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
ITOT
Ishares Core S&P Total U.S. St

ETFs
219K
New
$142.79 - $150.05 $31.3M - $32.9M
219K $32.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
302K
New
$26.44 - $27.53 $7.99M - $8.32M
302K $8.29B
MGK
Vanguard Mega Cap Growth ETF

ETFs
16.4K
New
$394.96 - $425.89 $6.49M - $6.99M
16.4K $6.78B
NVDA
Nvidia Corp

Technology
27.8K
New
$179.83 - $207.04 $5M - $5.76M
27.8K $5.19B
AAPL
Apple Inc.

Technology
18.2K
New
$245.27 - $275.25 $4.46M - $5.01M
18.2K $4.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.32K
New
$589.5 - $635.77 $3.73M - $4.02M
6.32K $3.88B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.3K
New
$242.67 - $261.79 $3.72M - $4.01M
15.3K $3.87B
AMZN
Amazon Com Inc

Consumer Cyclical
13.4K
New
$213.04 - $254.0 $2.86M - $3.41M
13.4K $3.1B
MSFT
Microsoft Corp

Technology
5.63K
New
$496.82 - $542.07 $2.8M - $3.05M
5.63K $2.72B
GOOG
Alphabet Inc.

Communication Services
8.17K
New
$237.49 - $291.74 $1.94M - $2.38M
8.17K $2.56B
VBR
Vanguard Small Cap Value ETF

ETFs
10.4K
New
$201.42 - $211.15 $2.1M - $2.2M
10.4K $2.21B
JPM
Jpmorgan Chase & CO

Financial Services
6.84K
New
$294.11 - $320.41 $2.01M - $2.19M
6.84K $2.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.25K
New
$475.68 - $513.11 $2.02M - $2.18M
4.25K $2.14B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
33.2K
New
$55.63 - $58.98 $1.84M - $1.96M
33.2K $2B
AVGO
Broadcom Inc.

Technology
5.76K
New
$324.63 - $385.98 $1.87M - $2.22M
5.76K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
5.56K
New
$321.8 - $337.95 $1.79M - $1.88M
5.56K $1.86B
IEFA
Ishares Tr

ETFs
19.7K
New
$86.09 - $89.88 $1.7M - $1.77M
19.7K $1.76B
PLTR
Palantir Technologies Inc.

Technology
9.25K
New
$172.14 - $207.18 $1.59M - $1.92M
9.25K $1.64B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27.3K
New
$49.98 - $50.59 $1.36M - $1.38M
27.3K $1.37B
COST
Costco Wholesale Corp

Consumer Defensive
1.5K
New
$910.94 - $954.99 $1.37M - $1.43M
1.5K $1.29B
WMT
Walmart Inc.

Consumer Defensive
10.6K
New
$101.18 - $109.03 $1.07M - $1.16M
10.6K $1.18B
DGRO
Ishares Core Dividend Growth E

ETFs
16.1K
New
$66.93 - $69.17 $1.08M - $1.11M
16.1K $1.12B
AVDE
American Centy ETF Tr Avantis

ETFs
13.5K
New
$77.65 - $81.2 $1.05M - $1.09M
13.5K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.76K
New
$600.51 - $631.95 $1.06M - $1.11M
1.76K $1.1B
NEE
Nextera Energy Inc

Utilities
12.5K
New
$78.18 - $86.03 $980K - $1.08M
12.5K $1.01B
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.45K
New
$178.37 - $198.46 $793K - $883K
4.45K $928M
PANW
Palo Alto Networks Inc

Technology
5K
New
$204.77 - $221.38 $1.02M - $1.11M
5K $921M
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
New
$401.99 - $468.37 $707K - $823K
1.76K $791M
VGT
Vanguard Information Technolog

ETFs
960
New
$736.33 - $801.52 $707K - $769K
960 $723M
PG
Procter & Gamble CO

Consumer Defensive
4.54K
New
$145.5 - $153.18 $661K - $695K
4.54K $651M
VV
Vanguard Large Cap ETF

ETFs
2.02K
New
$301.9 - $317.98 $609K - $641K
2.02K $635M
SBUX
Starbucks Corp

Consumer Cyclical
7.35K
New
$78.46 - $87.26 $576K - $641K
7.35K $619M
ABBV
Abb Vie Inc.

Healthcare
2.55K
New
$211.96 - $244.38 $541K - $624K
2.55K $583M
AMD
Advanced Micro Devices Inc

Technology
2.61K
New
$164.01 - $264.33 $427K - $689K
2.61K $558M
RJF
Raymond James Financial Inc

Financial Services
3.06K
New
$158.05 - $167.64 $484K - $514K
3.06K $492M
ORCL
Oracle Corp

Technology
2.51K
New
$217.57 - $313.0 $546K - $785K
2.51K $489M
USA
Liberty All Star Equity Fund

Financial Services
77.4K
New
$6.07 - $6.47 $470K - $501K
77.4K $486M
XLF
Financial Sector Spdr

ETFs
8.63K
New
$51.76 - $53.77 $447K - $464K
8.63K $473M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.16K
New
$56.0 - $57.6 $457K - $470K
8.16K $467M
PDT
John Hancock Premium Dividend Fund

Financial Services
36.7K
New
$12.87 - $13.48 $472K - $494K
36.7K $466M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.4K
New
$41.61 - $44.26 $433K - $460K
10.4K $461M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
26.7K
New
$16.52 - $17.24 $441K - $460K
26.7K $436M
SPY
Spdr S&P 500 ETF Trust

ETFs
632
New
$653.02 - $687.39 $413K - $434K
632 $431M
EPD
Enterprise Products Partners L.P.

Energy
13.3K
New
$30.19 - $32.26 $403K - $430K
13.3K $428M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
706
New
$577.77 - $604.78 $408K - $427K
706 $426M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.3K
New
$37.61 - $39.41 $388K - $407K
10.3K $408M
VB
Vanguard Small Cap ETF

ETFs
1.56K
New
$248.1 - $260.08 $386K - $405K
1.56K $401M
VZ
Verizon Communications Inc

Communication Services
9.76K
New
$38.4 - $43.83 $375K - $428K
9.76K $397M
BAC
Bank Of America Corp

Financial Services
7.22K
New
$48.65 - $54.11 $351K - $391K
7.22K $397M
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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