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
American Funds Invmt CO Of Amer A
377
+ 7.83%
N/A
5.19K $0
Victory Target Retirement 2030
6.09K
New
N/A
6.09K $0
American Funds Smallcap World A
20
+ 0.55%
N/A
3.63K $0
American Funds Washington Mutual A
475
+ 4.21%
N/A
11.7K $0
Allspring Emerging Markets Equity Inst
290
New
N/A
290 $0
Vanguard 500 Index Admiral
550
+ 31.43%
N/A
2.3K $0
Parnassus Mid Cap Institutional
159
+ 9.74%
N/A
1.79K $0
Invesco Developing Markets R6
2
+ 0.35%
N/A
574 $0
Impax Global Environmental Markets Instl
112
New
N/A
112 $0
Fidelity Select Semiconductors
12
+ 3.92%
N/A
318 $0
Fidelity Puritan
131
+ 10.57%
N/A
1.37K $0
Fidelity Growth Company Fund
13
+ 8.13%
N/A
173 $0
Fidelity Contrafund
171
+ 3.96%
N/A
4.49K $0
Fidelity Blue Chip Growth
16
+ 0.87%
N/A
1.85K $0
Fidelity Balanced
26.5K
New
N/A
26.5K $0
Fidelity Asset Manager 70
5
+ 4.59%
N/A
114 $0
Fidelity 500 Index
12
+ 0.32%
N/A
3.8K $0
Edgewood Growth Instl
3
+ 21.43%
N/A
17 $0
American Funds Intl Gr And Inc F2
1
+ 1.33%
N/A
76 $0
Jhancock U.S. Global Leaders Growth I
17
New
N/A
17 $0
Jpmorgan Emerging Markets Equity R6
0
New
N/A
0 $0
Jpmorgan Large Cap Growth I
2
+ 0.9%
N/A
224 $0
Tweedy, Browne International Value Fund
74
+ 9.67%
N/A
839 $0
Principal Midcap R6
67
+ 3.21%
N/A
2.15K $0
Pgim Jennison Mid Cap Growth Z
5
+ 5.26%
N/A
100 $0
Mfs International New Discovery R6
43
+ 7.4%
N/A
624 $0
American Funds Growth Fund Of Amer F1
131
+ 7.76%
N/A
1.82K $0
Parnassus Core Equity Institutional
89
+ 9.38%
N/A
1.04K $0
Mirova Global Sustainable Equity Y
128
New
N/A
128 $0
Loomis Sayles Growth Y
6
+ 5.31%
N/A
119 $0
Jpmorgan Large Cap Value I
110
New
N/A
110 $0
CVX
Chevron Corp

Energy
1
+ 0.16%
$141.15 - $162.53 $141 - $163
631 $91K
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 0.63%
$30.1 - $36.02 $30.1 - $36
161 $4K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.42%
$40.38 - $44.35 $242 - $266
1.43K $58K
RC
Ready Capital Corp

Real Estate
25
+ 3.61%
$6.71 - $7.57 $168 - $189
718 $4K
XRX
Xerox Holdings Corp

Technology
13
+ 3.1%
$8.17 - $11.07 $106 - $144
432 $3K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
749
+ 100.0%
$22.02 - $46.16 $16.5K - $34.6K
1.5K $33K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
11
+ 14.86%
$9.9 - $18.0 $109 - $198
85 $0
ABT
Abbott Laboratories

Healthcare
12
+ 0.44%
$111.93 - $119.39 $1.34K - $1.43K
2.74K $309K
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 2.38%
$66.18 - $71.84 $66.2 - $71.8
43 $2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
264
+ 100.0%
$18.41 - $40.87 $4.86K - $10.8K
528 $9K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5
+ 0.9%
$40.31 - $42.43 $202 - $212
560 $22K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.52%
$10.85 - $17.4 $10.9 - $17.4
195 $2K
DEO
Diageo PLC

Consumer Defensive
1
+ 1.32%
$118.0 - $139.88 $118 - $140
77 $9K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
33
+ 3.11%
$5.83 - $6.64 $192 - $219
1.1K $6K
CSX
Csx Corp

Industrials
2
+ 0.24%
$31.58 - $36.88 $63.2 - $73.8
827 $26K
CWEN
Clearway Energy, Inc.

Utilities
4
+ 1.53%
$25.71 - $30.74 $103 - $123
265 $6K
UPS
United Parcel Service Inc

Industrials
1
+ 0.68%
$122.65 - $138.35 $123 - $138
149 $18K
STAG
Stag Industrial, Inc.

Real Estate
1
+ 0.38%
$33.22 - $39.1 $33.2 - $39.1
263 $8K
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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