Coquina Private Wealth LLC Purchases in Q4 2025

Coquina Private Wealth LLC

  • $125 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.05K
New
$185.12 - $192.11 $380K - $394K
2.05K $393M
CSQ
Calamos Strategic Total Return Fund

Financial Services
19.9K
New
$18.57 - $19.43 $370K - $388K
19.9K $383M
GLD
Spdr Gold Trust

ETFs
965
New
$354.79 - $403.15 $342K - $389K
965 $382M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
5.86K
New
$58.83 - $63.18 $345K - $370K
5.86K $364M
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
New
$293.81 - $310.11 $347K - $366K
1.18K $361M
AXP
American Express CO

Financial Services
968
New
$316.26 - $372.77 $306K - $361K
968 $358M
JFR
Nuveen Floating Rate Income Fund

Financial Services
45.5K
New
$7.77 - $8.15 $353K - $370K
45.5K $356M
GOOGL
Alphabet Inc.

Communication Services
1.11K
New
$236.57 - $291.31 $262K - $322K
1.11K $346M
T
At&T Inc.

Communication Services
13.8K
New
$24.44 - $27.55 $338K - $381K
13.8K $343M
VEA
Vanguard Ftse Developed Market

ETFs
5.48K
New
$59.18 - $62.09 $324K - $340K
5.48K $342M
GE
General Electric CO

Industrials
1.02K
New
$291.49 - $314.28 $296K - $319K
1.02K $313M
DUK
Duke Energy Corp

Utilities
2.66K
New
$121.57 - $129.03 $324K - $344K
2.66K $312M
HD
Home Depot, Inc.

Consumer Cyclical
899
New
$358.03 - $397.02 $322K - $357K
899 $309M
DIS
Walt Disney CO

Communication Services
2.7K
New
$105.69 - $116.65 $285K - $315K
2.7K $307M
AVUV
American Centy ETF Tr Avantis

ETFs
2.99K
New
$95.19 - $100.66 $285K - $301K
2.99K $305M
BX
Blackstone Inc.

Financial Services
1.96K
New
$138.42 - $168.45 $272K - $331K
1.96K $303M
QCOM
Qualcomm Inc

Technology
1.71K
New
$153.59 - $187.68 $262K - $320K
1.71K $292M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.56K
New
$50.22 - $52.54 $279K - $292K
5.56K $287M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.48K
New
$184.47 - $199.8 $274K - $297K
1.48K $284M
SNOW
Snowflake Inc.

Technology
1.25K
New
$230.55 - $277.14 $288K - $346K
1.25K $274M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.93K
New
$136.06 - $140.64 $263K - $272K
1.93K $269M
HSUN
Hartford Fds Exchange Traded T

ETFs
7.4K
New
N/A
7.4K $263M
MRK
Merck & Co., Inc.

Healthcare
2.45K
New
$82.49 - $92.93 $202K - $227K
2.45K $258M
IWY
Ishares Tr Russell 200 Growth

ETFs
924
New
$268.43 - $288.26 $248K - $266K
924 $256M
XOM
Exxon Mobil Corp

Energy
2.1K
New
$110.64 - $119.78 $233K - $252K
2.1K $253M
Putnam ETF Trust
31.9K
New
N/A
31.9K $251M
C
Citigroup Inc

Financial Services
2.12K
New
$93.93 - $102.87 $199K - $218K
2.12K $247M
DVY
Ishares Tr

ETFs
1.72K
New
$138.1 - $143.11 $238K - $246K
1.72K $243M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.14K
New
$76.23 - $79.22 $239K - $248K
3.14K $238M
GAB
Gabelli Equity Trust Inc

Financial Services
38.4K
New
$5.86 - $6.17 $225K - $237K
38.4K $237M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
531
New
$426.99 - $455.46 $227K - $242K
531 $236M
PM
Philip Morris International Inc.

Consumer Defensive
1.39K
New
$144.33 - $160.86 $201K - $224K
1.39K $223M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
New
$52.54 - $55.77 $212K - $225K
4.03K $217M
CVX
Chevron Corp

Energy
1.4K
New
$148.9 - $157.72 $208K - $220K
1.4K $213M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.4K
New
$139.3 - $147.36 $196K - $207K
1.4K $212M
CMCSA
Comcast Corp

Communication Services
7.05K
New
$26.98 - $31.09 $190K - $219K
7.05K $211M
MRVL
Marvell Technology, Inc.

Technology
2.43K
New
$81.05 - $93.74 $197K - $228K
2.43K $206M
RVT
Royce Value Trust, Inc.

Financial Services
11.2K
New
$15.5 - $16.38 $174K - $183K
11.2K $180M
EVN
Eaton Vance Municipal Income Trust

Financial Services
13.2K
New
$10.78 - $11.18 $143K - $148K
13.2K $143M
Activity Summary
Buys All Purchases 90 New Holdings 90 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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