HoldingsChannel.com
Coastal Investment Advisors Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 62,168 -3,176 $18,453
     SPY62,168-3,176$18,453
APPLE INC 56,392 -8,420 $12,628
     AAPL56,392-8,420$12,628
AMAZON COM INC 6,978 -147 $12,084
     AMZN6,978-147$12,084
AMERICAN EXPRESS CO 82,824 +73,716 $9,802
     AXP82,824+73,716$9,802
PROCTER & GAMBLE CO 76,850 +47,609 $9,549
     PG76,850+47,609$9,549
ISHARES TR (ITA) 26,236 -1,732 $5,897
     ITA26,236-1,732$5,897
MICROSOFT CORP 37,035 -660 $5,162
     MSFT37,035-660$5,162
APOGEE ENTERPRISES INC 125,183 -1,992 $4,881
     APOG125,183-1,992$4,881
ISHARES TR (IWR) 84,280 +110 $4,713
     IWR84,280+110$4,713
COCA COLA CO 83,936 +8,744 $4,564
     KO83,936+8,744$4,564
VERTICAL CAP INCOME FUND (VCIF) 404,443 +46,246 $4,318
     VCIF404,443+46,246$4,318
ISHARES TR (IJR) 53,693 +389 $4,178
     IJR53,693+389$4,178
CONSTELLATION BRANDS INC 17,529 -1,304 $3,626
     STZ17,529-1,304$3,626
BERKSHIRE HATHAWAY INC DEL      $3,222
     BRK.B15,441+201$3,222
AT&T INC 83,926 -3,331 $3,196
     T83,926-3,331$3,196
SLACK TECHNOLOGIES INC 133,815 -4,206 $3,165
     WORK133,815-4,206$3,165
ALPHABET INC 2,338 -235 $2,848
     GOOG2,338-235$2,848
ISHARES TR (PFF) 75,482 +2,074 $2,837
     PFF75,482+2,074$2,837
GLOBAL X FDS 125,040 +1,859 $2,832
     QYLD125,040+1,859$2,832
DISNEY WALT CO 21,473 -2,342 $2,809
     DIS21,473-2,342$2,809
FACEBOOK INC 15,180 -221 $2,709
     FB15,180-221$2,709
ISHARES TR (IWM) 16,235 +416 $2,458
     IWM16,235+416$2,458
AMERICAN FIN TR INC 162,437 +857 $2,267
     AFIN162,437+857$2,267
AMERIPRISE FINL INC 14,818 +14,473 $2,183
     AMP14,818+14,473$2,183
NVIDIA CORP 12,574 -1,242 $2,182
     NVDA12,574-1,242$2,182
JOHNSON & JOHNSON 16,864 -4,427 $2,160
     JNJ16,864-4,427$2,160
MCDONALDS CORP 9,404 +53 $2,009
     MCD9,404+53$2,009
VERIZON COMMUNICATIONS INC 31,966 +1,427 $1,924
     VZ31,966+1,427$1,924
PROSHARES TR (TQQQ) 30,132 -3,053 $1,852
     TQQQ30,132-3,053$1,852
BOEING CO 4,730 -332 $1,803
     BA4,730-332$1,803
INVESCO QQQ TR 9,201 -1,320 $1,737
     QQQ9,201-1,320$1,737
VANGUARD INDEX FDS (VTI) 11,245 -108 $1,699
     VTI11,245-108$1,699
VANGUARD TAX MANAGED INTL FD (VEA) 40,717 -6,735 $1,673
     VEA40,717-6,735$1,673
EXXON MOBIL CORP 23,535 -164 $1,661
     XOM23,535-164$1,661
DIREXION SHS ETF TR (FAS) 21,112 -3,249 $1,641
     FAS21,112-3,249$1,641
ISHARES INC (IEMG) 33,055 +6,173 $1,627
     IEMG33,055+6,173$1,627
VISA INC 9,484 +552 $1,625
     V9,484+552$1,625
CISCO SYS INC 31,667 -1,811 $1,568
     CSCO31,667-1,811$1,568
TANDEM DIABETES CARE INC 26,264 +6,260 $1,552
     TNDM26,264+6,260$1,552
UNITED TECHNOLOGIES CORP 11,301 +234 $1,549
     UTX11,301+234$1,549
MASTERCARD INC 5,511 +25 $1,498
     MA5,511+25$1,498
ISHARES TR (IJH) 7,553 -1,321 $1,460
     IJH7,553-1,321$1,460
JPMORGAN CHASE & CO 12,341 -2,574 $1,457
     JPM12,341-2,574$1,457
BANK AMER CORP 49,440 +2,993 $1,450
     BAC49,440+2,993$1,450
INVESCO EXCHNG TRADED FD TR (SPLV) 23,008 +8,157 $1,330
     SPLV23,008+8,157$1,330
PREFERRED APT CMNTYS INC 88,754 +2,543 $1,275
     APTS88,754+2,543$1,275
ISHARES TR (HDV) 13,351 +1,611 $1,255
     HDV13,351+1,611$1,255
LOCKHEED MARTIN CORP 3,150 -126 $1,232
     LMT3,150-126$1,232
SSGA ACTIVE ETF TR (TOTL) 24,952 -3,437 $1,226
     TOTL24,952-3,437$1,226
ALIBABA GROUP HLDG LTD 7,301 +637 $1,223
     BABA7,301+637$1,223

See Full List: All Stocks Held By Coastal Investment Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Coastal Investment Advisors Inc.

Size ($ in 1000's)
At 09/30/2019: $368,344
At 06/30/2019: $360,539

Coastal Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coastal Investment Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Coastal Investment Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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