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Coastwise Capital Group, LLC

13F
Coastwise Capital Group, LLC
Last update 2024-11-14 126 Stocks (15 new)
Value $121.00 Mil Turnover 19 %
Countries:
Top Holdings: SCHD(8.28%)AAPL(6.53%)AMZN(3.89%)NVDA(3.81%)SPY(3.36%)
Summary Stock Picks Current Portfolio
Coastwise Capital Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
356,973
10,058.3
+214.99%
8.280
+5.65%
0.010
+2.40%
+11.11%
65,500.1
 
AAPL 		Apple Inc
34,053
7,934.4
+6.27%
6.530
+0.39%
0.000
+11.43%
+29.42%
3,748,119.5
Hardware
AMZN 		Amazon.com Inc
25,355
4,724.4
+3.14%
3.890
+0.12%
0.000
+22.44%
+50.70%
2,407,622.1
Retail - Cyclical
NVDA 		NVIDIA Corp
38,158
4,633.9
+9.86%
3.810
+0.34%
0.000
+15.28%
+177.41%
3,363,456.6
Semiconductors
SPY 		SPDR S&P 500 ETF Trust
7,113
4,081.1
+15.41%
3.360
+0.45%
0.000
+8.09%
+27.14%
636,288.2
 
GOOGL 		Alphabet Inc
22,173
3,707.2
+4.50%
3.050
+0.13%
0.000
+24.24%
+37.92%
2,356,904.3
Interactive Media
MSFT 		Microsoft Corp
7,695
3,311.1
+14.63%
2.730
+0.35%
0.000
+5.49%
+20.45%
3,342,425.0
Software
SCHV 		Schwab U.S. Large-Cap Value ETF
123,315
3,303.6
+214.28%
2.720
+1.85%
0.010
+3.22%
+15.10%
11,927.5
 
DIA 		SPDR Dow Jones Industrial Average ETF
6,430
2,720.6
+4.13%
2.240
+0.09%
0.010
+6.87%
+16.82%
38,784.6
 
META 		Meta Platforms Inc
4,406
2,522.4
+2.32%
2.080
+0.05%
0.000
+20.13%
+78.75%
1,592,422.1
Interactive Media

Coastwise Capital Group, LLC's Historical Top Holdings Breakdowns

Coastwise Capital Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2023-03-31Reduce
-6.29%
●
261.18 ($294.67) 320.93
$526.50
78.67%
Reduce -84.38%
3,680
-19,883
QQQ 		INVESCO QQQ Trust2022-12-31Add
+6.26%
●
259.87 ($275.95) 293.02
$526.50
90.80%
Add 528.01%
23,563
19,811
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+5.65%
●
25.67 ($27.24) 28.35
$28.20
3.52%
Add 214.99%
356,973
81,214
SPY 		S&P 500 ETF TRUST ETF2022-12-31Add
+4.21%
●
354.93 ($382.87) 405.82
$604.33
57.84%
Add 253.31%
12,931
9,271
AMZN 		Amazon.com Inc2022-12-31New Buy
+3.11%
●
81.82 ($98.78) 121.09
$228.97
131.80%
New holding
31,154
31,154
SPY 		S&P 500 ETF TRUST ETF2023-03-31Reduce
-2.22%
●
377.94 ($397.73) 415.2
$604.33
51.94%
Reduce -37.84%
8,038
-4,893
DIA 		SPDR Dow Jones Industrial Average ETF2023-12-31Add
+2.16%
●
324.19 ($349.44) 377.03
$440.26
25.99%
Add 71.42%
13,508
5,628
SCHD 		Schwab US Dividend Equity ETF2023-06-30Add
+1.99%
●
68.55 ($71.13) 73.26
$28.20
-60.35%
Add 32.27%
99,366
24,243
BSCM 		Invesco BulletShares 2022 Corporate Bond ETF2022-12-31Sold Out
-1.91%
●
21.16 ($21.21) 21.25
$21.16
-0.24%
Sold Out
0
-57,012
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+1.85%
●
24.48 ($25.69) 26.79
$26.90
4.71%
Add 214.28%
123,315
28,026

Coastwise Capital Group, LLC Total Holding History ($B)

To

Coastwise Capital Group, LLC's Asset Allocation

To

Coastwise Capital Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coastwise Capital Group, LLC's Hypothetical Growth since 2024-09-30

Coastwise Capital Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Coastwise Capital Group, LLC's Holdings Heat Map

Size field:

Coastwise Capital Group, LLC's Holdings Bubble Chart

Coastwise Capital Group, LLC News

  • 1

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