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
PM
Philip Morris International Inc.

Consumer Defensive
-11.1K
- 72.7%
$101.25 - $127.45 $1.12M - $1.41M
4.16K $504K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-58.6K
- 88.89%
$16.42 - $18.12 $962K - $1.06M
7.33K $132K
HDV
Ishares Core High Dividend ETF

ETFs
-9.62K
- 76.91%
$107.62 - $118.76 $1.04M - $1.14M
2.89K $339K
SOXX
Ishares Semiconductor ETF

ETFs
-3.97K
- 91.97%
$199.29 - $265.49 $792K - $1.05M
347 $80K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-36.9K
- 86.31%
$26.14 - $27.93 $964K - $1.03M
5.85K $163K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-35.7K
- 42.98%
$33.89 - $41.64 $1.21M - $1.49M
47.4K $1.89M
AMD
Advanced Micro Devices Inc

Technology
-5.75K
- 47.22%
$128.67 - $183.96 $740K - $1.06M
6.43K $1.05M
XLP
Consumer Staples Sector Spdr

ETFs
-11.9K
- 52.8%
$76.04 - $76.04 $908K - $908K
10.7K $811K
JNJ
Johnson & Johnson

Healthcare
-6.68K
- 62.5%
$145.48 - $167.38 $972K - $1.12M
4.01K $649K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-21.2K
- 94.75%
$41.02 - $46.01 $871K - $977K
1.18K $53K
DIS
Walt Disney CO

Communication Services
-8.57K
- 69.58%
$85.6 - $98.61 $734K - $845K
3.75K $360K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-6.03K
- 91.04%
$139.03 - $157.34 $839K - $949K
594 $93K
CMI
Cummins Inc

Industrials
-3.23K
- 71.22%
$266.63 - $326.4 $860K - $1.05M
1.3K $421K
SO
Southern CO

Utilities
-11.2K
- 74.33%
$77.0 - $90.52 $863K - $1.01M
3.87K $349K
ELV
Elevance Health, Inc.

Healthcare
-1.44K
- 50.56%
$500.12 - $562.29 $718K - $807K
1.4K $729K
WMT
Walmart Inc.

Consumer Defensive
-12.9K
- 68.82%
$66.91 - $81.4 $866K - $1.05M
5.86K $473K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-20.8K
- 91.93%
$38.04 - $45.36 $793K - $945K
1.83K $81K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.58K
- 77.77%
$91.42 - $91.82 $784K - $788K
2.45K $225K
CSCO
Cisco Systems, Inc.

Technology
-16.9K
- 81.63%
$44.74 - $53.22 $754K - $897K
3.79K $201K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-9.6K
- 40.67%
$95.1 - $106.76 $913K - $1.03M
14K $1.5M
COIN
Coinbase Global, Inc.

Technology
-2.3K
- 35.98%
$147.09 - $265.15 $338K - $609K
4.09K $727K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.3K
- 80.1%
$54.98 - $59.51 $676K - $732K
3.06K $181K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-6.75K
- 97.04%
$98.97 - $99.59 $668K - $672K
206 $20K
BA
Boeing CO

Industrials
-3.33K
- 68.94%
$152.04 - $190.6 $506K - $635K
1.5K $228K
VO
Vanguard Mid Cap ETF

ETFs
-2.64K
- 85.5%
$237.84 - $263.83 $628K - $697K
448 $118K
O
Realty Income Corp

Real Estate
-12.2K
- 79.61%
$52.36 - $63.42 $639K - $773K
3.12K $198K
XLV
Select Sector Spdr Fund Health

ETFs
-5.05K
- 24.51%
$143.3 - $157.24 $723K - $794K
15.5K $2.39M
COST
Costco Wholesale Corp

Consumer Defensive
-859
- 19.12%
$801.83 - $917.05 $689K - $788K
3.63K $3.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.27K
- 98.32%
$179.99 - $201.6 $589K - $660K
56 $11K
VLO
Valero Energy Corp

Energy
-3.19K
- 43.18%
$132.81 - $163.48 $424K - $522K
4.2K $567K
IBM
International Business Machines Corp

Technology
-3.74K
- 75.53%
$175.1 - $223.38 $656K - $836K
1.21K $268K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-11.5K
- 95.64%
$50.63 - $51.11 $582K - $588K
524 $26K
WM
Waste Management Inc

Industrials
-2.7K
- 66.79%
$196.96 - $223.45 $532K - $604K
1.34K $278K
RDVY
First Trust Rising Dividend Ac

ETFs
-10.9K
- 67.76%
$53.68 - $59.24 $584K - $645K
5.18K $306K
CAT
Caterpillar Inc

Industrials
-2.12K
- 46.58%
$316.8 - $391.12 $671K - $828K
2.43K $950K
VGT
Vanguard Information Technolog

ETFs
-903
- 31.15%
$514.43 - $606.85 $465K - $548K
2K $1.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.7K
- 72.3%
$57.32 - $62.65 $499K - $545K
3.33K $207K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.54K
- 90.61%
$105.92 - $110.83 $481K - $504K
471 $52K
XLY
Select Sector Spdr Consumer Di

ETFs
-3.26K
- 32.16%
$170.05 - $200.86 $554K - $654K
6.87K $1.38M
PFE
Pfizer Inc

Healthcare
-17.2K
- 61.96%
$27.7 - $31.39 $476K - $539K
10.5K $305K
C
Citigroup Inc

Financial Services
-7.34K
- 64.43%
$56.11 - $67.61 $412K - $496K
4.05K $253K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-12.3K
- 95.46%
$36.06 - $37.66 $442K - $461K
582 $21K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-8.67K
- 80.74%
$50.85 - $53.88 $441K - $467K
2.07K $111K
PULS
Pgim ETF Tr

ETFs
-8.69K
- 33.71%
$49.47 - $49.8 $430K - $433K
17.1K $850K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.75K
- 83.27%
$133.16 - $158.73 $366K - $436K
552 $83K
LMT
Lockheed Martin Corp

Industrials
-1.19K
- 48.75%
$460.3 - $584.56 $546K - $694K
1.25K $729K
PFF
Ishares Trust Ishares Pfd And

ETFs
-14.8K
- 26.91%
$31.18 - $33.5 $460K - $494K
40.1K $1.33M
VB
Vanguard Small Cap ETF

ETFs
-1.79K
- 90.76%
$214.77 - $237.72 $384K - $425K
182 $43K
SMIN
Ishares Msci India Small Cap I

ETFs
-4.76K
- 98.96%
$79.48 - $86.97 $379K - $414K
50 $4K
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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