Coston, Mcisaac & Partners
Coston, McIsaac & Partners, also known as Coston, McIsaac & Shea Financial Advisors, is a SEC-registered Investment Advisory firm headquartered in Bar Harbor, Maine, operating from the historic downtown old police station. Founded in 2001 as Coston & McIsaac Investment Advisors by Paul Coston, Jr. and MJ McIsaac, the firm merged in 2015 with Andrew Shea to form the current entity. The firm consists of a team including nine investment advisor representatives, four CPAs, three CFPs, one EA, and one PFS, providing wealth management and advisory services to clients worldwide.
Investment Strategy
Coston, McIsaac & Partners follows a personalized, client-focused investment strategy with broad diversification. They manage portfolios that typically include a mix of ETFs, individual stocks, and mutual funds, emphasizing long-term investment planning, income growth, and risk management tailored to client goals. Their holdings indicate a preference for low-cost, diversified funds such as ETFs and an allocation approach that adapts to market changes while prioritizing client needs.
Top Holdings
Equity Positions (507)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4.74% | $18.3M | 89,412 | $152.07 | $204.67 | +$1.1M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.93% | $15.2M | 49,855 | $204.94 | $303.93 | +$1.4M |
B BRK-B | BERKSHIRE HATHAWAY CLASS B | 3.80% | $14.7M | 30,203 | $284.96 | $485.77 | -$1.5M |
V VEU | VANGUARD FTSE ALL WORLD EX US ETF | 3.38% | $13.0M | 193,910 | $53.21 | $67.22 | +$1.7M |
A AAPL | APPLE INC | 2.83% | $10.9M | 53,266 | $142.47 | $205.17 | -$884.0K |