Coastal Investment Advisors, Inc. Purchases in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
5.39K
+ 146.51%
$39.22 - $47.77 $211K - $257K
9.06K $398K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
16.4K
New
$15.05 - $16.03 $247K - $263K
16.4K $250K
FSK
Fs Kkr Capital Corp

Financial Services
11.1K
New
$19.71 - $22.22 $219K - $247K
11.1K $241K
MA
Mastercard Inc

Financial Services
393
+ 50.71%
$491.3 - $536.15 $193K - $211K
1.17K $615K
MRVL
Marvell Technology, Inc.

Technology
2.11K
New
$70.31 - $124.78 $148K - $263K
2.11K $232K
F
Ford Motor CO

Consumer Cyclical
23K
New
$9.69 - $11.4 $223K - $262K
23K $227K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.43K
+ 688.96%
$51.09 - $55.27 $226K - $245K
5.07K $259K
PRU
Prudential Financial Inc

Financial Services
1.88K
New
$114.59 - $129.52 $215K - $243K
1.88K $222K
SHV
Ishares Tr

ETFs
1.98K
+ 14.62%
$109.92 - $110.57 $218K - $219K
15.5K $1.71M
TTD
Trade Desk, Inc.

Technology
1.77K
New
$108.7 - $139.51 $193K - $247K
1.77K $208K
NKE
Nike, Inc.

Consumer Cyclical
2.96K
+ 117.26%
$73.36 - $89.13 $217K - $263K
5.48K $414K
GBIL
Goldman Sachs Access Treasury

ETFs
1.82K
+ 20.43%
$99.85 - $100.22 $182K - $183K
10.7K $1.07M
SPYG
Spdr Portfolio

ETFs
1.93K
+ 112.4%
$81.74 - $91.38 $158K - $176K
3.65K $320K
AG
First Majestic Silver Corp

Basic Materials
71.5K
+ 16.76%
$5.39 - $7.94 $385K - $567K
498K $2.73M
GRMN
Garmin LTD

Technology
150
+ 3.27%
$161.91 - $220.77 $24.3K - $33.1K
4.74K $976K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
12.1K
New
$13.24 - $14.35 $160K - $173K
12.1K $165K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.62K
+ 74.43%
$47.77 - $51.75 $173K - $187K
8.47K $409K
XLC
Select Sector Spdr Tr Communic

ETFs
229
+ 1.09%
$89.66 - $102.16 $20.5K - $23.4K
21.2K $2.06M
BWX
Spdr Bloomberg International T

ETFs
7.3K
+ 24333.33%
$21.39 - $23.3 $156K - $170K
7.33K $156K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.7K
New
$90.74 - $103.94 $154K - $177K
1.7K $155K
IWD
Ishares Russell 1000 Val ETF

ETFs
823
New
$183.23 - $199.79 $151K - $164K
823 $152K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.49K
+ 11441.67%
$24.94 - $26.14 $137K - $144K
5.54K $138K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.1K
New
$119.61 - $136.3 $131K - $149K
1.1K $135K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 10.94%
$81.68 - $82.93 $154K - $156K
19.1K $1.56M
C
Citigroup Inc

Financial Services
1.38K
+ 34.02%
$61.31 - $72.5 $84.5K - $99.9K
5.43K $382K
META
Meta Platforms, Inc.

Communication Services
86
+ 1.99%
$554.08 - $632.68 $47.7K - $54.4K
4.4K $2.6M
CDNS
Cadence Design Systems Inc

Technology
185
+ 7.69%
$249.1 - $324.54 $46.1K - $60K
2.59K $778K
VT
Vanguard Total World Stk Index

ETFs
1.05K
New
$117.09 - $123.07 $123K - $129K
1.05K $123K
AXP
American Express CO

Financial Services
99
+ 2.75%
$267.35 - $305.57 $26.5K - $30.3K
3.71K $1.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
900
New
$134.53 - $150.65 $121K - $136K
900 $121K
FDN
First Tr Fd Dow Jones

ETFs
135
+ 4.93%
$210.5 - $257.24 $28.4K - $34.7K
2.88K $699K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.75K
+ 1750.0%
$58.39 - $67.04 $102K - $117K
1.85K $117K
ISRG
Intuitive Surgical Inc

Healthcare
81
+ 3.82%
$471.27 - $550.62 $38.2K - $44.6K
2.2K $1.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
New
$88.59 - $94.57 $107K - $114K
1.21K $107K
NAT
Nordic American Tankers LTD

Industrials
26.8K
New
N/A
26.8K $106K
FXD
First Tr Exchange Traded Fd

ETFs
1.41K
+ 18.2%
$62.05 - $68.52 $87.5K - $96.6K
9.16K $591K
IWS
Ishares Russell Midcap Value E

ETFs
772
+ 2969.23%
$128.08 - $140.32 $98.9K - $108K
798 $103K
IWP
Ishares Russell Mid Cap Growth

ETFs
777
+ 11100.0%
$116.4 - $138.52 $90.4K - $108K
784 $99K
PFE
Pfizer Inc

Healthcare
4.29K
+ 40.7%
$24.8 - $30.19 $106K - $130K
14.8K $393K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.74K
+ 13.37%
$50.37 - $50.6 $87.8K - $88.2K
14.8K $744K
KCE
Spdr S&P Capital Markets ETF

ETFs
590
New
$124.2 - $148.51 $73.3K - $87.6K
590 $81K
VTV
Vanguard Value ETF

ETFs
496
+ 54.51%
$168.32 - $181.87 $83.5K - $90.2K
1.41K $238K
PANW
Palo Alto Networks Inc

Technology
2.59K
+ 105.8%
$181.96 - $405.9 $471K - $1.05M
5.04K $916K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
21K
New
$3.76 - $4.47 $78.8K - $93.7K
21K $79K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.48K
+ 48.25%
$57.53 - $60.83 $84.9K - $89.7K
4.53K $260K
TRGP
Targa Resources Corp.

Energy
186
+ 12.66%
$150.58 - $207.69 $28K - $38.6K
1.66K $295K
MO
Altria Group, Inc.

Consumer Defensive
1.22K
+ 15.69%
$49.06 - $57.74 $60K - $70.6K
9.01K $471K
QTEC
First Trust Nasdaq 100 Technol

ETFs
413
+ 17.01%
$185.87 - $204.12 $76.8K - $84.3K
2.84K $534K
NEM
Newmont Corp

Basic Materials
4.8K
+ 71.14%
$37.0 - $58.68 $178K - $282K
11.5K $429K
Activity Summary
Buys All Purchases 176 New Holdings 71 Increased Positions 105 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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