Coastwise Capital Group, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.9M, Apple Inc. with a value of $6.64M, Spdr S&P 500 ETF Trust with a value of $6.19M, Microsoft Corp with a value of $5.46M, and Nvidia Corp with a value of $5.25M.
Examining the 13F form we can see an increase of $6.74M in the current position value, from $118M to 124M.
Coastwise Capital Group, LLC is based out at La Jolla, CA
Below you can find more details about Coastwise Capital Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$124 Million
ETFs: $44.7 Million
Technology: $23.6 Million
Communication Services: $12.2 Million
Consumer Cyclical: $11.7 Million
Healthcare: $8.81 Million
Industrials: $8.46 Million
Financial Services: $5.97 Million
Consumer Defensive: $5.84 Million
Other: $3.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
