Coastwise Capital Group, LLC Sells in Q1 2025

Coastwise Capital Group, LLC

  • $118 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.42K
- 13.96%
$106.98 - $149.43 $580K - $810K
33.4K $3.62M
AAPL
Apple Inc.

Technology
-1.36K
- 4.03%
$209.68 - $247.1 $284K - $335K
32.3K $7.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.46K
- 37.98%
$408.78 - $448.82 $1.01M - $1.1M
4.02K $1.69M
TSLA
Tesla, Inc.

Consumer Cyclical
-323
- 4.84%
$222.15 - $428.22 $71.8K - $138K
6.35K $1.65M
WFC
Wells Fargo & Company

Financial Services
-14.9K
- 56.26%
$66.78 - $81.42 $992K - $1.21M
11.5K $828K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.39K
- 5.47%
$190.26 - $242.06 $264K - $336K
24K $4.57M
GOOGL
Alphabet Inc.

Communication Services
-254
- 1.15%
$154.33 - $206.19 $39.2K - $52.4K
21.8K $3.36M
NFLX
Netflix Inc

Communication Services
-903
- 49.48%
$828.4 - $1058.6 $748K - $956K
922 $859K
IBM
International Business Machines Corp

Technology
-3.67K
- 71.58%
$217.4 - $264.74 $797K - $970K
1.46K $361K
JPM
Jpmorgan Chase & CO

Financial Services
-2.91K
- 46.02%
$225.19 - $279.95 $655K - $814K
3.41K $836K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.1K
- 46.42%
$507.05 - $563.67 $556K - $618K
1.27K $650K
CRM
Salesforce, Inc.

Technology
-217
- 4.06%
$268.36 - $359.95 $58.2K - $78.1K
5.13K $1.38M
META
Meta Platforms, Inc.

Communication Services
-540
- 12.25%
$576.36 - $736.67 $311K - $398K
3.87K $2.23M
MMM
3 M CO

Industrials
-3.12K
- 62.99%
$129.7 - $155.12 $404K - $483K
1.83K $268K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.12K
- 24.77%
$59.78 - $60.03 $366K - $367K
18.6K $1.11M
DAL
Delta Air Lines, Inc.

Industrials
-2.19K
- 14.62%
$43.6 - $69.06 $95.4K - $151K
12.8K $557K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-433
- 13.18%
$468.34 - $539.52 $203K - $234K
2.85K $1.34M
FTSL
First Trust Senior Ln Fund

ETFs
-5.72K
- 10.02%
$45.65 - $46.48 $261K - $266K
51.4K $2.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.81K
- 57.6%
$95.85 - $99.25 $270K - $279K
2.07K $204K
C
Citigroup Inc

Financial Services
-3.36K
- 27.8%
$67.23 - $84.63 $226K - $285K
8.74K $620K
IWN
Ishares Russell2000 Val ETF

ETFs
-994
- 32.41%
$149.27 - $169.4 $148K - $168K
2.07K $312K
CAT
Caterpillar Inc

Industrials
-406
- 24.62%
$326.75 - $407.63 $133K - $165K
1.24K $409K
CSCO
Cisco Systems, Inc.

Technology
-3.5K
- 14.26%
$58.74 - $64.87 $206K - $227K
21.1K $1.3M
RTX
Raytheon Technologies Corp

Industrials
-1.93K
- 27.33%
$114.1 - $135.66 $220K - $262K
5.14K $680K
DIS
Walt Disney CO

Communication Services
-240
- 3.33%
$96.87 - $114.0 $23.2K - $27.4K
6.96K $687K
IWM
Ishares Russell 2000 ETF

ETFs
-190
- 5.61%
$198.1 - $229.79 $37.6K - $43.7K
3.19K $637K
COST
Costco Wholesale Corp

Consumer Defensive
-151
- 9.67%
$890.62 - $1076.86 $134K - $163K
1.41K $1.33M
GM
General Motors CO

Consumer Cyclical
-185
- 1.37%
$45.22 - $54.92 $8.37K - $10.2K
13.4K $628K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-40
- 0.11%
$23.16 - $27.04 $926 - $1.08K
35.8K $839K
XRX
Xerox Holdings Corp

Technology
-790
- 3.79%
$4.83 - $9.84 $3.82K - $7.77K
20.1K $96K
GS
Goldman Sachs Group Inc

Financial Services
-104
- 19.89%
$524.81 - $672.19 $54.6K - $69.9K
419 $228K
SCHW
Schwab Charles Corp

Financial Services
-1.22K
- 19.42%
$71.24 - $83.64 $86.6K - $102K
5.04K $394K
CL
Colgate Palmolive CO

Consumer Defensive
-827
- 20.92%
$85.68 - $97.5 $70.9K - $80.6K
3.13K $292K
SBUX
Starbucks Corp

Consumer Cyclical
-1.92K
- 10.42%
$91.75 - $115.81 $176K - $222K
16.5K $1.62M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.07%
$254.58 - $302.92 $255 - $303
1.47K $376K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.28K
- 12.18%
$25.81 - $28.52 $58.8K - $65K
16.4K $453K
BMY
Bristol Myers Squibb CO

Healthcare
-2.6K
- 9.74%
$53.9 - $63.11 $140K - $164K
24.1K $1.47M
EEM
Ishares Msci Emerging Markets

ETFs
-1.36K
- 12.7%
$40.81 - $45.34 $55.5K - $61.6K
9.35K $408K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.29K
- 2.22%
$11.22 - $11.8 $14.5K - $15.3K
57K $639K
V
Visa Inc.

Financial Services
-298
- 13.2%
$306.92 - $362.71 $91.5K - $108K
1.96K $686K
F
Ford Motor CO

Consumer Cyclical
-896
- 1.4%
$9.12 - $10.43 $8.17K - $9.35K
63.2K $633K
Annaly Capital Management In
-541
- 4.06%
N/A
12.8K $0
XLE
Energy Sector Spdr

ETFs
-279
- 8.11%
$85.7 - $93.96 $23.9K - $26.2K
3.16K $295K
GILD
Gilead Sciences, Inc.

Healthcare
-1.36K
- 17.4%
$89.14 - $117.41 $121K - $160K
6.46K $723K
INTC
Intel Corp

Technology
-2.44K
- 11.37%
$19.1 - $27.39 $46.6K - $66.8K
19K $431K
BP
Bp PLC

Energy
-1.97K
- 11.36%
$29.93 - $35.31 $59K - $69.6K
15.4K $519K
XOM
Exxon Mobil Corp

Energy
-80
- 2.73%
$105.44 - $118.93 $8.44K - $9.51K
2.86K $339K
MO
Altria Group, Inc.

Consumer Defensive
-409
- 6.45%
$50.81 - $60.02 $20.8K - $24.5K
5.93K $355K
SLB
Schlumberger Limited

Energy
-151
- 1.45%
$38.4 - $43.74 $5.8K - $6.6K
10.3K $428K
Activity Summary
Buys All Purchases 59 New Holdings 6 Increased Positions 53 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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