Coastal Investment Advisors, Inc. Sells in Q2 2025

Coastal Investment Advisors, Inc.

  • $245 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.67K
- 3.14%
$172.42 - $223.89 $460K - $597K
82.2K $16.9M
COST
Costco Wholesale Corp

Consumer Defensive
-1.13K
- 32.6%
$908.13 - $1056.85 $1.03M - $1.2M
2.34K $2.31M
CVX
Chevron Corp

Energy
-4.23K
- 55.53%
$133.73 - $168.51 $565K - $712K
3.38K $484K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-20.1K
- 36.47%
$41.45 - $54.46 $833K - $1.09M
35K $1.82M
OXLC
Oxford Lane Capital Corp.

Financial Services
-6.84K
- 0.55%
$4.01 - $4.96 $27.4K - $33.9K
1.24M $5.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.46K
- 54.58%
$83.97 - $92.85 $375K - $414K
3.71K $327K
BA
Boeing CO

Industrials
-2.42K
- 70.41%
$136.59 - $217.51 $331K - $527K
1.02K $213K
GBIL
Goldman Sachs Access Treasury

ETFs
-3.62K
- 99.89%
$99.83 - $100.19 $361K - $363K
4 $0
XOM
Exxon Mobil Corp

Energy
-1.81K
- 23.56%
$99.93 - $119.04 $181K - $216K
5.88K $634K
ABBV
Abb Vie Inc.

Healthcare
-549
- 9.74%
$170.16 - $206.27 $93.4K - $113K
5.09K $943K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.37K
- 29.73%
$57.41 - $74.81 $251K - $327K
10.3K $768K
ALB
Albemarle Corp

Basic Materials
-769
- 5.14%
$50.76 - $72.25 $39K - $55.6K
14.2K $889K
XLC
Select Sector Spdr Tr Communic

ETFs
-3.71K
- 20.55%
$86.13 - $108.53 $319K - $402K
14.3K $1.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-936
- 99.68%
$166.82 - $194.23 $156K - $182K
3 $0
VEA
Vanguard Ftse Developed Market

ETFs
-3.84K
- 33.33%
$45.65 - $57.01 $175K - $219K
7.68K $438K
VZ
Verizon Communications Inc

Communication Services
-2.68K
- 17.99%
$41.67 - $45.62 $112K - $122K
12.2K $527K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-1.66K
- 89.22%
$68.68 - $84.86 $114K - $140K
200 $16K
T
At&T Inc.

Communication Services
-4.93K
- 20.86%
$26.33 - $28.94 $130K - $143K
18.7K $541K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.68K
- 52.1%
$39.89 - $49.46 $107K - $133K
2.47K $122K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.11K
- 8.97%
$96.84 - $99.46 $107K - $110K
11.2K $1.11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.02K
- 45.1%
$24.98 - $25.66 $100K - $103K
4.89K $125K
GRMN
Garmin LTD

Technology
-276
- 5.43%
$173.63 - $218.07 $47.9K - $60.2K
4.81K $1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.44K
- 56.21%
$62.73 - $78.42 $90.3K - $113K
1.12K $86K
XLI
Industrial Sector Spdr

ETFs
-2.36K
- 15.14%
$116.42 - $147.52 $275K - $349K
13.2K $1.95M
IWM
Ishares Russell 2000 ETF

ETFs
-816
- 15.95%
$174.82 - $215.79 $143K - $176K
4.3K $928K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.87K
- 53.13%
$40.82 - $43.14 $76.1K - $80.5K
1.65K $70K
IEF
Ishares Barclays

ETFs
-842
- 14.66%
$93.15 - $96.56 $78.4K - $81.3K
4.9K $469K
GILD
Gilead Sciences, Inc.

Healthcare
-650
- 22.6%
$96.91 - $113.0 $63K - $73.5K
2.23K $246K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-776
- 38.28%
$90.56 - $109.49 $70.3K - $85K
1.25K $136K
LLY
Eli Lilly & CO

Healthcare
-32
- 3.6%
$713.71 - $898.95 $22.8K - $28.8K
858 $668K
STZ
Constellation Brands, Inc.

Consumer Defensive
-200
- 12.2%
$160.0 - $195.62 $32K - $39.1K
1.44K $234K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-72
- 11.29%
$483.48 - $539.8 $34.8K - $38.9K
566 $274K
IWS
Ishares Russell Midcap Value E

ETFs
-518
- 53.9%
$110.58 - $132.14 $57.3K - $68.4K
443 $58K
VO
Vanguard Mid Cap ETF

ETFs
-254
- 41.85%
$228.54 - $279.83 $58K - $71.1K
353 $98K
IEMG
Ishares Inc

ETFs
-1K
- 10.71%
N/A
8.35K $447K
IEFA
Ishares Tr

ETFs
-2.12K
- 13.53%
$67.83 - $84.09 $144K - $178K
13.5K $1.13M
WMT
Walmart Inc.

Consumer Defensive
-913
- 25.32%
$81.79 - $99.98 $74.7K - $91.3K
2.69K $263K
SQ
Block, Inc.

Technology
-842
- 13.05%
N/A
5.61K $320K
MO
Altria Group, Inc.

Consumer Defensive
-585
- 5.97%
$55.56 - $60.91 $32.5K - $35.6K
9.22K $540K
LMT
Lockheed Martin Corp

Industrials
-129
- 14.9%
$430.82 - $486.45 $55.6K - $62.8K
737 $341K
ETN
Eaton Corp PLC

Industrials
-669
- 29.19%
$246.52 - $356.99 $165K - $239K
1.62K $579K
IWP
Ishares Russell Mid Cap Growth

ETFs
-454
- 48.76%
$104.34 - $138.68 $47.4K - $63K
477 $66K
SLV
I Shares Silver Trust

ETFs
-2.11K
- 12.28%
$27.08 - $33.74 $57.1K - $71.1K
15.1K $494K
XLE
Energy Sector Spdr

ETFs
-215
- 10.23%
$76.44 - $94.13 $16.4K - $20.2K
1.89K $159K
HDV
Ishares Core High Dividend ETF

ETFs
-169
- 8.39%
$108.41 - $120.51 $18.3K - $20.4K
1.85K $216K
IVW
Ishares S&P 500 Growth ETF

ETFs
-472
- 29.61%
$82.96 - $110.1 $39.2K - $52K
1.12K $123K
UNP
Union Pacific Corp

Industrials
-70
- 6.24%
$208.27 - $238.46 $14.6K - $16.7K
1.05K $241K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-138
- 86.25%
$113.67 - $150.4 $15.7K - $20.8K
22 $3K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-328
- 38.36%
$51.16 - $62.02 $16.8K - $20.3K
527 $32K
Activity Summary
Buys All Purchases 122 New Holdings 28 Increased Positions 94 Sells All Sells 121 Reductions 120 Sold out 1 Options Calls 0 Puts 0
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