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
IHF
Ishares Tr

ETFs
-293
- 74.18%
$46.2 - $54.6 $13.5K - $16K
102 $4K
IVE
Ishares S&P 500 Value ETF

ETFs
-106
- 7.68%
$168.34 - $195.42 $17.8K - $20.7K
1.27K $248K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-297
- 7.76%
$47.46 - $55.3 $14.1K - $16.4K
3.53K $194K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-170
- 0.75%
N/A
22.5K $1.93M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-145
- 23.58%
$91.23 - $97.27 $13.2K - $14.1K
470 $45K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-51
- 1.13%
$90.85 - $102.31 $4.63K - $5.22K
4.46K $449K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-81
- 2.89%
$68.13 - $74.77 $5.52K - $6.06K
2.72K $197K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-119
- 0.64%
$100.35 - $100.71 $11.9K - $12K
18.5K $1.87M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-272
- 64.45%
$32.0 - $39.87 $8.7K - $10.8K
150 $5K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-450
- 31.03%
$25.98 - $30.33 $11.7K - $13.6K
1K $30K
MS
Morgan Stanley

Financial Services
-133
- 35.28%
$99.83 - $140.86 $13.3K - $18.7K
244 $34K
FTSL
First Trust Senior Ln Fund

ETFs
-198
- 3.0%
$44.58 - $46.07 $8.83K - $9.12K
6.41K $293K
NXPI
Nxp Semiconductors N.V.

Technology
-222
- 15.45%
$153.5 - $218.72 $34.1K - $48.6K
1.22K $265K
SOXX
Ishares Semiconductor ETF

ETFs
-46
- 75.41%
$154.86 - $239.07 $7.12K - $11K
15 $3K
IGF
Ishares Global Infrastructure

ETFs
-126
- 45.82%
$50.55 - $59.83 $6.37K - $7.54K
149 $8K
EFV
Msci Eafe Value ETF

ETFs
-130
Closed
$52.4 - $64.65 $6.81K - $8.4K
0 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-60
- 7.02%
$79.79 - $91.42 $4.79K - $5.49K
795 $70K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-95
- 18.74%
$108.12 - $135.04 $10.3K - $12.8K
412 $55K
CCI
Crown Castle International Corp

Real Estate
-46
- 7.3%
$94.83 - $107.06 $4.36K - $4.92K
584 $59K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-524
- 2.87%
$16.93 - $17.81 $8.87K - $9.33K
17.7K $315K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-84
- 8.72%
$47.42 - $51.67 $3.98K - $4.34K
879 $44K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-74
- 12.59%
$69.8 - $85.28 $5.17K - $6.31K
514 $42K
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 0.19%
N/A
9.03K $1.64M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-113
- 23.59%
$35.35 - $42.68 $3.99K - $4.82K
366 $15K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-301
- 4.09%
$14.97 - $16.79 $4.51K - $5.05K
7.06K $118K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-218
- 8.38%
$22.4 - $23.8 $4.88K - $5.19K
2.38K $56K
HYLS
First Tr Tactical High Yield L

ETFs
-221
- 3.03%
$39.8 - $41.84 $8.8K - $9.25K
7.08K $295K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-214
- 27.37%
$18.96 - $20.43 $4.06K - $4.37K
568 $11K
TIP
Ishares Tr Tips Bd ETF

ETFs
-28
- 20.9%
$107.93 - $110.97 $3.02K - $3.11K
106 $11K
LRGF
Ishares Tr

ETFs
-52
- 36.36%
$51.37 - $64.13 $2.67K - $3.33K
91 $5K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-107
- 48.2%
N/A
115 $3K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-40
- 31.01%
N/A
89 $5K
V
Visa Inc.

Financial Services
-47
- 1.6%
$308.27 - $373.31 $14.5K - $17.5K
2.88K $1.02M
MA
Mastercard Inc

Financial Services
-26
- 2.75%
$479.92 - $590.74 $12.5K - $15.4K
918 $515K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-43
- 79.63%
$38.81 - $44.28 $1.67K - $1.9K
11 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-86
- 3.57%
$114.78 - $133.31 $9.87K - $11.5K
2.32K $309K
Fortuna Mng Corp
-10.9K
- 16.32%
N/A
55.7K $0
CRM
Salesforce, Inc.

Technology
-9
- 1.08%
$236.26 - $291.15 $2.13K - $2.62K
827 $225K
GNRC
Generac Holdings Inc.

Industrials
-186
- 11.07%
$101.92 - $143.21 $19K - $26.6K
1.49K $213K
HNDL
Strategy Shs

ETFs
-140
- 1.33%
$19.2 - $21.66 $2.69K - $3.03K
10.4K $224K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2
- 0.17%
$162.65 - $188.71 $325 - $377
1.15K $216K
VLUE
Ishares Msci Usa Value Factor

ETFs
-35
- 2.29%
$93.5 - $113.21 $3.27K - $3.96K
1.49K $169K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-35
- 9.51%
$180.84 - $240.32 $6.33K - $8.41K
333 $80K
VLO
Valero Energy Corp

Energy
-6
- 0.15%
$104.69 - $141.77 $628 - $851
3.91K $525K
PM
Philip Morris International Inc.

Consumer Defensive
-265
- 9.58%
$149.23 - $184.95 $39.5K - $49K
2.5K $455K
VXF
Vanguard Extended Market ETF

ETFs
-29
- 2.73%
$150.43 - $192.71 $4.36K - $5.59K
1.03K $199K
IVV
Ishares Core S&P 500 ETF

ETFs
-297
- 8.44%
$498.8 - $620.9 $148K - $184K
3.22K $2M
GOOGL
Alphabet Inc.

Communication Services
-1.35K
- 11.05%
$144.7 - $178.6 $195K - $241K
10.9K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-220
- 7.85%
$496.48 - $617.85 $109K - $136K
2.58K $1.6M
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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