Coastal Investment Advisors, Inc. Reduced Holdings in Q4 2024

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-296
- 7.05%
$118.59 - $144.02 $35.1K - $42.6K
3.91K $478K
CAT
Caterpillar Inc

Industrials
-41
- 1.69%
$360.37 - $416.88 $14.8K - $17.1K
2.39K $866K
GNRC
Generac Holdings Inc.

Industrials
-438
- 13.11%
$154.28 - $195.11 $67.6K - $85.5K
2.9K $449K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-756
- 24.29%
$111.85 - $120.71 $84.6K - $91.3K
2.36K $271K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-509
- 85.69%
$153.8 - $176.52 $78.3K - $89.8K
85 $14K
NXPI
Nxp Semiconductors N.V.

Technology
-125
- 8.01%
$207.27 - $255.58 $25.9K - $31.9K
1.44K $298K
IVV
Ishares Core S&P 500 ETF

ETFs
-204
- 5.09%
$570.51 - $610.59 $116K - $125K
3.8K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 15.95%
$205.18 - $250.29 $227K - $277K
5.82K $1.4M
IEF
Ishares Barclays

ETFs
-297
- 4.76%
$92.08 - $98.18 $27.3K - $29.2K
5.94K $548K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
-1.73K
- 74.16%
$36.57 - $41.01 $63.1K - $70.7K
601 $22K
XLU
Utilities Sector Spdr

ETFs
-518
- 16.52%
$74.89 - $82.93 $38.8K - $43K
2.62K $198K
IEMG
Ishares Inc

ETFs
-1.03K
- 8.28%
N/A
11.4K $613K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.04K
- 98.96%
$43.02 - $47.32 $44.8K - $49.3K
11 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-702
- 16.9%
$56.06 - $61.35 $39.4K - $43.1K
3.45K $194K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1K
- 62.5%
$42.95 - $45.72 $43K - $45.7K
600 $25K
UNP
Union Pacific Corp

Industrials
-71
- 5.0%
$223.15 - $249.32 $15.8K - $17.7K
1.35K $307K
RTX
Raytheon Technologies Corp

Industrials
-234
- 11.71%
$114.45 - $127.21 $26.8K - $29.8K
1.76K $204K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-812
- 69.05%
$44.33 - $49.55 $36K - $40.2K
364 $16K
MS
Morgan Stanley

Financial Services
-444
- 52.24%
$104.42 - $134.99 $46.4K - $59.9K
406 $51K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-593
- 28.68%
$51.33 - $53.74 $30.4K - $31.9K
1.48K $75K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-416
- 72.98%
$75.1 - $82.99 $31.2K - $34.5K
154 $11K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-275
- 13.1%
$113.92 - $127.38 $31.3K - $35K
1.83K $210K
ORCL
Oracle Corp

Technology
-88
- 1.78%
$165.41 - $192.43 $14.6K - $16.9K
4.87K $811K
CMCSA
Comcast Corp

Communication Services
-485
- 15.04%
$37.39 - $45.14 $18.1K - $21.9K
2.74K $102K
TIP
Ishares Tr Tips Bd ETF

ETFs
-268
- 56.9%
$106.33 - $110.69 $28.5K - $29.7K
203 $21K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-310
- 59.73%
$89.9 - $100.66 $27.9K - $31.2K
209 $18K
IWV
Ishares Russell 3000 ETF

ETFs
-99
- 20.04%
$323.08 - $349.08 $32K - $34.6K
395 $132K
GNL
Global Net Lease, Inc.

Real Estate
-892
- 4.56%
$7.02 - $8.61 $6.26K - $7.68K
18.7K $136K
IYW
Ishares Dj Us Tech ETF

ETFs
-200
- 36.23%
$148.14 - $166.23 $29.6K - $33.2K
352 $56K
DIS
Walt Disney CO

Communication Services
-757
- 20.2%
$92.39 - $117.6 $69.9K - $89K
2.99K $333K
SQ
Block, Inc.

Technology
-2.23K
- 24.41%
$65.06 - $98.92 $145K - $221K
6.92K $587K
IHF
Ishares Tr

ETFs
-391
- 63.27%
$47.41 - $56.83 $18.5K - $22.2K
227 $10K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-278
- 0.99%
N/A
27.9K $2.4M
SPMD
Spdr Portfolio

ETFs
-420
- 87.14%
$54.13 - $59.56 $22.7K - $25K
62 $3K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-391
- 18.39%
$43.84 - $48.76 $17.1K - $19.1K
1.74K $76K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-390
- 87.25%
$51.54 - $52.55 $20.1K - $20.5K
57 $2K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-608
- 77.06%
N/A
181 $5K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-378
- 32.76%
$52.0 - $55.66 $19.7K - $21K
776 $41K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-471
- 73.71%
$31.92 - $36.14 $15K - $17K
168 $5K
LRGF
Ishares Tr

ETFs
-271
- 74.86%
$58.25 - $63.26 $15.8K - $17.1K
91 $5K
NVT
N Vent Electric PLC

Industrials
-129
- 3.96%
$67.69 - $79.19 $8.73K - $10.2K
3.13K $213K
HNDL
Strategy Shs

ETFs
-85
- 0.63%
$21.25 - $22.4 $1.81K - $1.9K
13.4K $286K
IYF
Ishares Tr

ETFs
-134
- 24.81%
$102.7 - $119.05 $13.8K - $16K
406 $44K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-51
- 7.98%
$89.81 - $104.0 $4.58K - $5.3K
588 $52K
MUB
Ishares National Muni Bond ETF

ETFs
-74
- 8.1%
$105.78 - $108.7 $7.83K - $8.04K
840 $89K
GILD
Gilead Sciences, Inc.

Healthcare
-495
- 11.89%
$83.95 - $97.9 $41.6K - $48.5K
3.67K $338K
IYC
Ishares U.S. Consumer Discreti

ETFs
-120
- 25.0%
$85.96 - $101.28 $10.3K - $12.2K
360 $34K
EMB
Ishares Tr

ETFs
-81
- 96.43%
$88.94 - $93.46 $7.2K - $7.57K
3 $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-255
- 98.08%
$24.66 - $27.63 $6.29K - $7.05K
5 $0
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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