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The Analysis of Coastline Complete Wealth LLC's Holdings & P&L

Currently, Coastline Complete Wealth LLC holds 55 types of securities in its portfolio with a total value $161.4M. In the most recent quarter, they have increased their positions in VOOG (+32.4K shares, valued at $13.2M), ONEQ (+101.3K shares, valued at $8.6M), BSCV (+216.3K shares, valued at $3.6M); decreased their positions in IVW (-108.9K shares, valued at $12.3M), N/A (-14.9K shares, valued at $8.6M), NOBL (-20.2K shares, valued at $2.1M); initiated new positions in ONEQ (+101.3K shares, valued at $8.6M), N/A (+3.0K shares, valued at $1.8M), AGG (+7.8K shares, valued at $769.8K).

1M P&L

+495.3K+0.30%

3M P&L

-3.8M-2.22%

HY P&L

-133.9M-44.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.1M

92.6%

2Internet Retail2.3M

1.5%

3Leisure2.0M

1.3%

Top Industries by Stock Count

1N/A32 stocks

64.0%

2Drug Manufacturers - General2 stocks

4.0%

3Internet Retail1 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS101.0K shares14.04%2026-03-312026-05-22

VOOG VANGUARD ADMIRAL FDS INC34.4K shares1649.16%2026-03-312026-05-22

MOAT VANECK ETF TRUST123.7K shares-3.68%2026-03-312026-05-22

VO VANGUARD INDEX FDS40.1K shares9.72%2026-03-312026-05-22

IJR ISHARES TR89.0K shares3.37%2026-03-312026-05-22

ONEQ FIDELITY COMWLTH TR101.3K sharesnew addition2026-03-312026-05-22

IVW ISHARES TR59.6K shares-64.65%2026-03-312026-05-22

IVV ISHARES TR8.4K shares0.35%2026-03-312026-05-22

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD265.2K shares20.79%2026-03-312026-05-22

BSCS INVESCO EXCH TRD SLF IDX FD253.2K shares52.19%2026-03-312026-05-22

BSMR INVESCO EXCH TRD SLF IDX FD166.2K shares6.72%2026-03-312026-05-22

BSCT INVESCO EXCH TRD SLF IDX FD209.2K shares18.48%2026-03-312026-05-22

BSMS INVESCO EXCH TRD SLF IDX FD166.7K shares132.92%2026-03-312026-05-22

BSCU INVESCO EXCH TRD SLF IDX FD231.7K shares19.57%2026-03-312026-05-22

BSCV INVESCO EXCH TRD SLF IDX FD234.7K shares1175.55%2026-03-312026-05-22

VUG VANGUARD INDEX FDS8.2K shares-24.95%2026-03-312026-05-22

Sponsored

NOBL PROSHARES TR25.1K shares-44.56%2026-03-312026-05-22

INVESCO QQQ TR INVESCO QQQ TR4.4K shares-77.16%2026-03-312026-05-22

AMZN AMAZON COM INC11.3K shares4.35%2026-03-312026-05-22

SCHX SCHWAB STRATEGIC TR89.0K shares0.30%2026-03-312026-05-22

PLNT PLANET FITNESS MASTER ISSUER27.0K shares0.00%2026-03-312026-05-22

ALPHABET INC ALPHABET INC6.4K shares-0.28%2026-03-312026-05-22

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-05-22

BSMT INVESCO EXCH TRD SLF IDX FD68.7K shares-0.24%2026-03-312026-05-22

Sponsored

BSMU INVESCO EXCH TRD SLF IDX FD69.2K shares10.43%2026-03-312026-05-22

BSMV INVESCO EXCH TRD SLF IDX FD71.8K shares492.21%2026-03-312026-05-22

SCHM SCHWAB STRATEGIC TR46.3K shares-0.91%2026-03-312026-05-22

MSFT MICROSOFT CORP3.5K shares10.59%2026-03-312026-05-22

SCHA SCHWAB STRATEGIC TR40.4K shares3.99%2026-03-312026-05-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares4.04%2026-03-312026-05-22

XLK SELECT SECTOR SPDR TR7.6K shares9.72%2026-03-312026-05-22

VYM VANGUARD WHITEHALL FDS6.2K shares-10.69%2026-03-312026-05-22

Sponsored

LLY ELI LILLY & CO990 shares1.12%2026-03-312026-05-22

NVDA NVIDIA CORPORATION5.2K shares-0.46%2026-03-312026-05-22

AAPL APPLE INC3.2K shares25.41%2026-03-312026-05-22

AGG ISHARES TR7.8K sharesnew addition2026-03-312026-05-22

ALPHABET INC ALPHABET INC2.6K shares10.43%2026-03-312026-05-22

SPDW SPDR INDEX SHS FDS14.5K shares1.78%2026-03-312026-05-22

IJH ISHARES TR9.5K shares-0.60%2026-03-312026-05-22

IEFA ISHARES TR5.1K sharesnew addition2026-03-312026-05-22

Sponsored

KLAC KLA CORP273 shares0.00%2026-03-312026-05-22

VB VANGUARD INDEX FDS1.5K shares-24.67%2026-03-312026-05-22

XOM EXXON MOBIL CORP2.3K shares-2.68%2026-03-312026-05-22

JNJ JOHNSON & JOHNSON1.3K shares21.53%2026-03-312026-05-22

VTI VANGUARD INDEX FDS975 shares-6.79%2026-03-312026-05-22

MSTR STRATEGY INC2.3K sharesnew addition2026-03-312026-05-22

VZ VERIZON COMMUNICATIONS INC5.5K shares4.66%2026-03-312026-05-22

JPM JPMORGAN CHASE & CO881 sharesnew addition2026-03-312026-05-22

Sponsored

NSC NORFOLK SOUTHN CORP838 shares0.48%2026-03-312026-05-22

KO COCA COLA CO3.1K sharesnew addition2026-03-312026-05-22

IBIT ISHARES BITCOIN TRUST ETF5.8K shares-16.84%2026-03-312026-05-22

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-05-22

V VISA INC675 sharesnew addition2026-03-312026-05-22

IBM INTERNATIONAL BUSINESS MACHS835 shares-1.53%2026-03-312026-05-22

CCO CLEAR CHANNEL OUTDOOR HLDGS25.0K shares0.00%2026-03-312026-05-22

VIG

VANGUARD SPECIALIZED FUNDS

14.04%

Shares101.0K

Event2026-03-31

Filed2026-05-22

VOOG

VANGUARD ADMIRAL FDS INC

1649.16%

Shares34.4K

Event2026-03-31

Filed2026-05-22

MOAT

VANECK ETF TRUST

-3.68%

Shares123.7K

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

9.72%

Shares40.1K

Event2026-03-31

Filed2026-05-22

IJR

ISHARES TR

3.37%

Shares89.0K

Event2026-03-31

Filed2026-05-22

ONEQ

FIDELITY COMWLTH TR

New

Shares101.3K

Event2026-03-31

Filed2026-05-22

IVW

ISHARES TR

-64.65%

Shares59.6K

Event2026-03-31

Filed2026-05-22

IVV

ISHARES TR

0.35%

Shares8.4K

Event2026-03-31

Filed2026-05-22

BSCR

INVESCO EXCH TRD SLF IDX FD

20.79%

Shares265.2K

Event2026-03-31

Filed2026-05-22

BSCS

INVESCO EXCH TRD SLF IDX FD

52.19%

Shares253.2K

Event2026-03-31

Filed2026-05-22

BSMR

INVESCO EXCH TRD SLF IDX FD

6.72%

Shares166.2K

Event2026-03-31

Filed2026-05-22

BSCT

INVESCO EXCH TRD SLF IDX FD

18.48%

Shares209.2K

Event2026-03-31

Filed2026-05-22

BSMS

INVESCO EXCH TRD SLF IDX FD

132.92%

Shares166.7K

Event2026-03-31

Filed2026-05-22

BSCU

INVESCO EXCH TRD SLF IDX FD

19.57%

Shares231.7K

Event2026-03-31

Filed2026-05-22

BSCV

INVESCO EXCH TRD SLF IDX FD

1175.55%

Shares234.7K

Event2026-03-31

Filed2026-05-22

VUG

VANGUARD INDEX FDS

-24.95%

Shares8.2K

Event2026-03-31

Filed2026-05-22

NOBL

PROSHARES TR

-44.56%

Shares25.1K

Event2026-03-31

Filed2026-05-22

INVESCO QQQ TR

-77.16%

Shares4.4K

Event2026-03-31

Filed2026-05-22

AMZN

AMAZON COM INC

4.35%

Shares11.3K

Event2026-03-31

Filed2026-05-22

SCHX

SCHWAB STRATEGIC TR

0.30%

Shares89.0K

Event2026-03-31

Filed2026-05-22

PLNT

PLANET FITNESS MASTER ISSUER

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-22

ALPHABET INC

-0.28%

Shares6.4K

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-03-31

Filed2026-05-22

BSMT

INVESCO EXCH TRD SLF IDX FD

-0.24%

Shares68.7K

Event2026-03-31

Filed2026-05-22

BSMU

INVESCO EXCH TRD SLF IDX FD

10.43%

Shares69.2K

Event2026-03-31

Filed2026-05-22

BSMV

INVESCO EXCH TRD SLF IDX FD

492.21%

Shares71.8K

Event2026-03-31

Filed2026-05-22

SCHM

SCHWAB STRATEGIC TR

-0.91%

Shares46.3K

Event2026-03-31

Filed2026-05-22

MSFT

MICROSOFT CORP

10.59%

Shares3.5K

Event2026-03-31

Filed2026-05-22

SCHA

SCHWAB STRATEGIC TR

3.99%

Shares40.4K

Event2026-03-31

Filed2026-05-22

BERKSHIRE HATHAWAY INC DEL

4.04%

Shares2.2K

Event2026-03-31

Filed2026-05-22

XLK

SELECT SECTOR SPDR TR

9.72%

Shares7.6K

Event2026-03-31

Filed2026-05-22

VYM

VANGUARD WHITEHALL FDS

-10.69%

Shares6.2K

Event2026-03-31

Filed2026-05-22

LLY

ELI LILLY & CO

1.12%

Shares990

Event2026-03-31

Filed2026-05-22

NVDA

NVIDIA CORPORATION

-0.46%

Shares5.2K

Event2026-03-31

Filed2026-05-22

AAPL

APPLE INC

25.41%

Shares3.2K

Event2026-03-31

Filed2026-05-22

AGG

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-05-22

ALPHABET INC

10.43%

Shares2.6K

Event2026-03-31

Filed2026-05-22

SPDW

SPDR INDEX SHS FDS

1.78%

Shares14.5K

Event2026-03-31

Filed2026-05-22

IJH

ISHARES TR

-0.60%

Shares9.5K

Event2026-03-31

Filed2026-05-22

IEFA

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-05-22

KLAC

KLA CORP

0.00%

Shares273

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

-24.67%

Shares1.5K

Event2026-03-31

Filed2026-05-22

XOM

EXXON MOBIL CORP

-2.68%

Shares2.3K

Event2026-03-31

Filed2026-05-22

JNJ

JOHNSON & JOHNSON

21.53%

Shares1.3K

Event2026-03-31

Filed2026-05-22

VTI

VANGUARD INDEX FDS

-6.79%

Shares975

Event2026-03-31

Filed2026-05-22

MSTR

STRATEGY INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-22

VERIZON COMMUNICATIONS INC

4.66%

Shares5.5K

Event2026-03-31

Filed2026-05-22

JPM

JPMORGAN CHASE & CO

New

Shares881

Event2026-03-31

Filed2026-05-22

NSC

NORFOLK SOUTHN CORP

0.48%

Shares838

Event2026-03-31

Filed2026-05-22

COCA COLA CO

New

Shares3.1K

Event2026-03-31

Filed2026-05-22

IBIT

ISHARES BITCOIN TRUST ETF

-16.84%

Shares5.8K

Event2026-03-31

Filed2026-05-22

NFLX

NETFLIX INC.

New

Shares2.3K

Event2026-03-31

Filed2026-05-22

VISA INC

New

Shares675

Event2026-03-31

Filed2026-05-22

IBM

INTERNATIONAL BUSINESS MACHS

-1.53%

Shares835

Event2026-03-31

Filed2026-05-22

CCO

CLEAR CHANNEL OUTDOOR HLDGS

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available