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
Dfa Intl Sustainability Core 1
20
+ 0.18%
N/A
10.9K $0
Dfa Large Cap International I
3
+ 0.26%
N/A
1.17K $0
Dfa Real Estate Securities I
13
+ 0.22%
N/A
5.83K $0
Two Harbors Investme
15
+ 3.55%
N/A
438 $0
Dfa Us Large Cap Value I
13
+ 0.3%
N/A
4.37K $0
Dfa Us Large Cap Value Iii
15
+ 0.25%
N/A
5.99K $0
Dfa Us Large Company I
8
+ 0.29%
N/A
2.75K $0
Dfa Us Micro Cap I
9
+ 0.19%
N/A
4.76K $0
Dfa Us Small Cap Value I
33
+ 0.33%
N/A
10K $0
Dfa Us Social Core Equity 2 Portfolio
11
+ 0.29%
N/A
3.8K $0
Dfa Us Targeted Value I
5
+ 0.45%
N/A
1.12K $0
Dfa International Small Company I
10
+ 0.1%
N/A
10.4K $0
Dfa International Large Cap Growth
1
+ 1.06%
N/A
95 $0
Dfa Emerging Markets Value I
1
+ 0.06%
N/A
1.58K $0
Siriusxm Hldgs Inc Equitclass Equity
14
+ 1.16%
N/A
1.22K $0
SWK
Stanley Black & Decker, Inc.

Industrials
23
+ 8.33%
$76.43 - $90.41 $1.76K - $2.08K
299 $22K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.6%
$37.29 - $42.04 $74.6 - $84.1
334 $13K
UWMC
Uwm Holdings Corp

Financial Services
25
+ 1.85%
$5.43 - $6.63 $136 - $166
1.38K $7K
Lam Resh Corp
1
+ 0.06%
N/A
1.68K $0
American Beacon Stephens Mid Cap Gr Y
94
New
N/A
94 $0
American Funds American Balanced F3
3
+ 0.39%
N/A
767 $0
American Funds Capital World Gr&Inc F3
1
+ 0.59%
N/A
171 $0
American Funds Global Balanced F3
2
+ 0.51%
N/A
396 $0
American Funds Income Fund Of Amer F3
3
+ 0.68%
N/A
444 $0
American Funds Washington Mutual F3
1
+ 0.38%
N/A
264 $0
Amg River Road Dividend All Cap Value I
6
+ 1.69%
N/A
360 $0
Brown Advisory Sustainable Growth I
52
New
N/A
52 $0
Columbia Overseas Value Inst
528
New
N/A
528 $0
Dfa Commodity Strategy Institutional
6
+ 0.6%
N/A
1.01K $0
Dimensional 2025 Target Dt Rtr Inc Instl
1
+ 0.2%
N/A
494 $0
Dimensional 2040 Target Dt Rtr Inc Instl
1
+ 0.36%
N/A
278 $0
Diamond Hill Large Cap I
399
New
N/A
399 $0
Vanguard Small Cap Value Index Admiral
11
+ 0.62%
N/A
1.79K $0
Vanguard Tax Managed Capital App Adm
1
+ 0.17%
N/A
593 $0
American Funds Fundamental Invs A
21
+ 0.17%
N/A
12.6K $0
Vanguard Total Stock Mkt Idx Adm
50
+ 1.43%
N/A
3.54K $0
Vanguard Wellesley Income Inv
19
+ 0.56%
N/A
3.42K $0
Vanguard Wellington Inv
263
+ 11.26%
N/A
2.6K $0
Versus Capital Real Assets
30
+ 0.5%
N/A
6.07K $0
Victory 500 Index Member
4
+ 0.23%
N/A
1.78K $0
Victory Sycamore Established Value I
1
+ 0.22%
N/A
457 $0
Columbia Dividend Income Fund S
1
+ 0.91%
N/A
111 $0
Wcm Focused International Growth Instl
168
New
N/A
168 $0
American Funds Capital Income Bldr A
2
+ 0.09%
N/A
2.15K $0
American Funds Capital World Gr&Inc A
18
+ 0.23%
N/A
7.92K $0
American Funds Income Fund Of Amer A
12
+ 0.14%
N/A
8.71K $0
American Funds Invmt CO Of Amer A
13
+ 0.25%
N/A
5.21K $0
Fidelity Advisor New Insights A
67
+ 1.25%
N/A
5.45K $0
American Funds Washington Mutual A
30
+ 0.26%
N/A
11.8K $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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