Coston, Mc Isaac & Partners Purchases and Sells in Q3 2025

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025

Top Buys

Incresed Positions

258 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD ULTRA SHORT TREASURY ETF
162K
+ 1257.7%
N/A
175K $13.3M
SCHWAB US TREASURY MONEY ULTRA
1.15M
+ 22.97%
N/A
6.15M $6.15M
11.4K
+ 12.7%
N/A
101K $21.7M
DIMENSNL ULTRASHRT FIXEDINCM ETF
5.92K
+ 8.62%
N/A
74.6K $3.79M
SCHWAB S&P 500 INDEX
134K
+ 485.84%
N/A
162K $2.79M
DFA FIVE-YEAR GLOBAL FIXED-INCOME I
167
+ 0.1%
N/A
176K $1.78M
View all

New Holdings

58 operations
Stock Shares change Price Range Shares Held Trade History
6.84K
New
$31.18 - $36.81 $213K - $252K
6.84K $251K
2.52K
New
$61.62 - $72.77 $155K - $183K
2.52K $183K
VICTORY ULTRA SHORT-TERM BOND
15.8K
New
N/A
15.8K $159K
COLUMBIA DISCIPLINED CORE A
7.12K
New
N/A
7.12K $116K
FIDELITY STOCK SELEC
974
New
N/A
974 $88K
423
New
$118.37 - $129.65 $50.1K - $54.8K
423 $53K
View all

Top Sells

Reduced Positions

91 operations
Stock Shares change Price Range Shares Held Trade History
-159K
- 98.69%
$12.68 - $16.76 $2.01M - $2.66M
2.11K $26K
-97
- 0.23%
$157.77 - $183.27 $15.3K - $17.8K
42.9K $6.96M
-2.51K
- 6.36%
$81.9 - $96.86 $205K - $243K
36.9K $3.12M
-262
- 13.05%
$695.21 - $791.73 $182K - $207K
1.75K $1.28M
-1.32K
- 21.98%
$64.52 - $74.35 $85K - $98K
4.68K $315K
-335
- 0.56%
$69.24 - $79.24 $23.2K - $26.5K
59.1K $4.12M
View all
Activity Summary
Buys All Purchases 316 New Holdings 58 Increased Positions 258 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Coston, Mc Isaac & Partners Portfolio

Follow Coston, Mc Isaac & Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coston, Mc Isaac & Partners, based on Form 13F filings with the SEC.

News

Stay updated on Coston, Mc Isaac & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email