Coastal Investment Advisors, Inc. Reduced Holdings in Q1 2025

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.13K
- 5.7%
$209.68 - $247.1 $1.07M - $1.27M
84.8K $18.8M
NVDA
Nvidia Corp

Technology
-4.82K
- 4.14%
$106.98 - $149.43 $515K - $720K
112K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.28K
- 7.97%
$190.26 - $242.06 $815K - $1.04M
49.5K $9.41M
AVGO
Broadcom Inc.

Technology
-778
- 3.77%
$167.43 - $244.7 $130K - $190K
19.9K $3.33M
GOOG
Alphabet Inc.

Communication Services
-1.95K
- 6.15%
$156.06 - $207.71 $304K - $404K
29.7K $4.63M
MSFT
Microsoft Corp

Technology
-1.22K
- 8.16%
$375.39 - $447.2 $456K - $543K
13.7K $5.14M
XLK
Technology Sector Spdr

ETFs
-3.23K
- 19.95%
$206.38 - $242.18 $666K - $782K
13K $2.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-837
- 9.19%
$468.34 - $539.52 $392K - $452K
8.27K $3.88M
GBIL
Goldman Sachs Access Treasury

ETFs
-7.11K
- 66.23%
$99.85 - $100.19 $710K - $712K
3.63K $363K
FXD
First Tr Exchange Traded Fd

ETFs
-9.16K
- 99.99%
$56.39 - $68.12 $516K - $624K
1 $0
IWM
Ishares Russell 2000 ETF

ETFs
-1.94K
- 27.45%
$198.1 - $229.79 $384K - $445K
5.12K $1.02M
ALB
Albemarle Corp

Basic Materials
-3.56K
- 19.2%
$69.95 - $97.49 $249K - $347K
15K $1.08M
VTI
Vanguard Total Stock Market Et

ETFs
-1.43K
- 19.73%
$271.18 - $303.12 $388K - $434K
5.82K $1.6M
XLF
Financial Sector Spdr

ETFs
-11.3K
- 25.43%
$47.32 - $52.19 $534K - $589K
33.1K $1.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.23K
- 18.73%
N/A
22.7K $1.95M
VUG
Vanguard Growth ETF

ETFs
-855
- 33.89%
$369.1 - $427.61 $316K - $366K
1.67K $618K
NEAR
Blackrock Short Maturity Bond

ETFs
-8.06K
- 16.0%
$50.4 - $50.89 $406K - $410K
42.3K $2.15M
XLI
Industrial Sector Spdr

ETFs
-2.47K
- 13.64%
$128.78 - $141.67 $317K - $349K
15.6K $2.05M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.2K
- 15.07%
$94.84 - $105.31 $304K - $337K
18K $1.74M
XLV
Select Sector Spdr Fund Health

ETFs
-2.54K
- 22.29%
$137.61 - $149.68 $349K - $380K
8.84K $1.29M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-7.28K
- 99.99%
$34.79 - $38.36 $253K - $279K
1 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-282
- 7.42%
$554.06 - $615.85 $156K - $174K
3.52K $1.98M
GNRC
Generac Holdings Inc.

Industrials
-1.22K
- 42.11%
$126.65 - $164.06 $155K - $200K
1.68K $212K
STZ
Constellation Brands, Inc.

Consumer Defensive
-762
- 31.72%
$161.05 - $222.93 $123K - $170K
1.64K $300K
SQ
Block, Inc.

Technology
-467
- 6.75%
$54.04 - $92.95 $25.2K - $43.4K
6.45K $369K
SPY
Spdr S&P 500 ETF Trust

ETFs
-241
- 7.92%
$551.42 - $612.93 $133K - $148K
2.8K $1.57M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.1K
- 10.12%
$100.34 - $100.68 $211K - $212K
18.7K $1.88M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-6.5K
- 61.03%
$29.82 - $30.1 $194K - $196K
4.15K $124K
PULS
Pgim ETF Tr

ETFs
-3.93K
- 29.36%
$49.56 - $49.78 $195K - $196K
9.47K $470K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.43K
- 12.74%
$81.83 - $82.73 $199K - $201K
16.6K $1.38M
PFE
Pfizer Inc

Healthcare
-6.41K
- 43.17%
$25.01 - $27.13 $160K - $174K
8.44K $213K
IEFA
Ishares Tr

ETFs
-2.85K
- 15.39%
$69.57 - $78.65 $198K - $224K
15.7K $1.18M
IEMG
Ishares Inc

ETFs
-2.09K
- 18.24%
N/A
9.35K $501K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.75K
- 94.59%
$62.72 - $71.92 $110K - $126K
100 $6K
CVX
Chevron Corp

Energy
-1.91K
- 20.06%
$146.71 - $167.97 $280K - $321K
7.61K $1.27M
MA
Mastercard Inc

Financial Services
-224
- 19.18%
$504.67 - $576.31 $113K - $129K
944 $517K
NKE
Nike, Inc.

Consumer Cyclical
-496
- 9.06%
$63.29 - $81.72 $31.4K - $40.5K
4.98K $316K
XLP
Consumer Staples Sector Spdr

ETFs
-1.28K
- 72.39%
N/A
487 $37K
SHV
Ishares Tr

ETFs
-819
- 5.27%
$110.11 - $110.51 $90.2K - $90.5K
14.7K $1.62M
EPD
Enterprise Products Partners L.P.

Energy
-3.1K
- 34.18%
$31.75 - $34.14 $98.4K - $106K
5.97K $203K
KMI
Kinder Morgan, Inc.

Energy
-3.57K
- 18.47%
$26.1 - $31.22 $93.2K - $112K
15.8K $449K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.74K
- 5.18%
$30.73 - $32.26 $53.5K - $56.2K
31.9K $980K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.79K
- 3.39%
$50.44 - $50.7 $90.1K - $90.6K
51K $2.58M
RIOT
Riot Blockchain, Inc.

Technology
-750
- 3.72%
$7.12 - $13.54 $5.34K - $10.2K
19.4K $138K
HNDL
Strategy Shs

ETFs
-2.91K
- 21.69%
$20.7 - $21.8 $60.2K - $63.4K
10.5K $221K
SHOP
Shopify Inc.

Technology
-120
- 2.46%
$90.59 - $129.31 $10.9K - $15.5K
4.77K $454K
XLE
Energy Sector Spdr

ETFs
-943
- 30.98%
$85.7 - $93.96 $80.8K - $88.6K
2.1K $196K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.31K
- 75.68%
$36.64 - $45.76 $48.1K - $60.1K
422 $15K
GNL
Global Net Lease, Inc.

Real Estate
-9.01K
- 48.31%
$6.91 - $8.26 $62.3K - $74.4K
9.64K $77K
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
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