Coastline Trust CO Incresed Positions in Q2 2025

Coastline Trust CO

  • $868 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
66.2K
+ 47.41%
$67.83 - $84.09 $4.49M - $5.56M
206K $17.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
62.5K
+ 82.7%
$72.96 - $90.39 $4.56M - $5.65M
138K $12.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.62K
+ 8.82%
$498.8 - $620.9 $2.31M - $2.87M
57K $35.4M
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 0.12%
$167.32 - $223.3 $25.1K - $33.5K
130K $28.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
10.5K
+ 2.99%
$74.88 - $91.97 $788K - $968K
363K $33.4M
VEA
Vanguard Ftse Developed Market

ETFs
41.7K
+ 30.92%
$45.65 - $57.01 $1.9M - $2.38M
176K $10.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.54K
+ 5.66%
$416.06 - $551.64 $642K - $851K
28.8K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.7K
+ 7.95%
$51.16 - $62.02 $1.42M - $1.72M
376K $23.3M
PANW
Palo Alto Networks Inc

Technology
757
+ 0.93%
$152.44 - $204.64 $115K - $155K
82.2K $16.8M
PLTR
Palantir Technologies Inc.

Technology
15.6K
+ 560.62%
$74.01 - $144.25 $1.16M - $2.26M
18.4K $2.51M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7.08K
+ 24.74%
$86.58 - $104.91 $613K - $742K
35.7K $3.74M
GE
General Electric CO

Industrials
116
+ 0.81%
$166.81 - $257.39 $19.3K - $29.9K
14.4K $3.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
176
+ 1.42%
$456.74 - $568.03 $80.4K - $100K
12.6K $7.16M
EMR
Emerson Electric CO

Industrials
7
+ 0.03%
$94.15 - $133.33 $659 - $933
25.8K $3.44M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 0.4%
$908.13 - $1056.85 $35.4K - $41.2K
9.73K $9.63M
BX
Blackstone Inc.

Financial Services
917
+ 3.12%
$120.07 - $151.11 $110K - $139K
30.3K $4.54M
HOOD
Robinhood Markets, Inc.

Technology
3.24K
+ 140.51%
$34.17 - $93.63 $111K - $303K
5.54K $518K
SNOW
Snowflake Inc.

Technology
685
+ 19.82%
$130.53 - $223.77 $89.4K - $153K
4.14K $926K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
395
+ 8.42%
$468.22 - $566.51 $185K - $224K
5.09K $2.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.62K
+ 7.92%
$39.89 - $49.46 $144K - $179K
49.3K $2.44M
GS
Goldman Sachs Group Inc

Financial Services
96
+ 5.32%
$462.22 - $707.75 $44.4K - $67.9K
1.9K $1.34M
CEG
Constellation Energy Corp

Utilities
676
+ 78.06%
$170.96 - $322.76 $116K - $218K
1.54K $497K
IWF
Ishares Russell 1000 Gr ETF

ETFs
277
+ 10.52%
$320.42 - $421.7 $88.8K - $117K
2.91K $1.23M
VO
Vanguard Mid Cap ETF

ETFs
630
+ 15.56%
$228.54 - $279.83 $144K - $176K
4.68K $1.31M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.26K
+ 10.11%
$73.02 - $90.22 $91.9K - $113K
13.7K $1.22M
MUB
Ishares National Muni Bond ETF

ETFs
1.92K
+ 105.74%
$102.31 - $105.8 $196K - $203K
3.73K $389K
IWD
Ishares Russell 1000 Val ETF

ETFs
692
+ 11.81%
$166.82 - $194.23 $115K - $134K
6.55K $1.27M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
74
+ 0.51%
$118.46 - $143.72 $8.77K - $10.6K
14.7K $2.11M
QCOM
Qualcomm Inc

Technology
19
+ 0.09%
$124.66 - $159.48 $2.37K - $3.03K
21.9K $3.49M
LMT
Lockheed Martin Corp

Industrials
126
+ 5.41%
$430.82 - $486.45 $54.3K - $61.3K
2.46K $1.14M
EEM
Ishares Msci Emerging Markets

ETFs
700
+ 7.46%
$38.52 - $48.28 $27K - $33.8K
10.1K $486K
TJX
Tjx Companies Inc

Consumer Cyclical
36
+ 0.09%
$119.13 - $135.03 $4.29K - $4.86K
39.3K $4.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
819
+ 844.33%
$72.02 - $73.82 $59K - $60.5K
916 $67K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.77K
+ 74.0%
$26.18 - $30.91 $46.2K - $54.6K
4.15K $124K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.31K
+ 121.82%
$23.96 - $24.27 $55.3K - $56K
4.2K $101K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.3K
+ 47.08%
N/A
7.2K $170K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
588
+ 57.03%
$71.28 - $83.74 $41.9K - $49.2K
1.62K $135K
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 3.01%
$335.24 - $380.78 $41.9K - $47.6K
4.28K $1.57M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.82K
+ 43.15%
$25.04 - $25.18 $45.6K - $45.9K
6.04K $152K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.19K
+ 97.94%
$24.94 - $25.42 $29.6K - $30.1K
2.4K $60K
XLU
Utilities Sector Spdr

ETFs
159
+ 26.5%
$73.09 - $82.77 $11.6K - $13.2K
759 $61K
BNDX
Vanguard Total International B

ETFs
128
+ 1.24%
$48.77 - $49.55 $6.24K - $6.34K
10.5K $518K
JEPI
J P Morgan Exchange Traded Fd

ETFs
243
+ 13.98%
$51.14 - $57.0 $12.4K - $13.9K
1.98K $112K
NEE
Nextera Energy Inc

Utilities
300
+ 4.37%
$64.11 - $75.0 $19.2K - $22.5K
7.17K $497K
IBKR
Interactive Brokers Group, Inc.

Financial Services
255
+ 300.0%
$50.53 - $212.53 $12.9K - $54.2K
340 $18K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
26
+ 0.76%
$50.1 - $51.02 $1.3K - $1.33K
3.46K $176K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2
+ 10.0%
$60.61 - $87.72 $121 - $175
22 $1K
Arista Networks Inc
1.33K
+ 272.48%
N/A
1.81K $0
HYD
Vaneck High Yield Muni ETF

ETFs
120
+ 1.2%
$49.08 - $51.35 $5.89K - $6.16K
10.1K $509K
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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