Coastwise Capital Group, LLC Purchases in Q4 2024

Coastwise Capital Group, LLC

  • $124 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
21.1K
+ 589.18%
$59.74 - $60.03 $1.26M - $1.27M
24.7K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.22%
$180.88 - $232.93 $9.95K - $12.8K
25.4K $5.57M
COST
Costco Wholesale Corp

Consumer Defensive
901
+ 136.31%
$873.59 - $994.69 $787K - $896K
1.56K $1.43M
FTSL
First Trust Senior Ln Fund

ETFs
14.2K
+ 33.09%
$45.9 - $46.48 $652K - $660K
57.1K $2.64M
NVDA
Nvidia Corp

Technology
642
+ 1.68%
$117.0 - $148.88 $75.1K - $95.6K
38.8K $5.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
308
+ 4.33%
$567.81 - $607.81 $175K - $187K
7.42K $4.35M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
601
New
$260.53 - $404.79 $157K - $243K
601 $229K
MSFT
Microsoft Corp

Technology
658
+ 8.55%
$406.35 - $454.46 $267K - $299K
8.35K $3.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
227
+ 7.42%
$481.22 - $538.17 $109K - $122K
3.29K $1.68M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.08K
+ 88.61%
$63.27 - $70.31 $195K - $217K
6.56K $416K
DIS
Walt Disney CO

Communication Services
352
+ 5.14%
$92.39 - $117.6 $32.5K - $41.4K
7.2K $802K
PEP
Pepsico Inc

Consumer Defensive
872
+ 59.24%
$151.29 - $176.1 $132K - $154K
2.34K $356K
IWM
Ishares Russell 2000 ETF

ETFs
400
+ 13.4%
$216.13 - $242.4 $86.5K - $97K
3.38K $747K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.02%
$554.08 - $632.68 $554 - $633
4.41K $2.6M
MS
Morgan Stanley

Financial Services
20
+ 0.59%
$104.42 - $134.99 $2.09K - $2.7K
3.42K $429K
SCHW
Schwab Charles Corp

Financial Services
208
+ 3.44%
$63.31 - $82.85 $13.2K - $17.2K
6.26K $463K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.76K
+ 8.96%
$44.33 - $49.55 $78.2K - $87.4K
21.5K $963K
FNDX
Schwab Fundamental U S Large C

ETFs
9.13K
+ 281.57%
$23.49 - $71.77 $215K - $656K
12.4K $293K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 2.25%
$521.84 - $558.82 $27.1K - $29.1K
2.36K $1.27M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.08K
+ 18.34%
$20.6 - $20.71 $42.9K - $43.2K
13.4K $277K
FNDA
Schwab Fundamental U S Small C

ETFs
5.48K
+ 132.76%
$29.26 - $59.11 $160K - $324K
9.6K $285K
SLB
Schlumberger Limited

Energy
1.82K
+ 21.22%
$36.83 - $45.59 $67.1K - $83.1K
10.4K $399K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
52
+ 0.81%
$417.69 - $450.94 $21.7K - $23.4K
6.48K $2.76M
XLE
Energy Sector Spdr

ETFs
470
+ 15.82%
$83.32 - $97.27 $39.2K - $45.7K
3.44K $294K
VBR
Vanguard Small Cap Value ETF

ETFs
186
+ 12.29%
$197.36 - $217.3 $36.7K - $40.4K
1.7K $336K
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.5K
+ 106.0%
$25.33 - $51.16 $468K - $945K
35.9K $927K
MA
Mastercard Inc

Financial Services
1
+ 0.18%
$491.3 - $536.15 $491 - $536
563 $296K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.09K
+ 294.82%
$25.93 - $105.3 $158K - $642K
8.16K $227K
XLV
Select Sector Spdr Fund Health

ETFs
265
+ 17.04%
$136.28 - $154.74 $36.1K - $41K
1.82K $250K
QCOM
Qualcomm Inc

Technology
736
+ 11.68%
$150.4 - $178.04 $111K - $131K
7.04K $1.08M
DOW
Dow Inc.

Basic Materials
1.8K
+ 39.43%
$39.1 - $55.34 $70.4K - $99.6K
6.37K $255K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
33
+ 0.94%
$84.34 - $95.14 $2.78K - $3.14K
3.55K $309K
PID
Invesco Exchange Traded Fd Tr

ETFs
43
+ 0.42%
N/A
10.4K $184K
Schwab Strategic Tr
23.5K
New
N/A
23.5K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.41K
+ 106.23%
$25.74 - $53.78 $165K - $345K
12.5K $321K
ABT
Abbott Laboratories

Healthcare
13
+ 0.32%
$111.93 - $119.39 $1.46K - $1.55K
4.11K $464K
O
Realty Income Corp

Real Estate
736
+ 17.12%
$51.76 - $64.71 $38.1K - $47.6K
5.04K $268K
IWN
Ishares Russell2000 Val ETF

ETFs
16
+ 0.52%
$162.69 - $181.35 $2.6K - $2.9K
3.07K $503K
PFF
Ishares Trust Ishares Pfd And

ETFs
337
+ 3.12%
$31.23 - $33.51 $10.5K - $11.3K
11.1K $350K
F
Ford Motor CO

Consumer Cyclical
3.14K
+ 5.15%
$9.69 - $11.4 $30.4K - $35.8K
64.1K $634K
CBOE
Cboe Global Markets, Inc.

Financial Services
3
+ 0.28%
$191.61 - $217.84 $575 - $654
1.06K $206K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
15
+ 0.26%
$34.83 - $38.05 $522 - $571
5.76K $203K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
19
+ 0.9%
$99.2 - $108.47 $1.88K - $2.06K
2.12K $211K
AMD
Advanced Micro Devices Inc

Technology
780
+ 29.85%
$118.88 - $172.8 $92.7K - $135K
3.39K $409K
FNDE
Schwab Fundamental Emerging Mk

ETFs
302
+ 3.45%
$28.89 - $33.95 $8.72K - $10.3K
9.07K $263K
PG
Procter & Gamble CO

Consumer Defensive
21
+ 0.4%
$161.05 - $179.7 $3.38K - $3.77K
5.27K $883K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
15
+ 0.21%
$40.41 - $45.12 $606 - $677
7.27K $294K
MRK
Merck & Co., Inc.

Healthcare
445
+ 8.91%
$96.31 - $114.76 $42.9K - $51.1K
5.44K $541K
XOM
Exxon Mobil Corp

Energy
22
+ 0.76%
$105.51 - $125.37 $2.32K - $2.76K
2.94K $315K
Activity Summary
Buys All Purchases 70 New Holdings 3 Increased Positions 67 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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