Coastal Investment Advisors, Inc. Sells in Q1 2025

Coastal Investment Advisors, Inc.

  • $212 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-838
- 6.36%
$95.85 - $99.25 $80.3K - $83.2K
12.3K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
-322
- 19.48%
$158.56 - $176.26 $51.1K - $56.8K
1.33K $226K
IBM
International Business Machines Corp

Technology
-496
- 19.47%
$217.4 - $264.74 $108K - $131K
2.05K $510K
VB
Vanguard Small Cap ETF

ETFs
-190
- 85.97%
$217.89 - $252.64 $41.4K - $48K
31 $6K
VNQ
Vanguard Specialized Funds Van

ETFs
-529
- 38.22%
$85.55 - $94.34 $45.3K - $49.9K
855 $77K
LMT
Lockheed Martin Corp

Industrials
-18
- 2.04%
$423.19 - $506.29 $7.62K - $9.11K
866 $386K
UNP
Union Pacific Corp

Industrials
-228
- 16.9%
$225.21 - $254.42 $51.3K - $58K
1.12K $264K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-542
- 10.72%
$97.38 - $104.52 $52.8K - $56.6K
4.51K $461K
C
Citigroup Inc

Financial Services
-632
- 11.64%
$67.23 - $84.63 $42.5K - $53.5K
4.8K $340K
RDVY
First Trust Rising Dividend Ac

ETFs
-598
- 9.48%
$57.22 - $63.39 $34.2K - $37.9K
5.71K $334K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-260
- 96.3%
$120.5 - $145.97 $31.3K - $38K
10 $1K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-9.49K
- 45.24%
$3.88 - $4.37 $36.8K - $41.5K
11.5K $50K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-200
- 28.57%
$101.13 - $119.79 $20.2K - $24K
500 $51K
PEP
Pepsico Inc

Consumer Defensive
-150
- 6.7%
$142.64 - $156.42 $21.4K - $23.5K
2.09K $313K
PSX
Phillips 66

Energy
-353
- 16.85%
$113.93 - $131.55 $40.2K - $46.4K
1.74K $215K
IDV
Ishares Tr

ETFs
-912
- 54.74%
$27.0 - $31.7 $24.6K - $28.9K
754 $23K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-154
- 19.44%
$442.66 - $534.52 $68.2K - $82.3K
638 $339K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-87
- 14.82%
$168.16 - $186.21 $14.6K - $16.2K
500 $85K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-40
- 16.67%
$254.58 - $302.92 $10.2K - $12.1K
200 $51K
GILD
Gilead Sciences, Inc.

Healthcare
-792
- 21.59%
$89.14 - $117.41 $70.6K - $93K
2.88K $322K
UNH
Unitedhealth Group Inc

Healthcare
-68
- 5.62%
$461.52 - $548.18 $31.4K - $37.3K
1.14K $597K
VZ
Verizon Communications Inc

Communication Services
-2.31K
- 13.44%
$37.81 - $46.49 $87.3K - $107K
14.9K $674K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-100
- 1.34%
$16.57 - $18.85 $1.66K - $1.89K
7.36K $122K
VT
Vanguard Total World Stk Index

ETFs
-100
- 9.52%
$115.08 - $123.97 $11.5K - $12.4K
950 $110K
SM
Sm Energy CO

Energy
-240
- 66.3%
$27.15 - $44.69 $6.52K - $10.7K
122 $3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-478
- 26.11%
$25.54 - $27.64 $12.2K - $13.2K
1.35K $36K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-38
- 45.78%
$211.47 - $267.17 $8.04K - $10.2K
45 $9K
MCD
Mcdonalds Corp

Consumer Cyclical
-106
- 10.94%
$279.74 - $321.29 $29.7K - $34.1K
863 $269K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-109
- 52.15%
$80.73 - $94.96 $8.8K - $10.4K
100 $8K
COST
Costco Wholesale Corp

Consumer Defensive
-122
- 3.4%
$890.62 - $1076.86 $109K - $131K
3.47K $3.28M
BOTZ
Global X Fds

ETFs
-225
- 24.25%
$28.46 - $34.53 $6.4K - $7.77K
703 $20K
MS
Morgan Stanley

Financial Services
-29
- 7.14%
$111.68 - $141.08 $3.24K - $4.09K
377 $43K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-39
- 45.88%
$157.71 - $180.77 $6.15K - $7.05K
46 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
-69
- 33.99%
$106.22 - $111.09 $7.33K - $7.67K
134 $14K
HYG
Ishares Tr

ETFs
-68
- 9.71%
$78.51 - $80.11 $5.34K - $5.45K
632 $49K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3
- 0.35%
$57.21 - $65.8 $172 - $197
855 $49K
IGF
Ishares Global Infrastructure

ETFs
-98
- 26.27%
$51.96 - $54.84 $5.09K - $5.37K
275 $15K
SPMD
Spdr Portfolio

ETFs
-44
- 70.97%
$50.21 - $57.73 $2.21K - $2.54K
18 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-134
- 0.91%
$50.39 - $50.66 $6.75K - $6.79K
14.7K $741K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-27
- 25.96%
$105.1 - $109.61 $2.84K - $2.96K
77 $8K
IWR
Ishares Russell Mid Cap ETF

ETFs
-16
- 3.08%
$82.81 - $92.93 $1.32K - $1.49K
503 $42K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-89
- 27.22%
$30.71 - $30.87 $2.73K - $2.75K
238 $7K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-80
- 47.62%
$31.09 - $34.34 $2.49K - $2.75K
88 $2K
LIT
Global X Fds Global X Lithium

ETFs
-1
- 0.1%
$38.8 - $42.84 $38.8 - $42.8
976 $37K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-33
- 20.37%
N/A
129 $8K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-125
- 4.75%
$39.18 - $43.52 $4.9K - $5.44K
2.51K $104K
IEF
Ishares Barclays

ETFs
-194
- 3.27%
$91.17 - $95.39 $17.7K - $18.5K
5.74K $547K
BKKTWS
Bakkt Hldgs Inc Wt Exp (De)07/
-2K
- 2.9%
N/A
67K $0
GIGB
Goldman Sachs ETF Access Invt
-30
Closed
N/A
0 $0
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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