Coquina Private Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EATON VANCE MUNI INCOME TRUS | $142.5K | 0.1% |
| ROYCE SMALL-CAP TRUST, INC.RVT | $180.3K | 0.1% |
| Marvell Technology, Inc. | $206.2K | 0.2% |
| Comcast Corp. | $210.8K | 0.2% |
| VANGUARD WELLINGTON FD | $211.6K | 0.2% |
| CHEVRON CORP | $212.6K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $216.8K | 0.2% |
| Philip Morris International Inc. | $223.0K | 0.2% |
| VANGUARD ADMIRAL FDS INC | $236.1K | 0.2% |
| GABELLI EQUITY TRUST INCGAB | $236.7K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $237.8K | 0.2% |
| ISHARES TR | $242.7K | 0.2% |
| CITIGROUP INC | $247.0K | 0.2% |
| PUTNAM ETF TRUST | $250.6K | 0.2% |
| EXXON MOBIL CORP | $253.2K | 0.2% |
| ISHARES TR | $255.9K | 0.2% |
| Merck & Co., Inc. | $257.5K | 0.2% |
| HARTFORD FDS EXCHANGE TRADED | $262.6K | 0.2% |
| SPDR SERIES TRUST | $269.0K | 0.2% |
| Snowflake Inc. | $274.2K | 0.2% |
| VANGUARD WELLINGTON FD | $283.8K | 0.2% |
| WISDOMTREE TR | $286.8K | 0.2% |
| QUALCOMM INC/DE | $291.9K | 0.2% |
| Blackstone Inc | $302.8K | 0.2% |
| AMERICAN CENTY ETF TR | $304.9K | 0.2% |
| Walt Disney Co | $306.9K | 0.2% |
| HOME DEPOT, INC. | $309.3K | 0.2% |
| Duke Energy Corp | $312.1K | 0.3% |
| GENERAL ELECTRIC CO | $312.5K | 0.3% |
| AMERICAN CENTY ETF TR | $331.3K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $342.2K | 0.3% |
| AT&T INC. | $343.4K | 0.3% |
| Alphabet Inc. | $346.2K | 0.3% |
| NUVEEN FLOATING RATE INCOME FUNDJFR | $355.9K | 0.3% |
| AMERICAN EXPRESS CO | $358.1K | 0.3% |
| MCDONALD'S CORP | $360.9K | 0.3% |
| ISHARES TR | $364.3K | 0.3% |
| SPDR GOLD TR | $382.4K | 0.3% |
| CALAMOS STRATEGIC TOTAL RETU | $382.9K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $393.1K | 0.3% |
| BANK OF AMERICA CORP /DE | $397.3K | 0.3% |
| VERIZON COMMUNICATIONS INC | $397.4K | 0.3% |
| VANGUARD INDEX FDS | $401.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $408.4K | 0.3% |
| SPDR S&P MIDCAP 400 ETF TR | $425.9K | 0.3% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $427.6K | 0.3% |
| SPDR S&P 500 ETF TR | $431.0K | 0.3% |
| BlackRock Taxable Municipal Bond TrustBBN | $435.6K | 0.3% |
| PACER FDS TR | $461.3K | 0.4% |
| JOHN HANCOCK PREMIUM DIVIDEND FUNDPDT | $465.6K | 0.4% |