Coston, Mc Isaac & Partners has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $281 Million distributed in 989 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $16.1M, Vanguard Total Stock Market Et with a value of $15.4M, Berkshire Hathaway Inc Class B with a value of $14M, Apple Inc. with a value of $13.7M, and Williams Sonoma Inc with a value of $11.2M.
Examining the 13F form we can see an decrease of $16.7M in the current position value, from $298M to 281M.
Coston, Mc Isaac & Partners is based out at Bar Harbor, ME
Below you can find more details about Coston, Mc Isaac & Partners portfolio as well as his latest detailed transactions.
Portfolio value
$281 Million
ETFs: $83 Million
Consumer Defensive: $75.3 Million
Consumer Cyclical: $27.6 Million
Technology: $25.2 Million
Utilities: $21.1 Million
Financial Services: $18.2 Million
Healthcare: $12.5 Million
Industrials: $7.53 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
