Coastal Investment Advisors, Inc. Buys Procter & Gamble Co, Vanguard Growth ETF, MicroStrategy Inc, Sells S&P 500 ETF TRUST ETF, iShares Russell Mid-Cap ETF, iShares Core S&P Small-Cap ETF

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Apr 12, 2021
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Investment company Coastal Investment Advisors, Inc. (Current Portfolio) buys Procter & Gamble Co, Vanguard Growth ETF, MicroStrategy Inc, Vanguard High Dividend Yield Indx ETF, PowerShares QQQ Trust Ser 1, sells S&P 500 ETF TRUST ETF, iShares Russell Mid-Cap ETF, iShares Core S&P Small-Cap ETF, Apogee Enterprises Inc, Vanguard Total Bond Market ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Coastal Investment Advisors, Inc.. As of 2021Q1, Coastal Investment Advisors, Inc. owns 365 stocks with a total value of $377 million. These are the details of the buys and sells.

For the details of Coastal Investment Advisors, Inc.'s stock buys and sells,go to https://www.gurufocus.com/guru/coastal+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Coastal Investment Advisors, Inc.
  1. Apple Inc (AAPL) - 185,648 shares, 6.01% of the total portfolio. Shares reduced by 2.59%
  2. Amazon.com Inc (AMZN) - 5,675 shares, 4.65% of the total portfolio. Shares reduced by 17.61%
  3. Microsoft Corp (MSFT) - 40,223 shares, 2.51% of the total portfolio. Shares added by 14.03%
  4. Procter & Gamble Co (PG) - 57,414 shares, 2.06% of the total portfolio. Shares added by 311.92%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 22,446 shares, 1.90% of the total portfolio. Shares added by 47.76%
New Purchase: Vanguard Growth ETF (VUG)

Coastal Investment Advisors, Inc. initiated holding in Vanguard Growth ETF. The purchase prices were between $242.78 and $268.49, with an estimated average price of $256.33. The stock is now traded at around $272.140000. The impact to a portfolio due to this purchase was 0.91%. The holding were 13,395 shares as of 2021-03-31.

New Purchase: MicroStrategy Inc (MSTR)

Coastal Investment Advisors, Inc. initiated holding in MicroStrategy Inc. The purchase prices were between $425.22 and $1272.94, with an estimated average price of $711.67. The stock is now traded at around $718.240000. The impact to a portfolio due to this purchase was 0.89%. The holding were 4,937 shares as of 2021-03-31.

New Purchase: NXP Semiconductors NV (NXPI)

Coastal Investment Advisors, Inc. initiated holding in NXP Semiconductors NV. The purchase prices were between $160.47 and $208.34, with an estimated average price of $182.81. The stock is now traded at around $207.940000. The impact to a portfolio due to this purchase was 0.47%. The holding were 8,899 shares as of 2021-03-31.

New Purchase: Penn National Gaming Inc (PENN)

Coastal Investment Advisors, Inc. initiated holding in Penn National Gaming Inc. The purchase prices were between $80.89 and $136.47, with an estimated average price of $110.89. The stock is now traded at around $101.820000. The impact to a portfolio due to this purchase was 0.46%. The holding were 16,454 shares as of 2021-03-31.

New Purchase: Generac Holdings Inc (GNRC)

Coastal Investment Advisors, Inc. initiated holding in Generac Holdings Inc. The purchase prices were between $224.56 and $363.47, with an estimated average price of $295.22. The stock is now traded at around $328.340000. The impact to a portfolio due to this purchase was 0.45%. The holding were 5,192 shares as of 2021-03-31.

New Purchase: Riot Blockchain Inc (RIOT)

Coastal Investment Advisors, Inc. initiated holding in Riot Blockchain Inc. The purchase prices were between $16.48 and $77.9, with an estimated average price of $40.63. The stock is now traded at around $51.530000. The impact to a portfolio due to this purchase was 0.32%. The holding were 22,846 shares as of 2021-03-31.

Added: Procter & Gamble Co (PG)

Coastal Investment Advisors, Inc. added to a holding in Procter & Gamble Co by 311.92%. The purchase prices were between $122.15 and $140.16, with an estimated average price of $130.43. The stock is now traded at around $136.930000. The impact to a portfolio due to this purchase was 1.56%. The holding were 57,414 shares as of 2021-03-31.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Coastal Investment Advisors, Inc. added to a holding in Vanguard High Dividend Yield Indx ETF by 884.34%. The purchase prices were between $89.81 and $101.83, with an estimated average price of $95.92. The stock is now traded at around $102.560000. The impact to a portfolio due to this purchase was 0.66%. The holding were 27,148 shares as of 2021-03-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Coastal Investment Advisors, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 47.76%. The purchase prices were between $299.56 and $336.03, with an estimated average price of $319.4. The stock is now traded at around $336.670000. The impact to a portfolio due to this purchase was 0.61%. The holding were 22,446 shares as of 2021-03-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Coastal Investment Advisors, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 88.77%. The purchase prices were between $113.25 and $117.47, with an estimated average price of $115.44. The stock is now traded at around $114.150000. The impact to a portfolio due to this purchase was 0.49%. The holding were 34,444 shares as of 2021-03-31.

Added: American Express Co (AXP)

Coastal Investment Advisors, Inc. added to a holding in American Express Co by 116.65%. The purchase prices were between $114.09 and $150.27, with an estimated average price of $132.09. The stock is now traded at around $147.580000. The impact to a portfolio due to this purchase was 0.46%. The holding were 23,086 shares as of 2021-03-31.

Added: PROSHARES TRUST (TQQQ)

Coastal Investment Advisors, Inc. added to a holding in PROSHARES TRUST by 93.81%. The purchase prices were between $76.6 and $110.11, with an estimated average price of $94.25. The stock is now traded at around $106.850000. The impact to a portfolio due to this purchase was 0.36%. The holding were 30,982 shares as of 2021-03-31.

Sold Out: iShares Russell Mid-Cap ETF (IWR)

Coastal Investment Advisors, Inc. sold out a holding in iShares Russell Mid-Cap ETF. The sale prices were between $67.27 and $75.48, with an estimated average price of $72.11.

Sold Out: Apogee Enterprises Inc (APOG)

Coastal Investment Advisors, Inc. sold out a holding in Apogee Enterprises Inc. The sale prices were between $30.66 and $42.56, with an estimated average price of $37.77.

Sold Out: First Trust Dow Jones Internet Index Fund (FDN)

Coastal Investment Advisors, Inc. sold out a holding in First Trust Dow Jones Internet Index Fund. The sale prices were between $206.49 and $243.18, with an estimated average price of $222.41.

Sold Out: Nuveen MI Quality Income Muni Fund Inc (NUM)

Coastal Investment Advisors, Inc. sold out a holding in Nuveen MI Quality Income Muni Fund Inc. The sale prices were between $14.57 and $15.11, with an estimated average price of $14.87.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

Coastal Investment Advisors, Inc. sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $207.02 and $241.31, with an estimated average price of $219.56.

Sold Out: Chegg Inc (CHGG)

Coastal Investment Advisors, Inc. sold out a holding in Chegg Inc. The sale prices were between $81.37 and $113.51, with an estimated average price of $95.58.



Here is the complete portfolio of Coastal Investment Advisors, Inc.. Also check out:

1. Coastal Investment Advisors, Inc.'s Undervalued Stocks
2. Coastal Investment Advisors, Inc.'s Top Growth Companies, and
3. Coastal Investment Advisors, Inc.'s High Yield stocks
4. Stocks that Coastal Investment Advisors, Inc. keeps buying
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