Coston, Mc Isaac & Partners Purchases in Q1 2025

Coston, Mc Isaac & Partners

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FREL
Fidelity Covington Tr Msci Rea

ETFs
409
New
$25.98 - $28.59 $10.6K - $11.7K
409 $11K
AEP
American Electric Power CO Inc

Utilities
100
New
$90.32 - $109.27 $9.03K - $10.9K
100 $10K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
207
New
$49.67 - $51.43 $10.3K - $10.6K
207 $10K
EQNR
Equinor Asa

Energy
385
New
$22.37 - $26.45 $8.61K - $10.2K
385 $10K
CB
Chubb LTD

Financial Services
30
New
$257.71 - $301.99 $7.73K - $9.06K
30 $9K
MBB
Ishares Tr

ETFs
96
New
$90.37 - $94.08 $8.68K - $9.03K
96 $9K
VONV
Vanguard Russell 1000 Value Et

ETFs
110
New
$80.21 - $86.14 $8.82K - $9.48K
110 $9K
PLTR
Palantir Technologies Inc.

Technology
71
+ 28.51%
$64.98 - $124.62 $4.61K - $8.85K
320 $27K
VPU
Vanguard Utilities ETF

ETFs
7
+ 0.73%
$161.24 - $173.33 $1.13K - $1.21K
968 $165K
MDLZ
Mondelez International, Inc.

Consumer Defensive
51
+ 12.85%
$56.12 - $68.15 $2.86K - $3.48K
448 $30K
DFAX
Dimensional ETF Tr
8
+ 0.19%
$24.45 - $27.2 $196 - $218
4.18K $109K
FFIV
F5, Inc.

Technology
20
+ 40.0%
$251.75 - $310.6 $5.04K - $6.21K
70 $18K
IEMG
Ishares Inc

ETFs
108
+ 174.19%
N/A
170 $9K
AMGN
Amgen Inc

Healthcare
2
+ 2.27%
$258.59 - $327.36 $517 - $655
90 $28K
VDC
Vanguard Consumer Staples ETF

ETFs
4
+ 0.53%
$206.54 - $226.16 $826 - $905
757 $165K
CSCO
Cisco Systems, Inc.

Technology
39
+ 2.53%
$58.74 - $64.87 $2.29K - $2.53K
1.58K $97K
DFSD
Dimensional ETF Tr Short Durat

ETFs
30
+ 0.52%
$46.74 - $47.55 $1.4K - $1.43K
5.85K $277K
SLB
Schlumberger Limited

Energy
50
+ 6.67%
$38.4 - $43.74 $1.92K - $2.19K
800 $33K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
130
New
$38.84 - $41.54 $5.05K - $5.4K
130 $5K
AFL
Aflac Inc

Financial Services
46
New
$100.99 - $111.19 $4.65K - $5.11K
46 $5K
VONG
Vanguard Russell 1000 Growth E

ETFs
44
New
$92.71 - $107.38 $4.08K - $4.72K
44 $4K
NVS
Novartis Ag

Healthcare
20
+ 13.33%
$97.14 - $115.57 $1.94K - $2.31K
170 $18K
FVD
First Tr Value Line Divid Inde

ETFs
14
+ 0.59%
$42.61 - $45.51 $597 - $637
2.39K $106K
IWR
Ishares Russell Mid Cap ETF

ETFs
60
+ 12.0%
$82.81 - $92.93 $4.97K - $5.58K
560 $47K
VTWO
Vanguard Russell 2000 ETF

ETFs
37
+ 1233.33%
$80.08 - $92.93 $2.96K - $3.44K
40 $3K
TRMB
Trimble Inc.

Technology
50
New
$65.52 - $77.49 $3.28K - $3.87K
50 $3K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.86%
$89.14 - $117.41 $89.1 - $117
117 $13K
BP
Bp PLC

Energy
50
+ 12.99%
$29.93 - $35.31 $1.5K - $1.77K
435 $14K
HYG
Ishares Tr

ETFs
15
+ 0.33%
$78.51 - $80.11 $1.18K - $1.2K
4.54K $358K
SFTBY
Softbank Group Corp

Communication Services
147
New
$25.22 - $34.1 $3.71K - $5.01K
147 $3K
CWEN
Clearway Energy, Inc.

Utilities
4
+ 1.51%
$24.63 - $30.42 $98.5 - $122
269 $8K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 0.11%
$30.38 - $34.94 $30.4 - $34.9
886 $30K
EMB
Ishares Tr

ETFs
33
New
$88.64 - $92.03 $2.93K - $3.04K
33 $2K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.81%
$134.72 - $159.03 $269 - $318
248 $36K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
46
New
$51.45 - $58.51 $2.37K - $2.69K
46 $2K
IAU
Ishares Gold Trust

ETFs
28
New
$49.74 - $58.96 $1.39K - $1.65K
28 $1K
IRBO
Ishares Robotics & Artificial

ETFs
24
+ 4.58%
N/A
548 $17K
SPTL
Spdr Portfolio Long Term Treas

ETFs
55
New
$25.54 - $27.64 $1.4K - $1.52K
55 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
41
New
$36.63 - $37.45 $1.5K - $1.54K
41 $1K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
15
+ 17.65%
$10.22 - $14.31 $153 - $215
100 $1K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 3.23%
$406.29 - $469.04 $406 - $469
32 $13K
AMD
Advanced Micro Devices Inc

Technology
31
+ 30.39%
$96.63 - $129.55 $3K - $4.02K
133 $13K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
63
New
$22.98 - $24.13 $1.45K - $1.52K
63 $1K
XLK
Technology Sector Spdr

ETFs
7
New
$206.38 - $242.18 $1.44K - $1.7K
7 $1K
VTHR
Vanguard Russell 3000 ETF

ETFs
6
New
$243.2 - $272.04 $1.46K - $1.63K
6 $1K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 2.78%
$85.55 - $94.34 $85.6 - $94.3
37 $3K
Schwab Balanced
40
+ 1.4%
N/A
2.9K $0
Schwab Markettrack Conservative
3
+ 0.52%
N/A
578 $0
Schwab Markettrack Growth
379
+ 1.96%
N/A
19.7K $0
Activity Summary
Buys All Purchases 241 New Holdings 41 Increased Positions 200 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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