| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | 6 | Q3 2023 | 4.8% |
| APPLE INC | 6 | Q3 2023 | 4.3% |
| BERKSHIRE HATHAWAY CLASS B | 6 | Q3 2023 | 4.1% |
| PROSHARES S&P 500 DIV ARISTOCRAT ETF | 6 | Q3 2023 | 3.5% |
| VANGUARD TOTAL STOCK MARKET ETF | 6 | Q3 2023 | 3.6% |
| MCDONALDS CORP | 6 | Q3 2023 | 2.9% |
| PROCTER & GAMBLE | 6 | Q3 2023 | 2.9% |
| PEPSICO INC | 6 | Q3 2023 | 2.5% |
| WALMART INC | 6 | Q3 2023 | 2.5% |
| THE COCA-COLA CO | 6 | Q3 2023 | 2.9% |
View Coston, McIsaac & Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-09-21 |
View Coston, McIsaac & Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.