Coastwise Capital Group, LLC Reduced Holdings in Q3 2025

Coastwise Capital Group, LLC

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
-3.86K
- 8.6%
$45.81 - $46.18 $177K - $178K
41K $1.88M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.98K
- 17.61%
$59.81 - $60.11 $178K - $179K
14K $836K
T
At&T Inc.

Communication Services
-4.09K
- 7.2%
$26.94 - $29.62 $110K - $121K
52.8K $1.49M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.82K
- 40.38%
$75.26 - $80.19 $137K - $146K
2.68K $214K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.76K
- 37.78%
$49.43 - $54.52 $136K - $151K
4.55K $246K
MO
Altria Group, Inc.

Consumer Defensive
-2.02K
- 33.67%
$57.75 - $67.68 $117K - $137K
3.98K $262K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.58K
- 12.69%
$17.81 - $18.39 $63.7K - $65.7K
24.6K $448K
XRX
Xerox Holdings Corp

Technology
-823
- 4.37%
$3.62 - $6.65 $2.98K - $5.47K
18K $67K
MMM
3 M CO

Industrials
-209
- 12.76%
$144.41 - $160.2 $30.2K - $33.5K
1.43K $221K
CSCO
Cisco Systems, Inc.

Technology
-128
- 0.64%
$66.2 - $71.79 $8.47K - $9.19K
19.9K $1.36M
O
Realty Income Corp

Real Estate
-325
- 5.95%
$56.13 - $60.79 $18.2K - $19.8K
5.13K $312K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.41K
- 4.46%
$11.15 - $11.87 $26.8K - $28.6K
51.6K $598K
SLB
Schlumberger Limited

Energy
-157
- 1.83%
$32.37 - $37.31 $5.08K - $5.86K
8.42K $289K
Annaly Capital Management In
-675
- 6.32%
N/A
10K $0
Schwab Strategic Tr
-953
- 3.75%
N/A
24.4K $0
F
Ford Motor CO

Consumer Cyclical
-5.24K
- 9.01%
$10.82 - $12.09 $56.7K - $63.4K
52.9K $632K
EEM
Ishares Msci Emerging Markets

ETFs
-483
- 5.41%
$48.07 - $53.4 $23.2K - $25.8K
8.44K $450K
VZ
Verizon Communications Inc

Communication Services
-85
- 0.16%
$40.84 - $45.06 $3.47K - $3.83K
52.4K $2.31M
MDT
Medtronic PLC

Healthcare
-100
- 1.67%
$87.67 - $95.74 $8.77K - $9.57K
5.9K $561K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-199
- 5.45%
$83.08 - $100.2 $16.5K - $19.9K
3.45K $345K
PEP
Pepsico Inc

Consumer Defensive
-8
- 0.14%
$133.81 - $152.16 $1.07K - $1.22K
5.62K $789K
AMD
Advanced Micro Devices Inc

Technology
-100
- 3.1%
$134.8 - $184.42 $13.5K - $18.4K
3.12K $505K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.09%
$77.6 - $87.37 $854 - $961
12.8K $1.08M
GM
General Motors CO

Consumer Cyclical
-485
- 3.8%
$48.89 - $61.24 $23.7K - $29.7K
12.3K $749K
INTC
Intel Corp

Technology
-183
- 1.06%
$19.31 - $35.5 $3.53K - $6.5K
17.1K $573K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-97
- 1.16%
$101.96 - $132.43 $9.89K - $12.8K
8.24K $1.06M
NVDA
Nvidia Corp

Technology
-1.32K
- 3.98%
$153.3 - $186.58 $203K - $247K
31.9K $5.95M
GOOGL
Alphabet Inc.

Communication Services
-34
- 0.16%
$174.36 - $254.72 $5.93K - $8.66K
21.3K $5.17M
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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