Coastwise Capital Group, LLC Incresed Positions in Q3 2024

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
META
Meta Platforms, Inc.

Communication Services
100
+ 2.32%
$453.41 - $572.44 $45.3K - $57.2K
4.41K $2.52M
NVDA
Nvidia Corp

Technology
3.43K
+ 9.86%
$98.91 - $134.91 $339K - $462K
38.2K $4.63M
IBM
International Business Machines Corp

Technology
330
+ 6.36%
$175.1 - $223.38 $57.8K - $73.7K
5.52K $1.22M
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
JNJ
Johnson & Johnson

Healthcare
1.1K
+ 20.82%
$145.48 - $167.38 $160K - $185K
6.4K $1.04M
VZ
Verizon Communications Inc

Communication Services
2.15K
+ 4.98%
$38.89 - $45.0 $83.6K - $96.7K
45.3K $2.03M
F
Ford Motor CO

Consumer Cyclical
28.1K
+ 85.4%
$9.71 - $14.55 $273K - $408K
60.9K $643K
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 9.18%
$62.69 - $73.01 $83.9K - $97.7K
15.9K $1.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 14.69%
$475.2 - $527.7 $141K - $156K
2.31K $1.22M
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
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
MDT
Medtronic PLC

Healthcare
1.1K
+ 20.37%
$76.84 - $91.03 $84.5K - $100K
6.5K $585K
CSCO
Cisco Systems, Inc.

Technology
304
+ 1.21%
$44.74 - $53.22 $13.6K - $16.2K
25.5K $1.36M
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
CLX
Clorox CO

Consumer Defensive
318
+ 12.77%
$131.73 - $166.97 $41.9K - $53.1K
2.81K $457K
SCHA
Schwab Strategic Tr Us Small C

ETFs
984
+ 5.99%
$46.9 - $51.96 $46.1K - $51.1K
17.4K $897K
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
NSC
Norfolk Southern Corp

Industrials
54
+ 2.44%
$213.75 - $259.69 $11.5K - $14K
2.26K $562K
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 2.28%
$194.9 - $224.8 $29.2K - $33.7K
6.73K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
68
+ 5.34%
$459.02 - $510.25 $31.2K - $34.7K
1.34K $664K
GM
General Motors CO

Consumer Cyclical
2.38K
+ 18.87%
$39.95 - $49.9 $95.2K - $119K
15K $672K
NKE
Nike, Inc.

Consumer Cyclical
577
+ 21.2%
$71.09 - $89.44 $41K - $51.6K
3.3K $291K
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
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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