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| Name: |
Coastal Investment Advisors Inc. |
| City: |
WILMINGTON |
| State: |
DE |
| Zip: |
19801 |
| |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ABX |
Barrick Gold Corp (USA) |
222 |
New |
$16.93 |
$537,000 |
32,264 |
0.11% |
537,000 |
32,264 |
0 |
Gold |
|
|
INTU |
Intuit Inc |
252 |
New |
$632.31 |
$448,000 |
690 |
0.09% |
448,000 |
690 |
0 |
Application Software |
|
|
DWAC |
Digital World Acquisition Corp |
292 |
New |
$50.99 |
$358,000 |
5,774 |
0.07% |
358,000 |
5,774 |
0 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
305 |
New |
$422.78 |
$328,000 |
785 |
0.07% |
328,000 |
785 |
0 |
Drug Manufacturers - ... |
|
|
KKR |
KKR Financial Holdings LLC |
313 |
New |
$103.13 |
$303,000 |
3,009 |
0.06% |
303,000 |
3,009 |
0.001 |
Asset Management |
|
|
ZS |
Zscaler Inc |
317 |
New |
$174.62 |
$300,000 |
1,555 |
0.06% |
300,000 |
1,555 |
0.001 |
N/A |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
349 |
New |
$973.80 |
$256,000 |
266 |
0.05% |
256,000 |
266 |
0 |
Biotechnology |
|
|
LHX |
L3harris Technologies Inc |
361 |
New |
$219.60 |
$250,000 |
1,174 |
0.05% |
250,000 |
1,174 |
0 |
Communication Equipment |
|
|
NREF |
Nexpoint Real Estate Financ... |
386 |
New |
$13.36 |
$224,000 |
15,630 |
0.05% |
224,000 |
15,630 |
0 |
N/A |
|
|
XYL |
Xylem Inc. |
391 |
New |
$143.00 |
$213,000 |
1,646 |
0.04% |
213,000 |
1,646 |
0.001 |
Diversified Machinery |
|
|
CTAS |
Cintas Corp |
402 |
New |
$700.27 |
$204,000 |
297 |
0.04% |
204,000 |
297 |
0 |
Business Services |
|
|
FCLD |
Fidelity Cloud Computing Etf |
422 |
New |
$0.00 |
$170,000 |
6,742 |
0.04% |
170,000 |
6,742 |
0.075 |
N/A |
|
|
STRV |
Strive 500 Etf |
439 |
New |
$0.00 |
$147,000 |
4,380 |
0.03% |
147,000 |
4,380 |
0.126 |
N/A |
|
|
FREL |
Fidelity Msci Real Estate I... |
441 |
New |
$0.00 |
$146,000 |
5,600 |
0.03% |
146,000 |
5,600 |
0.227 |
N/A |
|
|
BNDD |
Quadratic Deflation Etf |
444 |
New |
$0.00 |
$146,000 |
9,770 |
0.03% |
146,000 |
9,770 |
0 |
N/A |
|
|
NULG |
Nushares Esg Large Cap Grow... |
445 |
New |
$0.00 |
$144,000 |
1,892 |
0.03% |
144,000 |
1,892 |
0.054 |
N/A |
|
|
USHY |
Ishares Broad Usd High Yiel... |
447 |
New |
$0.00 |
$143,000 |
3,910 |
0.03% |
143,000 |
3,910 |
0 |
N/A |
|
|
MAR |
Marriott International Inc |
452 |
New |
$240.46 |
$138,000 |
545 |
0.03% |
138,000 |
545 |
0 |
Lodging |
|
|
DEM |
WisdomTree Emerging Markets... |
466 |
New |
$43.72 |
$113,000 |
2,709 |
0.02% |
113,000 |
2,709 |
0.006 |
Closed - End Fund - E... |
|
|
DG |
Dollar General Corp |
470 |
New |
$140.95 |
$107,000 |
687 |
0.02% |
107,000 |
687 |
0.199 |
Discount, Variety Stores |
|
|
LLYVA |
Liberty Media Liberty Live ... |
474 |
New |
$38.93 |
$105,000 |
2,490 |
0.02% |
105,000 |
2,490 |
0 |
N/A |
|
|
FENY |
Fidelity MSCI Energy Index |
475 |
New |
$25.74 |
$105,000 |
4,070 |
0.02% |
105,000 |
4,070 |
0 |
N/A |
|
|
PGJ |
Invesco Golden Dragon China... |
477 |
New |
$26.55 |
$104,000 |
4,240 |
0.02% |
104,000 |
4,240 |
0 |
Closed - End Fund - Debt |
|
|
JOBY |
Joby Aviation, Inc |
482 |
New |
$5.06 |
$99,000 |
18,400 |
0.02% |
99,000 |
18,400 |
0.003 |
N/A |
|
|
PIZ |
Invesco DWA Developed Marke... |
483 |
New |
$34.73 |
$98,000 |
2,850 |
0.02% |
98,000 |
2,850 |
0.056 |
Closed - End Fund - Debt |
|
|
NSC |
Norfolk Southern Corp |
496 |
New |
$249.65 |
$82,000 |
322 |
0.02% |
82,000 |
322 |
0 |
Railroads |
|
|
SQQQ |
Proshares Ultrapro Short Qq... |
502 |
New |
$10.61 |
$79,000 |
7,500 |
0.02% |
79,000 |
7,500 |
0 |
Closed - End Fund - Debt |
|
|
BITO |
Proshares Bitcoin Strategy Etf |
513 |
New |
$0.00 |
$74,000 |
2,299 |
0.02% |
74,000 |
2,299 |
0.005 |
N/A |
|
|
TIPX |
Spdr Barclays 1 To 10 Year ... |
518 |
New |
$18.38 |
$70,000 |
3,759 |
0.01% |
70,000 |
3,759 |
0 |
N/A |
|
|
NUMG |
Nushares Esg Mid Cap Growth... |
523 |
New |
$0.00 |
$66,000 |
1,476 |
0.01% |
66,000 |
1,476 |
0 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
522 |
New |
$0.00 |
$66,000 |
1,456 |
0.01% |
66,000 |
1,456 |
0.013 |
N/A |
|
|
IYJ |
iShares Dow Jones US Indust... |
533 |
New |
$0.00 |
$63,000 |
500 |
0.01% |
63,000 |
500 |
0.001 |
Closed - End Fund - E... |
|
|
SPVU |
Invesco S&P 500 Enhanced Va... |
540 |
New |
$0.00 |
$58,000 |
1,166 |
0.01% |
58,000 |
1,166 |
0.016 |
N/A |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
547 |
New |
$51.86 |
$56,000 |
1,111 |
0.01% |
56,000 |
1,111 |
0 |
Closed - End Fund - Debt |
|
|
DNL |
WisdomTree World ex-US Growth |
563 |
New |
$39.03 |
$47,000 |
1,205 |
0.01% |
47,000 |
1,205 |
0 |
Closed - End Fund - Debt |
|
|
BUXX |
Strive Enhanced Income Shor... |
570 |
New |
$0.00 |
$44,000 |
2,200 |
0.01% |
44,000 |
2,200 |
0 |
N/A |
|
|
EZM |
WisdomTree MidCap Earnings |
573 |
New |
$59.45 |
$43,000 |
700 |
0.01% |
43,000 |
700 |
0.005 |
Closed - End Fund - Debt |
|
|
FWONA |
Liberty Media Corp |
577 |
New |
$62.64 |
$41,000 |
700 |
0.01% |
41,000 |
700 |
0 |
Entertainment - Diver... |
|
|
SMIN |
iShares Msci India Small Ca... |
580 |
New |
$0.00 |
$40,000 |
571 |
0.01% |
40,000 |
571 |
0 |
N/A |
|
|
COWG |
Pacer Us Large Cap Cash Cow... |
583 |
New |
$0.00 |
$39,000 |
1,500 |
0.01% |
39,000 |
1,500 |
0 |
N/A |
|
|
FCPI |
Fidelity Stocks For Inflati... |
582 |
New |
$0.00 |
$39,000 |
1,000 |
0.01% |
39,000 |
1,000 |
0 |
N/A |
|
|
LLYVK |
Liberty Media Corporation |
594 |
New |
$74.10 |
$33,000 |
759 |
0.01% |
33,000 |
759 |
0 |
Entertainment - Diver... |
|
|
PSP |
Invesco Global Listed Priva... |
596 |
New |
$65.15 |
$32,000 |
479 |
0.01% |
32,000 |
479 |
0 |
Closed - End Fund - E... |
|
|
RFV |
Invesco S&P Midcap 400 Pure... |
608 |
New |
$115.50 |
$27,000 |
230 |
0.01% |
27,000 |
230 |
0 |
Closed - End Fund - E... |
|
|
TBIL |
Us Treasury 3 Month Bill Etf |
613 |
New |
$0.00 |
$25,000 |
500 |
0.01% |
25,000 |
500 |
0 |
N/A |
|
|
CAFG |
Pacer Us Small Cap Cash Cow... |
617 |
New |
$0.00 |
$24,000 |
1,000 |
0% |
24,000 |
1,000 |
0 |
N/A |
|
|
DRLL |
Strive Us Energy Etf |
635 |
New |
$0.00 |
$21,000 |
680 |
0% |
21,000 |
680 |
0 |
N/A |
|
|
JKL |
IShares Trust Small Value I... |
630 |
New |
$59.81 |
$21,000 |
350 |
0% |
21,000 |
350 |
0 |
Closed - End Fund - E... |
|
|
FTEC |
Fidelity Msci Information T... |
632 |
New |
$153.53 |
$21,000 |
135 |
0% |
21,000 |
135 |
0 |
N/A |
|
|
WPC |
WP Carey & Co |
643 |
New |
$58.39 |
$19,000 |
339 |
0% |
19,000 |
339 |
0 |
Property Management |
|
|
COMT |
iShares Commodities Select ... |
642 |
New |
$27.01 |
$19,000 |
690 |
0% |
19,000 |
690 |
0 |
N/A |
|
|
HEZU |
Ishares Currency Hedged Msc... |
647 |
New |
$37.47 |
$18,000 |
500 |
0% |
18,000 |
500 |
0.011 |
N/A |
|
|
PIO |
Invesco Global Water ETF Tr... |
652 |
New |
$41.11 |
$17,000 |
400 |
0% |
17,000 |
400 |
0.006 |
Electronic Equipment |
|
|
FHLC |
Fidelity Msci Health Care I... |
653 |
New |
$67.62 |
$17,000 |
240 |
0% |
17,000 |
240 |
0 |
N/A |
|
|
IRBO |
Ishares Robotics And Artifi... |
656 |
New |
$0.00 |
$16,000 |
468 |
0% |
16,000 |
468 |
0.023 |
N/A |
|
|
NYF |
iShares S&P NY AMT-Free Mun... |
660 |
New |
$53.49 |
$16,000 |
305 |
0% |
16,000 |
305 |
0 |
N/A |
|
|
DLN |
WisdomTree LargeCap Dividen... |
664 |
New |
$70.09 |
$15,000 |
214 |
0% |
15,000 |
214 |
0 |
Closed - End Fund - E... |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
682 |
New |
$46.22 |
$12,000 |
246 |
0% |
12,000 |
246 |
0 |
N/A |
|
|
PXSG |
Invesco Russell 2000 Pure G... |
688 |
New |
$60.61 |
$11,000 |
180 |
0% |
11,000 |
180 |
0 |
Closed - End Fund - Debt |
|
|
IDNA |
Ishares Genomics Immunology... |
698 |
New |
$23.23 |
$10,000 |
407 |
0% |
10,000 |
407 |
0 |
N/A |
|
|
LVS |
Las Vegas Sands Corp |
699 |
New |
$46.54 |
$10,000 |
200 |
0% |
10,000 |
200 |
0 |
Gambling/Resorts |
|
|
KSA |
Ishares Msci Saudi Arabia Etf |
706 |
New |
$42.88 |
$9,000 |
200 |
0% |
9,000 |
200 |
0 |
N/A |
|
|
LSXMK |
Liberty Media Corporation S... |
703 |
New |
$32.83 |
$9,000 |
302 |
0% |
9,000 |
302 |
0 |
Entertainment - Diver... |
|
|
URA |
Global X Uranium ETF |
707 |
New |
$31.22 |
$9,000 |
325 |
0% |
9,000 |
325 |
0 |
Closed - End Fund - E... |
|
|
DON |
Wisdom Tree Trust MidCap Di... |
701 |
New |
$46.58 |
$9,000 |
186 |
0% |
9,000 |
186 |
0 |
Closed - End Fund - E... |
|
|
QID |
Proshares Ultrashort Qqq |
713 |
New |
$6.62 |
$8,000 |
850 |
0% |
8,000 |
850 |
0 |
Closed - End Fund - E... |
|
|
EPI |
WisdomTree India Earnings |
719 |
New |
$43.90 |
$7,000 |
165 |
0% |
7,000 |
165 |
0 |
Closed - End Fund - E... |
|
|
IFRA |
Ishares Us Infrastructure Etf |
730 |
New |
$0.00 |
$6,000 |
142 |
0% |
6,000 |
142 |
0 |
N/A |
|
|
OCTH |
Innovator Premium Income 20... |
750 |
New |
$0.00 |
$4,000 |
180 |
0% |
4,000 |
180 |
0 |
N/A |
|
|
JULH |
Innovator Premium Income 20... |
749 |
New |
$0.00 |
$4,000 |
180 |
0% |
4,000 |
180 |
0 |
N/A |
|
|
DIM |
Wisdom Tree Trust Internati... |
748 |
New |
$60.11 |
$4,000 |
62 |
0% |
4,000 |
62 |
0.002 |
Closed - End Fund - E... |
|
|
EMBD |
Global X Emerging Markets B... |
746 |
New |
$0.00 |
$4,000 |
160 |
0% |
4,000 |
160 |
0 |
N/A |
|
|
APRH |
Innovator Premium Income 20... |
751 |
New |
$0.00 |
$4,000 |
180 |
0% |
4,000 |
180 |
0 |
N/A |
|
|
FTXN |
First Trust Nasdaq Oil And Gas |
766 |
New |
$0.00 |
$3,000 |
101 |
0% |
3,000 |
101 |
0 |
N/A |
|
|
DFE |
WisdomTree Europe SmallCap ... |
764 |
New |
$59.29 |
$3,000 |
47 |
0% |
3,000 |
47 |
0 |
Closed - End Fund - E... |
|
|
PTF |
Invesco Dwa Technology Mome... |
782 |
New |
$57.24 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
Independent Oil & Gas |
|
|
PPH |
Vaneck Vectors Pharmaceutical |
781 |
New |
$87.56 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
N/A |
|
|
FNDE |
Schwab Fundamental Emerging... |
786 |
New |
$29.69 |
$1,000 |
43 |
0% |
1,000 |
43 |
0 |
N/A |
|
|
VWOB |
Vanguard Emerging Markets G... |
814 |
New |
$63.14 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
|
