Coastal Investment Advisors, Inc. Sells in Q3 2024

Coastal Investment Advisors, Inc.

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-4.24K
- 67.98%
$99.55 - $123.34 $422K - $523K
2K $242K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.4K
- 33.14%
$236.42 - $259.82 $330K - $362K
2.82K $725K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.65K
- 98.62%
$95.81 - $109.03 $350K - $398K
51 $5K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.32K
- 51.63%
$101.72 - $112.94 $338K - $375K
3.11K $351K
GS
Goldman Sachs Group Inc

Financial Services
-753
- 85.28%
$459.02 - $510.25 $346K - $384K
130 $64K
MDIV
First Trust Multi Asset Divers

ETFs
-21.4K
- 92.83%
$15.69 - $16.76 $335K - $358K
1.65K $27K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-35.1K
- 36.89%
$10.37 - $11.37 $364K - $399K
60.1K $671K
IVV
Ishares Core S&P 500 ETF

ETFs
-817
- 16.94%
$520.18 - $576.82 $425K - $471K
4.01K $2.31M
MO
Altria Group, Inc.

Consumer Defensive
-8.03K
- 50.76%
$45.95 - $54.71 $369K - $439K
7.79K $397K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.49K
- 84.52%
$90.87 - $102.43 $317K - $357K
639 $63K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.31K
- 53.55%
$64.57 - $71.76 $343K - $381K
4.61K $330K
MUB
Ishares National Muni Bond ETF

ETFs
-2.94K
- 76.28%
$106.13 - $108.7 $312K - $320K
914 $99K
ABBV
Abb Vie Inc.

Healthcare
-2.81K
- 29.6%
$163.84 - $199.33 $461K - $561K
6.69K $1.32M
T
At&T Inc.

Communication Services
-19.4K
- 42.53%
$18.21 - $22.28 $353K - $432K
26.2K $576K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.96K
- 98.49%
$144.27 - $157.55 $283K - $309K
30 $4K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-26.3K
- 43.8%
$11.31 - $11.96 $298K - $315K
33.8K $403K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-10.2K
- 95.51%
$27.17 - $28.74 $277K - $293K
479 $13K
KMI
Kinder Morgan, Inc.

Energy
-16.6K
- 43.78%
$19.72 - $22.22 $327K - $369K
21.3K $470K
IWV
Ishares Russell 3000 ETF

ETFs
-929
- 65.28%
$294.75 - $326.73 $274K - $304K
494 $161K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-24.8K
- 50.66%
$11.72 - $12.38 $290K - $307K
24.1K $298K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.79K
- 99.17%
$54.38 - $59.77 $260K - $286K
40 $2K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.28K
- 16.93%
$82.16 - $90.4 $352K - $387K
21K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.08K
- 91.23%
$60.84 - $67.51 $248K - $275K
392 $26K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-6.6K
- 86.24%
$39.95 - $45.86 $264K - $303K
1.05K $48K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.51K
- 97.81%
$57.47 - $62.76 $259K - $283K
101 $6K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-9.55K
- 29.58%
$41.22 - $51.19 $394K - $489K
22.7K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.42K
- 81.65%
$162.64 - $179.3 $232K - $255K
320 $57K
GE
General Electric CO

Industrials
-2.03K
- 41.35%
$156.66 - $189.66 $318K - $385K
2.88K $543K
NEE
Nextera Energy Inc

Utilities
-3.75K
- 57.03%
$69.9 - $84.97 $262K - $319K
2.83K $239K
SPYG
Spdr Portfolio

ETFs
-2.84K
- 62.27%
$73.38 - $84.1 $208K - $239K
1.72K $142K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.35K
- 90.93%
$93.65 - $97.81 $220K - $229K
234 $22K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.25K
- 49.74%
$181.06 - $197.17 $226K - $246K
1.26K $248K
VUG
Vanguard Growth ETF

ETFs
-573
- 51.12%
$341.08 - $391.94 $195K - $225K
548 $210K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.46K
- 82.57%
$85.03 - $94.56 $209K - $233K
519 $48K
QDPL
Pacer Fds Tr Metaurus Us Large
-5.39K
- 84.35%
$34.97 - $38.41 $188K - $207K
1K $37K
SLV
I Shares Silver Trust

ETFs
-8.77K
- 29.29%
$24.33 - $29.38 $213K - $258K
21.2K $601K
VCR
Vanguard Consumer Discretionar

ETFs
-617
- 97.47%
$291.88 - $341.94 $180K - $211K
16 $5K
EPD
Enterprise Products Partners L.P.

Energy
-6.66K
- 45.84%
$27.88 - $30.0 $186K - $200K
7.87K $229K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.82K
- 22.65%
$50.25 - $50.74 $192K - $194K
13K $661K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-13.5K
- 54.17%
$13.68 - $14.32 $184K - $193K
11.4K $162K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-9.22K
- 85.86%
$19.48 - $20.97 $180K - $193K
1.52K $31K
VPU
Vanguard Utilities ETF

ETFs
-1.22K
- 92.41%
$146.64 - $174.54 $178K - $212K
100 $17K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-1.71K
- 97.16%
$97.96 - $124.99 $168K - $214K
50 $6K
XLI
Industrial Sector Spdr

ETFs
-3.08K
- 16.98%
$120.56 - $135.44 $371K - $417K
15.1K $2.04M
IHF
Ishares Tr

ETFs
-3.31K
- 84.25%
$51.37 - $58.67 $170K - $194K
618 $35K
AEP
American Electric Power CO Inc

Utilities
-2.17K
- 51.16%
$87.11 - $104.95 $189K - $228K
2.07K $212K
GNRC
Generac Holdings Inc.

Industrials
-1.83K
- 35.33%
$133.16 - $159.78 $243K - $292K
3.34K $530K
XLB
Select Sector Spdr Fd Material

ETFs
-1.71K
- 99.42%
$86.95 - $97.09 $149K - $166K
10 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.97K
- 77.53%
$75.32 - $84.37 $148K - $166K
570 $47K
Activity Summary
Buys All Purchases 53 New Holdings 21 Increased Positions 32 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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