Coastwise Capital Group, LLC Sells in Q2 2025

Coastwise Capital Group, LLC

  • $124 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.83K
- 71.66%
$483.48 - $539.8 $884K - $987K
723 $351K
T
At&T Inc.

Communication Services
-15.3K
- 21.16%
$26.33 - $28.94 $402K - $442K
56.9K $1.65M
FTSL
First Trust Senior Ln Fund

ETFs
-6.47K
- 12.59%
$44.58 - $46.07 $288K - $298K
44.9K $2.06M
VZ
Verizon Communications Inc

Communication Services
-3.14K
- 5.64%
$41.67 - $45.62 $131K - $143K
52.5K $2.27M
SBUX
Starbucks Corp

Consumer Cyclical
-968
- 5.87%
$79.69 - $99.41 $77.1K - $96.2K
15.5K $1.42M
V
Visa Inc.

Financial Services
-546
- 27.87%
$308.27 - $373.31 $168K - $204K
1.41K $501K
KO
Coca Cola CO

Consumer Defensive
-2.31K
- 12.22%
$68.37 - $73.9 $158K - $171K
16.6K $1.17M
JNJ
Johnson & Johnson

Healthcare
-313
- 3.63%
$146.36 - $159.82 $45.8K - $50K
8.31K $1.27M
PEP
Pepsico Inc

Consumer Defensive
-363
- 6.06%
$128.02 - $151.37 $46.5K - $54.9K
5.63K $743K
SLB
Schlumberger Limited

Energy
-1.68K
- 16.36%
$31.95 - $42.2 $53.6K - $70.8K
8.58K $290K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.65K
- 8.85%
$59.8 - $60.07 $98.4K - $98.8K
16.9K $1.01M
MA
Mastercard Inc

Financial Services
-160
- 28.37%
$479.92 - $590.74 $76.8K - $94.5K
404 $227K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.72K
- 11.66%
$16.93 - $17.81 $63K - $66.2K
28.2K $501K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-709
- 19.77%
$67.03 - $80.35 $47.5K - $57K
2.88K $229K
INTC
Intel Corp

Technology
-1.75K
- 9.18%
$18.13 - $22.69 $31.6K - $39.6K
17.3K $386K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.29K
- 10.87%
$29.0 - $30.68 $37.4K - $39.6K
10.6K $324K
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 4.14%
$335.24 - $380.78 $37.9K - $43K
2.62K $959K
XOM
Exxon Mobil Corp

Energy
-76
- 2.66%
$99.93 - $119.04 $7.59K - $9.05K
2.78K $299K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.01K
- 5.27%
$10.78 - $11.28 $32.4K - $33.9K
54K $600K
AAL
American Airlines Group Inc.

Industrials
-2.25K
- 5.99%
N/A
35.3K $389K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-320
- 8.06%
$69.8 - $85.28 $22.3K - $27.3K
3.65K $302K
MMM
3 M CO

Industrials
-193
- 10.54%
$126.09 - $154.15 $24.3K - $29.8K
1.64K $249K
O
Realty Income Corp

Real Estate
-161
- 2.87%
$52.27 - $58.52 $8.42K - $9.42K
5.46K $314K
IBB
Ishares Biotechnology ETF

ETFs
-30
- 0.85%
$112.02 - $129.0 $3.36K - $3.87K
3.52K $445K
NKE
Nike, Inc.

Consumer Cyclical
-436
- 13.14%
$53.27 - $72.04 $23.2K - $31.4K
2.88K $204K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-289
- 6.82%
$51.16 - $62.02 $14.8K - $17.9K
3.95K $244K
F
Ford Motor CO

Consumer Cyclical
-5.02K
- 7.95%
$8.69 - $10.85 $43.6K - $54.5K
58.2K $631K
PID
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.14%
N/A
10.4K $185K
Schwab Strategic Tr
-2.67K
- 9.51%
N/A
25.4K $0
Annaly Capital Management In
-2.11K
- 16.52%
N/A
10.7K $0
ALK
Alaska Air Group, Inc.

Industrials
-30
- 0.56%
$41.01 - $54.88 $1.23K - $1.65K
5.32K $263K
GM
General Motors CO

Consumer Cyclical
-583
- 4.37%
$42.48 - $50.46 $24.8K - $29.4K
12.8K $628K
ABT
Abbott Laboratories

Healthcare
-86
- 2.09%
$123.95 - $138.08 $10.7K - $11.9K
4.04K $549K
XRX
Xerox Holdings Corp

Technology
-1.24K
- 6.17%
$3.64 - $5.95 $4.51K - $7.37K
18.8K $99K
IWM
Ishares Russell 2000 ETF

ETFs
-215
- 6.73%
$174.82 - $215.79 $37.6K - $46.4K
2.98K $642K
FNDF
Schwab Fundamental Intl Large

ETFs
-405
- 6.94%
$32.25 - $40.02 $13.1K - $16.2K
5.43K $217K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-291
- 3.21%
$26.66 - $33.09 $7.76K - $9.63K
8.77K $289K
PM
Philip Morris International Inc.

Consumer Defensive
-184
- 10.04%
$149.23 - $184.95 $27.5K - $34K
1.65K $300K
LMT
Lockheed Martin Corp

Industrials
-90
- 2.8%
$430.82 - $486.45 $38.8K - $43.8K
3.12K $1.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-228
- 3.03%
$39.89 - $49.46 $9.09K - $11.3K
7.31K $361K
QCOM
Qualcomm Inc

Technology
-163
- 1.96%
$124.66 - $159.48 $20.3K - $26K
8.15K $1.3M
EEM
Ishares Msci Emerging Markets

ETFs
-420
- 4.49%
$38.52 - $48.28 $16.2K - $20.3K
8.93K $430K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-211
- 1.28%
$24.38 - $30.18 $5.14K - $6.37K
16.2K $489K
CAT
Caterpillar Inc

Industrials
-96
- 7.72%
$273.94 - $388.21 $26.3K - $37.3K
1.15K $445K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2
- 0.02%
$114.78 - $133.31 $230 - $267
8.42K $1.12M
XLK
Technology Sector Spdr

ETFs
-108
- 7.94%
$179.73 - $253.23 $19.4K - $27.3K
1.25K $317K
SCHW
Schwab Charles Corp

Financial Services
-292
- 5.79%
$69.06 - $91.24 $20.2K - $26.6K
4.75K $433K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 1.63%
$908.13 - $1056.85 $20.9K - $24.3K
1.39K $1.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-42
- 0.34%
$22.27 - $29.21 $935 - $1.23K
12.2K $355K
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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