Coastal Investment Advisors, Inc. Sells in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-7.63K
- 82.19%
$161.05 - $179.7 $1.23M - $1.37M
1.65K $277K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-8.96K
- 63.92%
$99.2 - $108.47 $888K - $971K
5.06K $503K
XLV
Select Sector Spdr Fund Health

ETFs
-4.16K
- 26.79%
$136.28 - $154.74 $567K - $644K
11.4K $1.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.32K
- 32.44%
$96.64 - $101.23 $611K - $640K
13.2K $1.28M
XLP
Consumer Staples Sector Spdr

ETFs
-8.91K
- 83.47%
N/A
1.76K $134K
XLF
Financial Sector Spdr

ETFs
-16.8K
- 27.47%
$44.89 - $51.34 $754K - $863K
44.4K $2.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.72K
- 90.58%
$124.26 - $134.12 $587K - $633K
491 $63K
KRE
Spdr S&P Regional Banking ETF

ETFs
-10.4K
- 97.2%
$54.6 - $68.9 $569K - $718K
300 $18K
MSFT
Microsoft Corp

Technology
-1K
- 6.31%
$406.35 - $454.46 $408K - $456K
14.9K $6.28M
IBB
Ishares Biotechnology ETF

ETFs
-3.72K
- 90.38%
$131.21 - $148.85 $488K - $554K
396 $52K
AMD
Advanced Micro Devices Inc

Technology
-2.03K
- 31.63%
$118.88 - $172.8 $242K - $351K
4.4K $530K
WMB
Williams Companies, Inc.

Energy
-12.1K
- 72.48%
$46.37 - $59.74 $562K - $724K
4.6K $249K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-6.75K
- 29.7%
$42.32 - $55.35 $286K - $374K
16K $683K
JNJ
Johnson & Johnson

Healthcare
-2.24K
- 55.92%
$143.34 - $165.86 $321K - $372K
1.77K $255K
ABBV
Abb Vie Inc.

Healthcare
-1.24K
- 18.51%
$164.99 - $203.87 $204K - $253K
5.45K $969K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.03K
- 51.45%
$288.47 - $316.54 $296K - $325K
969 $280K
LMT
Lockheed Martin Corp

Industrials
-364
- 29.17%
$479.66 - $614.62 $175K - $224K
884 $429K
PSX
Phillips 66

Energy
-1.92K
- 47.76%
$110.35 - $138.93 $211K - $266K
2.1K $238K
ALB
Albemarle Corp

Basic Materials
-1.23K
- 6.21%
$86.08 - $111.3 $106K - $137K
18.5K $1.59M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.43K
- 16.04%
$31.23 - $33.51 $201K - $215K
33.7K $1.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.07K
- 92.82%
$238.25 - $261.28 $256K - $280K
83 $20K
LLY
Eli Lilly & CO

Healthcare
-167
- 14.99%
$727.2 - $932.06 $121K - $156K
947 $731K
IEFA
Ishares Tr

ETFs
-1.4K
- 7.03%
$70.06 - $77.43 $97.9K - $108K
18.5K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
-256
- 17.47%
$485.52 - $625.25 $124K - $160K
1.21K $611K
XLK
Technology Sector Spdr

ETFs
-1.52K
- 8.61%
$220.26 - $241.44 $336K - $368K
16.2K $3.76M
ELV
Elevance Health, Inc.

Healthcare
-8
- 0.57%
$365.96 - $514.62 $2.93K - $4.12K
1.4K $515K
VZ
Verizon Communications Inc

Communication Services
-2.88K
- 14.33%
$39.6 - $45.21 $114K - $130K
17.2K $687K
SPGI
S&P Global Inc.

Financial Services
-350
- 19.42%
$480.36 - $529.17 $168K - $185K
1.45K $723K
STZ
Constellation Brands, Inc.

Consumer Defensive
-413
- 14.67%
$219.66 - $257.62 $90.7K - $106K
2.4K $530K
PULS
Pgim ETF Tr

ETFs
-3.7K
- 21.61%
$49.51 - $49.79 $183K - $184K
13.4K $663K
WMT
Walmart Inc.

Consumer Defensive
-2.49K
- 42.48%
$79.1 - $95.7 $197K - $238K
3.37K $304K
PM
Philip Morris International Inc.

Consumer Defensive
-1.36K
- 32.79%
$118.38 - $133.06 $161K - $181K
2.8K $336K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.35K
- 70.29%
$46.94 - $51.62 $157K - $173K
1.42K $70K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.48K
- 74.26%
$61.68 - $67.87 $153K - $168K
858 $53K
GE
General Electric CO

Industrials
-548
- 19.01%
$159.95 - $194.23 $87.7K - $106K
2.33K $389K
LOW
Lowes Companies Inc

Consumer Cyclical
-419
- 28.9%
$244.52 - $284.07 $102K - $119K
1.03K $254K
XOM
Exxon Mobil Corp

Energy
-504
- 6.0%
$105.51 - $125.37 $53.2K - $63.2K
7.9K $849K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-4.85K
- 82.91%
$27.73 - $28.78 $134K - $140K
1K $28K
HDV
Ishares Core High Dividend ETF

ETFs
-1.05K
- 36.16%
$110.82 - $121.28 $116K - $127K
1.85K $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-699
- 7.13%
$481.22 - $538.17 $336K - $376K
9.11K $4.66M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.72K
- 37.29%
$69.58 - $74.87 $119K - $129K
2.89K $202K
UBER
Uber Technologies, Inc

Technology
-775
- 14.9%
$59.93 - $86.34 $46.4K - $66.9K
4.43K $266K
SLV
I Shares Silver Trust

ETFs
-2.31K
- 10.89%
$26.33 - $31.74 $60.7K - $73.2K
18.9K $496K
ITA
Ishares Tr

ETFs
-549
- 9.4%
$144.31 - $157.31 $79.2K - $86.4K
5.29K $769K
FV
First Trust Dorsey Wright Focu

ETFs
-1.75K
- 59.86%
$57.47 - $62.82 $101K - $110K
1.18K $69K
XLE
Energy Sector Spdr

ETFs
-1.06K
- 25.85%
$83.32 - $97.27 $88.4K - $103K
3.04K $260K
VNQ
Vanguard Specialized Funds Van

ETFs
-890
- 39.14%
$87.85 - $98.6 $78.2K - $87.8K
1.38K $123K
CVS
Cvs Health Corp

Healthcare
-281
- 6.26%
$43.78 - $67.46 $12.3K - $19K
4.21K $188K
PEP
Pepsico Inc

Consumer Defensive
-304
- 11.95%
$151.29 - $176.1 $46K - $53.5K
2.24K $340K
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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