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
AAPL
Apple Inc.

Technology
429
+ 1.32%
$202.38 - $256.87 $86.8K - $110K
32.8K $8.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.65K
+ 16.45%
$617.65 - $666.84 $1.02M - $1.1M
11.7K $7.77M
TSLA
Tesla, Inc.

Consumer Cyclical
232
+ 3.62%
$293.94 - $444.72 $68.2K - $103K
6.65K $2.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.4K
+ 5.2%
$26.38 - $27.95 $566K - $599K
434K $11.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19K
+ 56.2%
$21.69 - $23.34 $413K - $444K
52.9K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
1.04K
+ 78.05%
$237.77 - $353.61 $248K - $368K
2.38K $820K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.43K
+ 3.62%
$27.61 - $29.15 $150K - $158K
155K $4.52M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.68K
+ 11.09%
$42.26 - $47.16 $198K - $221K
46.9K $2.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
279
+ 7.48%
$546.99 - $602.2 $153K - $168K
4.01K $2.41M
GD
General Dynamics Corp

Industrials
122
+ 2.08%
$293.92 - $341.0 $35.9K - $41.6K
5.99K $2.04M
MSFT
Microsoft Corp

Technology
83
+ 0.76%
$491.09 - $535.64 $40.8K - $44.5K
11.1K $5.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
337
+ 26.21%
$567.77 - $614.76 $191K - $207K
1.62K $993K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.16K
+ 13.77%
$132.9 - $142.03 $154K - $165K
9.58K $1.35M
LMT
Lockheed Martin Corp

Industrials
220
+ 7.05%
$410.74 - $499.21 $90.4K - $110K
3.34K $1.67M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.19K
+ 8.47%
$25.29 - $28.33 $80.7K - $90.4K
40.9K $1.14M
BMY
Bristol Myers Squibb CO

Healthcare
4.54K
+ 17.68%
$43.31 - $48.98 $197K - $222K
30.2K $1.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
310
+ 42.88%
$459.11 - $506.91 $142K - $157K
1.03K $519K
PFE
Pfizer Inc

Healthcare
2.36K
+ 3.14%
$23.29 - $25.88 $55.1K - $61.2K
77.6K $1.98M
AVGO
Broadcom Inc.

Technology
288
+ 27.64%
$264.74 - $369.57 $76.2K - $106K
1.33K $438K
IWM
Ishares Russell 2000 ETF

ETFs
286
+ 9.6%
$214.92 - $244.84 $61.5K - $70K
3.27K $789K
C
Citigroup Inc

Financial Services
40
+ 0.46%
$85.57 - $103.49 $3.42K - $4.14K
8.77K $890K
BAC
Bank Of America Corp

Financial Services
136
+ 0.47%
$44.92 - $52.42 $6.11K - $7.13K
29.2K $1.51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
58
+ 1.33%
$435.72 - $463.74 $25.3K - $26.9K
4.43K $2.05M
CVX
Chevron Corp

Energy
116
+ 1.36%
$145.57 - $161.83 $16.9K - $18.8K
8.63K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
523
+ 2.26%
$211.65 - $238.24 $111K - $125K
23.6K $5.19M
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.87%
$144.19 - $167.33 $6.49K - $7.53K
5.2K $869K
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 1.07%
$357.4 - $423.42 $10K - $11.9K
2.65K $1.07M
CAT
Caterpillar Inc

Industrials
21
+ 1.83%
$390.92 - $477.15 $8.21K - $10K
1.17K $557K
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 1.44%
$282.78 - $316.06 $14.4K - $16.1K
3.59K $1.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.6K
+ 9.84%
$30.13 - $33.37 $48.1K - $53.3K
17.8K $594K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.04%
$259.49 - $300.41 $259 - $300
2.27K $682K
DAL
Delta Air Lines, Inc.

Industrials
12
+ 0.09%
$49.0 - $61.97 $588 - $744
13.1K $743K
QCOM
Qualcomm Inc

Technology
220
+ 2.7%
$145.84 - $173.55 $32.1K - $38.2K
8.37K $1.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.14K
+ 42.12%
$78.11 - $79.07 $89K - $90.1K
3.84K $303K
ABBV
Abb Vie Inc.

Healthcare
41
+ 2.36%
$184.85 - $231.54 $7.58K - $9.49K
1.78K $410K
PG
Procter & Gamble CO

Consumer Defensive
760
+ 14.16%
$150.47 - $161.22 $114K - $123K
6.13K $941K
XOM
Exxon Mobil Corp

Energy
644
+ 23.17%
$105.83 - $117.22 $68.2K - $75.5K
3.42K $385K
BP
Bp PLC

Energy
153
+ 0.99%
$30.25 - $35.69 $4.63K - $5.46K
15.7K $540K
NEE
Nextera Energy Inc

Utilities
470
+ 7.37%
$69.77 - $77.54 $32.8K - $36.4K
6.85K $516K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.5%
$498.9 - $609.32 $1.5K - $1.83K
598 $364K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.03%
$127.63 - $144.37 $128 - $144
3.52K $508K
ORCL
Oracle Corp

Technology
2
+ 0.21%
$218.96 - $328.33 $438 - $657
938 $263K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.07%
$284.45 - $324.95 $284 - $325
1.47K $471K
BA
Boeing CO

Industrials
26
+ 0.37%
$209.79 - $237.38 $5.45K - $6.17K
7.09K $1.53M
WFC
Wells Fargo & Company

Financial Services
59
+ 0.51%
$77.05 - $85.16 $4.55K - $5.02K
11.6K $968K
VBR
Vanguard Small Cap Value ETF

ETFs
108
+ 6.12%
$195.41 - $212.37 $21.1K - $22.9K
1.87K $391K
XLV
Select Sector Spdr Fund Health

ETFs
259
+ 13.9%
$129.01 - $139.72 $33.4K - $36.2K
2.12K $295K
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.43%
$157.1 - $178.94 $1.41K - $1.61K
2.09K $369K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.25%
$696.56 - $806.32 $697 - $806
400 $318K
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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