Coastwise Capital Group, LLC Purchases in Q1 2025

Coastwise Capital Group, LLC

  • $118 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
40.1K
+ 11.73%
$27.01 - $28.54 $1.08M - $1.14M
382K $10.7M
LMT
Lockheed Martin Corp

Industrials
2.62K
+ 442.4%
$423.19 - $506.29 $1.11M - $1.33M
3.21K $1.43M
GD
General Dynamics Corp

Industrials
3.56K
+ 155.98%
$241.94 - $272.58 $861K - $970K
5.84K $1.59M
VZ
Verizon Communications Inc

Communication Services
9.77K
+ 21.3%
$37.81 - $46.49 $370K - $454K
55.7K $2.53M
MRK
Merck & Co., Inc.

Healthcare
6.87K
+ 126.24%
$83.01 - $101.02 $570K - $694K
12.3K $1.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.7K
+ 73.04%
$40.03 - $46.81 $627K - $734K
37.1K $1.51M
PEP
Pepsico Inc

Consumer Defensive
3.65K
+ 155.76%
$142.64 - $156.42 $521K - $571K
6K $898K
MSFT
Microsoft Corp

Technology
2.46K
+ 29.46%
$375.39 - $447.2 $924K - $1.1M
10.8K $4.06M
JNJ
Johnson & Johnson

Healthcare
2.3K
+ 36.26%
$142.06 - $167.7 $326K - $385K
8.63K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
1.46K
+ 114.12%
$347.25 - $424.87 $505K - $618K
2.73K $1M
UNH
Unitedhealth Group Inc

Healthcare
817
New
$461.52 - $548.18 $377K - $448K
817 $427K
KO
Coca Cola CO

Consumer Defensive
2.96K
+ 18.52%
$60.81 - $72.32 $180K - $214K
18.9K $1.35M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.91K
New
$22.45 - $26.94 $223K - $267K
9.91K $256K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.24K
New
$57.21 - $65.8 $242K - $279K
4.24K $247K
SPY
Spdr S&P 500 ETF Trust

ETFs
776
+ 10.46%
$551.42 - $612.93 $428K - $476K
8.2K $4.59M
AMGN
Amgen Inc

Healthcare
315
+ 13.62%
$258.59 - $327.36 $81.5K - $103K
2.63K $818K
FNDF
Schwab Fundamental Intl Large

ETFs
5.83K
New
$32.9 - $37.45 $192K - $218K
5.83K $210K
TGT
Target Corp

Consumer Defensive
2K
New
$103.65 - $142.5 $207K - $284K
2K $208K
QCOM
Qualcomm Inc

Technology
1.28K
+ 18.12%
$151.94 - $175.86 $194K - $224K
8.31K $1.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.98K
+ 2.46%
$25.77 - $27.6 $76.7K - $82.1K
124K $3.29M
FISV
Fiserv Inc

Technology
971
New
N/A
971 $121K
ABT
Abbott Laboratories

Healthcare
13
+ 0.32%
$111.1 - $140.22 $1.44K - $1.82K
4.12K $547K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.04K
+ 49.55%
$24.91 - $29.02 $101K - $117K
12.2K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
470
+ 5.91%
$126.11 - $135.06 $59.3K - $63.5K
8.42K $1.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
621
+ 17.56%
$85.29 - $92.57 $53K - $57.5K
4.16K $378K
O
Realty Income Corp

Real Estate
583
+ 11.58%
$51.67 - $58.49 $30.1K - $34.1K
5.62K $325K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
185
+ 2.82%
$63.07 - $73.5 $11.7K - $13.6K
6.75K $473K
BA
Boeing CO

Industrials
500
+ 7.6%
$148.15 - $186.25 $74.1K - $93.1K
7.08K $1.21M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 1.37%
$158.56 - $176.26 $11.4K - $12.7K
5.34K $910K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.34%
$433.45 - $513.82 $867 - $1.03K
593 $303K
XLV
Select Sector Spdr Fund Health

ETFs
35
+ 1.92%
$137.61 - $149.68 $4.82K - $5.24K
1.86K $270K
SCHP
Schwab Strategic Us Tips ETF

ETFs
163
+ 1.31%
$25.69 - $26.89 $4.19K - $4.38K
12.6K $339K
PFF
Ishares Trust Ishares Pfd And

ETFs
744
+ 6.68%
$30.73 - $32.26 $22.9K - $24K
11.9K $365K
VTI
Vanguard Total Stock Market Et

ETFs
100
+ 10.8%
$271.18 - $303.12 $27.1K - $30.3K
1.03K $281K
MA
Mastercard Inc

Financial Services
1
+ 0.18%
$504.67 - $576.31 $505 - $576
564 $309K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
20
+ 0.28%
$39.65 - $43.35 $793 - $867
7.29K $306K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.09%
$227.69 - $259.76 $455 - $520
2.27K $536K
NEE
Nextera Energy Inc

Utilities
146
+ 2.35%
$66.96 - $76.16 $9.78K - $11.1K
6.36K $450K
AAL
American Airlines Group Inc.

Industrials
300
+ 0.81%
N/A
37.6K $414K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
85
+ 0.63%
$20.64 - $20.73 $1.75K - $1.76K
13.5K $279K
PID
Invesco Exchange Traded Fd Tr

ETFs
73
+ 0.71%
N/A
10.4K $186K
FPE
First Tr Pfd Secs & Income ETF

ETFs
256
+ 0.81%
$17.53 - $17.87 $4.49K - $4.57K
31.9K $560K
Schwab Strategic Tr
4.6K
+ 19.6%
N/A
28.1K $0
FNDX
Schwab Fundamental U S Large C

ETFs
46
+ 0.37%
$23.03 - $25.01 $1.06K - $1.15K
12.4K $293K
AES
Aes Corp

Utilities
196
+ 1.73%
$9.93 - $13.23 $1.95K - $2.59K
11.5K $143K
VBR
Vanguard Small Cap Value ETF

ETFs
66
+ 3.88%
$183.02 - $207.75 $12.1K - $13.7K
1.77K $328K
GIS
General Mills Inc

Consumer Defensive
23
+ 0.69%
$57.56 - $65.3 $1.32K - $1.5K
3.37K $201K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.06%
$127.9 - $140.56 $256 - $281
3.55K $454K
WYNN
Wynn Resorts LTD

Consumer Cyclical
16
+ 0.19%
$77.0 - $93.47 $1.23K - $1.5K
8.54K $712K
Activity Summary
Buys All Purchases 59 New Holdings 6 Increased Positions 53 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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