Coastline Trust CO Incresed Positions in Q4 2024

Coastline Trust CO

  • $850 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
7.4K
+ 6.14%
$180.88 - $232.93 $1.34M - $1.72M
128K $28.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58K
+ 20.27%
$61.68 - $67.87 $3.58M - $3.94M
344K $21.5M
AAPL
Apple Inc.

Technology
584
+ 0.32%
$221.69 - $259.02 $129K - $151K
183K $45.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.17K
+ 14.9%
$567.81 - $607.81 $2.37M - $2.53M
32.2K $18.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.41K
+ 13.81%
$481.22 - $538.17 $1.64M - $1.83M
28.1K $14.4M
NFLX
Netflix Inc

Communication Services
60
+ 0.52%
$687.65 - $936.56 $41.3K - $56.2K
11.7K $10.4M
KKR
Kkr & Co. Inc.

Financial Services
11.2K
+ 50.42%
$129.87 - $162.87 $1.45M - $1.82M
33.4K $4.94M
IWM
Ishares Russell 2000 ETF

ETFs
8.47K
+ 15.87%
$216.13 - $242.4 $1.83M - $2.05M
61.9K $13.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
20.1K
+ 6.39%
$87.25 - $95.52 $1.75M - $1.92M
334K $29.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.6K
+ 36.26%
$96.64 - $101.23 $1.99M - $2.09M
77.5K $7.51M
PANW
Palo Alto Networks Inc

Technology
40.3K
+ 105.69%
$181.96 - $405.9 $7.33M - $16.3M
78.4K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
934
+ 1.86%
$570.51 - $610.59 $533K - $570K
51.3K $30.2M
WMT
Walmart Inc.

Consumer Defensive
7.31K
+ 20.68%
$79.1 - $95.7 $578K - $700K
42.7K $3.85M
COST
Costco Wholesale Corp

Consumer Defensive
683
+ 7.57%
$873.59 - $994.69 $597K - $679K
9.71K $8.89M
GE
General Electric CO

Industrials
5.94K
+ 101.78%
$159.95 - $194.23 $950K - $1.15M
11.8K $1.96M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.9K
+ 11.32%
$49.79 - $51.14 $1.04M - $1.07M
205K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
228
+ 1.1%
$205.18 - $250.29 $46.8K - $57.1K
21K $5.03M
HYG
Ishares Tr

ETFs
7.81K
+ 108.9%
$78.09 - $80.04 $610K - $625K
15K $1.18M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
943
+ 349.26%
$260.53 - $404.79 $246K - $382K
1.21K $463K
WM
Waste Management Inc

Industrials
2.29K
+ 10.64%
$201.79 - $228.46 $462K - $523K
23.8K $4.81M
AVGO
Broadcom Inc.

Technology
191
+ 4.95%
$159.67 - $250.0 $30.5K - $47.8K
4.05K $938K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
167
+ 1.1%
$521.84 - $558.82 $87.1K - $93.3K
15.4K $8.31M
SNOW
Snowflake Inc.

Technology
1.31K
+ 116.52%
$109.65 - $186.51 $144K - $245K
2.44K $376K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11.6K
+ 8.02%
$26.55 - $27.32 $308K - $317K
156K $4.17M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.42K
+ 28.44%
$55.05 - $58.86 $188K - $201K
15.5K $873K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
219
+ 4.9%
$563.99 - $620.12 $124K - $136K
4.69K $2.67M
WFC
Wells Fargo & Company

Financial Services
476
+ 7.71%
$54.98 - $77.35 $26.2K - $36.8K
6.65K $466K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.03%
$486.1 - $608.57 $6.81K - $8.52K
1.38K $789K
VO
Vanguard Mid Cap ETF

ETFs
393
+ 10.75%
$261.5 - $284.63 $103K - $112K
4.05K $1.07M
HYD
Vaneck High Yield Muni ETF

ETFs
1.5K
+ 35.58%
$51.09 - $53.06 $76.6K - $79.5K
5.71K $296K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.2%
$163.08 - $198.16 $815 - $991
2.54K $483K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
606
+ 2.14%
$104.52 - $115.08 $63.3K - $69.7K
28.9K $3.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
15
+ 0.26%
$311.11 - $335.64 $4.67K - $5.03K
5.81K $1.87M
BMY
Bristol Myers Squibb CO

Healthcare
27
+ 0.28%
$51.92 - $59.94 $1.4K - $1.62K
9.62K $544K
NOW
Service Now, Inc.

Technology
43
+ 286.67%
$867.18 - $1148.42 $37.3K - $49.4K
58 $61K
BNDX
Vanguard Total International B

ETFs
845
+ 10.81%
$48.91 - $50.61 $41.3K - $42.8K
8.66K $424K
ETN
Eaton Corp PLC

Industrials
49
+ 0.39%
$326.96 - $377.52 $16K - $18.5K
12.5K $4.16M
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.29%
$233.76 - $261.58 $3.74K - $4.19K
5.56K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 28.21%
$213.65 - $479.86 $4.7K - $10.6K
100 $40K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
233
+ 29.2%
$80.93 - $85.66 $18.9K - $20K
1.03K $83K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2K
+ 19.72%
$7.83 - $8.16 $15.7K - $16.3K
12.1K $95K
EQIX
Equinix Inc

Real Estate
4
+ 5.33%
$865.69 - $985.0 $3.46K - $3.94K
79 $74K
XLE
Energy Sector Spdr

ETFs
175
+ 4.32%
$83.32 - $97.27 $14.6K - $17K
4.23K $362K
TM
Toyota Motor Corp

Consumer Cyclical
26
+ 25.24%
$169.2 - $199.52 $4.4K - $5.19K
129 $25K
ETR
Entergy Corp

Utilities
224
+ 94.12%
$73.19 - $156.4 $16.4K - $35K
462 $35K
MU
Micron Technology Inc

Technology
65
+ 41.14%
$84.16 - $113.41 $5.47K - $7.37K
223 $18K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 6.67%
$471.27 - $550.62 $943 - $1.1K
32 $16K
TIP
Ishares Tr Tips Bd ETF

ETFs
73
+ 3.85%
$106.33 - $110.69 $7.76K - $8.08K
1.97K $210K
TXN
Texas Instruments Inc

Technology
8
+ 0.65%
N/A
1.24K $241K
Activity Summary
Buys All Purchases 94 New Holdings 30 Increased Positions 64 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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