HoldingsChannel.com
Coastal Investment Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 61,024 -1,144 $19,178
     SPY61,024-1,144$19,178
APPLE INC 55,121 -1,271 $14,716
     AAPL55,121-1,271$14,716
AMAZON COM INC 7,536 +558 $13,568
     AMZN7,536+558$13,568
ISHARES TR (ITA) 27,351 +1,115 $6,333
     ITA27,351+1,115$6,333
ISHARES TR (IWR) 84,969 +689 $4,976
     IWR84,969+689$4,976
MICROSOFT CORP 32,528 -4,507 $4,916
     MSFT32,528-4,507$4,916
APOGEE ENTERPRISES INC 125,183 UNCH $4,787
     APOG125,183UNCH$4,787
ISHARES TR (IJR) 54,366 +673 $4,450
     IJR54,366+673$4,450
VERTICAL CAP INCOME FUND (VCIF) 395,311 -9,132 $4,015
     VCIF395,311-9,132$4,015
BERKSHIRE HATHAWAY INC DEL      $3,658
     BRK.B16,585+1,144$3,658
SLACK TECHNOLOGIES INC 157,142 +23,327 $3,600
     WORK157,142+23,327$3,600
DISNEY WALT CO 22,605 +1,132 $3,429
     DIS22,605+1,132$3,429
AT&T INC 86,062 +2,136 $3,205
     T86,062+2,136$3,205
CONSTELLATION BRANDS INC 16,701 -828 $3,109
     STZ16,701-828$3,109
ALPHABET INC 2,298 -40 $3,003
     GOOG2,298-40$3,003
FACEBOOK INC 14,866 -314 $2,983
     FB14,866-314$2,983
ISHARES TR (PFF) 78,977 +3,495 $2,934
     PFF78,977+3,495$2,934
ISHARES TR (IWM) 16,871 +636 $2,730
     IWM16,871+636$2,730
NVIDIA CORP 12,255 -319 $2,660
     NVDA12,255-319$2,660
GLOBAL X FDS 113,031 -12,009 $2,639
     QYLD113,031-12,009$2,639
AMERICAN FIN TR INC 157,824 -4,613 $2,332
     AFIN157,824-4,613$2,332
PROSHARES TR (TQQQ) 28,050 -2,082 $2,182
     TQQQ28,050-2,082$2,182
JOHNSON & JOHNSON 15,568 -1,296 $2,133
     JNJ15,568-1,296$2,133
COCA COLA CO 39,372 -44,564 $2,105
     KO39,372-44,564$2,105
BOEING CO 5,583 +853 $2,045
     BA5,583+853$2,045
VISA INC 10,625 +1,141 $1,948
     V10,625+1,141$1,948
MCDONALDS CORP 9,883 +479 $1,923
     MCD9,883+479$1,923
INVESCO QQQ TR 9,266 +65 $1,895
     QQQ9,266+65$1,895
VERIZON COMMUNICATIONS INC 31,358 -608 $1,884
     VZ31,358-608$1,884
TANDEM DIABETES CARE INC 26,608 +344 $1,832
     TNDM26,608+344$1,832
VANGUARD INDEX FDS (VTI) 11,290 +45 $1,807
     VTI11,290+45$1,807
DIREXION SHS ETF TR (FAS) 19,805 -1,307 $1,786
     FAS19,805-1,307$1,786
UNITED TECHNOLOGIES CORP 11,858 +557 $1,763
     UTX11,858+557$1,763
ISHARES INC (IEMG) 33,793 +738 $1,729
     IEMG33,793+738$1,729
EXXON MOBIL CORP 24,690 +1,155 $1,684
     XOM24,690+1,155$1,684
JPMORGAN CHASE & CO 12,576 +235 $1,660
     JPM12,576+235$1,660
MASTERCARD INC 5,482 -29 $1,605
     MA5,482-29$1,605
BRISTOL MYERS SQUIBB CO      $1,602
     BMY27,925+5,493$1,592
     RIGHT 99 99 99997,409+7,409$10
CISCO SYS INC 35,288 +3,621 $1,601
     CSCO35,288+3,621$1,601
WISDOMTREE TR 30,187 +7,526 $1,574
     AGGY30,187+7,526$1,574
ALIBABA GROUP HLDG LTD 7,553 +252 $1,511
     BABA7,553+252$1,511
BANK AMER CORP 45,149 -4,291 $1,500
     BAC45,149-4,291$1,500
ISHARES TR (HDV) 15,328 +1,977 $1,471
     HDV15,328+1,977$1,471
INTEL CORP 25,135 +2,279 $1,460
     INTC25,135+2,279$1,460
UNITEDHEALTH GROUP INC 5,101 -271 $1,429
     UNH5,101-271$1,429
PAPA JOHNS INTL INC 22,463 -141 $1,419
     PZZA22,463-141$1,419
PROCTER & GAMBLE CO 11,620 -65,230 $1,408
     PG11,620-65,230$1,408
PFIZER INC 34,747 +6,436 $1,347
     PFE34,747+6,436$1,347
ISHARES TR (ITOT) 18,750 +3,051 $1,328
     ITOT18,750+3,051$1,328
VANGUARD TAX MANAGED INTL FD (VEA) 30,264 -10,453 $1,301
     VEA30,264-10,453$1,301

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 12/31/2019: $365,679
At 09/30/2019: $368,344

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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