CT
| |
Coastline Trust Co13F | |
| Coastline Trust Co | |
| Last update 2025-04-28 | 392 Stocks (2 new) |
| Value $805.00 Mil | Turnover 2 % |
Coastline Trust Co Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 477,399 | 51,740.5 | -5.11% | 6.430 | -0.40% | 0.000 | +64.02% | +27.63% | 4,179,295.7 | Semiconductors | |
AAPL | Apple Inc | 179,603 | 39,895.2 | -2.05% | 4.960 | -0.11% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
MSFT | Microsoft Corp | 96,241 | 36,127.9 | -0.81% | 4.490 | -0.04% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
IWR | iShares Russell Mid-Cap ETF | 352,427 | 29,981.0 | +5.50% | 3.730 | +0.19% | 0.080 | +16.66% | +5.53% | 42,516.9 | ||
IVV | iShares Core S&P 500 ETF | 52,408 | 29,448.1 | +2.20% | 3.660 | +0.08% | 0.010 | +19.14% | +7.22% | 631,078.0 | ||
VBR | Vanguard Small Cap Value ETF | 139,824 | 26,047.8 | -0.69% | 3.240 | -0.02% | 0.080 | +16.20% | +1.26% | 28,188.2 | ||
AMZN | Amazon.com Inc | 130,140 | 24,760.4 | +1.77% | 3.080 | +0.05% | 0.000 | +28.03% | +1.73% | 2,369,463.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 156,765 | 24,242.1 | +1.86% | 3.010 | +0.05% | 0.000 | +19.48% | -3.12% | 2,226,332.3 | Interactive Media | |
META | Meta Platforms Inc | 40,361 | 23,262.5 | +1.59% | 2.890 | +0.05% | 0.000 | +40.04% | +20.25% | 1,767,345.8 | Interactive Media | |
IJH | iShares Core S&P Mid-Cap ETF | 348,418 | 20,330.2 | +1.15% | 2.530 | +0.03% | 0.020 | +15.85% | +1.40% | 96,235.0 |
Coastline Trust Co's Historical Top Holdings Breakdowns
Coastline Trust Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.53% | 828.4 ($951.01) 1058.6 | $1,250.31 | 31.47% | Add 38.9% | 16,198 | 4,536 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.40% | 106.98 ($126.74) 149.43 | $171.37 | 35.21% | Reduce -5.11% | 477,399 | -25,732 | |
NOW | ServiceNow Inc | 2025-03-31 | Add Add | +0.23% | 783.83 ($963.73) 1170.39 | $966.97 | 0.34% | Add 4037.93% | 2,400 | 2,342 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.19% | 82.81 ($89.19) 92.93 | $92.73 | 3.97% | Add 5.5% | 352,427 | 18,367 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.19% | 507.05 ($540.58) 563.67 | $573.74 | 6.13% | Reduce -19.43% | 12,421 | -2,996 | |
LEN | Lennar Corp | 2025-03-31 | Reduce Reduce | -0.16% | 113.93 ($123.84) 137.82 | $109.43 | -11.64% | Reduce -48.92% | 10,401 | -9,960 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.15% | 158.56 ($167.49) 176.26 | $153.73 | -8.22% | Reduce -30.28% | 17,196 | -7,468 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.14% | 198.1 ($216.92) 229.79 | $221.02 | 1.89% | Add 9.07% | 67,469 | 5,612 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.14% | 84.5 ($93.81) 105.05 | $95.15 | 1.43% | Add 30.69% | 55,753 | 13,091 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.11% | 209.68 ($231.67) 247.1 | $210.16 | -9.28% | Reduce -2.05% | 179,603 | -3,751 |
Coastline Trust Co Total Holding History ($B)
Coastline Trust Co's Asset Allocation
Coastline Trust Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Coastline Trust Co's Hypothetical Growth since 2025-03-31
Coastline Trust Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Coastline Trust Co's Holdings Heat Map
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Coastline Trust Co's Holdings Bubble Chart
Coastline Trust Co News
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