Coastwise Capital Group, LLC Incresed Positions in Q3 2025

Coastwise Capital Group, LLC

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$250.97 - $282.66 $251 - $283
1.25K $353K
AES
Aes Corp

Utilities
394
+ 3.37%
$10.77 - $13.94 $4.24K - $5.49K
12.1K $158K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.18K
+ 7.94%
$26.44 - $27.1 $31.1K - $31.9K
16K $430K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.09%
$28.92 - $32.19 $318 - $354
12.2K $388K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
30
+ 1.04%
$79.39 - $90.39 $2.38K - $2.71K
2.91K $257K
FNDA
Schwab Fundamental U S Small C

ETFs
33
+ 0.34%
$28.75 - $31.93 $949 - $1.05K
9.67K $301K
FNDX
Schwab Fundamental U S Large C

ETFs
43
+ 0.34%
$24.38 - $26.34 $1.05K - $1.13K
12.5K $329K
PFF
Ishares Trust Ishares Pfd And

ETFs
427
+ 4.03%
$30.67 - $32.13 $13.1K - $13.7K
11K $348K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.17%
$91.03 - $98.69 $728 - $790
4.76K $454K
AMGN
Amgen Inc

Healthcare
41
+ 1.47%
$271.18 - $309.22 $11.1K - $12.7K
2.83K $799K
V
Visa Inc.

Financial Services
102
+ 7.22%
$332.09 - $358.86 $33.9K - $36.6K
1.52K $517K
MA
Mastercard Inc

Financial Services
22
+ 5.45%
$550.18 - $598.96 $12.1K - $13.2K
426 $242K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.33%
$62.09 - $66.51 $807 - $865
3.96K $258K
CLX
Clorox CO

Consumer Defensive
25
+ 0.91%
$117.67 - $131.43 $2.94K - $3.29K
2.78K $342K
TLT
Ishares Barclays 20+ Year Trea

ETFs
44
+ 0.94%
$85.01 - $90.35 $3.74K - $3.98K
4.74K $423K
META
Meta Platforms, Inc.

Communication Services
29
+ 0.81%
$695.21 - $791.73 $20.2K - $23K
3.61K $2.65M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
19
+ 0.89%
$101.12 - $106.18 $1.92K - $2.02K
2.15K $221K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
37
+ 0.51%
$45.07 - $47.56 $1.67K - $1.76K
7.34K $337K
GILD
Gilead Sciences, Inc.

Healthcare
41
+ 0.63%
$108.22 - $120.47 $4.44K - $4.94K
6.51K $722K
PID
Invesco Exchange Traded Fd Tr

ETFs
71
+ 0.68%
N/A
10.5K $187K
ABT
Abbott Laboratories

Healthcare
77
+ 1.91%
$120.51 - $136.62 $9.28K - $10.5K
4.12K $551K
NKE
Nike, Inc.

Consumer Cyclical
55
+ 1.91%
$69.24 - $79.24 $3.81K - $4.36K
2.94K $204K
TGT
Target Corp

Consumer Defensive
168
+ 7.24%
$86.56 - $107.43 $14.5K - $18K
2.49K $223K
IBM
International Business Machines Corp

Technology
7
+ 0.46%
$234.77 - $292.47 $1.64K - $2.05K
1.54K $434K
KO
Coca Cola CO

Consumer Defensive
667
+ 4.02%
$65.67 - $71.67 $43.8K - $47.8K
17.3K $1.15M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.18%
$157.77 - $183.27 $473 - $550
1.65K $267K
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 0.38%
$79.36 - $93.33 $952 - $1.12K
3.15K $251K
DIS
Walt Disney CO

Communication Services
105
+ 1.59%
$112.25 - $124.0 $11.8K - $13K
6.73K $770K
SBUX
Starbucks Corp

Consumer Cyclical
660
+ 4.25%
$81.9 - $96.86 $54.1K - $63.9K
16.2K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.86%
$915.95 - $994.57 $11K - $11.9K
1.4K $1.3M
NFLX
Netflix Inc

Communication Services
8
+ 1.01%
$1147.87 - $1297.18 $9.18K - $10.4K
800 $959K
CRM
Salesforce, Inc.

Technology
234
+ 4.51%
$231.66 - $273.65 $54.2K - $64K
5.43K $1.29M
Activity Summary
Buys All Purchases 92 New Holdings 9 Increased Positions 83 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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