Coastwise Capital Group, LLC Purchases in Q3 2024

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
26.4K
New
$51.58 - $60.97 $1.36M - $1.61M
26.4K $1.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.66K
+ 5.0%
$77.02 - $85.06 $436K - $482K
119K $10.1M
AAPL
Apple Inc.

Technology
2.01K
+ 6.27%
$207.23 - $234.82 $417K - $472K
34.1K $7.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
950
+ 15.41%
$517.38 - $573.86 $492K - $545K
7.11K $4.08M
FTSL
First Trust Senior Ln Fund

ETFs
12.9K
+ 43.09%
$45.51 - $46.26 $588K - $597K
42.9K $1.97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12K
+ 155.41%
$41.02 - $46.01 $492K - $551K
19.7K $896K
TSLA
Tesla, Inc.

Consumer Cyclical
562
+ 8.54%
$191.76 - $263.26 $108K - $148K
7.15K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
+ 13.29%
$72.51 - $98.6 $161K - $219K
18.9K $1.84M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.87K
+ 4.76%
$73.43 - $80.37 $137K - $150K
41.1K $3.3M
MS
Morgan Stanley

Financial Services
3.4K
New
$92.07 - $106.96 $313K - $363K
3.4K $353K
LMT
Lockheed Martin Corp

Industrials
589
New
$460.3 - $584.56 $271K - $344K
589 $344K
NVDA
Nvidia Corp

Technology
3.43K
+ 9.86%
$98.91 - $134.91 $339K - $462K
38.2K $4.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
627
+ 25.79%
$434.77 - $502.96 $273K - $315K
3.06K $1.49M
IBM
International Business Machines Corp

Technology
330
+ 6.36%
$175.1 - $223.38 $57.8K - $73.7K
5.52K $1.22M
NOC
Northrop Grumman Corp

Industrials
589
New
$423.73 - $533.14 $250K - $314K
589 $310K
MSFT
Microsoft Corp

Technology
982
+ 14.63%
$395.15 - $467.56 $388K - $459K
7.7K $3.31M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
255
+ 4.13%
$386.81 - $423.12 $98.6K - $108K
6.43K $2.72M
CRM
Salesforce, Inc.

Technology
697
+ 13.8%
$238.42 - $276.53 $166K - $193K
5.75K $1.57M
K
Kellogg CO

Consumer Defensive
3.32K
New
$56.19 - $80.81 $186K - $268K
3.32K $267K
JNJ
Johnson & Johnson

Healthcare
1.1K
+ 20.82%
$145.48 - $167.38 $160K - $185K
6.4K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
926
New
$255.18 - $283.2 $236K - $262K
926 $262K
VZ
Verizon Communications Inc

Communication Services
2.15K
+ 4.98%
$38.89 - $45.0 $83.6K - $96.7K
45.3K $2.03M
PEP
Pepsico Inc

Consumer Defensive
1.47K
New
$161.9 - $179.3 $238K - $264K
1.47K $250K
DOW
Dow Inc.

Basic Materials
4.57K
New
$50.15 - $55.41 $229K - $253K
4.57K $249K
F
Ford Motor CO

Consumer Cyclical
28.1K
+ 85.4%
$9.71 - $14.55 $273K - $408K
60.9K $643K
IDV
Ishares Tr

ETFs
7.19K
New
$27.62 - $30.64 $199K - $220K
7.19K $217K
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 9.18%
$62.69 - $73.01 $83.9K - $97.7K
15.9K $1.14M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.05K
New
$168.57 - $213.65 $178K - $225K
1.05K $215K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.07K
New
$92.63 - $105.69 $191K - $218K
2.07K $215K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.59K
New
$59.61 - $60.15 $214K - $216K
3.59K $214K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 14.69%
$475.2 - $527.7 $141K - $156K
2.31K $1.22M
XLF
Financial Sector Spdr

ETFs
4.65K
New
$40.84 - $45.74 $190K - $213K
4.65K $210K
CVX
Chevron Corp

Energy
1.69K
+ 36.38%
$137.88 - $161.97 $232K - $273K
6.32K $930K
RTX
Raytheon Technologies Corp

Industrials
373
+ 4.92%
$99.55 - $123.34 $37.1K - $46K
7.95K $963K
UL
Unilever PLC

Consumer Defensive
3.09K
New
$54.7 - $65.59 $169K - $203K
3.09K $200K
IWM
Ishares Russell 2000 ETF

ETFs
706
+ 30.99%
$200.87 - $224.6 $142K - $159K
2.98K $659K
GILD
Gilead Sciences, Inc.

Healthcare
813
+ 10.45%
$66.59 - $83.99 $54.1K - $68.3K
8.59K $720K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.42K
+ 21.22%
$73.55 - $97.62 $104K - $139K
8.11K $777K
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 16.84%
$333.64 - $405.2 $70.7K - $85.9K
1.47K $596K
DAL
Delta Air Lines, Inc.

Industrials
2.28K
+ 16.48%
$37.32 - $51.8 $85.1K - $118K
16.1K $818K
CSCO
Cisco Systems, Inc.

Technology
304
+ 1.21%
$44.74 - $53.22 $13.6K - $16.2K
25.5K $1.36M
MDT
Medtronic PLC

Healthcare
1.1K
+ 20.37%
$76.84 - $91.03 $84.5K - $100K
6.5K $585K
IWN
Ishares Russell2000 Val ETF

ETFs
716
+ 30.66%
$150.05 - $171.34 $107K - $123K
3.05K $508K
PG
Procter & Gamble CO

Consumer Defensive
638
+ 13.83%
$160.76 - $177.82 $103K - $113K
5.25K $908K
V
Visa Inc.

Financial Services
435
+ 23.84%
$253.74 - $291.56 $110K - $127K
2.26K $621K
SLB
Schlumberger Limited

Energy
3.89K
+ 82.9%
$39.57 - $49.67 $154K - $193K
8.59K $360K
AMD
Advanced Micro Devices Inc

Technology
704
+ 36.88%
$128.67 - $183.96 $90.6K - $130K
2.61K $428K
SCHA
Schwab Strategic Tr Us Small C

ETFs
984
+ 5.99%
$46.9 - $51.96 $46.1K - $51.1K
17.4K $897K
CLX
Clorox CO

Consumer Defensive
318
+ 12.77%
$131.73 - $166.97 $41.9K - $53.1K
2.81K $457K
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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