IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Coastal Capital Group, Inc.

Q1 2020 Holdings

Filed 2020-04-09 | 509 holdings | $850.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Phillips 66 COM(PSX)Stock718546104$193630.0%
Source Dividend Opportunity ETFETF53656F839$201,1990.0%
Pimco Broad U.S. Tips Index Exchange-Traded Fund(TIPZ)ETF72201R403$203420.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$201340.0%
Invesco Bulletshares 2022 Corporate Bond ETF(BSCMUSD)ETF46138J882$211,0140.0%
Royal BK CDA COM(RY)Stock780087102$213560.0%
Capital One Finl Corp COM(COF)Stock14040H105$214310.0%
Vmware Inc CL A COM(VMWEUR)Stock928563402$211750.0%
Ishares ESG USD Corporate Bond ETF(SUSC)ETF46435G193$228900.0%
Newmont Corp COM(NEM)Stock651639106$225000.0%
Rockwell Automation Inc COM(ROK)Stock773903109$221500.0%
Ishares ESG Msci USA Small-Cap ETF(ESML)ETF46435U663$231,1530.0%
Consolidated Edison Inc COM(ED)Stock209115104$233000.0%
Boeing Co COM(BA)Stock097023105$231590.0%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)Stock559080106$236540.0%
Vaneck Vectors Fallen Angel High Yield Bond ETF(ANGL)ETF92189F437$239290.0%
Wendys Co COM(WEN)Stock95058W100$231,5810.0%
Stericycle Inc COM(SRCLEUR)Stock858912108$245100.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$253000.0%
Clorox Co del COM(CLX)Stock189054109$251500.0%
Invesco Bulletshares 2020 Corporate Bond ETF(BSCK)ETF46138J502$251,2250.0%
Ford MTR Co del COM(F)Stock345370860$255,3570.0%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$257490.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$255550.0%
Conagra Brands Inc COM(CAG)Stock205887102$269070.0%
HP Inc COM(HPQ)Stock40434L105$261,5010.0%
Invesco S&P International Developed LOW Volatility ETF(IDLV)ETF46138E230$271,0530.0%
Ishares Moderate Allocation Fund(AOM)ETF464289875$277590.0%
Ishares S&P Aggressive Allocation Fund(AOA)ETF464289859$275720.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$281150.0%
Citrix SYS Inc COM(CTXSEUR)Stock177376100$282000.0%
Ishares Tips Bond ETF(TIP)ETF464287176$282440.0%
Servicenow Inc COM(NOW)Stock81762P102$281000.0%
JPMorgan Diversified Return International Equity ETF(JPIN)ETF46641Q209$296720.0%
S&P Global Inc COM(SPGI)Stock78409V104$291200.0%
Ecolab Inc COM(ECL)Stock278865100$301950.0%
Agilent Technologies Inc COM(A)Stock00846U101$304310.0%
Ishares Ibonds DEC 2028 Term Muni Bond ETF(IBMQ)ETF46435U325$311,2100.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$312800.0%
Cognex Corp COM(CGNX)Stock192422103$338000.0%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$331560.0%
Caterpillar Inc del COM(CAT)Stock149123101$343000.0%
Entergy Corp New COM(ETR)Stock29364G103$343650.0%
Wells Fargo Co New COM(WFC)Stock949746101$341,1930.0%
Brookline Bancorp Inc del COM(BB3)Stock11373M107$353,1860.0%
Blackstone Group Inc COM CL A(BX)Stock09260D107$357850.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$361,3720.0%
Conocophillips COM(COP)Stock20825C104$361,1920.0%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$364500.0%
Abbvie Inc COM(ABBV)Stock00287Y109$364800.0%
PreviousPage 7 of 11Next