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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
12.9K
New
$8.59 - $9.07 $111K - $117K
12.9K $116K
ABT
Abbott Laboratories

Healthcare
611
+ 17.52%
$100.07 - $118.13 $61.1K - $72.2K
4.1K $467K
CAT
Caterpillar Inc

Industrials
6
+ 0.34%
$316.8 - $391.12 $1.9K - $2.35K
1.75K $684K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
193
+ 2.47%
$117.9 - $128.2 $22.8K - $24.7K
7.99K $1.02M
ABBV
Abb Vie Inc.

Healthcare
294
+ 19.93%
$163.84 - $199.33 $48.2K - $58.6K
1.77K $349K
PM
Philip Morris International Inc.

Consumer Defensive
137
+ 3.43%
$101.25 - $127.45 $13.9K - $17.5K
4.13K $501K
NEE
Nextera Energy Inc

Utilities
167
+ 2.83%
$69.9 - $84.97 $11.7K - $14.2K
6.07K $513K
GD
General Dynamics Corp

Industrials
229
+ 11.2%
$279.51 - $308.09 $64K - $70.6K
2.27K $687K
GS
Goldman Sachs Group Inc

Financial Services
68
+ 5.34%
$459.02 - $510.25 $31.2K - $34.7K
1.34K $664K
NSC
Norfolk Southern Corp

Industrials
54
+ 2.44%
$213.75 - $259.69 $11.5K - $14K
2.26K $562K
NKE
Nike, Inc.

Consumer Cyclical
577
+ 21.2%
$71.09 - $89.44 $41K - $51.6K
3.3K $291K
GM
General Motors CO

Consumer Cyclical
2.38K
+ 18.87%
$39.95 - $49.9 $95.2K - $119K
15K $672K
DIS
Walt Disney CO

Communication Services
1.01K
+ 17.27%
$85.6 - $98.61 $86.4K - $99.5K
6.85K $659K
MA
Mastercard Inc

Financial Services
100
+ 21.65%
$429.6 - $500.99 $43K - $50.1K
562 $277K
O
Realty Income Corp

Real Estate
493
+ 12.95%
$52.36 - $63.42 $25.8K - $31.3K
4.3K $272K
VBR
Vanguard Small Cap Value ETF

ETFs
186
+ 14.01%
$179.99 - $201.6 $33.5K - $37.5K
1.51K $303K
BAC
Bank Of America Corp

Financial Services
1.62K
+ 4.11%
$36.65 - $44.13 $59.3K - $71.4K
41K $1.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
368
+ 8.0%
$96.25 - $101.98 $35.4K - $37.5K
4.97K $503K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
296
+ 1.64%
$25.45 - $29.53 $7.53K - $8.74K
18.4K $536K
AMGN
Amgen Inc

Healthcare
105
+ 4.9%
$309.38 - $337.38 $32.5K - $35.4K
2.25K $724K
CL
Colgate Palmolive CO

Consumer Defensive
221
+ 5.95%
$95.54 - $108.77 $21.1K - $24K
3.94K $408K
XLE
Energy Sector Spdr

ETFs
602
+ 25.42%
$84.35 - $93.39 $50.8K - $56.2K
2.97K $260K
XLU
Utilities Sector Spdr

ETFs
20
+ 0.62%
$67.67 - $80.78 $1.35K - $1.62K
3.25K $262K
TLT
Ishares Barclays 20+ Year Trea

ETFs
187
+ 5.66%
$89.91 - $101.33 $16.8K - $18.9K
3.49K $342K
ALK
Alaska Air Group, Inc.

Industrials
304
+ 6.02%
$32.92 - $45.21 $10K - $13.7K
5.35K $242K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.04%
$41.9 - $48.26 $126 - $145
8.17K $390K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.05%
$173.36 - $189.8 $173 - $190
2.15K $408K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
+ 2.64%
$90.87 - $102.43 $9.09K - $10.2K
3.89K $384K
FPE
First Tr Pfd Secs & Income ETF

ETFs
521
+ 1.61%
$17.35 - $18.22 $9.04K - $9.49K
32.9K $595K
SCHP
Schwab Strategic Us Tips ETF

ETFs
408
+ 7.25%
$51.58 - $53.79 $21K - $21.9K
6.04K $323K
IBB
Ishares Biotechnology ETF

ETFs
3
+ 0.08%
$135.09 - $149.47 $405 - $448
3.6K $523K
AVGO
Broadcom Inc.

Technology
1.85K
+ 904.41%
$136.27 - $1745.86 $251K - $3.22M
2.05K $353K
FNDE
Schwab Fundamental Emerging Mk

ETFs
59
+ 0.68%
$28.02 - $32.68 $1.65K - $1.93K
8.76K $282K
FNDA
Schwab Fundamental U S Small C

ETFs
30
+ 0.73%
$54.26 - $60.01 $1.63K - $1.8K
4.12K $245K
XOM
Exxon Mobil Corp

Energy
103
+ 3.67%
$109.72 - $119.0 $11.3K - $12.3K
2.91K $341K
FNDX
Schwab Fundamental U S Large C

ETFs
22
+ 0.68%
$65.36 - $71.76 $1.44K - $1.58K
3.24K $232K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
51
+ 0.9%
$33.62 - $38.33 $1.71K - $1.95K
5.74K $216K
XLK
Technology Sector Spdr

ETFs
70
+ 5.48%
$197.34 - $237.68 $13.8K - $16.6K
1.35K $304K
SCHW
Schwab Charles Corp

Financial Services
907
+ 17.64%
$61.74 - $76.08 $56K - $69K
6.05K $392K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
167
+ 2.36%
$40.48 - $45.39 $6.76K - $7.58K
7.25K $319K
AAL
American Airlines Group Inc.

Industrials
1.9K
+ 5.29%
$11.04 - $11.04 $21K - $21K
37.8K $417K
MRK
Merck & Co., Inc.

Healthcare
488
+ 10.83%
$111.15 - $128.97 $54.2K - $62.9K
4.99K $567K
XRX
Xerox Holdings Corp

Technology
2.92K
+ 13.82%
$9.66 - $12.04 $28.2K - $35.2K
24.1K $249K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
36
+ 0.11%
$21.05 - $21.17 $758 - $762
33.2K $701K
PID
Invesco Exchange Traded Fd Tr

ETFs
89
+ 0.87%
$17.85 - $17.85 $1.59K - $1.59K
10.3K $183K
Annaly Capital Management In
1.61K
+ 13.58%
N/A
13.5K $0
BP
Bp PLC

Energy
1.63K
+ 10.46%
$30.78 - $37.05 $50.1K - $60.4K
17.2K $540K
AMZN
Amazon Com Inc

Consumer Cyclical
773
+ 3.14%
$161.02 - $200.0 $124K - $155K
25.4K $4.72M
BA
Boeing CO

Industrials
685
+ 11.57%
$152.04 - $190.6 $104K - $131K
6.6K $1M
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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