Coastwise Capital Group, LLC Purchases and Sells in Q3 2025

Coastwise Capital Group, LLC

$141 Million
Q3 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	429 + 1.32%	$202.38 - $256.87 $86.8K - $110K	32.8K $8.35M
SPY	1.65K + 16.45%	$617.65 - $666.84 $1.02M - $1.1M	11.7K $7.77M
TSLA	232 + 3.62%	$293.94 - $444.72 $68.2K - $103K	6.65K $2.96M
SCHD	21.4K + 5.2%	$26.38 - $27.95 $566K - $599K	434K $11.8M
SCHF	19K + 56.2%	$21.69 - $23.34 $413K - $444K	52.9K $1.23M
UNH	1.04K + 78.05%	$237.77 - $353.61 $248K - $368K	2.38K $820K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.2K New	$620.67 - $670.08 $742K - $801K	1.2K $800K
RSP	1.98K New	$181.56 - $190.33 $360K - $377K	1.98K $375K
VEA	5.28K New	$56.02 - $60.3 $296K - $318K	5.28K $316K
PSTG	3.16K New	$54.47 - $88.29 $172K - $279K	3.16K $264K
IJR	2.07K New	$108.46 - $120.63 $225K - $250K	2.07K $245K
COP	2.29K New	$91.0 - $98.99 $208K - $226K	2.29K $216K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSL	-3.86K - 8.6%	$45.81 - $46.18 $177K - $178K	41K $1.88M
FTSM	-2.98K - 17.61%	$59.81 - $60.11 $178K - $179K	14K $836K
T	-4.09K - 7.2%	$26.94 - $29.62 $110K - $121K	52.8K $1.49M
VGK	-1.82K - 40.38%	$75.26 - $80.19 $137K - $146K	2.68K $214K
VWO	-2.76K - 37.78%	$49.43 - $54.52 $136K - $151K	4.55K $246K
MO	-2.02K - 33.67%	$57.75 - $67.68 $117K - $137K	3.98K $262K

Activity Summary All Purchases 92 New Holdings 9 Increased Positions 83 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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