Coastline Trust CO Incresed Positions in Q3 2025

Coastline Trust CO

  • $926 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
24.1K
+ 17.43%
$87.29 - $93.61 $2.1M - $2.25M
162K $15.1M
VEA
Vanguard Ftse Developed Market

ETFs
37.1K
+ 21.03%
$56.02 - $60.3 $2.08M - $2.24M
214K $12.8M
ORCL
Oracle Corp

Technology
106
+ 0.28%
$218.96 - $328.33 $23.2K - $34.8K
37.8K $10.6M
IEFA
Ishares Tr

ETFs
12.3K
+ 5.99%
$81.7 - $87.53 $1.01M - $1.08M
218K $19M
MUB
Ishares National Muni Bond ETF

ETFs
17.2K
+ 461.62%
$103.24 - $106.68 $1.78M - $1.83M
20.9K $2.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
874
+ 0.24%
$92.26 - $97.51 $80.6K - $85.2K
364K $35.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 0.69%
$546.99 - $602.2 $109K - $120K
29K $17.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
242
+ 0.92%
$617.65 - $666.84 $149K - $161K
26.4K $17.6M
VTI
Vanguard Total Stock Market Et

ETFs
62
+ 0.11%
$303.93 - $329.86 $18.8K - $20.5K
56.1K $18.4M
EWJ
Ishares Msci Japan ETF

ETFs
2.32K
+ 1.33%
$71.69 - $81.49 $166K - $189K
176K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.2K
+ 24.69%
$49.43 - $54.52 $602K - $664K
61.5K $3.33M
TJX
Tjx Companies Inc

Consumer Cyclical
119
+ 0.3%
$121.35 - $144.54 $14.4K - $17.2K
39.4K $5.7M
GE
General Electric CO

Industrials
340
+ 2.37%
$244.75 - $305.63 $83.2K - $104K
14.7K $4.42M
CAT
Caterpillar Inc

Industrials
24
+ 0.37%
$390.92 - $477.15 $9.38K - $11.5K
6.53K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
141
+ 0.66%
$282.78 - $316.06 $39.9K - $44.6K
21.4K $6.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.93K
+ 5.89%
$97.75 - $100.75 $482K - $497K
88.6K $8.89M
GLD
Spdr Gold Trust

ETFs
1.46K
+ 635.22%
$300.96 - $355.47 $440K - $519K
1.69K $601K
AVGO
Broadcom Inc.

Technology
618
+ 11.62%
$264.74 - $369.57 $164K - $228K
5.94K $1.96M
UBER
Uber Technologies, Inc

Technology
1.97K
+ 5.32%
$86.91 - $99.57 $171K - $196K
39K $3.82M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.47K
+ 2.51%
$66.38 - $71.68 $97.5K - $105K
60K $4.28M
HOOD
Robinhood Markets, Inc.

Technology
412
+ 7.44%
$91.27 - $143.18 $37.6K - $59K
5.95K $852K
HD
Home Depot, Inc.

Consumer Cyclical
105
+ 2.45%
$357.4 - $423.42 $37.5K - $44.5K
4.38K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 1.63%
$696.56 - $806.32 $21.6K - $25K
1.93K $1.54M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.22K
+ 101.61%
$30.06 - $36.69 $127K - $155K
8.37K $306K
BAC
Bank Of America Corp

Financial Services
294
+ 0.76%
$44.92 - $52.42 $13.2K - $15.4K
38.9K $2M
SHOP
Shopify Inc.

Technology
1.05K
+ 422.98%
$112.11 - $157.12 $118K - $165K
1.3K $192K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.57K
+ 1.04%
$26.88 - $27.78 $42.1K - $43.5K
153K $4.25M
CEG
Constellation Energy Corp

Utilities
422
+ 27.37%
$298.82 - $354.89 $126K - $150K
1.96K $646K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
174
+ 1.27%
$100.63 - $112.27 $17.5K - $19.5K
13.9K $1.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.14%
$420.11 - $472.68 $1.68K - $1.89K
2.91K $1.36M
CMI
Cummins Inc

Industrials
70
+ 6.74%
$327.85 - $426.39 $22.9K - $29.8K
1.11K $467K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
677
+ 4.94%
$87.05 - $93.19 $58.9K - $63.1K
14.4K $1.34M
AMD
Advanced Micro Devices Inc

Technology
63
+ 1.56%
$134.8 - $184.42 $8.49K - $11.6K
4.1K $662K
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 14.79%
$40.84 - $45.06 $56.2K - $62K
10.7K $469K
EQIX
Equinix Inc

Real Estate
87
+ 36.25%
$756.7 - $811.13 $65.8K - $70.6K
327 $256K
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 105.05%
$293.94 - $444.72 $30.6K - $46.3K
203 $90K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
102
+ 4.05%
$89.32 - $107.82 $9.11K - $11K
2.62K $282K
WFC
Wells Fargo & Company

Financial Services
220
+ 3.15%
$77.05 - $85.16 $17K - $18.7K
7.2K $603K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
413
+ 53.99%
$68.24 - $73.73 $28.2K - $30.5K
1.18K $86K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
125
+ 0.41%
$94.11 - $95.78 $11.8K - $12K
30.9K $2.96M
COP
Conocophillips

Energy
45
+ 0.82%
$91.0 - $98.99 $4.1K - $4.45K
5.51K $520K
PKG
Packaging Corp Of America

Consumer Cyclical
15
+ 1.92%
$191.41 - $220.25 $2.87K - $3.3K
798 $173K
AEP
American Electric Power CO Inc

Utilities
126
+ 10.5%
$103.26 - $115.0 $13K - $14.5K
1.33K $149K
AZO
Autozone Inc

Consumer Cyclical
4
+ 30.77%
$3649.42 - $4354.54 $14.6K - $17.4K
17 $72K
BMY
Bristol Myers Squibb CO

Healthcare
740
+ 7.79%
$43.31 - $48.98 $32K - $36.2K
10.2K $461K
UPS
United Parcel Service Inc

Industrials
590
+ 35.76%
$82.58 - $105.54 $48.7K - $62.3K
2.24K $187K
TIP
Ishares Tr Tips Bd ETF

ETFs
152
+ 5.7%
$109.11 - $111.88 $16.6K - $17K
2.82K $313K
SNOW
Snowflake Inc.

Technology
42
+ 1.01%
$191.73 - $241.0 $8.05K - $10.1K
4.18K $943K
PFF
Ishares Trust Ishares Pfd And

ETFs
400
+ 320.0%
$30.67 - $32.13 $12.3K - $12.9K
525 $16K
Activity Summary
Buys All Purchases 85 New Holdings 15 Increased Positions 70 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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