Apr 12, 2021 – Coastal Funding Advisors, Inc. Buys Procter & Gamble Co, Vanguard Progress ETF, MicroStrategy Inc, Sells S&P 500 ETF TRUST ETF, iShares Russell Mid-Cap ETF, iShares Core S&P Small-Cap ETF

Funding firm Coastal Funding Advisors, Inc. (Present Portfolio) buys Procter & Gamble Co, Vanguard Progress ETF, MicroStrategy Inc, Vanguard Excessive Dividend Yield Indx ETF, PowerShares QQQ Belief 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 Whole Bond Market ETF throughout the 3-months ended 2021Q1, in keeping with the newest filings of the funding firm, Coastal Funding Advisors, Inc.. As of 2021Q1, Coastal Funding Advisors, Inc. owns 365 shares with a complete worth of $377 million. These are the small print of the buys and sells.

  • New Purchases: VUG, MSTR, NXPI, PENN, GNRC, RIOT, QS, NEA, GSLC, FCAM, MSOS, AMP, FXR, FPE, TFI, AGGY, FTSM, NUW, MAXR, EEM, VOT, AEP, AIA, BOND, VSAT, NI, EMB, SXI, NSC, TWLO, SOXX, PGR, TRN, NVG, IPO, D, GILD, FV, REGL, DELL, HUM, FIVG, FDL, IRM, GEM, ENB, CLVT, STAG, APO, KMI, ORCL, DLR, PNC, VFH, VIS, WY, SJM, AVB, HPQ, AAL, NYV, NUV, NNY, NCA, CIDM,
  • Added Positions: PG, VYM, QQQ, AGG, AXP, TQQQ, IWD, VGT, MSFT, ARKK, VHT, VIG, IVE, MCD, FVD, IJH, IVV, MINT, JNJ, PEP, DIS, T, HD, SQ, ADBE, MO, GM, SHV, BMY, MA, V, MMM, LLY, SO, VZ, ITOT, IWM, JPST, BRK.B, DUK, PCG, VWO, DHR, NEE, INTC, JPM, MU, PFE, UNH, HYG, SLV, CINF, KO, GIS, HON, QCOM, RTX, MHF, NXQ, ARKG, IGIB, IEFA, IEMG, NOBL, SPSB, TIP, XLI, LMT, NXR, EDU, CRWD, VCSH, VNQ, XLY, AMAT, BAC, CSX, CCI, CMI, PPL, PRU, UL, UPS, EBAY, WIA, AUPH, TSLA, ABBV, LBRDA, TTD, FXI, GDXJ, IJS, INDY, IWV, QCLN, SMH, VO, XAR, AMT, NLY, TFC, BP, COF, C, CLX, CMCSA, DE, DEO, XOM, MLM, MRK, NVS, ORLY, USB, VLO, WMT, WFC, NMI, NPV, BX, PM, BUD, VIST, CARR, PLTR, DVY, FLOT, IVW, IYW, LQD, MUB, SDY, SPIP, VGK, VTI, XLE, XLF, XLU, AMD, LNG, CL, CACC, FDX, F, GD, J, NKE, PKI, TSM, TXN, TMO, UNP, RVT, GDDY, KHC, RACE, CDAY, ARKW, BSV, GDX, RDVY, SPHD, TAN, VCIT, XLP,
  • Lowered Positions: SPY, IJR, AMZN, BND, ITA, AAPL, FB, TWTR, SHOP, SPCE, PYPL, BABA, GLD, FSLY, STZ, DOCU, EBS, KMB, COST, QTEC, AFIN, NFLX, CAT, FXL, CRM, FXD, BA, ETN, GOOGL, SCHO, IAU, IYF, HDV, WM, QYLD, AMGN, TDOC, ZTS, LOW, NVDA, SWCH, FTEC, SBUX, LYB, W, AVGO, GS, ABT, XLK, CM, CVX, CSCO, CSGP, GE, GPN, LULU, IBM, MRVL, MDT, PAYX, SPLV, LUV, TGT, MBB, JNK, VCR, VEA, IHI, XLV, VOO, XLRE, WBA, LNT, IVZ, BLK, KMX, GSK, LHX, BKNG, SCI, TJX, FAS, EVM, GGN, DAL, CHW, MAIN, OTLK, DVYE, EMQQ,
  • Bought Out: IWR, APOG, FDN, NUM, VRTX, MGM, CHGG, FAST, LRCX, MTUM, TBT, ALL, MHK, JD, PTON, JETS, FMN, NPN, CRBP,

For the small print of Coastal Funding Advisors, Inc.’s inventory buys and sells,
go to https://www.gurufocus.com/guru/coastal+funding+advisorspercent2C+inc./current-portfolio/portfolio

These are the highest 5 holdings of Coastal Funding Advisors, Inc.

  1. Apple Inc (AAPL) – 185,648 shares, 6.01% of the overall portfolio. Shares diminished by 2.59%
  2. Amazon.com Inc (AMZN) – 5,675 shares, 4.65% of the overall portfolio. Shares diminished by 17.61%
  3. Microsoft Corp (MSFT) – 40,223 shares, 2.51% of the overall portfolio. Shares added by 14.03%
  4. Procter & Gamble Co (PG) – 57,414 shares, 2.06% of the overall portfolio. Shares added by 311.92%
  5. PowerShares QQQ Belief Ser 1 (QQQ) – 22,446 shares, 1.90% of the overall portfolio. Shares added by 47.76%

New Buy: Vanguard Progress ETF (VUG)

Coastal Funding Advisors, Inc. initiated holding in Vanguard Progress ETF. The acquisition costs have been between $242.78 and $268.49, with an estimated common worth of $256.33. The inventory is now traded at round $272.140000. The influence to a portfolio resulting from this buy was 0.91%. The holding have been 13,395 shares as of 2021-03-31.

New Buy: MicroStrategy Inc (MSTR)

Coastal Funding Advisors, Inc. initiated holding in MicroStrategy Inc. The acquisition costs have been between $425.22 and $1272.94, with an estimated common worth of $711.67. The inventory is now traded at round $718.240000. The influence to a portfolio resulting from this buy was 0.89%. The holding have been 4,937 shares as of 2021-03-31.

New Buy: NXP Semiconductors NV (NXPI)

Coastal Funding Advisors, Inc. initiated holding in NXP Semiconductors NV. The acquisition costs have been between $160.47 and $208.34, with an estimated common worth of $182.81. The inventory is now traded at round $207.940000. The influence to a portfolio resulting from this buy was 0.47%. The holding have been 8,899 shares as of 2021-03-31.

New Buy: Penn Nationwide Gaming Inc (PENN)

Coastal Funding Advisors, Inc. initiated holding in Penn Nationwide Gaming Inc. The acquisition costs have been between $80.89 and $136.47, with an estimated common worth of $110.89. The inventory is now traded at round $101.820000. The influence to a portfolio resulting from this buy was 0.46%. The holding have been 16,454 shares as of 2021-03-31.

New Buy: Generac Holdings Inc (GNRC)

Coastal Funding Advisors, Inc. initiated holding in Generac Holdings Inc. The acquisition costs have been between $224.56 and $363.47, with an estimated common worth of $295.22. The inventory is now traded at round $328.340000. The influence to a portfolio resulting from this buy was 0.45%. The holding have been 5,192 shares as of 2021-03-31.

New Buy: Riot Blockchain Inc (RIOT)

Coastal Funding Advisors, Inc. initiated holding in Riot Blockchain Inc. The acquisition costs have been between $16.48 and $77.9, with an estimated common worth of $40.63. The inventory is now traded at round $51.530000. The influence to a portfolio resulting from this buy was 0.32%. The holding have been 22,846 shares as of 2021-03-31.

Added: Procter & Gamble Co (PG)

Coastal Funding Advisors, Inc. added to a holding in Procter & Gamble Co by 311.92%. The acquisition costs have been between $122.15 and $140.16, with an estimated common worth of $130.43. The inventory is now traded at round $136.930000. The influence to a portfolio resulting from this buy was 1.56%. The holding have been 57,414 shares as of 2021-03-31.

Added: Vanguard Excessive Dividend Yield Indx ETF (VYM)

Coastal Funding Advisors, Inc. added to a holding in Vanguard Excessive Dividend Yield Indx ETF by 884.34%. The acquisition costs have been between $89.81 and $101.83, with an estimated common worth of $95.92. The inventory is now traded at round $102.560000. The influence to a portfolio resulting from this buy was 0.66%. The holding have been 27,148 shares as of 2021-03-31.

Added: PowerShares QQQ Belief Ser 1 (QQQ)

Coastal Funding Advisors, Inc. added to a holding in PowerShares QQQ Belief Ser 1 by 47.76%. The acquisition costs have been between $299.56 and $336.03, with an estimated common worth of $319.4. The inventory is now traded at round $336.670000. The influence to a portfolio resulting from this buy was 0.61%. The holding have been 22,446 shares as of 2021-03-31.

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

Coastal Funding Advisors, Inc. added to a holding in iShares Core U.S. Combination Bond ETF by 88.77%. The acquisition costs have been between $113.25 and $117.47, with an estimated common worth of $115.44. The inventory is now traded at round $114.150000. The influence to a portfolio resulting from this buy was 0.49%. The holding have been 34,444 shares as of 2021-03-31.

Added: American Specific Co (AXP)

Coastal Funding Advisors, Inc. added to a holding in American Specific Co by 116.65%. The acquisition costs have been between $114.09 and $150.27, with an estimated common worth of $132.09. The inventory is now traded at round $147.580000. The influence to a portfolio resulting from this buy was 0.46%. The holding have been 23,086 shares as of 2021-03-31.

Added: PROSHARES TRUST (TQQQ)

Coastal Funding Advisors, Inc. added to a holding in PROSHARES TRUST by 93.81%. The acquisition costs have been between $76.6 and $110.11, with an estimated common worth of $94.25. The inventory is now traded at round $106.850000. The influence to a portfolio resulting from this buy was 0.36%. The holding have been 30,982 shares as of 2021-03-31.

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

Coastal Funding Advisors, Inc. offered out a holding in iShares Russell Mid-Cap ETF. The sale costs have been between $67.27 and $75.48, with an estimated common worth of $72.11.

Bought Out: Apogee Enterprises Inc (APOG)

Coastal Funding Advisors, Inc. offered out a holding in Apogee Enterprises Inc. The sale costs have been between $30.66 and $42.56, with an estimated common worth of $37.77.

Bought Out: First Belief Dow Jones Web Index Fund (FDN)

Coastal Funding Advisors, Inc. offered out a holding in First Belief Dow Jones Web Index Fund. The sale costs have been between $206.49 and $243.18, with an estimated common worth of $222.41.

Bought Out: Nuveen MI High quality Earnings Muni Fund Inc (NUM)

Coastal Funding Advisors, Inc. offered out a holding in Nuveen MI High quality Earnings Muni Fund Inc. The sale costs have been between $14.57 and $15.11, with an estimated common worth of $14.87.

Bought Out: Vertex Prescription drugs Inc (VRTX)

Coastal Funding Advisors, Inc. offered out a holding in Vertex Prescription drugs Inc. The sale costs have been between $207.02 and $241.31, with an estimated common worth of $219.56.

Bought Out: Chegg Inc (CHGG)

Coastal Funding Advisors, Inc. offered out a holding in Chegg Inc. The sale costs have been between $81.37 and $113.51, with an estimated common worth of $95.58.

Right here is the whole portfolio of Coastal Funding Advisors, Inc.. Additionally take a look at:

1. Coastal Funding Advisors, Inc.’s Undervalued Shares
2. Coastal Funding Advisors, Inc.’s Prime Progress Corporations, and
3. Coastal Funding Advisors, Inc.’s Excessive Yield shares
4. Shares that Coastal Funding Advisors, Inc. retains shopping for

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