Coastal Investment Advisors
Latest statistics and disclosures from Coastal Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, SPY, IWR, MSFT, and represent 23.44% of Coastal Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SQ (+$5.4M), PYPL, IWR, NVDA, IJR, AMZN, IWD, TDOC, AGG, FSLY.
- Started 45 new stock positions in EDU, ALL, QCLN, MGM, GD, JETS, VHT, MHK, LIN, LRCX.
- Reduced shares in these 10 stocks: SPY (-$5.9M), WORK, TSLA, , DIS, TQQQ, NUV, MDB, , SCHX.
- Sold out of its positions in AAL, BAX, ED, CBRL, DHC, Dunkin' Brands Group, EPD, EXR, FTEK, GSLC.
- Coastal Investment Advisors was a net buyer of stock by $21M.
- Coastal Investment Advisors has $353M in assets under management (AUM), dropping by 18.29%.
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Portfolio Holdings for Coastal Investment Advisors
Companies in the Coastal Investment Advisors portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.2 | $25M | +2% | 191k | 132.69 | |
Amazon (AMZN) | 6.4 | $22M | +8% | 6.9k | 3256.97 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $18M | -24% | 49k | 373.88 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 2.5 | $9.0M | +33% | 131k | 68.55 | |
Microsoft Corporation (MSFT) | 2.2 | $7.8M | -4% | 35k | 222.41 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $7.5M | +39% | 81k | 91.90 | |
Square Cl A (SQ) | 1.7 | $6.0M | +835% | 28k | 217.65 | |
Tesla Motors (TSLA) | 1.4 | $5.1M | -18% | 7.2k | 705.65 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.8M | +27% | 15k | 313.74 | |
Paypal Holdings (PYPL) | 1.3 | $4.7M | +559% | 20k | 234.21 | |
Walt Disney Company (DIS) | 1.2 | $4.3M | -16% | 24k | 181.20 | |
Facebook Cl A (FB) | 1.2 | $4.3M | -3% | 16k | 273.17 | |
Apogee Enterprises (APOG) | 1.2 | $4.2M | 134k | 31.68 | ||
NVIDIA Corporation (NVDA) | 1.2 | $4.2M | +114% | 8.0k | 522.20 | |
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Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $4.0M | +5% | 21k | 196.07 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.0M | 17k | 231.90 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.0M | 1.7k | 1751.60 | ||
Proshares Tr Ultrapro Qqq (TQQQ) | 0.8 | $2.9M | -20% | 16k | 181.78 | |
Constellation Brands Cl A (STZ) | 0.8 | $2.7M | +20% | 12k | 219.08 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $2.7M | +50% | 28k | 94.73 | |
At&t (T) | 0.7 | $2.6M | +9% | 92k | 28.75 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $2.5M | 64k | 38.51 | ||
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.7 | $2.5M | +22% | 104k | 23.73 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.4M | +7% | 12k | 194.61 | |
Verizon Communications (VZ) | 0.7 | $2.3M | +15% | 40k | 58.76 | |
Johnson & Johnson (JNJ) | 0.7 | $2.3M | +3% | 15k | 157.37 | |
Visa Com Cl A (V) | 0.6 | $2.2M | -3% | 10k | 218.71 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $2.2M | +120% | 18k | 118.21 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.1M | +32% | 1.2k | 1752.51 | |
Home Depot (HD) | 0.6 | $2.1M | -10% | 7.9k | 265.59 | |
Shopify Cl A (SHOP) | 0.6 | $2.0M | -11% | 1.8k | 1131.87 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $2.0M | +88% | 23k | 88.21 | |
Ishares Core Msci Emkt (IEMG) | 0.6 | $2.0M | 32k | 62.04 | ||
Procter & Gamble Company (PG) | 0.5 | $1.9M | 14k | 139.12 | ||
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $1.9M | -4% | 24k | 79.87 | |
McDonald's Corporation (MCD) | 0.5 | $1.9M | 9.0k | 214.53 | ||
Coca-Cola Company (KO) | 0.5 | $1.9M | -15% | 34k | 54.83 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.9M | +39% | 11k | 178.32 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $1.8M | +10% | 5.1k | 356.91 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $1.8M | +19% | 5.1k | 353.77 | |
Netflix (NFLX) | 0.5 | $1.8M | +20% | 3.3k | 540.76 | |
Lowe's Companies (LOW) | 0.5 | $1.8M | -5% | 11k | 160.52 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.8M | +35% | 7.7k | 232.69 | |
Twitter (TWTR) | 0.5 | $1.8M | 33k | 54.16 | ||
JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | +3% | 14k | 127.06 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.7M | 5.00 | 347800.00 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.7M | 20k | 86.21 | ||
Ishares Tr Core High Dv Etf (HDV) | 0.5 | $1.7M | -2% | 19k | 87.69 | |
Teladoc (TDOC) | 0.5 | $1.7M | +350% | 8.3k | 199.90 | |
Bank of America Corporation (BAC) | 0.5 | $1.7M | +9% | 55k | 30.30 | |
UnitedHealth (UNH) | 0.4 | $1.6M | +3% | 4.5k | 350.70 | |
Pfizer (PFE) | 0.4 | $1.6M | +2% | 42k | 36.82 | |
Boeing Company (BA) | 0.4 | $1.5M | +10% | 7.0k | 214.11 | |
Docusign (DOCU) | 0.4 | $1.4M | +10% | 6.3k | 222.33 | |
Wal-Mart Stores (WMT) | 0.4 | $1.4M | -9% | 9.6k | 144.18 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $1.4M | NEW | 9.9k | 136.78 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.4 | $1.4M | -6% | 38k | 36.02 | |
United Parcel Service CL B (UPS) | 0.4 | $1.3M | 7.7k | 168.45 | ||
American Express Company (AXP) | 0.4 | $1.3M | 11k | 120.87 | ||
Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $1.3M | +42% | 10k | 124.53 | |
Intel Corporation (INTC) | 0.3 | $1.2M | +8% | 25k | 49.82 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.3 | $1.2M | -2% | 41k | 29.49 | |
Philip Morris International (PM) | 0.3 | $1.2M | +14% | 14k | 82.79 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.2M | +3% | 12k | 102.08 | |
Unilever Spon Adr New (UL) | 0.3 | $1.2M | +5% | 19k | 60.38 | |
PerkinElmer (PKI) | 0.3 | $1.2M | 8.0k | 143.50 | ||
Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $1.1M | -2% | 50k | 22.80 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.1M | 8.7k | 130.05 | ||
Martin Marietta Materials (MLM) | 0.3 | $1.1M | -4% | 3.9k | 284.04 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $1.1M | +8% | 21k | 51.39 | |
Abbvie (ABBV) | 0.3 | $1.1M | 9.9k | 107.13 | ||
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.1M | +23% | 17k | 61.82 | |
Nuveen Select Tax Free Incom Sh Ben Int (NXQ) | 0.3 | $1.1M | 67k | 15.92 | ||
Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | -19% | 26k | 41.23 | |
Merck & Co (MRK) | 0.3 | $1.1M | 13k | 81.83 | ||
Mongodb Cl A (MDB) | 0.3 | $1.1M | -41% | 2.9k | 359.04 | |
Fastly Cl A (FSLY) | 0.3 | $1.0M | NEW | 12k | 87.40 | |
Jacobs Engineering (J) | 0.3 | $1.0M | 9.4k | 108.97 | ||
Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | -6% | 14k | 71.49 | |
Costco Wholesale Corporation (COST) | 0.3 | $989k | +29% | 2.6k | 376.62 | |
CarMax (KMX) | 0.3 | $983k | +4% | 10k | 94.50 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $974k | +49% | 12k | 83.28 | |
Caterpillar (CAT) | 0.3 | $965k | +12% | 5.3k | 182.04 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $964k | 7.6k | 127.63 | ||
Lockheed Martin Corporation (LMT) | 0.3 | $953k | -15% | 2.7k | 355.07 | |
Booking Holdings (BKNG) | 0.3 | $951k | +7% | 427.00 | 2227.17 | |
Fiat Chrysler Automobiles N SHS (FCAU) | 0.3 | $939k | 52k | 18.10 | ||
Liberty Broadband Corp Com Ser A (LBRDA) | 0.3 | $903k | 5.7k | 157.62 | ||
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $900k | +15% | 29k | 31.18 | |
Bristol Myers Squibb (BMY) | 0.3 | $898k | -9% | 15k | 62.01 | |
Nuveen Select Tax Free Incom Sh Ben Int (NXR) | 0.3 | $889k | 51k | 17.48 | ||
salesforce (CRM) | 0.3 | $887k | +13% | 4.0k | 222.58 | |
Capital One Financial (COF) | 0.2 | $880k | +7% | 8.9k | 98.82 | |
Liberty Media Corp Del Com Ser C Frmla (FWONK) | 0.2 | $877k | -2% | 21k | 42.61 | |
Chevron Corporation (CVX) | 0.2 | $876k | -14% | 10k | 84.42 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $853k | +5% | 12k | 69.92 | |
Spdr Ser Tr Aerospace Def (XAR) | 0.2 | $844k | +4% | 7.4k | 114.75 | |
Deere & Company (DE) | 0.2 | $838k | +20% | 3.1k | 269.19 | |
Waste Management (WM) | 0.2 | $835k | -3% | 7.1k | 117.95 | |
Cisco Systems (CSCO) | 0.2 | $830k | 19k | 44.77 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $830k | +11% | 12k | 69.10 | |
Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.2 | $824k | -8% | 14k | 60.78 | |
International Business Machines (IBM) | 0.2 | $819k | +63% | 6.5k | 125.94 | |
Diageo Spon Adr New (DEO) | 0.2 | $815k | -23% | 5.1k | 158.87 | |
Abbott Laboratories (ABT) | 0.2 | $811k | +28% | 7.4k | 109.54 | |
FedEx Corporation (FDX) | 0.2 | $806k | 3.1k | 259.75 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $784k | +16% | 12k | 67.43 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $756k | +26% | 51k | 14.87 | |
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) | 0.2 | $755k | +6% | 14k | 54.22 | |
Pepsi (PEP) | 0.2 | $742k | -14% | 5.0k | 148.22 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $734k | +3% | 6.6k | 111.75 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.2 | $729k | +54% | 54k | 13.53 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $726k | 1.5k | 500.34 | ||
Cummins (CMI) | 0.2 | $725k | +17% | 3.2k | 226.99 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $714k | -8% | 13k | 56.20 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $708k | +8% | 12k | 58.48 | |
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $702k | +2% | 5.1k | 138.13 | |
American Tower Reit (AMT) | 0.2 | $690k | +21% | 3.1k | 224.61 | |
Nuveen Va Premium Income Municipal Fund (NPV) | 0.2 | $688k | 43k | 15.89 | ||
General Mills (GIS) | 0.2 | $687k | +148% | 12k | 58.79 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $686k | 4.9k | 140.83 | ||
Citigroup Com New (C) | 0.2 | $684k | +6% | 11k | 61.65 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $682k | -9% | 16k | 42.47 | |
Cincinnati Financial Corporation (CINF) | 0.2 | $680k | 7.8k | 87.41 | ||
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $679k | +3% | 3.2k | 212.12 | |
Starbucks Corporation (SBUX) | 0.2 | $674k | -6% | 6.3k | 107.02 | |
Altria (MO) | 0.2 | $669k | +39% | 16k | 41.01 | |
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) | 0.2 | $667k | +18% | 51k | 13.17 | |
Paychex (PAYX) | 0.2 | $660k | -6% | 7.1k | 93.18 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $657k | -10% | 1.9k | 343.44 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $647k | +2% | 7.8k | 82.85 | |
eBay (EBAY) | 0.2 | $645k | +8% | 13k | 50.28 | |
Wells Fargo & Company (WFC) | 0.2 | $643k | -40% | 21k | 30.17 | |
Blackrock Muniyield California Ins Fund (MCA) | 0.2 | $643k | 43k | 14.97 | ||
Cdw (CDW) | 0.2 | $643k | +6% | 4.9k | 131.76 | |
Charles Schwab Corporation (SCHW) | 0.2 | $638k | 12k | 53.08 | ||
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.2 | $622k | -5% | 9.8k | 63.57 | |
Zoetis Cl A (ZTS) | 0.2 | $615k | +62% | 3.7k | 165.55 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $613k | +3% | 4.5k | 134.84 | |
Wisdomtree Tr Cloud Computng (WCLD) | 0.2 | $605k | -21% | 11k | 53.62 | |
Ferrari Nv Ord (RACE) | 0.2 | $598k | 2.6k | 229.47 | ||
Blackrock Muniyield Quality Fund II (MQT) | 0.2 | $598k | 43k | 13.98 | ||
Realty Income (O) | 0.2 | $595k | 9.6k | 62.18 | ||
Arista Networks (ANET) | 0.2 | $589k | -3% | 2.0k | 290.58 | |
Southern Company (SO) | 0.2 | $588k | -7% | 9.6k | 61.44 | |
Micron Technology (MU) | 0.2 | $587k | -5% | 7.8k | 75.20 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $586k | +2% | 5.0k | 117.29 | |
Nuveen Maryland Premium Income Municipal (NMY) | 0.2 | $583k | 41k | 14.12 | ||
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $583k | -2% | 9.7k | 60.29 | |
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $580k | +451% | 6.1k | 95.58 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $580k | -2% | 11k | 50.74 | |
Nuveen Michigan Qlity Incom Municipal (NUM) | 0.2 | $579k | 39k | 14.76 | ||
First Tr Exchange Traded Consumr Discre (FXD) | 0.2 | $577k | +3% | 11k | 50.90 | |
Duke Energy Corp Com New (DUK) | 0.2 | $571k | 6.2k | 91.49 | ||
BlackRock (BLK) | 0.2 | $564k | -2% | 782.00 | 721.23 | |
Amgen (AMGN) | 0.2 | $549k | 2.4k | 229.80 | ||
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.2 | $548k | -38% | 11k | 50.79 | |
Delaware Inv Mn Mun Inc Fd I (VMM) | 0.2 | $531k | 40k | 13.13 | ||
First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.1 | $524k | +2% | 19k | 28.05 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $519k | -3% | 14k | 37.89 | |
Prudential Financial (PRU) | 0.1 | $517k | +2% | 6.6k | 78.05 | |
3M Company (MMM) | 0.1 | $513k | -13% | 2.9k | 174.73 | |
Nike CL B (NKE) | 0.1 | $510k | 3.6k | 141.39 | ||
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) | 0.1 | $508k | +23% | 37k | 13.63 | |
Eaton Corp SHS (ETN) | 0.1 | $507k | -2% | 4.2k | 120.26 | |
Southwest Airlines (LUV) | 0.1 | $502k | +18% | 11k | 46.59 | |
Emergent BioSolutions (EBS) | 0.1 | $496k | -22% | 5.5k | 89.68 | |
Truist Financial Corp equities (TFC) | 0.1 | $490k | 10k | 47.89 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $484k | +5% | 3.4k | 141.11 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $484k | -23% | 2.1k | 229.60 | |
Kraft Heinz (KHC) | 0.1 | $483k | -9% | 14k | 34.65 | |
Target Corporation (TGT) | 0.1 | $481k | +53% | 2.7k | 176.58 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $476k | +3% | 1.3k | 375.69 | |
Texas Instruments Incorporated (TXN) | 0.1 | $475k | -8% | 2.9k | 163.96 | |
Medtronic SHS (MDT) | 0.1 | $471k | +33% | 4.0k | 117.14 | |
Broadcom (AVGO) | 0.1 | $469k | 1.1k | 437.50 | ||
American Fin Tr Com Class A (AFIN) | 0.1 | $467k | -11% | 63k | 7.43 | |
Valero Energy Corporation (VLO) | 0.1 | $466k | +58% | 8.2k | 56.56 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $466k | +17% | 2.3k | 206.65 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $465k | +9% | 5.3k | 88.57 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $461k | NEW | 20k | 23.56 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $454k | -3% | 8.5k | 53.66 | |
Eli Lilly & Co. (LLY) | 0.1 | $452k | 2.7k | 168.66 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $447k | +2% | 4.2k | 105.82 | |
Nuveen Ga Div Adv Mun Fd 2 (NKG) | 0.1 | $444k | -2% | 34k | 13.06 | |
Union Pacific Corporation (UNP) | 0.1 | $440k | -5% | 2.1k | 208.14 | |
Analog Devices (ADI) | 0.1 | $437k | +2% | 3.0k | 147.74 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $434k | NEW | 6.2k | 70.26 | |
Cheniere Energy Com New (LNG) | 0.1 | $432k | -6% | 7.2k | 60.02 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $420k | 8.9k | 47.18 | ||
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $420k | NEW | 12k | 36.52 | |
Luminar Technologies Com Cl A | 0.1 | $419k | NEW | 12k | 33.99 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $417k | -5% | 4.8k | 87.40 | |
TJX Companies (TJX) | 0.1 | $417k | -7% | 6.1k | 68.25 | |
Clorox Company (CLX) | 0.1 | $417k | -23% | 2.1k | 201.94 | |
Blackstone Group Com Cl A (BX) | 0.1 | $415k | -39% | 6.4k | 64.86 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $409k | +3% | 7.8k | 52.37 | |
Global X Fds Social Med Etf (SOCL) | 0.1 | $402k | -5% | 6.5k | 61.84 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $399k | +10% | 2.5k | 160.76 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $395k | +14% | 6.3k | 62.78 | |
O'reilly Automotive (ORLY) | 0.1 | $392k | +12% | 867.00 | 452.13 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $392k | 3.5k | 113.39 | ||
Ishares Tr Short Treas Bd (SHV) | 0.1 | $388k | NEW | 3.5k | 110.42 | |
Advanced Micro Devices (AMD) | 0.1 | $382k | 4.2k | 91.63 | ||
Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $382k | +45% | 5.7k | 66.74 | |
Marvell Technology Group Ord (MRVL) | 0.1 | $381k | -2% | 8.0k | 47.55 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $379k | +30% | 7.6k | 50.05 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $376k | +8% | 15k | 24.57 | |
Exelon Corporation (EXC) | 0.1 | $375k | NEW | 8.9k | 42.17 | |
Nextera Energy (NEE) | 0.1 | $372k | +303% | 4.8k | 77.19 | |
Applied Materials (AMAT) | 0.1 | $369k | +20% | 4.3k | 86.26 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $363k | +294% | 5.7k | 63.87 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $361k | +102% | 4.4k | 81.40 | |
Global Payments (GPN) | 0.1 | $361k | NEW | 1.7k | 215.39 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $361k | NEW | 3.9k | 93.21 | |
Ishares Gold Trust Ishares (IAU) | 0.1 | $355k | 20k | 18.13 | ||
Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $354k | +20% | 2.4k | 146.52 | |
Royce Value Trust (RVT) | 0.1 | $353k | 22k | 16.15 | ||
Ishares Tr India 50 Etf (INDY) | 0.1 | $351k | 8.3k | 42.50 | ||
Colgate-Palmolive Company (CL) | 0.1 | $351k | 4.1k | 85.63 | ||
PPL Corporation (PPL) | 0.1 | $350k | NEW | 12k | 28.18 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $350k | -18% | 9.5k | 36.76 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $350k | NEW | 1.6k | 223.79 | |
Lululemon Athletica (LULU) | 0.1 | $347k | 997.00 | 348.04 | ||
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $345k | +2% | 1.6k | 211.92 | |
Danaher Corporation (DHR) | 0.1 | $345k | +10% | 1.6k | 222.01 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $345k | NEW | 1.5k | 236.46 | |
Carrier Global Corporation (CARR) | 0.1 | $345k | -11% | 9.1k | 37.74 | |
Honeywell International (HON) | 0.1 | $339k | -2% | 1.6k | 212.81 | |
CVS Caremark Corporation (CVS) | 0.1 | $338k | +6% | 5.0k | 68.26 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $337k | -30% | 8.4k | 40.17 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $337k | +7% | 3.5k | 96.26 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $336k | -12% | 5.5k | 61.65 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $336k | NEW | 1.5k | 224.00 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $335k | NEW | 3.3k | 102.67 | |
Global X Fds Us Pfd Etf (PFFD) | 0.1 | $324k | +17% | 13k | 25.78 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $324k | +9% | 2.5k | 127.96 | |
Illinois Tool Works (ITW) | 0.1 | $324k | -29% | 1.6k | 204.03 | |
Chegg (CHGG) | 0.1 | $323k | -13% | 3.6k | 90.22 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $322k | +7% | 8.6k | 37.54 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $322k | +4% | 3.3k | 97.19 | |
Godaddy Cl A (GDDY) | 0.1 | $319k | 3.8k | 82.96 | ||
Spdr Ser Tr Blombrg Brc Intl (IBND) | 0.1 | $316k | 8.3k | 37.93 | ||
MGM Resorts International. (MGM) | 0.1 | $311k | NEW | 9.9k | 31.48 | |
BP Sponsored Adr (BP) | 0.1 | $309k | -30% | 15k | 20.52 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $306k | 2.0k | 150.22 | ||
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $302k | 8.3k | 36.58 | ||
Service Corporation International (SCI) | 0.1 | $301k | -4% | 6.1k | 49.17 | |
Invesco SHS (IVZ) | 0.1 | $300k | -4% | 17k | 17.41 | |
L3harris Technologies (LHX) | 0.1 | $299k | -17% | 1.6k | 188.88 | |
Cibc Cad (CM) | 0.1 | $298k | -8% | 3.5k | 85.41 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $296k | -3% | 1.1k | 275.61 | |
Ceridian Hcm Hldg (CDAY) | 0.1 | $295k | +3% | 2.8k | 106.38 | |
CoStar (CSGP) | 0.1 | $286k | -3% | 309.00 | 925.57 | |
Qualcomm (QCOM) | 0.1 | $285k | +6% | 1.9k | 152.32 | |
Zscaler Incorporated (ZS) | 0.1 | $285k | 1.4k | 200.00 | ||
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $285k | +7% | 7.1k | 39.94 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $284k | +14% | 2.1k | 137.93 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $280k | -3% | 855.00 | 327.49 | |
John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $277k | 6.2k | 44.97 | ||
Western Asset Municipal Hgh Incm Fnd (MHF) | 0.1 | $275k | 37k | 7.51 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $275k | -8% | 1.1k | 240.81 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $274k | -13% | 3.0k | 91.58 | |
Fastenal Company (FAST) | 0.1 | $267k | 5.5k | 48.91 | ||
Ishares Tr Mbs Etf (MBB) | 0.1 | $261k | 2.4k | 110.27 | ||
Crown Castle Intl (CCI) | 0.1 | $261k | +5% | 1.6k | 159.44 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $261k | NEW | 1.6k | 161.61 | |
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $260k | -4% | 7.0k | 37.18 | |
PG&E Corporation (PCG) | 0.1 | $260k | NEW | 21k | 12.47 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $252k | NEW | 2.8k | 91.37 | |
Nuveen PA Investnt Quality Municipal (NQP) | 0.1 | $250k | +6% | 17k | 14.45 | |
Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.1 | $249k | NEW | 1.1k | 218.42 | |
Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $248k | NEW | 5.0k | 49.81 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $248k | 2.4k | 104.55 | ||
Main Street Capital Corporation (MAIN) | 0.1 | $245k | -19% | 7.6k | 32.27 | |
Thermo Fisher Scientific (TMO) | 0.1 | $245k | -4% | 526.00 | 465.78 | |
The Trade Desk Com Cl A (TTD) | 0.1 | $244k | NEW | 305.00 | 800.00 | |
Alliant Energy Corporation (LNT) | 0.1 | $242k | -5% | 4.7k | 51.61 | |
Linde SHS (LIN) | 0.1 | $242k | NEW | 920.00 | 263.04 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $240k | NEW | 2.2k | 109.19 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $238k | -7% | 2.2k | 109.02 | |
Lam Research Corporation (LRCX) | 0.1 | $236k | NEW | 501.00 | 471.06 | |
Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.1 | $235k | NEW | 14k | 16.43 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $232k | NEW | 2.7k | 84.89 | |
New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $228k | NEW | 1.2k | 186.12 | |
Switch Cl A (SWCH) | 0.1 | $228k | +14% | 14k | 16.39 | |
General Electric Company (GE) | 0.1 | $227k | -53% | 21k | 10.78 | |
Amplify Etf Tr Intl Online (XBUY) | 0.1 | $227k | NEW | 4.4k | 51.36 | |
Automatic Data Processing (ADP) | 0.1 | $227k | NEW | 1.3k | 176.52 | |
Mohawk Industries (MHK) | 0.1 | $226k | NEW | 1.6k | 140.99 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $226k | +300% | 2.7k | 85.22 | |
Walgreen Boots Alliance (WBA) | 0.1 | $223k | -36% | 5.6k | 39.83 | |
Wayfair Cl A (W) | 0.1 | $220k | -25% | 974.00 | 225.87 | |
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $218k | -19% | 4.7k | 46.48 | |
Credit Acceptance (CACC) | 0.1 | $217k | -18% | 626.00 | 346.65 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $216k | NEW | 4.8k | 44.90 | |
Moody's Corporation (MCO) | 0.1 | $215k | +2% | 739.00 | 290.93 | |
AutoNation (AN) | 0.1 | $215k | NEW | 3.1k | 69.92 | |
Allstate Corporation (ALL) | 0.1 | $213k | NEW | 1.9k | 109.96 | |
CSX Corporation (CSX) | 0.1 | $213k | NEW | 2.3k | 90.68 | |
Novartis Sponsored Adr (NVS) | 0.1 | $211k | -17% | 2.2k | 94.45 | |
General Motors Company (GM) | 0.1 | $210k | NEW | 5.0k | 41.66 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $209k | -11% | 2.4k | 88.00 | |
Peloton Interactive Cl A Com (PTON) | 0.1 | $209k | NEW | 1.4k | 152.00 | |
Goldman Sachs (GS) | 0.1 | $209k | NEW | 793.00 | 263.56 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $208k | NEW | 6.6k | 31.35 | |
Us Bancorp Del Com New (USB) | 0.1 | $207k | NEW | 4.4k | 46.66 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $204k | NEW | 5.8k | 35.08 | |
General Dynamics Corporation (GD) | 0.1 | $204k | NEW | 1.4k | 149.01 | |
Cohen & Steers Total Return Real (RFI) | 0.1 | $202k | 15k | 13.27 | ||
Novavax Com New (NVAX) | 0.1 | $201k | -21% | 1.8k | 111.67 | |
Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $200k | NEW | 8.9k | 22.42 | |
BlackRock MuniVest Fund (MVF) | 0.1 | $193k | NEW | 21k | 9.19 | |
Calamos Global Dynamic Income Fund (CHW) | 0.1 | $185k | +10% | 19k | 9.54 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $171k | 13k | 13.58 | ||
Nuveen Pa Mun Value (NPN) | 0.0 | $170k | 12k | 14.28 | ||
Federated Premier Municipal Income (FMN) | 0.0 | $166k | 11k | 14.83 | ||
Aurinia Pharmaceuticals (AUPH) | 0.0 | $162k | +3% | 12k | 13.81 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $162k | 11k | 15.36 | ||
Dws Strategic Municipal Income Trust (KSM) | 0.0 | $137k | 12k | 11.42 | ||
Annaly Capital Management (NLY) | 0.0 | $135k | +15% | 16k | 8.44 | |
Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $135k | 12k | 11.74 | ||
Ford Motor Company (F) | 0.0 | $133k | -4% | 15k | 8.79 | |
Nuveen Municipal Income Fund (NMI) | 0.0 | $131k | 12k | 11.38 | ||
Vista Oil & Gas Sab De Cv Sponsored Ads (VIST) | 0.0 | $86k | -12% | 34k | 2.57 | |
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $68k | -42% | 19k | 3.50 | |
Bgc Partners Cl A (BGCP) | 0.0 | $58k | 14k | 4.03 | ||
Ares Capital Corp Note 4.625% 3/0 | 0.0 | $26k | 25k | 1.04 | ||
Outlook Therapeutics Com New (OTLK) | 0.0 | $20k | +50% | 15k | 1.33 | |
Corbus Pharmaceuticals Hldgs (CRBP) | 0.0 | $13k | NEW | 10k | 1.30 |
Past Filings by Coastal Investment Advisors
SEC 13F filings are viewable for Coastal Investment Advisors going back to 2019
- Coastal Investment Advisors 2020 Q4 filed Jan. 13, 2021
- Coastal Investment Advisors 2020 Q3 filed Oct. 23, 2020
- Coastal Investment Advisors 2020 Q2 filed July 16, 2020
- Coastal Investment Advisors 2020 Q1 filed April 23, 2020
- Coastal Investment Advisors 2019 Q4 filed Feb. 5, 2020
- Coastal Investment Advisors 2019 Q3 filed Oct. 18, 2019
- Coastal Investment Advisors 2019 Q2 filed Aug. 1, 2019
- Coastal Investment Advisors 2019 Q1 filed May 15, 2019