Coastal Investment Advisors

Latest statistics and disclosures from Coastal Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Coastal Investment Advisors, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Coastal Investment Advisors

Companies in the Coastal Investment Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.2 $22M 65k 334.88
Apple (AAPL) 7.2 $22M +335% 186k 115.81
Amazon (AMZN) 6.7 $20M -2% 6.3k 3148.66
Microsoft Corporation (MSFT) 2.6 $7.8M 37k 210.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.9 $5.6M 98k 57.38
Slack Technologies Com Cl A (WORK) 1.5 $4.4M 164k 26.86
Facebook Cl A (FB) 1.4 $4.3M +8% 16k 261.91
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $4.1M -3% 58k 70.23
Tesla Motors (TSLA) 1.3 $3.8M +260% 8.8k 428.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $3.6M +41% 17k 212.93
Disney Walt Com Disney (DIS) 1.2 $3.5M -22% 29k 124.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.3M -13% 12k 277.87
Ishares Tr Us Aer Def Etf (ITA) 1.0 $3.0M -8% 19k 158.41
Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.9M -7% 20k 149.77

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Apogee Enterprises (APOG) 1.0 $2.9M 134k 21.37
Proshares Tr Ultrapro Qqq (TQQQ) 0.9 $2.6M -8% 20k 130.91
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.5M -12% 1.7k 1469.34
Home Depot (HD) 0.8 $2.5M +56% 8.8k 277.75
At&t (T) 0.8 $2.4M +16% 84k 28.51
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $2.4M 65k 36.45
Johnson & Johnson (JNJ) 0.7 $2.1M +17% 14k 148.87
Visa Com Cl A (V) 0.7 $2.1M +4% 11k 200.00
Shopify Cl A (SHOP) 0.7 $2.1M +109% 2.0k 1022.77
Verizon Communications (VZ) 0.7 $2.1M +13% 35k 59.50
NVIDIA Corporation (NVDA) 0.7 $2.0M -17% 3.7k 541.29
Coca-Cola Company (KO) 0.7 $2.0M +9% 41k 49.37
Lowe's Companies (LOW) 0.7 $2.0M +175% 12k 165.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.0M 12k 170.28
McDonald's Corporation (MCD) 0.7 $2.0M -28% 8.9k 219.49
Constellation Brands Cl A (STZ) 0.7 $1.9M -12% 10k 189.48
Procter & Gamble Company (PG) 0.6 $1.9M +13% 14k 138.98
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.8M 25k 72.16
Ishares Core Msci Emkt (IEMG) 0.6 $1.7M -6% 33k 52.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $1.7M +10% 5.7k 294.01
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.5 $1.6M -37% 85k 19.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M NEW 5.00 320000.00
Ishares Tr Core High Dv Etf (HDV) 0.5 $1.6M +5% 20k 80.46
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.5 $1.6M +5% 40k 39.16
Mastercard Incorporated Cl A (MA) 0.5 $1.6M -19% 4.6k 338.28
Pfizer (PFE) 0.5 $1.5M +31% 41k 36.71
Wal-Mart Stores (WMT) 0.5 $1.5M +132% 11k 139.93
Twitter (TWTR) 0.5 $1.5M +40% 33k 44.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.5M +2% 20k 75.47
Netflix (NFLX) 0.5 $1.4M 2.8k 500.18
UnitedHealth (UNH) 0.4 $1.3M +30% 4.3k 311.67
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M +4% 7.6k 177.11
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $1.3M -6% 4.3k 311.44
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M +13% 904.00 1465.71
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 13k 96.25
United Parcel Service CL B (UPS) 0.4 $1.3M +90% 7.6k 166.62
Docusign (DOCU) 0.4 $1.2M NEW 5.7k 215.22
Lockheed Martin Corporation (LMT) 0.4 $1.2M +27% 3.2k 383.45
Bank of America Corporation (BAC) 0.4 $1.2M +10% 50k 24.08
Intel Corporation (INTC) 0.4 $1.2M +59% 23k 51.76
Mongodb Cl A (MDB) 0.4 $1.2M 5.0k 231.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $1.1M +156% 11k 102.00
Unilever Spon Adr New (UL) 0.4 $1.1M +4% 18k 61.68
Global X Fds Nasdaq 100 Cover (QYLD) 0.4 $1.1M +7% 51k 21.55
Exxon Mobil Corporation (XOM) 0.4 $1.1M +11% 32k 34.34
Merck & Co (MRK) 0.4 $1.1M 13k 82.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.1M +46% 12k 88.19
American Express Company (AXP) 0.4 $1.1M 11k 100.24
Boeing Company (BA) 0.4 $1.1M -11% 6.4k 165.28
PerkinElmer (PKI) 0.3 $1.0M -3% 8.1k 125.46
Select Sector Spdr Tr Technology (XLK) 0.3 $1.0M 8.7k 116.72
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $1.0M +5% 42k 24.08
Nuveen Select Tax Free Incom Sh Ben Int (NXQ) 0.3 $998k 67k 14.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $987k +218% 19k 51.50
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $976k +35% 8.3k 118.03
Martin Marietta Materials (MLM) 0.3 $970k 4.1k 235.38
Ishares Tr Tips Bd Etf (TIP) 0.3 $970k +5% 7.7k 126.55
Bristol Myers Squibb (BMY) 0.3 $964k -31% 16k 60.28
Philip Morris International (PM) 0.3 $940k +3% 13k 74.96
Diageo Spon Adr New (DEO) 0.3 $925k +28% 6.7k 137.69
CarMax (KMX) 0.3 $918k +14% 10k 91.93
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.3 $915k 55k 16.69
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $888k +29% 18k 50.79
Raytheon Technologies Corp (RTX) 0.3 $882k 15k 57.56
Jacobs Engineering (J) 0.3 $880k 9.5k 92.79
salesforce (CRM) 0.3 $879k +6% 3.5k 251.36
Chevron Corporation (CVX) 0.3 $878k +25% 12k 71.97
Abbvie (ABBV) 0.3 $852k -19% 9.7k 87.56
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $847k +36% 14k 60.80
Wells Fargo & Company (WFC) 0.3 $836k +3% 36k 23.52
Nuveen Select Tax Free Incom Sh Ben Int (NXR) 0.3 $834k 51k 16.40
Waste Management (WM) 0.3 $831k +101% 7.3k 113.17
Pepsi (PEP) 0.3 $812k +8% 5.9k 138.68
Liberty Broadband Corp Com Ser A (LBRDA) 0.3 $800k +6% 5.6k 141.74
FedEx Corporation (FDX) 0.3 $790k +35% 3.1k 251.43
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $774k +169% 25k 30.88
Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.3 $765k 21k 36.28
Nuveen Muni Value Fund (NUV) 0.3 $760k 71k 10.66
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $747k -28% 14k 53.61
Cisco Systems (CSCO) 0.2 $744k -4% 19k 39.37
Emergent BioSolutions (EBS) 0.2 $737k +6% 7.1k 103.26
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.2 $723k -6% 13k 55.38
Costco Wholesale Corporation (COST) 0.2 $719k -4% 2.0k 355.24
Adobe Systems Incorporated (ADBE) 0.2 $714k NEW 1.5k 490.38
Caterpillar (CAT) 0.2 $701k +38% 4.7k 149.09
Nuveen Nj Div Advantage Mun (NXJ) 0.2 $688k NEW 51k 13.54
Booking Holdings (BKNG) 0.2 $683k 399.00 1711.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $656k -23% 2.1k 307.69
Ark Etf Tr Innovation Etf (ARKK) 0.2 $653k 7.1k 92.08
Nuveen Va Premium Income Municipal Fund (NPV) 0.2 $652k +18% 43k 15.06
Kimberly-Clark Corporation (KMB) 0.2 $651k +39% 4.4k 147.65
Ishares Tr Core Msci Eafe (IEFA) 0.2 $649k +20% 11k 60.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $647k +62% 7.8k 82.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $639k +91% 10k 64.12
Mondelez Intl Cl A (MDLZ) 0.2 $638k +88% 11k 57.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $636k +159% 7.7k 83.09
Fiat Chrysler Automobiles N SHS (FCAU) 0.2 $634k +17% 52k 12.22
Abbott Laboratories (ABT) 0.2 $625k 5.7k 108.75
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $623k +5% 12k 53.87
Blackrock Muniyield California Ins Fund (MCA) 0.2 $616k 43k 14.36
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $616k +19% 14k 42.71
eBay (EBAY) 0.2 $616k +44% 12k 52.12
Spdr Ser Tr Aerospace Def (XAR) 0.2 $613k 7.0k 87.38
American Tower Reit (AMT) 0.2 $612k -26% 2.5k 241.61
Bank of New York Mellon Corporation (BK) 0.2 $608k +28% 18k 34.34
Paychex (PAYX) 0.2 $607k +2% 7.6k 79.74
Paypal Holdings (PYPL) 0.2 $604k -33% 3.1k 197.00
Cincinnati Financial Corporation (CINF) 0.2 $600k +5% 7.7k 77.98
Capital One Financial (COF) 0.2 $597k +8% 8.3k 71.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $597k NEW 12k 50.69
Amgen (AMGN) 0.2 $596k +36% 2.3k 254.16
Realty Income (O) 0.2 $586k -26% 9.6k 60.76
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $585k -2% 3.1k 188.35
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $584k +4% 5.0k 117.22
First Tr Exchange Traded Tech Alphadex (FXL) 0.2 $579k +4% 6.4k 90.92
Starbucks Corporation (SBUX) 0.2 $578k +5% 6.7k 85.86
Cummins (CMI) 0.2 $574k +93% 2.7k 211.11
Deere & Company (DE) 0.2 $572k +12% 2.6k 221.71
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.2 $566k 40k 14.04
Clorox Company (CLX) 0.2 $564k 2.7k 210.21
Ishares Tr National Mun Etf (MUB) 0.2 $564k +12% 4.9k 115.95
Southern Company (SO) 0.2 $563k +42% 10k 54.20
Blackrock Muniyield Quality Fund II (MQT) 0.2 $560k 43k 13.09
Duke Energy Corp Com New (DUK) 0.2 $556k +12% 6.3k 88.59
Nuveen Michigan Qlity Incom Municipal (NUM) 0.2 $556k 39k 14.18
Blackstone Group Com Cl A (BX) 0.2 $551k 11k 52.17
Cdw (CDW) 0.2 $546k +10% 4.6k 119.58
3M Company (MMM) 0.2 $545k -2% 3.4k 160.29
Nuveen Maryland Premium Income Municipal (NMY) 0.2 $544k 41k 13.17
Spdr Ser Tr S&p Biotech (XBI) 0.2 $542k -2% 4.9k 111.41
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.2 $541k -8% 10k 52.25
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.2 $529k 43k 12.35
Delaware Inv Mn Mun Inc Fd I (VMM) 0.2 $526k 40k 13.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $518k -4% 9.9k 52.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $510k +3% 2.8k 185.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $507k 6.3k 80.62
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.2 $504k -9% 15k 33.85
Square Cl A (SQ) 0.2 $483k -16% 3.0k 162.63
International Business Machines (IBM) 0.2 $483k 4.0k 121.72
Dunkin' Brands Group (DNKN) 0.2 $482k +11% 5.9k 81.92
Ferrari Nv Ord (RACE) 0.2 $478k -26% 2.6k 184.20
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $471k -74% 8.8k 53.82
First Tr Exchange Traded Consumr Discre (FXD) 0.2 $466k NEW 11k 42.56
Kraft Heinz (KHC) 0.2 $459k +39% 15k 29.96
Texas Instruments Incorporated (TXN) 0.2 $453k 3.2k 142.86
Altria (MO) 0.2 $452k -8% 12k 38.63
Citigroup Com New (C) 0.2 $451k +35% 11k 43.15
BlackRock (BLK) 0.2 $450k 799.00 563.20
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.2 $448k 35k 12.85
Ishares Tr U.s. Finls Etf (IYF) 0.1 $447k -16% 3.9k 113.42
American Fin Tr Com Class A (AFIN) 0.1 $446k -3% 71k 6.27
Nike CL B (NKE) 0.1 $444k 3.5k 125.42
Eaton Corp SHS (ETN) 0.1 $443k NEW 4.3k 102.05
Union Pacific Corporation (UNP) 0.1 $442k 2.2k 196.88
Baxter International (BAX) 0.1 $441k +13% 5.5k 80.43
Glaxosmithkline Sponsored Adr (GSK) 0.1 $439k -13% 12k 37.66
Arista Networks (ANET) 0.1 $437k +26% 2.1k 207.11
Charles Schwab Corporation (SCHW) 0.1 $435k +8% 12k 36.21
Illinois Tool Works (ITW) 0.1 $434k +95% 2.2k 193.06
Nuveen Ga Div Adv Mun Fd 2 (NKG) 0.1 $426k +3% 35k 12.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $425k +17% 5.1k 83.93
Select Sector Spdr Tr Energy (XLE) 0.1 $425k +46% 14k 29.98
First Tr Exchange-traded Nasdaq Transn (FTXR) 0.1 $425k NEW 18k 23.35
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $418k +16% 3.2k 128.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $413k -9% 1.2k 336.32
Prudential Financial (PRU) 0.1 $409k +20% 6.4k 63.55
Teladoc (TDOC) 0.1 $405k -74% 1.8k 219.39
Eli Lilly & Co. (LLY) 0.1 $398k +29% 2.7k 147.85
Broadcom (AVGO) 0.1 $396k +57% 1.1k 364.31
Truist Financial Corp equities (TFC) 0.1 $394k NEW 10k 38.06
Micron Technology (MU) 0.1 $386k +16% 8.2k 46.94
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $385k +16% 6.2k 62.10
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $380k +11% 4.1k 92.30
Wayfair Cl A (W) 0.1 $378k -10% 1.3k 290.99
Zoetis Cl A (ZTS) 0.1 $378k -11% 2.3k 165.57
BP Sponsored Adr (BP) 0.1 $377k -8% 22k 17.46
Vertical Cap Income Shs Ben Int (VCIF) 0.1 $372k -90% 38k 9.92
Delta Air Lines Inc Del Com New (DAL) 0.1 $370k +53% 12k 30.59
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $369k +54% 4.8k 76.89
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) 0.1 $369k +4% 30k 12.18
TJX Companies (TJX) 0.1 $367k -9% 6.6k 55.67
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $366k -3% 8.9k 40.95
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.1 $362k NEW 10k 35.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $362k -18% 3.4k 105.42
Cheniere Energy Com New (LNG) 0.1 $356k +41% 7.7k 46.25
O'reilly Automotive (ORLY) 0.1 $356k +3% 773.00 460.54
Comcast Corp Cl A (CMCSA) 0.1 $351k -13% 7.6k 46.31
Ishares Gold Trust Ishares (IAU) 0.1 $348k -2% 19k 18.01
Southwest Airlines (LUV) 0.1 $341k NEW 9.1k 37.46
Analog Devices (ADI) 0.1 $338k +32% 2.9k 116.79
Advanced Micro Devices (AMD) 0.1 $338k 4.1k 82.08
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $338k 1.9k 176.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $337k -5% 5.0k 67.97
Global X Fds Social Med Etf (SOCL) 0.1 $337k -5% 6.9k 48.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $333k +5% 1.4k 231.25
Nextera Energy (NEE) 0.1 $331k +3% 1.2k 277.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $330k 2.2k 147.12
Lululemon Athletica (LULU) 0.1 $330k -4% 1.0k 329.34
L3harris Technologies (LHX) 0.1 $327k -52% 1.9k 169.96
Marvell Technology Group Ord (MRVL) 0.1 $326k +16% 8.2k 39.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $326k +4% 5.5k 59.43
Walgreen Boots Alliance (WBA) 0.1 $318k +69% 8.9k 35.87
Carrier Global Corporation (CARR) 0.1 $317k -17% 10k 30.53
Colgate-Palmolive Company (CL) 0.1 $316k +22% 4.1k 77.13
Medtronic SHS (MDT) 0.1 $313k -50% 3.0k 103.92
Ishares Silver Tr Ishares (SLV) 0.1 $305k +21% 14k 21.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $304k -3% 3.2k 95.81
Danaher Corporation (DHR) 0.1 $302k +10% 1.4k 215.56
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.1 $297k NEW 8.3k 35.65
Chegg (CHGG) 0.1 $297k NEW 4.2k 71.39
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $296k +5% 8.4k 35.31
General Mills (GIS) 0.1 $291k -6% 4.7k 61.77
Godaddy Cl A (GDDY) 0.1 $288k +8% 3.8k 76.01
Ishares Tr India 50 Etf (INDY) 0.1 $285k +2% 8.2k 34.85
Cibc Cad (CM) 0.1 $284k NEW 3.8k 74.66
General Electric Company (GE) 0.1 $284k -8% 46k 6.24
Nordic American Tanker Shippin (NAT) 0.1 $281k -7% 81k 3.49
Target Corporation (TGT) 0.1 $279k -18% 1.8k 157.27
Main Street Capital Corporation (MAIN) 0.1 $278k -28% 9.4k 29.52
Royce Value Trust (RVT) 0.1 $275k -11% 22k 12.65
Western Asset Municipal Hgh Incm Fnd (MHF) 0.1 $273k -26% 37k 7.45
Consolidated Edison (ED) 0.1 $272k NEW 3.5k 77.69
CoStar (CSGP) 0.1 $272k NEW 320.00 850.00
Service Corporation International (SCI) 0.1 $271k 6.4k 42.21
CVS Caremark Corporation (CVS) 0.1 $271k -69% 4.6k 58.42
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $269k 2.2k 122.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $269k 1.2k 216.59
Honeywell International (HON) 0.1 $269k -5% 1.6k 164.83
Ishares Tr Select Divid Etf (DVY) 0.1 $265k +16% 3.2k 81.66
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $265k +8% 885.00 299.44
Global X Fds Us Pfd Etf (PFFD) 0.1 $265k NEW 11k 24.72
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $262k +3% 8.0k 32.94
Credit Acceptance (CACC) 0.1 $260k -14% 769.00 338.10
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $260k 1.1k 234.66
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $260k NEW 2.3k 112.65
Ishares Tr Mbs Etf (MBB) 0.1 $257k +16% 2.3k 110.40
Crown Castle Intl (CCI) 0.1 $257k 1.5k 166.24
Zoom Video Communications In Cl A (ZM) 0.1 $256k NEW 545.00 469.72
Alliant Energy Corporation (LNT) 0.1 $256k NEW 5.0k 51.64
Extra Space Storage (EXR) 0.1 $255k -4% 2.4k 106.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $250k -5% 5.8k 43.18
Novavax Com New (NVAX) 0.1 $249k NEW 2.3k 108.26
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $248k -4% 2.0k 121.99
Fastenal Company (FAST) 0.1 $246k +5% 5.5k 45.07
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $246k -7% 2.4k 104.41
Teradyne (TER) 0.1 $246k NEW 3.1k 79.43
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $245k NEW 3.5k 70.63
Thermo Fisher Scientific (TMO) 0.1 $244k -66% 553.00 441.23
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $243k -4% 1.8k 134.93
Ishares Tr China Lg-cap Etf (FXI) 0.1 $243k -7% 5.8k 41.94
Ihs Markit SHS (INFO) 0.1 $240k 3.1k 78.56
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $238k NEW 4.5k 53.10
Novartis Sponsored Adr (NVS) 0.1 $236k -42% 2.7k 87.08
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $233k -20% 3.7k 63.70
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $231k +2% 6.1k 37.59
Valero Energy Corporation (VLO) 0.1 $226k +9% 5.2k 43.40
Ceridian Hcm Hldg (CDAY) 0.1 $222k NEW 2.7k 82.53
Ishares Em Mkts Div Etf (DVYE) 0.1 $219k NEW 7.3k 30.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $218k -5% 2.4k 91.91
Teleflex Incorporated (TFX) 0.1 $218k -25% 639.00 341.16
Nuveen PA Investnt Quality Municipal (NQP) 0.1 $218k +36% 16k 13.43
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $218k NEW 2.0k 108.57
Crowdstrike Hldgs Cl A (CRWD) 0.1 $217k NEW 1.6k 137.08
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $217k NEW 6.6k 32.68
Mccormick & Co Com Non Vtg (MKC) 0.1 $214k NEW 1.1k 194.55
Applied Materials (AMAT) 0.1 $211k NEW 3.5k 59.50
Cracker Barrel Old Country Store (CBRL) 0.1 $211k NEW 1.8k 114.55
Moody's Corporation (MCO) 0.1 $209k NEW 722.00 289.47
Jd.com Spon Adr Cl A (JD) 0.1 $208k -66% 2.7k 77.76
Invesco SHS (IVZ) 0.1 $206k NEW 18k 11.42
Qualcomm (QCOM) 0.1 $206k -71% 1.8k 117.45
International Flavors & Fragrances (IFF) 0.1 $204k NEW 1.7k 122.23
Zscaler Incorporated (ZS) 0.1 $200k NEW 1.4k 140.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $200k NEW 663.00 301.66
Switch Cl A (SWCH) 0.1 $190k NEW 12k 15.60
Cohen & Steers Total Return Real (RFI) 0.1 $182k -44% 15k 11.96
Enterprise Products Partners (EPD) 0.1 $179k NEW 11k 15.83
Nuveen Pa Mun Value (NPN) 0.1 $172k 12k 14.45
Aurinia Pharmaceuticals (AUPH) 0.1 $167k NEW 11k 14.69
Eaton Vance Municipal Bond Fund (EIM) 0.1 $166k 13k 13.18
Federated Premier Municipal Income (FMN) 0.1 $159k 11k 14.25
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $153k 11k 14.51
Calamos Global Dynamic Income Fund (CHW) 0.0 $143k NEW 18k 8.15
American Airls (AAL) 0.0 $138k NEW 11k 12.26
Nuveen Municipal Income Fund (NMI) 0.0 $137k 12k 11.90
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $130k NEW 11k 11.38
Dws Strategic Municipal Income Trust (KSM) 0.0 $130k 12k 10.83
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $115k -4% 34k 3.42
Ford Motor Company (F) 0.0 $106k -12% 16k 6.67
Annaly Capital Management (NLY) 0.0 $99k NEW 14k 7.14
United States Steel Corporation (X) 0.0 $95k +4% 13k 7.36
Sirius Xm Holdings (SIRI) 0.0 $90k +7% 17k 5.39
Vista Oil & Gas Sab De Cv Sponsored Ads (VIST) 0.0 $87k +5% 39k 2.26
Nokia Corp Sponsored Adr (NOK) 0.0 $71k NEW 18k 3.92
Marathon Oil Corporation (MRO) 0.0 $66k -8% 16k 4.09
Limelight Networks (LLNW) 0.0 $62k -12% 11k 5.78
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.0 $54k -31% 16k 3.49
Invitae Corp Note 2.000% 9/0 0.0 $41k NEW 25k 1.64
Bgc Partners Cl A (BGCP) 0.0 $34k +14% 14k 2.40
ZIOPHARM Oncology (ZIOP) 0.0 $27k 11k 2.56
Ares Capital Corp Note 4.625% 3/0 0.0 $26k 25k 1.04
Fuel Tech (FTEK) 0.0 $10k NEW 12k 0.85
Outlook Therapeutics Com New (OTLK) 0.0 $7.0k 10k 0.70

Past Filings by Coastal Investment Advisors

SEC 13F filings are viewable for Coastal Investment Advisors going back to 2019