Coston, Mcisaac & Partners
CIK Number: 0001945037
337.37M
Market Value
521
# of Holdings
9 months
Avg. Holding Period
34.18%
Win Rate
40.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Divide... | 185.88 | +0.81% | 88.59K | -1.71% | 17.35M | 151.51 | 5.14% |
| 2 | VTI | Vanguard Total ... | 263.67 | +1.79% | 53.14K | -0.7% | 15.4M | 204.94 | 4.57% |
| 3 | BRK-B | Berkshire Hatha... | 527.71 | +1.33% | 30.96K | -2.66% | 14.03M | 284.96 | 4.16% |
| 4 | AAPL | Apple Inc. | 204.80 | +2.53% | 54.85K | -11.37% | 13.74M | 142.36 | 4.07% |
| 5 | WSM | Williams-Sonoma... | 146.01 | +2.87% | 60.45K | -10.21% | 11.19M | 58.01 | 3.32% |
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