Coastal Investment Advisors, Inc. Reduced Holdings in Q3 2025

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-2.1K
- 11.84%
$300.7 - $455.9 $632K - $958K
15.6K $5.04M
XLP
Consumer Staples Sector Spdr

ETFs
-6.95K
- 93.44%
N/A
488 $37K
VUG
Vanguard Growth ETF

ETFs
-1.39K
- 34.9%
$433.97 - $484.08 $605K - $674K
2.6K $1.25M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.89K
- 56.92%
$65.64 - $78.22 $386K - $460K
4.45K $298K
ITA
Ishares Tr

ETFs
-2.86K
- 35.15%
$184.73 - $209.26 $528K - $598K
5.28K $1.1M
ABBV
Abb Vie Inc.

Healthcare
-2.72K
- 53.49%
$184.85 - $231.54 $503K - $630K
2.37K $547K
XLU
Utilities Sector Spdr

ETFs
-4.59K
- 66.61%
$81.14 - $87.32 $373K - $401K
2.3K $200K
XLI
Industrial Sector Spdr

ETFs
-2.37K
- 17.88%
$147.94 - $154.99 $350K - $367K
10.9K $1.68M
LLY
Eli Lilly & CO

Healthcare
-293
- 34.15%
$625.65 - $812.69 $183K - $238K
565 $431K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.41K
- 16.67%
$91.44 - $91.77 $220K - $221K
12K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
-557
- 6.17%
N/A
8.47K $1.54M
XOM
Exxon Mobil Corp

Energy
-1.08K
- 18.38%
$105.83 - $117.22 $114K - $127K
4.8K $541K
V
Visa Inc.

Financial Services
-143
- 4.96%
$332.09 - $358.86 $47.5K - $51.3K
2.74K $935K
MUB
Ishares National Muni Bond ETF

ETFs
-713
- 81.95%
$103.24 - $106.68 $73.6K - $76.1K
157 $16K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-888
- 79.14%
$75.26 - $80.19 $66.8K - $71.2K
234 $18K
IWV
Ishares Russell 3000 ETF

ETFs
-195
- 49.37%
$351.04 - $379.81 $68.5K - $74.1K
200 $75K
VEA
Vanguard Ftse Developed Market

ETFs
-1.4K
- 18.26%
$56.02 - $60.3 $78.6K - $84.6K
6.28K $376K
T
At&T Inc.

Communication Services
-1.46K
- 7.79%
$26.94 - $29.62 $39.3K - $43.2K
17.3K $487K
BWX
Spdr Bloomberg International T

ETFs
-1.52K
- 12.42%
$22.58 - $23.5 $34.2K - $35.6K
10.7K $245K
CCI
Crown Castle International Corp

Real Estate
-384
- 65.75%
$92.96 - $113.91 $35.7K - $43.7K
200 $19K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-645
- 36.3%
$52.55 - $54.37 $33.9K - $35.1K
1.13K $61K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.2K
- 7.47%
$28.38 - $29.05 $34K - $34.8K
14.8K $429K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-978
- 10.86%
$47.56 - $49.7 $46.5K - $48.6K
8.03K $396K
HYG
Ishares Tr

ETFs
-341
- 48.44%
$79.85 - $81.32 $27.2K - $27.7K
363 $29K
VZ
Verizon Communications Inc

Communication Services
-795
- 6.52%
$40.84 - $45.06 $32.5K - $35.8K
11.4K $501K
GILD
Gilead Sciences, Inc.

Healthcare
-241
- 10.83%
$108.22 - $120.47 $26.1K - $29K
1.99K $220K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-850
- 85.0%
$30.27 - $31.56 $25.7K - $26.8K
150 $4K
SQ
Block, Inc.

Technology
-423
- 7.54%
N/A
5.19K $296K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-90
- 27.03%
$236.25 - $257.69 $21.3K - $23.2K
243 $62K
KMI
Kinder Morgan, Inc.

Energy
-318
- 4.24%
$26.23 - $28.5 $8.34K - $9.06K
7.18K $203K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-179
- 84.04%
$94.17 - $99.95 $16.9K - $17.9K
34 $3K
VLUE
Ishares Msci Usa Value Factor

ETFs
-250
- 16.73%
$111.55 - $125.05 $27.9K - $31.3K
1.24K $155K
HYLS
First Tr Tactical High Yield L

ETFs
-369
- 5.21%
$41.62 - $42.32 $15.4K - $15.6K
6.71K $282K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-130
- 0.58%
N/A
22.4K $1.92M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-100
- 56.5%
$107.66 - $112.36 $10.8K - $11.2K
77 $8K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-148
- 5.45%
$72.01 - $74.44 $10.7K - $11K
2.57K $188K
PEP
Pepsico Inc

Consumer Defensive
-189
- 8.48%
$133.81 - $152.16 $25.3K - $28.8K
2.04K $286K
IWR
Ishares Russell Mid Cap ETF

ETFs
-103
- 20.44%
$92.26 - $97.51 $9.5K - $10K
401 $38K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-131
- 24.86%
$62.09 - $66.51 $8.13K - $8.71K
396 $25K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-157
- 17.86%
$50.7 - $54.86 $7.96K - $8.61K
722 $39K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 16.02%
$135.0 - $146.02 $8.91K - $9.64K
346 $50K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-104
- 14.33%
$30.71 - $30.86 $3.19K - $3.21K
622 $19K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-719
- 5.86%
$52.12 - $55.33 $37.5K - $39.8K
11.6K $639K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-317
- 10.1%
$420.11 - $472.68 $133K - $150K
2.82K $1.32M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-110
- 6.29%
$25.83 - $26.47 $2.84K - $2.91K
1.64K $43K
IEMG
Ishares Inc

ETFs
-39
- 0.47%
N/A
8.31K $445K
Rbb Fd Inc
-1.2K
- 40.81%
N/A
1.73K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-95
- 8.47%
$108.97 - $121.65 $10.4K - $11.6K
1.03K $123K
BRLN
Blackrock ETF Tr Ii Fltg Rate
-2.31K
- 22.99%
N/A
7.74K $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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