Coston, Mc Isaac & Partners Purchases in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
32.2K
+ 190.96%
$61.52 - $66.5 $1.98M - $2.14M
49.1K $3.13M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
29.1K
+ 508.98%
$41.17 - $43.34 $1.2M - $1.26M
34.8K $1.44M
DUHP
Dimensional ETF Tr Dimensional

ETFs
35K
+ 5862.65%
$33.62 - $35.69 $1.18M - $1.25M
35.6K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.79K
+ 61.95%
$80.13 - $83.77 $705K - $737K
23K $1.85M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.39K
+ 37.94%
$77.86 - $79.27 $497K - $506K
23.2K $1.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.32K
+ 21.06%
$71.75 - $75.11 $597K - $625K
47.8K $3.44M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.4K
+ 11471.79%
$24.19 - $50.58 $325K - $679K
13.5K $328K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.45K
+ 24.49%
$74.69 - $79.24 $332K - $352K
22.6K $1.71M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.61K
+ 2682.78%
$46.75 - $47.8 $262K - $268K
5.82K $272K
BNDX
Vanguard Total International B

ETFs
5.37K
+ 45.53%
$48.91 - $50.61 $263K - $272K
17.2K $841K
VEU
Vanguard Ftse All World Ex Us

ETFs
19.2K
+ 12.0%
$57.29 - $63.1 $1.1M - $1.21M
180K $10.3M
FULT
Fulton Financial Corp

Financial Services
6.91K
+ 231.78%
$16.97 - $21.99 $117K - $152K
9.89K $190K
CAC
Camden National Corp

Financial Services
1.38K
+ 11.84%
$38.75 - $49.57 $53.3K - $68.2K
13K $555K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
162
+ 2.93%
$100.18 - $109.1 $16.2K - $17.7K
5.68K $596K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.38%
$163.08 - $198.16 $815 - $991
1.32K $251K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
497
New
$49.79 - $51.14 $24.7K - $25.4K
497 $24K
VUG
Vanguard Growth ETF

ETFs
7
+ 0.91%
$378.79 - $428.11 $2.65K - $3K
779 $319K
BMY
Bristol Myers Squibb CO

Healthcare
233
+ 12.66%
$51.92 - $59.94 $12.1K - $14K
2.07K $117K
DFSV
Dimensional ETF Tr Dimensional

ETFs
719
New
$30.18 - $33.87 $21.7K - $24.4K
719 $22K
NVDA
Nvidia Corp

Technology
30
+ 2.88%
$117.0 - $148.88 $3.51K - $4.47K
1.07K $143K
ETR
Entergy Corp

Utilities
710
+ 101.72%
$73.19 - $156.4 $52K - $111K
1.41K $106K
HRL
Hormel Foods Corp

Consumer Defensive
468
+ 16.06%
$29.21 - $33.55 $13.7K - $15.7K
3.38K $106K
OKE
Oneok Inc

Energy
6
+ 0.41%
$92.28 - $117.05 $554 - $702
1.48K $148K
EPD
Enterprise Products Partners L.P.

Energy
76
+ 1.7%
$28.66 - $34.43 $2.18K - $2.62K
4.56K $142K
PLTR
Palantir Technologies Inc.

Technology
22
+ 9.69%
$36.46 - $82.38 $802 - $1.81K
249 $18K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 1.45%
$567.81 - $607.81 $3.41K - $3.65K
419 $245K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
71
+ 110.94%
$108.6 - $115.42 $7.71K - $8.19K
135 $14K
VO
Vanguard Mid Cap ETF

ETFs
24
+ 19.83%
$261.5 - $284.63 $6.28K - $6.83K
145 $38K
XLG
Invesco Exchange Traded Fd Tr

ETFs
137
New
$46.94 - $51.62 $6.43K - $7.07K
137 $6K
KRE
Spdr S&P Regional Banking ETF

ETFs
100
New
$54.6 - $68.9 $5.46K - $6.89K
100 $6K
BAC
Bank Of America Corp

Financial Services
71
+ 25.63%
$39.22 - $47.77 $2.78K - $3.39K
348 $15K
DFAS
Dimensional ETF Tr U S Small C

ETFs
66
+ 2.66%
$63.58 - $71.15 $4.2K - $4.7K
2.55K $166K
IAT
Ishares Tr

ETFs
100
New
$46.07 - $56.9 $4.61K - $5.69K
100 $5K
CRM
Salesforce, Inc.

Technology
3
+ 6.38%
$270.87 - $367.87 $813 - $1.1K
50 $16K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.43%
$280.08 - $307.97 $280 - $308
235 $68K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.25%
$107.89 - $125.33 $108 - $125
401 $47K
IEMG
Ishares Inc

ETFs
50
+ 416.67%
N/A
62 $3K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 10.84%
$198.04 - $221.51 $1.78K - $1.99K
92 $19K
T
At&T Inc.

Communication Services
10
+ 0.26%
$21.22 - $23.88 $212 - $239
3.81K $86K
BROS
Dutch Bros Inc.

Consumer Cyclical
38
+ 73.08%
$30.72 - $55.82 $1.17K - $2.12K
90 $4K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.96K
+ 200.0%
$22.4 - $68.28 $88.7K - $271K
5.94K $137K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
New
$275.15 - $388.2 $2.48K - $3.49K
9 $3K
VGT
Vanguard Information Technolog

ETFs
2
+ 5.0%
$571.78 - $647.97 $1.14K - $1.3K
42 $26K
CHH
Choice Hotels International Inc

Consumer Cyclical
1
+ 0.62%
$128.7 - $152.73 $129 - $153
163 $23K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
New
$124.61 - $133.96 $2.74K - $2.95K
22 $2K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 7.85%
$126.68 - $134.74 $1.9K - $2.02K
206 $26K
SRE
Sempra Energy

Utilities
2
+ 0.32%
$80.81 - $94.77 $162 - $190
636 $55K
CMA
Comerica Inc

Financial Services
33
New
$57.88 - $72.73 $1.91K - $2.4K
33 $2K
IEF
Ishares Barclays

ETFs
32
New
$92.08 - $98.18 $2.95K - $3.14K
32 $2K
Activity Summary
Buys All Purchases 326 New Holdings 51 Increased Positions 275 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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