Coastal Investment Advisors, Inc. ETFs

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FDIS Fidelity Covington Tr Msci Con	$0	$80,000 0.03% of portfolio	780	Q3 2025 New
VNQ Vanguard Specialized Funds Van	$0	$77,000 0.03% of portfolio	845	Q3 2025 Added 6.29%
IWV Ishares Russell 3000 ETF	$0	$75,000 0.03% of portfolio	200	Q3 2025 Reduced 49.37%
FV First Trust Dorsey Wright Focu	$0	$72,000 0.03% of portfolio	1,176	Q4 2024 Reduced 59.86%
IYW Ishares Dj Us Tech ETF	$0	$68,000 0.02% of portfolio	352	Q4 2024 Reduced 36.23%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$66,000 0.02% of portfolio	2,889	Q4 2024 New
IHE Ishares Tr	$0	$65,000 0.02% of portfolio	900	Q3 2024 Reduced 21.26%
IWO Ishares Russell 2000 Gwt ETF	$0	$64,000 0.02% of portfolio	200	Q1 2025 Reduced 16.67%
MTUM Ishares Msci Usa Momentum Fact	$0	$62,000 0.02% of portfolio	243	Q3 2025 Reduced 27.03%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$61,000 0.02% of portfolio	1,132	Q3 2025 Reduced 36.3%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$58,000 0.02% of portfolio	588	Q3 2025 Added 14.4%
SPTL Spdr Portfolio Long Term Treas	$0	$58,000 0.02% of portfolio	2,181	Q3 2025 Added 3.71%
IYH Ishares Tr	$0	$58,000 0.02% of portfolio	1,000	Q3 2024 Reduced 20.06%
IYF Ishares Tr	$0	$51,000 0.02% of portfolio	406	Q4 2024 Reduced 24.81%
ITOT Ishares Core S&P Total U.S. St	$0	$50,000 0.02% of portfolio	346	Q3 2025 Reduced 16.02%
MBB Ishares Tr	$0	$48,000 0.02% of portfolio	507	Q3 2025 Added 87.78%
SPSM Spdr Portfolio S&P 600 Small C	$0	$46,000 0.02% of portfolio	1,000	Q3 2025 Added 173.22%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$43,000 0.02% of portfolio	1,638	Q3 2025 Reduced 6.29%
RAAX Vaneck ETF Trust Inflation All	$0	$41,000 0.01% of portfolio	1,200	Q3 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$39,000 0.01% of portfolio	722	Q3 2025 Reduced 17.86%
MDIV First Trust Multi Asset Divers	$0	$38,000 0.01% of portfolio	2,425	Q3 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$38,000 0.01% of portfolio	401	Q3 2025 Reduced 20.44%
XLP Consumer Staples Sector Spdr	$0	$37,000 0.01% of portfolio	488	Q3 2025 Reduced 93.44%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$32,000 0.01% of portfolio	120	Q1 2024 New
HYG Ishares Tr	$0	$29,000 0.01% of portfolio	363	Q3 2025 Reduced 48.44%
CLOU Global X Fds Cloud Computing E	$0	$28,000 0.01% of portfolio	1,240	Q3 2024 Reduced 5.7%
SMH Vaneck ETF Tr Semiconductor Et	$0	$27,000 0.01% of portfolio	83	Q3 2025 Added 84.44%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$26,000 0.01% of portfolio	345	Q3 2025 Added 40.82%
KRE Spdr S&P Regional Banking ETF	$0	$26,000 0.01% of portfolio	425	Q3 2025 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$25,000 0.01% of portfolio	1,164	Q3 2025 Added 104.93%
IJH Ishares Core S&P Mid Cap ETF	$0	$25,000 0.01% of portfolio	396	Q3 2025 Reduced 24.86%
DDIV First Tr Exchnge Traded Fd Vi	$0	$24,000 0.01% of portfolio	601	Q4 2024 Reduced 74.16%
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$23,000 0.01% of portfolio	250	Q3 2025 Added 25.0%
TIP Ishares Tr Tips Bd ETF	$0	$21,000 0.01% of portfolio	196	Q3 2025 Added 84.91%
DGRO Ishares Core Dividend Growth E	$0	$20,000 0.01% of portfolio	303	Q3 2025 Added 0.33%
IDV Ishares Tr	$0	$19,000 0.01% of portfolio	546	Q3 2025 Added 36.5%
FLRN Spdr Bloomberg Investment Grad	$0	$19,000 0.01% of portfolio	622	Q3 2025 Reduced 14.33%
VGK Vanguard Ftse Europe ETF Ftse	$0	$18,000 0.01% of portfolio	234	Q3 2025 Reduced 79.14%
HEFA Ishares Currency Hedged Msci E	$0	$18,000 0.01% of portfolio	458	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$16,000 0.01% of portfolio	61	Q3 2025 Added 306.67%
BOTZ Global X Fds	$0	$16,000 0.01% of portfolio	478	Q3 2025 New
MUB Ishares National Muni Bond ETF	$0	$16,000 0.01% of portfolio	157	Q3 2025 Reduced 81.95%
XHE Spdr Ser Tr S&P Health Care Eq	$0	$15,000 0.01% of portfolio	200	Q1 2024 New
OEF Ishares S&P 100 ETF	$0	$13,000 0.0% of portfolio	50	Q2 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$13,000 0.0% of portfolio	303	Q3 2025 Added 102.0%
IGF Ishares Global Infrastructure	$0	$13,000 0.0% of portfolio	221	Q3 2025 Added 48.32%
QMOM Ea Ser Tr Momentumshares U S Q	$0	$12,000 0.0% of portfolio	200	Q3 2025 New
AIRR First Tr Vi Rba Amern Indl Ren	$0	$12,000 0.0% of portfolio	125	Q2 2025 New
VOX Vanguard Communication Service	$0	$11,000 0.0% of portfolio	59	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$11,000 0.0% of portfolio	96	Q3 2025 New

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