Coston, Mc Isaac & Partners Purchases in Q2 2025

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
6.34K
+ 3.38%
$54.19 - $67.22 $343K - $426K
194K $13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.2K
+ 413.27%
$47.09 - $48.01 $1.14M - $1.16M
30K $1.44M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.27K
+ 12.78%
$53.65 - $67.02 $497K - $621K
81.8K $5.48M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.2K
+ 19.27%
$41.1 - $42.37 $541K - $557K
81.4K $3.44M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.67K
+ 16.19%
$77.94 - $79.5 $364K - $371K
33.5K $2.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.13K
+ 14.26%
$79.56 - $82.92 $328K - $342K
33.1K $2.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
534
+ 48.15%
$456.74 - $568.03 $244K - $303K
1.64K $933K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
962
+ 4.05%
$62.35 - $83.2 $60K - $80K
24.7K $2.06M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.66K
+ 10.18%
$29.36 - $35.56 $137K - $166K
50.4K $1.79M
GLD
Spdr Gold Trust

ETFs
772
+ 683.19%
$273.71 - $316.29 $211K - $244K
885 $269K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.38K
+ 603.48%
$41.11 - $42.42 $221K - $228K
6.27K $262K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.1K
+ 17.73%
$49.57 - $50.27 $203K - $206K
27.2K $1.37M
UL
Unilever PLC

Consumer Defensive
852
+ 0.86%
$57.9 - $65.43 $49.3K - $55.7K
100K $6.13M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.08K
New
$58.63 - $59.9 $181K - $185K
3.08K $184K
VIG
Vanguard Dividend Appreciation

ETFs
938
+ 1.06%
N/A
89.4K $16.3M
FNLC
First Bancorp, Inc

Financial Services
4.15K
+ 9.21%
$22.6 - $25.42 $93.8K - $105K
49.2K $1.25M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
294
+ 0.7%
$29.12 - $35.84 $8.56K - $10.5K
42.3K $1.52M
DFIV
Dimensional ETF Tr

ETFs
2.42K
+ 73.02%
$34.67 - $43.21 $84K - $105K
5.74K $245K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
378
+ 6.71%
$86.93 - $109.64 $32.9K - $41.4K
6.01K $658K
VUG
Vanguard Growth ETF

ETFs
55
+ 6.89%
$329.49 - $438.4 $18.1K - $24.1K
853 $373K
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.08%
$167.32 - $223.3 $335 - $447
2.65K $582K
TXN
Texas Instruments Inc

Technology
393
+ 1.37%
N/A
29.1K $5.66M
COIN
Coinbase Global, Inc.

Technology
200
New
$151.47 - $375.07 $30.3K - $75K
200 $70K
AVGO
Broadcom Inc.

Technology
1
+ 0.17%
$146.29 - $275.65 $146 - $276
606 $167K
BNDX
Vanguard Total International B

ETFs
1K
+ 4.71%
$48.77 - $49.55 $48.9K - $49.6K
22.3K $1.1M
INGR
Ingredion Inc

Consumer Defensive
319
+ 0.65%
$123.22 - $140.95 $39.3K - $45K
49.1K $6.65M
SO
Southern CO

Utilities
557
+ 0.75%
$84.91 - $92.56 $47.3K - $51.6K
75.1K $6.89M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
316
+ 9.45%
$52.84 - $65.52 $16.7K - $20.7K
3.66K $239K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
154
New
$141.37 - $228.57 $21.8K - $35.2K
154 $34K
KR
Kroger CO

Consumer Defensive
15
+ 0.25%
$64.62 - $74.0 $969 - $1.11K
6K $430K
COF
Capital One Financial Corp

Financial Services
101
+ 155.38%
$150.57 - $212.76 $15.2K - $21.5K
166 $35K
BA
Boeing CO

Industrials
84
+ 168.0%
$136.59 - $217.51 $11.5K - $18.3K
134 $28K
CAT
Caterpillar Inc

Industrials
3
+ 1.0%
$273.94 - $388.21 $822 - $1.16K
304 $118K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.04%
$45.65 - $57.01 $45.7 - $57
2.57K $146K
DFAX
Dimensional ETF Tr
42
+ 1.01%
$23.37 - $29.39 $982 - $1.23K
4.22K $123K
CSCO
Cisco Systems, Inc.

Technology
6
+ 0.38%
$53.19 - $69.38 $319 - $416
1.59K $110K
GOOGL
Alphabet Inc.

Communication Services
6
+ 1.37%
$144.7 - $178.6 $868 - $1.07K
444 $78K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.04%
$52.31 - $63.72 $52.3 - $63.7
2.56K $163K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.37%
$125.0 - $168.0 $125 - $168
271 $45K
ADI
Analog Devices Inc

Technology
1
+ 0.52%
$164.6 - $238.02 $165 - $238
192 $45K
VPU
Vanguard Utilities ETF

ETFs
6
+ 0.62%
$158.36 - $178.82 $950 - $1.07K
974 $171K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.4%
$118.55 - $170.08 $119 - $170
249 $41K
ILCB
Ishares Morningstar U.S. Equit

ETFs
2
+ 0.33%
$68.63 - $85.78 $137 - $172
614 $52K
SYY
Sysco Corp

Consumer Defensive
23
+ 0.51%
$68.0 - $75.91 $1.56K - $1.75K
4.57K $346K
SCHR
Schwab Intermediate Term Us Tr

ETFs
127
+ 0.96%
$24.54 - $25.07 $3.12K - $3.18K
13.3K $332K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.07%
$44.8 - $53.97 $44.8 - $54
1.45K $78K
BOTZ
Global X Fds

ETFs
36
+ 5.89%
$24.51 - $32.65 $882 - $1.18K
647 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5
+ 1.74%
$73.02 - $90.22 $365 - $451
292 $26K
CSX
Csx Corp

Industrials
2
+ 0.24%
$26.69 - $32.91 $53.4 - $65.8
831 $27K
Activity Summary
Buys All Purchases 359 New Holdings 148 Increased Positions 211 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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