Coastwise Capital Group

Latest statistics and disclosures from Coastwise Capital Group's latest quarterly 13F-HR filing:

• Top 5 stock holdings are SNAXX, SCHD, AAPL, SPY, SWVXX, and represent 33.67% of Coastwise Capital Group's stock portfolio.
• Added to shares of these 10 stocks: MSFT, AMZN, SWVXX, NFLX, COP, NKE, UNH, UBER, ORCL, CLX.
• Started 10 new stock positions in NKE, ETN, UBER, COP, DOW, ORCL, CLX, ETHA, WMT, SWSSX.
• Reduced shares in these 10 stocks: Us Treasury Bill26u S T Bill Due 01/02/26, Us Treasury Bill26u S T Bill Due 01/15/26, United States Treas Bills 0.000 02/19/26 B/e Dtd 02/20/25, United States Treasury Bills 0.0 04/09/26 04/09/2026, United States Treas Bills 0.000 03/19/26 B/e Dtd 03/20/25, Us Treasury Bill26u S T Bill Due 03/05/26, US TREASU NT 4.875%05/26UST NOTE DUE 05/31/26, GD, United States Treas Nts, Us Treasury.
• Sold out of its positions in ADBE, Altria Group, In 02/04/2032 2.450 Call 11/04/2031 100.00, NLY, California St Var P 10/01/2039 5.000 Call 10/01/2029 100.00, Connecticut St Spl, Dc W/S Auth Pub Uti 10/01/2041 5.000 Call 04/01/2028 100.00, Duke Energy Flori 07/15/2028 3.800 Call 04/15/2028 100.00, Eaton Corp Plc 11/02/2042 4.150, Energy Transfer O 07/01/2038 7.500, Flowers Foods, In 03/15/2031 2.400 Call 12/15/2030 100.00.
• Coastwise Capital Group was a net seller of stock by $-19M.
• Coastwise Capital Group has $180M in assets under management (AUM), dropping by -10.03%.
• Central Index Key (CIK): 0001934500