Coastwise Capital Group, LLC Purchases in Q2 2025

Coastwise Capital Group, LLC

  • $124 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.82K
+ 22.23%
$496.48 - $617.85 $905K - $1.13M
10K $6.19M
MSFT
Microsoft Corp

Technology
161
+ 1.49%
$354.56 - $497.45 $57.1K - $80.1K
11K $5.46M
SCHV
Schwab Strategic Tr Us Large C

ETFs
26.2K
+ 21.16%
$23.55 - $27.67 $617K - $725K
150K $4.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
880
+ 30.86%
$416.06 - $551.64 $366K - $485K
3.73K $2.06M
TSLA
Tesla, Inc.

Consumer Cyclical
62
+ 0.98%
$221.86 - $362.89 $13.8K - $22.5K
6.42K $2.04M
AVGO
Broadcom Inc.

Technology
1.04K
New
$146.29 - $275.65 $152K - $287K
1.04K $287K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.08K
+ 13.69%
$35.35 - $42.68 $180K - $217K
42.2K $1.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.3K
+ 7.94%
$24.32 - $27.87 $737K - $845K
412K $10.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
353
+ 8.78%
$376.48 - $440.65 $133K - $156K
4.37K $1.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.7K
New
$77.74 - $78.78 $210K - $213K
2.7K $212K
DE
Deere & CO

Industrials
410
New
$412.99 - $531.48 $169K - $218K
410 $208K
MCK
Mckesson Corp

Healthcare
282
New
$652.83 - $732.78 $184K - $207K
282 $206K
UL
Unilever PLC

Consumer Defensive
3.34K
New
$57.9 - $65.43 $193K - $219K
3.34K $204K
ORCL
Oracle Corp

Technology
936
New
$122.82 - $218.63 $115K - $205K
936 $204K
JPM
Jpmorgan Chase & CO

Financial Services
128
+ 3.75%
$210.28 - $289.91 $26.9K - $37.1K
3.54K $1.03M
GD
General Dynamics Corp

Industrials
26
+ 0.45%
$247.68 - $291.66 $6.44K - $7.58K
5.87K $1.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.83K
+ 5.09%
$20.42 - $25.3 $37.3K - $46.2K
37.7K $953K
IBM
International Business Machines Corp

Technology
78
+ 5.36%
$221.03 - $294.78 $17.2K - $23K
1.53K $451K
DAL
Delta Air Lines, Inc.

Industrials
313
+ 2.45%
$35.88 - $52.99 $11.2K - $16.6K
13.1K $643K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 1.58%
$456.74 - $568.03 $9.13K - $11.4K
1.29K $730K
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.25%
$113.75 - $148.48 $1.48K - $1.93K
5.15K $752K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.2K
+ 17.42%
$26.18 - $26.93 $57.5K - $59.2K
14.8K $395K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.07%
$224.16 - $285.86 $224 - $286
1.47K $421K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.13%
$206.34 - $257.46 $619 - $772
2.27K $581K
CRM
Salesforce, Inc.

Technology
62
+ 1.21%
$236.26 - $291.15 $14.6K - $18.1K
5.19K $1.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
540
+ 12.99%
$83.97 - $92.85 $45.3K - $50.1K
4.7K $414K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
88
+ 0.89%
$23.44 - $28.85 $2.06K - $2.54K
10K $288K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
21
+ 0.29%
$37.51 - $45.52 $788 - $956
7.31K $330K
TGT
Target Corp

Consumer Defensive
324
+ 16.24%
$88.76 - $105.77 $28.8K - $34.3K
2.32K $228K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.48%
$131.84 - $157.76 $1.32K - $1.58K
2.08K $328K
FNDA
Schwab Fundamental U S Small C

ETFs
24
+ 0.25%
$23.85 - $28.69 $572 - $689
9.64K $276K
FNDX
Schwab Fundamental U S Large C

ETFs
45
+ 0.36%
$20.84 - $24.54 $938 - $1.1K
12.5K $305K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
445
+ 3.29%
$20.66 - $20.74 $9.19K - $9.23K
14K $289K
Ishares Bitcoin Trust ETF
3.46K
New
N/A
3.46K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8
+ 0.38%
$90.85 - $102.31 $727 - $818
2.13K $214K
MO
Altria Group, Inc.

Consumer Defensive
65
+ 1.1%
$55.56 - $60.91 $3.61K - $3.96K
5.99K $351K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.34%
$456.3 - $540.39 $913 - $1.08K
595 $297K
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.35%
$87.57 - $96.0 $963 - $1.06K
3.14K $285K
GILD
Gilead Sciences, Inc.

Healthcare
8
+ 0.12%
$96.91 - $113.0 $775 - $904
6.47K $716K
NEE
Nextera Energy Inc

Utilities
19
+ 0.3%
$64.11 - $75.0 $1.22K - $1.43K
6.38K $442K
UNH
Unitedhealth Group Inc

Healthcare
518
+ 63.4%
$274.35 - $599.47 $142K - $311K
1.34K $416K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.43%
$128.77 - $144.3 $1.03K - $1.15K
1.86K $251K
AES
Aes Corp

Utilities
162
+ 1.41%
$9.63 - $12.55 $1.56K - $2.03K
11.7K $122K
XLE
Energy Sector Spdr

ETFs
21
+ 0.66%
$76.44 - $94.13 $1.61K - $1.98K
3.18K $269K
AMGN
Amgen Inc

Healthcare
165
+ 6.28%
$262.28 - $309.85 $43.3K - $51.1K
2.79K $779K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.64%
$170.16 - $206.27 $1.87K - $2.27K
1.73K $321K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.49%
$157.66 - $172.39 $4.1K - $4.48K
5.37K $855K
BP
Bp PLC

Energy
147
+ 0.96%
$26.11 - $33.81 $3.84K - $4.97K
15.5K $464K
PFE
Pfizer Inc

Healthcare
633
+ 0.85%
$21.59 - $24.84 $13.7K - $15.7K
75.2K $1.82M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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