Coastwise Capital Group, LLC Portfolio Holdings

Coastwise Capital Group, LLC

  • $118 Million
  • Q1 2025

Coastwise Capital Group, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Million distributed in 122 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 $10.7M, Apple Inc. with a value of $7.17M, Spdr S&P 500 ETF Trust with a value of $4.59M, Amazon Com Inc with a value of $4.57M, and Microsoft Corp with a value of $4.06M.

Examining the 13F form we can see an decrease of $6.34M in the current position value, from $124M to 118M.

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 $118 Million
ETFs: $41 Million
Technology: $20.4 Million
Communication Services: $11.7 Million
Consumer Cyclical: $11 Million
Healthcare: $9.31 Million
Industrials: $7.66 Million
Financial Services: $6.54 Million
Consumer Defensive: $6.25 Million
Other: $3.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $118 Million
  • Prior Value $124 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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