Coastwise Capital Group, LLC Reduced Holdings in Q4 2024

Coastwise Capital Group, LLC

  • $124 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-819
- 61.03%
$486.1 - $608.57 $398K - $498K
523 $299K
MO
Altria Group, Inc.

Consumer Defensive
-7.11K
- 52.88%
$49.06 - $57.74 $349K - $411K
6.34K $331K
PM
Philip Morris International Inc.

Consumer Defensive
-2.15K
- 52.14%
$118.38 - $133.06 $255K - $286K
1.98K $237K
SBUX
Starbucks Corp

Consumer Cyclical
-521
- 2.75%
$87.44 - $102.5 $45.6K - $53.4K
18.4K $1.68M
RTX
Raytheon Technologies Corp

Industrials
-883
- 11.1%
$114.45 - $127.21 $101K - $112K
7.07K $818K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.07K
- 10.81%
$11.42 - $12.5 $80.7K - $88.3K
58.3K $672K
JNJ
Johnson & Johnson

Healthcare
-72
- 1.12%
$143.34 - $165.86 $10.3K - $11.9K
6.33K $915K
HD
Home Depot, Inc.

Consumer Cyclical
-196
- 13.32%
$385.02 - $431.37 $75.5K - $84.5K
1.28K $495K
INTC
Intel Corp

Technology
-945
- 4.22%
$19.07 - $26.23 $18K - $24.8K
21.4K $430K
IBM
International Business Machines Corp

Technology
-399
- 7.23%
$204.9 - $238.04 $81.8K - $95K
5.12K $1.13M
CAT
Caterpillar Inc

Industrials
-100
- 5.72%
$360.37 - $416.88 $36K - $41.7K
1.65K $598K
MDT
Medtronic PLC

Healthcare
-200
- 3.08%
$79.61 - $92.24 $15.9K - $18.4K
6.3K $503K
XRX
Xerox Holdings Corp

Technology
-3.23K
- 13.4%
$8.17 - $11.07 $26.3K - $35.7K
20.9K $175K
T
At&T Inc.

Communication Services
-5.7K
- 6.85%
$21.22 - $23.88 $121K - $136K
77.5K $1.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 3.28%
$442.29 - $483.08 $40.7K - $44.4K
2.71K $1.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-633
- 7.75%
$44.04 - $49.49 $27.9K - $31.3K
7.54K $331K
IBB
Ishares Biotechnology ETF

ETFs
-50
- 1.39%
$131.21 - $148.85 $6.56K - $7.44K
3.55K $469K
CVX
Chevron Corp

Energy
-248
- 3.93%
$141.15 - $162.53 $35K - $40.3K
6.07K $879K
EEM
Ishares Msci Emerging Markets

ETFs
-143
- 1.32%
$41.82 - $47.36 $5.98K - $6.77K
10.7K $447K
MMM
3 M CO

Industrials
-87
- 1.73%
$124.74 - $137.12 $10.9K - $11.9K
4.95K $638K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.27K
- 3.87%
$17.65 - $18.18 $22.5K - $23.1K
31.6K $559K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-83
- 1.67%
$96.64 - $101.23 $8.02K - $8.4K
4.88K $473K
BMY
Bristol Myers Squibb CO

Healthcare
-2.85K
- 9.64%
$51.92 - $59.94 $148K - $171K
26.7K $1.51M
CLX
Clorox CO

Consumer Defensive
-89
- 3.17%
$156.51 - $169.74 $13.9K - $15.1K
2.72K $441K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-40
- 0.5%
$126.68 - $134.74 $5.07K - $5.39K
7.95K $1.01M
AAL
American Airlines Group Inc.

Industrials
-590
- 1.56%
N/A
37.3K $411K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-310
- 9.09%
$77.25 - $91.3 $23.9K - $28.3K
3.1K $264K
Annaly Capital Management In
-142
- 1.05%
N/A
13.3K $0
GILD
Gilead Sciences, Inc.

Healthcare
-775
- 9.02%
$83.95 - $97.9 $65.1K - $75.9K
7.82K $722K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 0.27%
$278.19 - $315.36 $1.11K - $1.26K
1.47K $423K
XLK
Technology Sector Spdr

ETFs
-14
- 1.04%
$220.26 - $241.44 $3.08K - $3.38K
1.33K $309K
GM
General Motors CO

Consumer Cyclical
-1.47K
- 9.77%
$44.82 - $60.2 $65.7K - $88.3K
13.5K $721K
C
Citigroup Inc

Financial Services
-146
- 1.19%
$61.31 - $72.5 $8.95K - $10.6K
12.1K $851K
DAL
Delta Air Lines, Inc.

Industrials
-1.14K
- 7.09%
$47.46 - $65.77 $54.2K - $75.1K
15K $905K
V
Visa Inc.

Financial Services
-3
- 0.13%
$273.87 - $320.91 $822 - $963
2.26K $713K
JPM
Jpmorgan Chase & CO

Financial Services
-408
- 6.07%
$205.18 - $250.29 $83.7K - $102K
6.32K $1.51M
CSCO
Cisco Systems, Inc.

Technology
-894
- 3.51%
$52.45 - $60.02 $46.9K - $53.7K
24.6K $1.45M
BA
Boeing CO

Industrials
-25
- 0.38%
$138.14 - $180.72 $3.45K - $4.52K
6.58K $1.16M
BAC
Bank Of America Corp

Financial Services
-192
- 0.47%
$39.22 - $47.77 $7.53K - $9.17K
40.9K $1.8M
CRM
Salesforce, Inc.

Technology
-401
- 6.98%
$270.87 - $367.87 $109K - $148K
5.35K $1.79M
NFLX
Netflix Inc

Communication Services
-3
- 0.16%
$687.65 - $936.56 $2.06K - $2.81K
1.83K $1.63M
WFC
Wells Fargo & Company

Financial Services
-35
- 0.13%
$54.98 - $77.35 $1.92K - $2.71K
26.4K $1.85M
GOOGL
Alphabet Inc.

Communication Services
-161
- 0.73%
$161.86 - $196.66 $26.1K - $31.7K
22K $4.17M
AAPL
Apple Inc.

Technology
-408
- 1.2%
$221.69 - $259.02 $90.4K - $106K
33.6K $8.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-468
- 6.55%
$213.65 - $479.86 $100K - $225K
6.68K $2.7M
Activity Summary
Buys All Purchases 70 New Holdings 3 Increased Positions 67 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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