 $1.8M - $2.4M
1.16K $283K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.98K
- 36.62%
$217.89 - $392.15 $867K - $1.56M
6.89K $1.93M
XLK
Technology Sector Spdr

ETFs
-9.79K
- 35.61%
$197.34 - $237.68 $1.93M - $2.33M
17.7K $4M
BAC
Bank Of America Corp

Financial Services
-51.7K
- 93.36%
$36.65 - $44.13 $1.9M - $2.28M
3.68K $145K
KO
Coca Cola CO

Consumer Defensive
-32.9K
- 84.73%
$62.69 - $73.01 $2.07M - $2.41M
5.94K $426K
VTI
Vanguard Total Stock Market Et

ETFs
-7.84K
- 55.03%
$255.18 - $283.2 $2M - $2.22M
6.41K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
-3.99K
- 73.15%
$488.01 - $604.18 $1.95M - $2.41M
1.47K $856K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16K
- 75.43%
$113.41 - $125.62 $1.82M - $2.01M
5.21K $654K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.3K
- 89.2%
$53.41 - $57.9 $1.83M - $1.99M
4.15K $240K
HD
Home Depot, Inc.

Consumer Cyclical
-5.52K
- 86.61%
$333.64 - $405.2 $1.84M - $2.24M
853 $345K
MCD
Mcdonalds Corp

Consumer Cyclical
-7.54K
- 79.06%
$245.82 - $304.51 $1.85M - $2.3M
2K $607K
XOM
Exxon Mobil Corp

Energy
-15.8K
- 65.23%
$109.72 - $119.0 $1.73M - $1.88M
8.4K $985K
ANET
Arista Networks, Inc.

Technology
-5.35K
- 66.95%
$311.42 - $388.21 $1.67M - $2.08M
2.64K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
-12.6K
- 52.08%
$191.76 - $263.26 $2.42M - $3.32M
11.6K $3.04M
NFLX
Netflix Inc

Communication Services
-2.67K
- 53.65%
$598.55 - $722.26 $1.6M - $1.93M
2.31K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.23K
- 58.18%
$517.38 - $573.86 $1.67M - $1.85M
2.32K $1.33M
VZ
Verizon Communications Inc

Communication Services
-41.1K
- 67.18%
$38.89 - $45.0 $1.6M - $1.85M
20.1K $900K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.2K
- 84.6%
$475.2 - $527.7 $1.52M - $1.69M
582 $307K
V
Visa Inc.

Financial Services
-6.01K
- 77.05%
$253.74 - $291.56 $1.53M - $1.75M
1.79K $492K
UBER
Uber Technologies, Inc

Technology
-19.4K
- 78.84%
$58.48 - $77.47 $1.13M - $1.5M
5.2K $390K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-32K
- 93.77%
$42.22 - $48.62 $1.35M - $1.56M
2.13K $98K
LOW
Lowes Companies Inc

Consumer Cyclical
-6.33K
- 81.37%
$213.3 - $270.78 $1.35M - $1.71M
1.45K $392K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7.51K
- 84.85%
$147.95 - $191.05 $1.11M - $1.43M
1.34K $232K
CVX
Chevron Corp

Energy
-7.61K
- 43.77%
$137.88 - $161.97 $1.05M - $1.23M
9.77K $1.44M
CRM
Salesforce, Inc.

Technology
-4.94K
- 85.13%
$238.42 - $276.53 $1.18M - $1.37M
863 $236K
SCHW
Schwab Charles Corp

Financial Services
-16.6K
- 99.81%
$61.74 - $76.08 $1.03M - $1.27M
31 $2K
MRK
Merck & Co., Inc.

Healthcare
-9.37K
- 61.23%
$111.15 - $128.97 $1.04M - $1.21M
5.93K $673K
ALB
Albemarle Corp

Basic Materials
-12.6K
- 38.95%
$72.85 - $100.09 $918K - $1.26M
19.7K $1.87M
XLU
Utilities Sector Spdr

ETFs
-18.1K
- 85.26%
$67.67 - $80.78 $1.23M - $1.46M
3.14K $253K
IEMG
Ishares Inc

ETFs
-22.2K
- 63.98%
$53.64 - $53.64 $1.19M - $1.19M
12.5K $668K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.38K
- 82.41%
$125.95 - $142.04 $1.18M - $1.33M
2K $284K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.1K
- 84.1%
$105.53 - $118.34 $1.17M - $1.31M
2.1K $245K
XLF
Financial Sector Spdr

ETFs
-32.5K
- 34.69%
$40.84 - $45.74 $1.33M - $1.49M
61.2K $2.77M
XLE
Energy Sector Spdr

ETFs
-11.5K
- 73.76%
$84.35 - $93.39 $973K - $1.08M
4.11K $360K
Activity Summary
Buys All Purchases 53 New Holdings 21 Increased Positions 32 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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