Coston, Mc Isaac & Partners Incresed Positions in Q1 2025

Coston, Mc Isaac & Partners

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSB
Dimensional ETF Tr Dimensional
3.11K
+ 6483.33%
N/A
3.16K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 3.45%
$39.18 - $43.52 $39.2 - $43.5
30 $1K
Ishares Bitcoin ETF
659
+ 4.43%
N/A
15.5K $0
AOK
Ishares Tr Core Conservative A

ETFs
2
+ 0.45%
$36.86 - $38.15 $73.7 - $76.3
446 $16K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.1%
$76.94 - $78.28 $76.9 - $78.3
92 $7K
Schwab Target 2040
47
+ 75.81%
N/A
109 $0
Schwab Target 2025
299
+ 3.59%
N/A
8.64K $0
Schwab Target 2030
171
+ 2.92%
N/A
6.02K $0
Schwab Target 2035
84
+ 1.55%
N/A
5.5K $0
Schwab Target 2035 Index
501
+ 57.0%
N/A
1.38K $0
Schwab Target 2045 Index
25
+ 11.9%
N/A
235 $0
Schwab Target 2050 Index
63
+ 23.77%
N/A
328 $0
Schwab Target 2055 Index
583
+ 13.95%
N/A
4.76K $0
Schwab Target 2060 Index
114
+ 44.53%
N/A
370 $0
Schwab Target 2065 Index
339
+ 78.29%
N/A
772 $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 1.18%
$24.6 - $24.99 $49.2 - $50
171 $4K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
14
+ 2.37%
$14.22 - $14.83 $199 - $208
605 $8K
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
Dfa Commodity Strategy Institutional
6
+ 0.6%
N/A
1.01K $0
Dfa Emerging Markets Value I
1
+ 0.06%
N/A
1.58K $0
Dfa International Large Cap Growth
1
+ 1.06%
N/A
95 $0
Dfa International Small Company I
10
+ 0.1%
N/A
10.4K $0
Dfa International Value I
4
+ 0.18%
N/A
2.24K $0
Dfa International Value Iii
2
+ 0.08%
N/A
2.5K $0
Dfa Intl Hi Relatv Profitability Instl
1
+ 0.83%
N/A
121 $0
Dfa Intl Sustainability Core 1
20
+ 0.18%
N/A
10.9K $0
American Funds Global Balanced F3
2
+ 0.51%
N/A
396 $0
American Funds Capital World Gr&Inc F3
1
+ 0.59%
N/A
171 $0
F
Ford Motor CO

Consumer Cyclical
3
+ 0.3%
$9.12 - $10.43 $27.4 - $31.3
1.01K $10K
Lam Resh Corp
1
+ 0.06%
N/A
1.68K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
58
+ 5.3%
$5.87 - $6.26 $340 - $363
1.15K $6K
D
Dominion Energy, Inc

Utilities
1
+ 1.75%
$52.85 - $57.43 $52.9 - $57.4
58 $3K
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
Two Harbors Investme
15
+ 3.55%
N/A
438 $0
UWMC
Uwm Holdings Corp

Financial Services
25
+ 1.85%
$5.43 - $6.63 $136 - $166
1.38K $7K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.38%
$66.78 - $81.42 $66.8 - $81.4
261 $18K
American Funds American Balanced F3
3
+ 0.39%
N/A
767 $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
Dfa Us Core Equity 1 I
17
+ 0.29%
N/A
5.9K $0
Dimensional 2050 Target Dt Rtr Inc Instl
1
+ 0.32%
N/A
313 $0
Dimensional 2060 Target Dt Rtr Inc Instl
660
+ 16.46%
N/A
4.67K $0
Vanguard Small Cap Value Index Admiral
11
+ 0.62%
N/A
1.79K $0
Vanguard Dividend Growth Fund Inv
145
+ 2.58%
N/A
5.76K $0
Vanguard Wellington Inv
263
+ 11.26%
N/A
2.6K $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
Track This Portfolio

Track Coston, Mc Isaac & Partners Portfolio

Follow Coston, Mc Isaac & Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coston, Mc Isaac & Partners, based on Form 13F filings with the SEC.

News

Stay updated on Coston, Mc Isaac & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email