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 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