Coston, Mc Isaac & Partners Incresed Positions in Q3 2024

Coston, Mc Isaac & Partners

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
80
+ 1.82%
$27.88 - $30.0 $2.23K - $2.4K
4.48K $130K
CIFR
Cipher Mining Inc.

Financial Services
664
+ 166.0%
$2.7 - $6.78 $1.79K - $4.5K
1.06K $4K
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 1.22%
$176.32 - $215.7 $176 - $216
83 $17K
ILCB
Ishares Morningstar U.S. Equit

ETFs
2
+ 0.33%
$71.38 - $79.23 $143 - $158
608 $48K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.53%
$117.9 - $128.2 $118 - $128
191 $24K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.63%
$67.67 - $80.78 $67.7 - $80.8
160 $12K
CWEN
Clearway Energy, Inc.

Utilities
4
+ 1.56%
$24.11 - $30.68 $96.4 - $123
261 $8K
RIO
Rio Tinto PLC

Basic Materials
8
+ 2.72%
$59.71 - $71.21 $478 - $570
302 $21K
UWMC
Uwm Holdings Corp

Financial Services
17
+ 1.29%
$6.62 - $9.52 $113 - $162
1.33K $11K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.88%
$66.59 - $83.99 $66.6 - $84
115 $9K
CLSK
Cleanspark, Inc.

Technology
527
+ 105.4%
$8.09 - $19.79 $4.26K - $10.4K
1.03K $9K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.61%
$45.01 - $51.89 $90 - $104
330 $16K
STAG
Stag Industrial, Inc.

Real Estate
2
+ 0.77%
$35.42 - $40.98 $70.8 - $82
262 $10K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
38
+ 105.56%
$9.58 - $16.07 $364 - $611
74 $1K
SCHR
Schwab Intermediate Term Us Tr

ETFs
25
+ 27.17%
$48.4 - $50.91 $1.21K - $1.27K
117 $5K
CSX
Csx Corp

Industrials
2
+ 0.24%
$32.48 - $35.45 $65 - $70.9
825 $28K
IRBO
Ishares Robotics & Artificial

ETFs
21
+ 4.36%
$30.09 - $34.95 $632 - $734
503 $16K
IYH
Ishares Tr

ETFs
1
+ 0.63%
$60.29 - $66.38 $60.3 - $66.4
160 $10K
BOTZ
Global X Fds

ETFs
1
+ 0.17%
$27.68 - $32.27 $27.7 - $32.3
581 $18K
SOUN
Soundhound Ai, Inc.

Technology
197
+ 358.18%
$3.89 - $6.2 $766 - $1.22K
252 $1K
SYK
Stryker Corp

Healthcare
1
+ 1.61%
$315.94 - $371.96 $316 - $372
63 $22K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4
+ 0.73%
$40.69 - $42.46 $163 - $170
555 $23K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.99%
$72.8 - $85.04 $72.8 - $85
102 $8K
VFH
Vanguard Financial ETF

ETFs
1
+ 1.09%
$99.27 - $111.21 $99.3 - $111
93 $10K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
52
+ 9.87%
$14.16 - $14.47 $736 - $752
579 $8K
VGT
Vanguard Information Technolog

ETFs
1
+ 2.56%
$514.43 - $606.85 $514 - $607
40 $23K
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 3.86%
$161.02 - $200.0 $18.2K - $22.6K
3.04K $567K
ACCO
Acco Brands Corp

Industrials
6
+ 1.6%
$4.48 - $5.53 $26.9 - $33.2
381 $2K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 2.86%
$82.97 - $98.97 $83 - $99
36 $3K
D
Dominion Energy, Inc

Utilities
1
+ 1.79%
$48.01 - $58.53 $48 - $58.5
57 $3K
DOW
Dow Inc.

Basic Materials
3
+ 0.6%
$50.15 - $55.41 $150 - $166
507 $27K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
48
+ 4.73%
$6.3 - $6.99 $302 - $336
1.06K $7K
Schwab Target 2030
52
+ 0.93%
N/A
5.63K $0
Schwab Target 2035 Index
35
+ 4.47%
N/A
818 $0
Schwab Target 2040 Index
55
+ 112.24%
N/A
104 $0
Schwab Target 2065 Index
228
+ 245.16%
N/A
321 $0
Schwab Target 2050 Index
70
+ 14.29%
N/A
560 $0
Schwab Target 2055 Index
1.83K
+ 107.9%
N/A
3.53K $0
Schwab Target 2025
79
+ 1.01%
N/A
7.9K $0
PEAK
Healthpeak Properties, Inc.

Real Estate
4
+ 1.28%
N/A
316 $5K
RC
Ready Capital Corp

Real Estate
21
+ 3.13%
$7.63 - $9.43 $160 - $198
693 $5K
Schwab Balanced
32
+ 1.2%
N/A
2.69K $0
Schwab Markettrack All Equity
374
+ 0.72%
N/A
52.6K $0
Schwab Markettrack Balanced
20
+ 0.09%
N/A
22K $0
Schwab Markettrack Conservative
3
+ 0.57%
N/A
530 $0
Schwab Markettrack Growth
333
+ 2.05%
N/A
16.6K $0
Schwab S&P 500 Index
203
+ 0.72%
N/A
28.2K $0
Schwab Short Term Bond Index
105
+ 0.88%
N/A
12K $0
Schwab Total Stock Market Index
22
+ 50.0%
N/A
66 $0
Activity Summary
Buys All Purchases 284 New Holdings 38 Increased Positions 246 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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