Coastline Trust
Latest statistics and disclosures from Coastline Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, IVV, VBR, and represent 24.06% of Coastline Trust's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$12M), SPY, RTX, META, IJR, AGG, PANW, KKR, IWR, WMT.
- Started 210 new stock positions in VFMO, CEF, IDXX, CTBI, BIIB, TER, AWK, VXUS, ORLY, FHLC.
- Reduced shares in these 10 stocks: Invesco Qqq Tr (-$11M), IJH (-$6.2M), IVV (-$5.3M), NVDA, IWM, MSFT, EFA, AMZN, GOOGL, AAPL.
- Sold out of its positions in ALGN, ALL, AIG, AMP, Invesco Qqq Tr, BLK, CF, CME, CHWY, CTAS.
- Coastline Trust was a net seller of stock by $-43M.
- Coastline Trust has $851M in assets under management (AUM), dropping by -0.35%.
- Central Index Key (CIK): 0001324279
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Portfolio Holdings for Coastline Trust
Coastline Trust holds 429 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $63M | -7% | 516k | 121.44 |
|
| Apple (AAPL) | 5.0 | $43M | -4% | 183k | 233.00 |
|
| Microsoft Corporation (MSFT) | 5.0 | $42M | -7% | 98k | 430.30 |
|
| Ishares Core S&p500 Etf (IVV) | 3.4 | $29M | -15% | 50k | 576.82 |
|
| Vanguard Etf/usa Sm Cp Val Etf (VBR) | 3.3 | $28M | 141k | 200.77 |
|
|
| BlackRock Fund Advisors Rus Mid Cap Etf (IWR) | 3.3 | $28M | +4% | 314k | 88.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $26M | -7% | 157k | 165.85 |
|
| Amazon (AMZN) | 2.6 | $22M | -10% | 121k | 186.33 |
|
| Meta Platforms Cl A (META) | 2.5 | $22M | +10% | 38k | 572.44 |
|
| BlackRock Fund Advisors Core S&p Mcp Etf (IJH) | 2.1 | $18M | -25% | 286k | 62.32 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $17M | -9% | 19k | 885.94 |
|
| Vanguard Etf/usa Total Stk Mkt (VTI) | 1.9 | $16M | 58k | 283.16 |
|
|
| SSgA Funds Management Tr Unit (SPY) | 1.9 | $16M | +20% | 28k | 573.76 |
|
| BlackRock Fund Advisors Msci Jpn Etf New (EWJ) | 1.6 | $13M | 186k | 71.54 |
|
|
| Palo Alto Networks (PANW) | 1.5 | $13M | +12% | 38k | 341.80 |
|
| Invesco Capital Management Unit Ser 1 (QQQ) | 1.4 | $12M | NEW | 25k | 488.07 |
|
| Ishares Russell 2000 Etf (IWM) | 1.4 | $12M | -27% | 53k | 220.89 |
|
| Ishares Core Msci Eafe (IEFA) | 1.4 | $12M | 150k | 78.05 |
|
|
| Visa Com Cl A (V) | 1.1 | $9.7M | 35k | 274.95 |
|
|
| Berkshire Hathaway Cl B New (BRK.B) | 1.1 | $9.7M | -12% | 21k | 460.26 |
|
| Vanguard ETF/USA Tax Exempt Bd (VTEB) | 1.1 | $9.4M | 184k | 51.12 |
|
|
| Mastercard Cl A (MA) | 1.0 | $8.9M | 18k | 493.80 |
|
|
| Abbvie (ABBV) | 1.0 | $8.5M | -12% | 43k | 197.48 |
|
| Netflix (NFLX) | 1.0 | $8.2M | 12k | 709.27 |
|
|
| Vanguard S&p 500 Etf Shs (VOO) | 0.9 | $8.0M | -2% | 15k | 527.67 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $8.0M | +3% | 9.0k | 886.52 |
|
| American Express Company (AXP) | 0.9 | $7.3M | +3% | 27k | 271.20 |
|
| Vanguard ETF/USA Van Ftse Dev Mkt (VEA) | 0.8 | $6.9M | -15% | 132k | 52.81 |
|
| UnitedHealth (UNH) | 0.8 | $6.9M | -19% | 12k | 584.68 |
|
| BlackRock Fund Advisors Msci Eafe Etf (EFA) | 0.8 | $6.7M | -27% | 80k | 83.63 |
|
| Oracle Corporation (ORCL) | 0.8 | $6.7M | 39k | 170.40 |
|
|
| AFLAC Incorporated (AFL) | 0.8 | $6.5M | 59k | 111.80 |
|
|
| Uber Technologies (UBER) | 0.7 | $5.9M | +13% | 79k | 75.16 |
|
| Amgen (AMGN) | 0.7 | $5.9M | 18k | 322.21 |
|
|
| Thermo Fisher Scientific (TMO) | 0.7 | $5.9M | -7% | 9.5k | 618.57 |
|
| BlackRock Fund Advisors Core Us Aggbd Et (AGG) | 0.7 | $5.8M | +42% | 57k | 101.27 |
|
| Accenture Shs Class A (ACN) | 0.7 | $5.6M | 16k | 353.48 |
|
|
| BlackRock Fund Advisors Core S&p Scp Etf (IJR) | 0.6 | $5.4M | +51% | 46k | 116.96 |
|
| Lennar Corp Cl A (LEN) | 0.6 | $5.2M | +2% | 28k | 187.48 |
|
| TJX Companies (TJX) | 0.6 | $4.7M | +3% | 40k | 117.54 |
|
| Ares Management Corp Cl A Com Stk (ARES) | 0.5 | $4.6M | +10% | 30k | 155.84 |
|
| Chubb (CB) | 0.5 | $4.6M | 16k | 288.39 |
|
|
| Waste Management (WM) | 0.5 | $4.5M | +2% | 22k | 207.60 |
|
| Automatic Data Processing (ADP) | 0.5 | $4.5M | -4% | 16k | 276.73 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.4M | 25k | 173.20 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.4M | -20% | 21k | 210.86 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $4.3M | 8.4k | 517.79 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.3M | +9% | 28k | 153.13 |
|
| Merck & Co (MRK) | 0.5 | $4.3M | +2% | 37k | 113.56 |
|
| Eaton Corp SHS (ETN) | 0.5 | $4.1M | +13% | 13k | 331.44 |
|
| McDonald's Corporation (MCD) | 0.5 | $4.1M | 14k | 304.51 |
|
|
| Qualcomm (QCOM) | 0.5 | $4.0M | 24k | 170.05 |
|
|
| Cisco Systems (CSCO) | 0.5 | $4.0M | -10% | 75k | 53.22 |
|
| BlackRock Fund Advisors Faln Angls Usd (FALN) | 0.5 | $4.0M | +12% | 145k | 27.34 |
|
| Pepsi (PEP) | 0.5 | $3.8M | 23k | 170.05 |
|
|
| Vanguard ETF/USA Allwrld Ex Us (VEU) | 0.4 | $3.8M | 60k | 63.00 |
|
|
| Anthem (ELV) | 0.4 | $3.6M | 7.0k | 520.00 |
|
|
| Motorola Com New (MSI) | 0.4 | $3.4M | +2% | 7.6k | 449.63 |
|
| Vanguard Group Inc/The Vng Rus3000idx (VTHR) | 0.4 | $3.4M | 13k | 253.67 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $3.1M | +6% | 19k | 164.08 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $3.1M | +13% | 6.6k | 465.08 |
|
| Vanguard ETF/USA Growth Etf (VUG) | 0.4 | $3.1M | 8.0k | 383.93 |
|
|
| Vanguard Etf/usa Midcp 400 Idx (IVOO) | 0.4 | $3.0M | +38% | 28k | 105.63 |
|
| Emerson Electric (EMR) | 0.3 | $3.0M | 27k | 109.37 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $2.9M | 31k | 95.52 |
|
|
| Paychex (PAYX) | 0.3 | $2.9M | -5% | 22k | 134.19 |
|
| Kkr & Co (KKR) | 0.3 | $2.9M | +61% | 22k | 130.58 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.9M | +50% | 35k | 80.75 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $2.8M | 44k | 64.81 |
|
|
| Berkshire Hathaway Cl A (BRK.A) | 0.3 | $2.8M | 4.00 | 691180.00 |
|
|
| SYSCO Corporation (SYY) | 0.3 | $2.7M | -5% | 35k | 78.06 |
|
| Intercontinental Exchange (ICE) | 0.3 | $2.6M | 17k | 160.64 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.6M | -24% | 18k | 147.27 |
|
| Lowe's Companies (LOW) | 0.3 | $2.6M | +3% | 9.6k | 270.85 |
|
| State Street Etf/usa Utser1 S&pdcrp (MDY) | 0.3 | $2.5M | +2% | 4.5k | 569.66 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $2.5M | 25k | 103.81 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | +2% | 60k | 41.77 |
|
| Becton, Dickinson and (BDX) | 0.3 | $2.5M | -22% | 10k | 241.10 |
|
| Caterpillar (CAT) | 0.3 | $2.5M | +4% | 6.4k | 391.12 |
|
| Vanguard ETF/USA Us Quality (VFQY) | 0.3 | $2.4M | 17k | 142.88 |
|
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.4M | +41% | 21k | 115.02 |
|
| Danaher Corporation (DHR) | 0.3 | $2.3M | -27% | 8.3k | 278.02 |
|
| Vanguard Group Inc/The Extend Mkt Etf (VXF) | 0.3 | $2.3M | 13k | 181.99 |
|
|
| Columbia ETFs/USA Em Core Ex Etf (XCEM) | 0.3 | $2.2M | +3% | 68k | 32.67 |
|
| Pacer ETFs/USA Us Cash Cows 100 (COWZ) | 0.3 | $2.2M | +6% | 38k | 57.83 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | +5% | 14k | 162.06 |
|
| BlackRock Fund Advisors Msci India Etf (INDA) | 0.2 | $2.1M | 36k | 58.53 |
|
|
| Vanguard Etf/usa Smllcp 600 Idx (VIOO) | 0.2 | $2.1M | +20% | 19k | 108.18 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.1M | +2% | 3.5k | 584.56 |
|
| Pulte (PHM) | 0.2 | $2.0M | +3% | 14k | 143.53 |
|
| Illinois Tool Works (ITW) | 0.2 | $2.0M | -31% | 7.8k | 262.07 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | NEW | 17k | 121.16 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.0M | +3% | 8.1k | 246.48 |
|
| Yum! Brands (YUM) | 0.2 | $2.0M | 14k | 139.71 |
|
|
| Honeywell International (HON) | 0.2 | $1.9M | -28% | 9.4k | 206.71 |
|
| Progressive Corporation (PGR) | 0.2 | $1.9M | 7.6k | 253.76 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | -25% | 16k | 117.22 |
|
| BlackRock Fund Advisors Rus 1000 Etf (IWB) | 0.2 | $1.8M | 5.8k | 314.38 |
|
|
| Linde SHS (LIN) | 0.2 | $1.8M | 3.8k | 476.86 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.8M | -19% | 17k | 104.24 |
|
| salesforce (CRM) | 0.2 | $1.8M | +2% | 6.4k | 273.71 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.7M | -6% | 13k | 135.03 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.7M | -27% | 42k | 39.68 |
|
| Invesco Capital Management S&p500 Eql Wgt (RSP) | 0.2 | $1.6M | -3% | 9.0k | 179.16 |
|
| Home Depot (HD) | 0.2 | $1.6M | -42% | 3.9k | 405.20 |
|
| Vanguard Etf/usa Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | -51% | 32k | 47.85 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.5M | -19% | 13k | 114.01 |
|
| Sempra Energy (SRE) | 0.2 | $1.5M | -4% | 18k | 83.63 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.4M | -23% | 7.3k | 195.38 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.4M | 4.6k | 302.20 |
|
|
| SSGA Funds Management S&p Divid Etf (SDY) | 0.2 | $1.4M | -6% | 9.7k | 142.04 |
|
| Deere & Company (DE) | 0.2 | $1.4M | -38% | 3.3k | 417.33 |
|
| Analog Devices (ADI) | 0.2 | $1.4M | 5.9k | 230.17 |
|
|
| Chipotle Mexican Grill (CMG) | 0.2 | $1.4M | +16% | 24k | 57.62 |
|
| Vanguard ETF/USA Small Cp Etf (VB) | 0.2 | $1.3M | +9% | 5.5k | 237.21 |
|
| Darden Restaurants (DRI) | 0.1 | $1.3M | 7.7k | 164.13 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.2M | +4% | 4.4k | 273.68 |
|
| Electronic Arts (EA) | 0.1 | $1.2M | -14% | 8.1k | 143.44 |
|
| Jacobs Engineering Group (J) | 0.1 | $1.2M | +3% | 8.8k | 130.90 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $1.1M | -7% | 19k | 60.69 |
|
| BlackRock Fund Advisors Msci Usa Esg Slc (SUSA) | 0.1 | $1.1M | 9.4k | 120.37 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $1.1M | -12% | 5.1k | 220.76 |
|
| Ishares Trust Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | -2% | 5.9k | 189.80 |
|
| General Electric Com New (GE) | 0.1 | $1.1M | +19% | 5.8k | 188.58 |
|
| Ishares/usa Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | -9% | 2.8k | 375.38 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.0M | -35% | 6.4k | 162.91 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.0M | +4% | 3.5k | 297.74 |
|
| Vanguard ETF/USA Mid Cap Etf (VO) | 0.1 | $965k | +46% | 3.7k | 263.83 |
|
| Ishares Etfs/usa Esg Aw Msci Eafe (ESGD) | 0.1 | $946k | +23% | 11k | 84.17 |
|
| Schlumberger NV Com Stk (SLB) | 0.1 | $918k | -35% | 22k | 41.95 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $895k | 17k | 51.54 |
|
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| Oneok (OKE) | 0.1 | $867k | 9.5k | 91.13 |
|
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| Toronto-dominion Com New (TD) | 0.1 | $865k | -18% | 14k | 63.26 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $863k | -50% | 3.4k | 257.69 |
|
| Manulife Finl Corp (MFC) | 0.1 | $837k | 28k | 29.55 |
|
|
| John Hancock Exchange-Traded F Multifactor Mi (JHMM) | 0.1 | $831k | +64% | 14k | 60.20 |
|
| McKesson Corporation (MCK) | 0.1 | $821k | 1.7k | 494.42 |
|
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| Target Corporation (TGT) | 0.1 | $816k | NEW | 5.2k | 155.83 |
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| Hubbell (HUBB) | 0.1 | $805k | 1.9k | 428.35 |
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|
| Elf Beauty (ELF) | 0.1 | $780k | +97% | 7.2k | 109.03 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $766k | 5.2k | 148.48 |
|
|
| L3harris Technologies (LHX) | 0.1 | $763k | -33% | 3.2k | 237.87 |
|
| Vanguard Group Inc/The Large Cap Etf (VV) | 0.1 | $724k | 2.8k | 263.29 |
|
|
| T. Rowe Price (TROW) | 0.1 | $718k | -2% | 6.6k | 108.93 |
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| Select Sector Spdr Financial (XLF) | 0.1 | $717k | 16k | 45.32 |
|
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| ConocoPhillips (COP) | 0.1 | $678k | -5% | 6.4k | 105.28 |
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| Goldman Sachs (GS) | 0.1 | $676k | -42% | 1.4k | 495.10 |
|
| SSgA Funds Management S&p 500 Esg Etf (EFIV) | 0.1 | $671k | NEW | 12k | 55.76 |
|
| Broadcom (AVGO) | 0.1 | $665k | +326% | 3.9k | 172.50 |
|
| AstraZeneca Sponsored Adr (AZN) | 0.1 | $648k | 8.3k | 77.91 |
|
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| Iron Mountain (IRM) | 0.1 | $612k | 5.1k | 118.83 |
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| Nextera Energy (NEE) | 0.1 | $611k | -47% | 7.2k | 84.53 |
|
| RPM International (RPM) | 0.1 | $588k | -2% | 4.9k | 121.00 |
|
| Ishares Trust Iboxx Hi Yd Etf (HYG) | 0.1 | $576k | +73% | 7.2k | 80.30 |
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| Xcel Energy (XEL) | 0.1 | $572k | 8.8k | 65.30 |
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| Corning Incorporated (GLW) | 0.1 | $554k | 12k | 45.15 |
|
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| International Business Machines (IBM) | 0.1 | $545k | 2.5k | 221.08 |
|
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| CSX Corporation (CSX) | 0.1 | $541k | -52% | 16k | 34.53 |
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| Dupont De Nemours (DD) | 0.1 | $517k | 5.8k | 89.11 |
|
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| Global Payments (GPN) | 0.1 | $506k | 4.9k | 102.42 |
|
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| Cummins (CMI) | 0.1 | $505k | -26% | 1.6k | 323.79 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $496k | +23% | 9.6k | 51.74 |
|
| Autoliv (ALV) | 0.1 | $480k | 5.1k | 93.37 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $449k | 6.9k | 65.16 |
|
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| Verizon Communications (VZ) | 0.1 | $440k | +7% | 9.8k | 44.91 |
|
| Stanley Black & Decker (SWK) | 0.1 | $439k | -22% | 4.0k | 110.13 |
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| Waters Corporation (WAT) | 0.1 | $435k | 1.2k | 359.89 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $424k | 2.5k | 167.19 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $419k | +8% | 9.1k | 45.86 |
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| Philip Morris International (PM) | 0.0 | $410k | 3.4k | 121.40 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $400k | +12% | 12k | 32.15 |
|
| Vanguard Group Inc/the Total Int Bd Etf (BNDX) | 0.0 | $393k | +33% | 7.8k | 50.28 |
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| Southern Company (SO) | 0.0 | $368k | 4.1k | 90.18 |
|
|
| First Trust ETFs/USA Lng Dur Oprtun (LGOV) | 0.0 | $359k | -9% | 16k | 22.40 |
|
| Select Sector Spdr Energy (XLE) | 0.0 | $356k | 4.1k | 87.80 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $352k | NEW | 6.9k | 51.04 |
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| Washington Trust Ban (WASH) | 0.0 | $351k | 11k | 32.21 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $349k | +17% | 6.2k | 56.49 |
|
| Vanguard Etf/usa Shrt Trm Corp Bd (VCSH) | 0.0 | $345k | 4.3k | 79.42 |
|
|
| Consolidated Edison (ED) | 0.0 | $344k | 3.3k | 104.13 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $330k | -30% | 2.3k | 142.28 |
|
| General Motors Company (GM) | 0.0 | $327k | -33% | 7.3k | 44.84 |
|
| Ishares Exponential Tech Etf Exponential Tech (XT) | 0.0 | $322k | NEW | 5.3k | 60.88 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $308k | 3.6k | 85.54 |
|
|
| Clorox Company (CLX) | 0.0 | $299k | 1.8k | 162.91 |
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| Amentum Holdings | 0.0 | $284k | NEW | 8.8k | 32.25 |
|
| Pacer ETFs/USA Pacer Us Small (CALF) | 0.0 | $276k | 5.9k | 46.52 |
|
|
| Applied Materials (AMAT) | 0.0 | $270k | -52% | 1.3k | 202.05 |
|
| Smucker Com New (SJM) | 0.0 | $269k | 2.2k | 121.10 |
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| Unum (UNM) | 0.0 | $266k | 4.5k | 59.44 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $259k | 8.9k | 29.11 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $255k | 1.2k | 206.57 |
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| Coca-Cola Company (KO) | 0.0 | $255k | 3.5k | 71.86 |
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| State Street ETF/USA Bloomberg Invt (FLRN) | 0.0 | $251k | NEW | 8.1k | 30.85 |
|
| Medtronic SHS (MDT) | 0.0 | $248k | -74% | 2.8k | 90.03 |
|
| Vanguard ETF/USA Mcap Vl Idxvip (VOE) | 0.0 | $245k | NEW | 1.5k | 167.67 |
|
| Ishares/usa National Mun Etf (MUB) | 0.0 | $245k | NEW | 2.3k | 108.63 |
|
| Altria (MO) | 0.0 | $235k | 4.6k | 51.04 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $232k | -77% | 2.4k | 97.49 |
|
| American Tower Reit (AMT) | 0.0 | $232k | -63% | 997.00 | 232.56 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $231k | 2.0k | 115.30 |
|
|
| Church & Dwight (CHD) | 0.0 | $229k | 2.2k | 104.72 |
|
|
| Utd Parcel Serv CL B (UPS) | 0.0 | $229k | 1.7k | 136.34 |
|
|
| Van Eck Associates Corp High Yld Munietf (HYD) | 0.0 | $224k | NEW | 4.2k | 53.07 |
|
| American Water Works (AWK) | 0.0 | $220k | NEW | 1.5k | 146.24 |
|
| Microchip Technology (MCHP) | 0.0 | $213k | 2.7k | 80.29 |
|
|
| Celanese Corporation (CE) | 0.0 | $213k | -28% | 1.6k | 135.96 |
|
| Ishares Sp Smcp600vl Etf (IJS) | 0.0 | $212k | NEW | 2.0k | 107.66 |
|
| Ishares Trust Tips Bd Etf (TIP) | 0.0 | $210k | NEW | 1.9k | 110.47 |
|
| Packaging Corporation of America (PKG) | 0.0 | $206k | NEW | 956.00 | 215.40 |
|
| Phillips 66 (PSX) | 0.0 | $205k | 1.6k | 131.45 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $204k | -61% | 386.00 | 528.07 |
|
| General Mills (GIS) | 0.0 | $203k | -46% | 2.8k | 73.85 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $203k | NEW | 1.8k | 111.86 |
|
| Stryker Corporation (SYK) | 0.0 | $194k | NEW | 538.00 | 361.27 |
|
| Vanguard Etf/usa Div App Etf (VIG) | 0.0 | $185k | NEW | 934.00 | 198.06 |
|
| TSMC Sponsored Ads (TSM) | 0.0 | $184k | NEW | 1.1k | 173.67 |
|
| Enbridge (ENB) | 0.0 | $179k | NEW | 4.4k | 40.61 |
|
| Digital Realty Trust (DLR) | 0.0 | $178k | NEW | 1.1k | 161.83 |
|
| Realty Income (O) | 0.0 | $175k | NEW | 2.8k | 63.42 |
|
| AmerisourceBergen (COR) | 0.0 | $168k | NEW | 748.00 | 225.08 |
|
| Intuit (INTU) | 0.0 | $165k | -24% | 266.00 | 621.00 |
|
| Genuine Parts Company (GPC) | 0.0 | $164k | NEW | 1.2k | 139.68 |
|
| Nike CL B (NKE) | 0.0 | $158k | -53% | 1.8k | 88.40 |
|
| John Hancock Advisers Mltfctr Lrg Cap (JHML) | 0.0 | $154k | NEW | 2.2k | 69.44 |
|
| Pfizer (PFE) | 0.0 | $148k | -47% | 5.1k | 28.94 |
|
| Vaneck Vectors Etf Mrngstr Wde Moat (MOAT) | 0.0 | $146k | NEW | 1.5k | 96.95 |
|
| Vanguard Group Short Trm Bond (BSV) | 0.0 | $142k | NEW | 1.8k | 78.69 |
|
| Invesco ETFs/USA Var Rate Pfd (VRP) | 0.0 | $142k | NEW | 5.8k | 24.46 |
|
| O'reilly Automotive (ORLY) | 0.0 | $138k | NEW | 120.00 | 1151.60 |
|
| Rockwell Automation (ROK) | 0.0 | $134k | NEW | 500.00 | 268.46 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $134k | NEW | 1.0k | 133.60 |
|
| Snowflake Cl A (SNOW) | 0.0 | $129k | -50% | 1.1k | 114.86 |
|
| Prudential Financial (PRU) | 0.0 | $125k | NEW | 1.0k | 121.10 |
|
| Chemours (CC) | 0.0 | $124k | NEW | 6.1k | 20.32 |
|
| American Electric Power Company (AEP) | 0.0 | $123k | NEW | 1.2k | 102.60 |
|
| Gilead Sciences (GILD) | 0.0 | $122k | NEW | 1.5k | 83.84 |
|
| iShares ETFs/USA Ibonds Dec2026 (IBDR) | 0.0 | $119k | NEW | 4.9k | 24.30 |
|
| Hologic (HOLX) | 0.0 | $118k | NEW | 1.4k | 81.46 |
|
| iShares ETFs/USA Ibonds Dec 25 (IBMN) | 0.0 | $111k | NEW | 4.2k | 26.66 |
|
| BlackRock Fund Advisors 0-5yr Hi Yl Cp (SHYG) | 0.0 | $111k | NEW | 2.6k | 43.42 |
|
| Brown-forman Corp CL B (BF.B) | 0.0 | $108k | NEW | 2.2k | 49.20 |
|
| Crown Castle Intl (CCI) | 0.0 | $107k | NEW | 900.00 | 118.63 |
|
| iShares ETFs/USA Ibonds Dec25 Etf (IBDQ) | 0.0 | $106k | NEW | 4.2k | 25.10 |
|
| Dow (DOW) | 0.0 | $105k | NEW | 1.9k | 54.63 |
|
| Middleby Corporation (MIDD) | 0.0 | $104k | NEW | 750.00 | 139.13 |
|
| PNC Financial Services (PNC) | 0.0 | $104k | NEW | 560.00 | 184.85 |
|
| JP Morgan ETFs/USA Equity Premium (JEPI) | 0.0 | $103k | NEW | 1.7k | 59.51 |
|
| Roper Industries (ROP) | 0.0 | $100k | -74% | 180.00 | 556.44 |
|
| Marriott International Cl A (MAR) | 0.0 | $99k | NEW | 400.00 | 248.60 |
|
| Vanguard Etf/usa Int-term Corp (VCIT) | 0.0 | $98k | NEW | 1.2k | 83.75 |
|
| Mondelez International Cl A (MDLZ) | 0.0 | $94k | NEW | 1.3k | 73.67 |
|
| iShares ETFs/USA Ibonds Dec (IBMM) | 0.0 | $92k | NEW | 3.5k | 26.10 |
|
| Universal Health Realty Income Sh Ben Int (UHT) | 0.0 | $92k | NEW | 2.0k | 45.75 |
|
| Nuveen Closed-End Funds/USA Com Sh Ben Int (NZF) | 0.0 | $91k | NEW | 7.0k | 13.10 |
|
| Vanguard Etf/usa Materials Etf (VAW) | 0.0 | $90k | NEW | 425.00 | 211.47 |
|
| Wisdomtree Asset Management Us Largecap Fund (EPS) | 0.0 | $83k | NEW | 1.4k | 60.04 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $82k | 10k | 8.07 |
|
|
| Community Trust Ban (CTBI) | 0.0 | $80k | NEW | 1.6k | 49.66 |
|
| FactSet Research Systems (FDS) | 0.0 | $78k | NEW | 170.00 | 459.85 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $76k | -74% | 490.00 | 155.25 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $74k | NEW | 1.4k | 53.15 |
|
| Dominion Resources (D) | 0.0 | $74k | NEW | 1.3k | 57.79 |
|
| Lululemon Athletica (LULU) | 0.0 | $73k | -65% | 270.00 | 271.36 |
|
| Vanguard Etf/usa Strm Infproidx (VTIP) | 0.0 | $73k | NEW | 1.5k | 49.31 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $71k | NEW | 140.00 | 505.22 |
|
| Select Sector Spdr Technology (XLK) | 0.0 | $69k | NEW | 305.00 | 225.76 |
|
| BlackRock Fund Advisors Intl Sel Div Etf (IDV) | 0.0 | $68k | NEW | 2.2k | 30.23 |
|
| Travelers Companies (TRV) | 0.0 | $67k | NEW | 285.00 | 234.12 |
|
| Equinix (EQIX) | 0.0 | $67k | -82% | 75.00 | 887.63 |
|
| WisdomTree Asset Management Us Qtly Div Grt (DGRW) | 0.0 | $66k | NEW | 798.00 | 83.21 |
|
| Ross Stores (ROST) | 0.0 | $66k | -76% | 435.00 | 150.51 |
|
| Essential Utils (WTRG) | 0.0 | $65k | NEW | 1.7k | 38.57 |
|
| Boeing Company (BA) | 0.0 | $63k | NEW | 415.00 | 152.04 |
|
| Vulcan Materials Company (VMC) | 0.0 | $61k | NEW | 244.00 | 250.43 |
|
| One Gas (OGS) | 0.0 | $60k | NEW | 800.00 | 74.42 |
|
| DaVita (DVA) | 0.0 | $59k | -79% | 360.00 | 163.93 |
|
| Vaneck Vectors Etf Biotech Etf (BBH) | 0.0 | $59k | NEW | 330.00 | 177.39 |
|
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $56k | NEW | 230.00 | 243.06 |
|
| Hess (HES) | 0.0 | $55k | NEW | 406.00 | 135.80 |
|
| Stag Industrial (STAG) | 0.0 | $55k | NEW | 1.4k | 39.09 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $55k | NEW | 1.2k | 44.57 |
|
| Vanguard Etf/usa Vg Tl Intl Stk F (VXUS) | 0.0 | $53k | NEW | 818.00 | 64.74 |
|
| Prologis (PLD) | 0.0 | $52k | NEW | 412.00 | 126.28 |
|
| Dover Corporation (DOV) | 0.0 | $50k | NEW | 263.00 | 191.74 |
|
| Select Sector Spdr Sbi Int-utils (XLU) | 0.0 | $49k | NEW | 600.00 | 80.78 |
|
| Itt (ITT) | 0.0 | $48k | NEW | 323.00 | 149.50 |
|
| Unilever Spon Adr New (UL) | 0.0 | $48k | NEW | 740.00 | 64.96 |
|
| BP Sponsored Adr (BP) | 0.0 | $48k | NEW | 1.5k | 31.39 |
|
| WisdomTree Asset Management Us Largecap Divd (DLN) | 0.0 | $47k | NEW | 600.00 | 78.56 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $47k | NEW | 821.00 | 56.73 |
|
| iShares ETFs/USA Ibonds 27 Etf (IBDS) | 0.0 | $46k | NEW | 1.9k | 24.37 |
|
| Vanguard Etf/usa Vng Rus1000grw (VONG) | 0.0 | $46k | NEW | 475.00 | 96.52 |
|
| Williams Companies (WMB) | 0.0 | $46k | NEW | 1.0k | 45.65 |
|
| Teradyne (TER) | 0.0 | $46k | NEW | 340.00 | 133.93 |
|
| CACI International Cl A (CACI) | 0.0 | $45k | NEW | 90.00 | 504.56 |
|
| Vanguard ETF/USA Energy Etf (VDE) | 0.0 | $45k | -82% | 370.00 | 122.47 |
|
| Vaneck Vectors Etf Agribusiness Etf (MOO) | 0.0 | $45k | NEW | 600.00 | 75.51 |
|
| State Street Corporation (STT) | 0.0 | $44k | NEW | 500.00 | 88.47 |
|
| Sprott Asset Management CEFs Tr Unit (CEF) | 0.0 | $43k | NEW | 1.8k | 24.49 |
|
| Rbc Cad (RY) | 0.0 | $41k | NEW | 325.00 | 124.73 |
|
| At&t (T) | 0.0 | $40k | -95% | 1.8k | 22.00 |
|
| Ge Vernova (GEV) | 0.0 | $40k | NEW | 156.00 | 255.00 |
|
| DTE Energy Company (DTE) | 0.0 | $39k | NEW | 300.00 | 128.41 |
|
| Vanguard Group Inc/the Em Mk Gov Bd Etf (VWOB) | 0.0 | $38k | NEW | 579.00 | 66.37 |
|
| Carrier Global Corporation (CARR) | 0.0 | $37k | NEW | 460.00 | 80.49 |
|
| MetLife (MET) | 0.0 | $36k | NEW | 430.00 | 82.48 |
|
| Aon Shs Cl A (AON) | 0.0 | $35k | -87% | 102.00 | 345.99 |
|
| Ishares Cohen Steer Reit (ICF) | 0.0 | $34k | NEW | 520.00 | 65.91 |
|
| Canadian Natl Ry (CNI) | 0.0 | $34k | NEW | 290.00 | 117.15 |
|
| Elbit Systems Ord (ESLT) | 0.0 | $34k | NEW | 168.00 | 200.10 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $33k | NEW | 1.0k | 33.24 |
|
| Norfolk Southern (NSC) | 0.0 | $32k | NEW | 130.00 | 248.50 |
|
| Vanguard Etf/usa Inf Tech Etf (VGT) | 0.0 | $32k | NEW | 55.00 | 586.53 |
|
| Walt Disney Company (DIS) | 0.0 | $32k | -89% | 330.00 | 96.19 |
|
| Vanguard Etf/usa Intermed Term (BIV) | 0.0 | $32k | NEW | 405.00 | 78.37 |
|
| Entergy Corporation (ETR) | 0.0 | $31k | NEW | 238.00 | 131.61 |
|
| iShares ETFs/USA Ibds Dec28 Etf (IBDT) | 0.0 | $31k | NEW | 1.2k | 25.53 |
|
| Wec Energy Group (WEC) | 0.0 | $29k | NEW | 305.00 | 96.18 |
|
| Nucor Corporation (NUE) | 0.0 | $29k | NEW | 194.00 | 150.34 |
|
| Timken Company (TKR) | 0.0 | $29k | NEW | 341.00 | 84.29 |
|
| D.R. Horton (DHI) | 0.0 | $26k | NEW | 138.00 | 190.77 |
|
| Ecolab (ECL) | 0.0 | $26k | NEW | 100.00 | 255.33 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $25k | NEW | 2.1k | 11.97 |
|
| Gentex Corporation (GNTX) | 0.0 | $24k | NEW | 820.00 | 29.69 |
|
| Invesco ETFs/USA Dj Indl Avg Dv (DJD) | 0.0 | $24k | NEW | 447.00 | 52.59 |
|
| National Amusements Class B Com (PARA) | 0.0 | $23k | NEW | 2.2k | 10.62 |
|
| SSgA Funds Management Prtflo S&p500 Hi (SPYD) | 0.0 | $23k | NEW | 496.00 | 45.65 |
|
| Ssga Funds Management Spdr Tr Tactic (TOTL) | 0.0 | $23k | NEW | 544.00 | 41.40 |
|
| Trane Technologies SHS (TT) | 0.0 | $22k | -97% | 57.00 | 388.74 |
|
| iShares ETFs/USA Ibonds Dec 26 (IBMO) | 0.0 | $22k | NEW | 840.00 | 25.65 |
|
| iShares ETFs/USA Ibonds Dec 27 (IBMP) | 0.0 | $22k | NEW | 843.00 | 25.45 |
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $21k | NEW | 2.4k | 8.85 |
|
| Murphy Usa (MUSA) | 0.0 | $21k | NEW | 42.00 | 492.88 |
|
| Tesla Motors (TSLA) | 0.0 | $20k | NEW | 78.00 | 261.63 |
|
| Charles Schwab Investment Management Fundamental Intl (FNDF) | 0.0 | $20k | NEW | 541.00 | 37.37 |
|
| Vanguard ETF/USA Us Momentum (VFMO) | 0.0 | $20k | NEW | 125.00 | 160.95 |
|
| Dr Reddy's Laboratories Adr (RDY) | 0.0 | $20k | NEW | 250.00 | 79.45 |
|
| Amcor Ord (AMCR) | 0.0 | $19k | NEW | 1.7k | 11.33 |
|
| Devon Energy Corporation (DVN) | 0.0 | $19k | NEW | 475.00 | 39.12 |
|
| ResMed (RMD) | 0.0 | $19k | NEW | 76.00 | 244.12 |
|
| Ishares Trust Micro-cap Etf (IWC) | 0.0 | $19k | NEW | 150.00 | 123.32 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $18k | NEW | 103.00 | 178.57 |
|
| Vanguard ETF/USA Intl High Etf (VYMI) | 0.0 | $18k | NEW | 245.00 | 73.42 |
|
| BlackRock Fund Advisors 7-10 Yr Trsy Bd (IEF) | 0.0 | $17k | NEW | 170.00 | 98.12 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $16k | NEW | 210.00 | 78.14 |
|
| Eastern Bankshares (EBC) | 0.0 | $16k | NEW | 1.0k | 16.39 |
|
| Micron Technology (MU) | 0.0 | $16k | -97% | 158.00 | 103.71 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $16k | NEW | 90.00 | 172.33 |
|
| S&p Global (SPGI) | 0.0 | $16k | NEW | 30.00 | 516.63 |
|
| Sonoco Products Company (SON) | 0.0 | $15k | NEW | 280.00 | 54.63 |
|
| iShares ETFs/USA Ibonds Dec24 Etf (IBDP) | 0.0 | $15k | NEW | 599.00 | 25.21 |
|
| Fiserv (FI) | 0.0 | $15k | NEW | 84.00 | 179.65 |
|
| Vanguard Etf/usa Tt Wrld St Etf (VT) | 0.0 | $15k | NEW | 125.00 | 119.70 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $15k | NEW | 30.00 | 491.27 |
|
| Vanguard Group Inc/The Real Estate Etf (VNQ) | 0.0 | $15k | NEW | 150.00 | 97.42 |
|
| BlackRock Fund Advisors Pfd And Incm Sec (PFF) | 0.0 | $15k | NEW | 435.00 | 33.23 |
|
| Corteva (CTVA) | 0.0 | $14k | NEW | 235.00 | 58.79 |
|
| Ishares S&p 500 Val Etf (IVE) | 0.0 | $14k | NEW | 70.00 | 197.17 |
|
| NextEra Energy Equity Partners Com Unit Part In (NEP) | 0.0 | $14k | NEW | 496.00 | 27.62 |
|
| Republic Services (RSG) | 0.0 | $14k | NEW | 67.00 | 200.84 |
|
| Servicenow (NOW) | 0.0 | $13k | NEW | 15.00 | 894.40 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $13k | NEW | 60.00 | 223.48 |
|
| Moderna (MRNA) | 0.0 | $13k | NEW | 200.00 | 66.83 |
|
| BlackRock Fund Advisors Us Regnl Bks Etf (IAT) | 0.0 | $13k | NEW | 273.00 | 47.54 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $13k | NEW | 300.00 | 42.77 |
|
| Independent Bank (INDB) | 0.0 | $13k | NEW | 215.00 | 59.13 |
|
| US Bancorp Com New (USB) | 0.0 | $12k | NEW | 265.00 | 45.73 |
|
| Interactive Broker Com Cl A (IBKR) | 0.0 | $12k | NEW | 85.00 | 139.36 |
|
| Brookline Ban (BRKL) | 0.0 | $12k | NEW | 1.2k | 10.09 |
|
| DT Midstream Common Stock (DTM) | 0.0 | $12k | NEW | 150.00 | 78.66 |
|
| Citigroup Com New (C) | 0.0 | $12k | NEW | 186.00 | 62.60 |
|
| AutoNation (AN) | 0.0 | $12k | NEW | 65.00 | 178.92 |
|
| Halliburton Company (HAL) | 0.0 | $12k | NEW | 400.00 | 29.05 |
|
| Fidelity Selectco Msci Hlth Care I (FHLC) | 0.0 | $11k | NEW | 157.00 | 72.80 |
|
| BlackRock Fund Advisors Expanded Tech (IGV) | 0.0 | $11k | NEW | 125.00 | 89.37 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $11k | NEW | 325.00 | 33.86 |
|
| First Trust Advisors Cloud Computing (SKYY) | 0.0 | $11k | NEW | 107.00 | 102.26 |
|
| Occidental Petroleum Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $11k | NEW | 359.00 | 29.74 |
|
| Bk Nova Cad (BNS) | 0.0 | $11k | NEW | 195.00 | 54.49 |
|
| Western Digital (WDC) | 0.0 | $10k | NEW | 150.00 | 68.29 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $10k | NEW | 315.00 | 31.70 |
|
| First Trust Advisors Nasdaq Cyb Etf (CIBR) | 0.0 | $10k | NEW | 168.00 | 59.23 |
|
| Sunoco Com Ut Rep Lp (SUN) | 0.0 | $9.7k | NEW | 180.00 | 53.68 |
|
| Hershey Company (HSY) | 0.0 | $9.6k | NEW | 50.00 | 191.78 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $9.4k | NEW | 42.00 | 223.10 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $9.4k | NEW | 90.00 | 103.94 |
|
| SSgA Funds Management Ice Pfd Sec Etf (PSK) | 0.0 | $9.2k | NEW | 258.00 | 35.66 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $9.1k | -98% | 171.00 | 53.45 |
|
| Textron (TXT) | 0.0 | $8.9k | NEW | 100.00 | 88.58 |
|
| Citizens Financial (CFG) | 0.0 | $8.7k | NEW | 212.00 | 41.07 |
|
| Charles Schwab Investment Management Us Mid-cap Etf (SCHM) | 0.0 | $8.3k | NEW | 100.00 | 83.09 |
|
| Dex (DXCM) | 0.0 | $8.0k | NEW | 120.00 | 67.04 |
|
| Charles River Laboratories (CRL) | 0.0 | $7.9k | NEW | 40.00 | 196.97 |
|
| Biogen Idec (BIIB) | 0.0 | $7.8k | NEW | 40.00 | 194.00 |
|
| GraniteShares ETF Trust Shs Ben Int (BAR) | 0.0 | $7.2k | NEW | 276.00 | 25.97 |
|
| National Amusements Class A Com (PARAA) | 0.0 | $7.1k | NEW | 325.00 | 21.86 |
|
| Lineage | 0.0 | $7.1k | NEW | 90.00 | 78.38 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $6.4k | NEW | 90.00 | 71.17 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $6.3k | NEW | 91.00 | 69.67 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $6.3k | NEW | 100.00 | 62.88 |
|
| Intel Corporation (INTC) | 0.0 | $6.0k | -97% | 255.00 | 23.46 |
|
| Flowers Foods (FLO) | 0.0 | $5.8k | NEW | 250.00 | 23.07 |
|
| SSgA Funds Management Bloomberg 1-3 Mo (BIL) | 0.0 | $5.6k | NEW | 61.00 | 91.80 |
|
| Kinder Morgan (KMI) | 0.0 | $5.1k | NEW | 230.00 | 22.09 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $5.0k | NEW | 80.00 | 62.11 |
|
| Cardinal Health (CAH) | 0.0 | $4.9k | NEW | 44.00 | 110.52 |
|
| Easterly Government Properti reit (DEA) | 0.0 | $4.1k | NEW | 305.00 | 13.58 |
|
| Lam Research Corporation (LRCX) | 0.0 | $4.1k | NEW | 5.00 | 816.00 |
|
| Peak (DOC) | 0.0 | $3.4k | NEW | 150.00 | 22.87 |
|
| Annaly Capital Management Com New (NLY) | 0.0 | $3.4k | NEW | 167.00 | 20.07 |
|
| Castle Biosciences (CSTL) | 0.0 | $2.9k | NEW | 100.00 | 28.52 |
|
| Wisdomtree Asset Management Us Midcap Divid (DON) | 0.0 | $2.6k | NEW | 50.00 | 51.14 |
|
| Alcon Ord Shs (ALC) | 0.0 | $2.5k | NEW | 25.00 | 100.08 |
|
| Incyte Corporation (INCY) | 0.0 | $2.3k | NEW | 35.00 | 66.11 |
|
| Fortive (FTV) | 0.0 | $2.0k | NEW | 25.00 | 78.92 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.8k | -99% | 16.00 | 111.88 |
|
| Sanofi SA Sponsored Adr (SNY) | 0.0 | $1.7k | -99% | 30.00 | 57.63 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $1.5k | NEW | 21.00 | 72.14 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $1.1k | NEW | 100.00 | 11.22 |
|
| Grayscale Investments LLC/USA Shs Rep Com Ut (GBTC) | 0.0 | $1.0k | NEW | 20.00 | 50.50 |
|
| Whirlpool Corporation (WHR) | 0.0 | $963.000000 | NEW | 9.00 | 107.00 |
|
| Baxter International (BAX) | 0.0 | $949.000000 | NEW | 25.00 | 37.96 |
|
| UGI Corporation (UGI) | 0.0 | $750.999000 | NEW | 30.00 | 25.03 |
|
| Plug Power Com New (PLUG) | 0.0 | $621.995000 | NEW | 275.00 | 2.26 |
|
| Verrica Pharmaceuticals (VRCA) | 0.0 | $290.000000 | NEW | 200.00 | 1.45 |
|
| Kyndryl Holdings Common Stock (KD) | 0.0 | $230.000000 | NEW | 10.00 | 23.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $144.000000 | NEW | 2.00 | 72.00 |
|
| Grayscale Investments LLC/USA SHS | 0.0 | $113.000000 | NEW | 20.00 | 5.65 |
|
Past Filings by Coastline Trust
SEC 13F filings are viewable for Coastline Trust going back to 2011
- Coastline Trust 2024 Q3 filed Nov. 6, 2024
- Coastline Trust 2024 Q2 filed July 15, 2024
- Coastline Trust 2024 Q1 filed April 26, 2024
- Coastline Trust 2023 Q4 filed Jan. 23, 2024
- Coastline Trust 2023 Q3 filed Oct. 18, 2023
- Coastline Trust 2023 Q2 filed Aug. 7, 2023
- Coastline Trust 2023 Q1 restated filed May 31, 2023
- Coastline Trust 2023 Q1 filed April 12, 2023
- Coastline Trust 2022 Q4 filed Feb. 9, 2023
- Coastline Trust 2022 Q3 filed Nov. 3, 2022
- Coastline Trust 2022 Q2 filed July 22, 2022
- Coastline Trust 2022 Q1 filed May 4, 2022
- Coastline Trust 2021 Q4 filed Feb. 10, 2022
- Coastline Trust 2021 Q3 filed Nov. 9, 2021
- Coastline Trust 2021 Q2 filed Aug. 10, 2021
- Coastline Trust 2021 Q1 filed May 10, 2021