Coastwise-Capital-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "NLY", "AES", "AAL", "FNDF", "FNDA", null, "MMM", "ABT", "ABBV", "ADBE", "GOOGL", null, "T", "CAT", "NUV", "GD", "GILD", "GIS", "HD", null, null, "QCOM", "META", null, "IJH", null, null, null, "MA", "MDT", "MSFT", "ALK", "NOC", "EEM", "PEP", null, null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "FNDX", null, "SLB", "O", "RTX", null, null, "BP", "IBM", "SBUX", "TGT", "SCHW", "VWO", "IWO", "IWN", null, "VYM", "GM", "AMD", "FI", "F", "AMZN", null, null, null, "VGK", "VBR", "VB", "VOO", "V", "WFC", null, "WYNN", "XRX", "SCHD", "SCHG", "SCHF", "SCHA", "NSC", "CRM", null, "DIA", null, "BAC", "BRK-B", "BA", "BMY", "CVX", "CSCO", "C", "CLX", "KO", "CL", "COST", "DAL", null, null, "NEE", "NKE", "QQQ", "IWM", "DIS", "XOM", "JNJ", "TSLA", "NFLX", "PM", "MO", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 122
- Total Value
- 118831469
- Accession Number
- 0001934500-25-000004
- Form Type
- 13F-HR
- Manager Name
- Coastwise-Capital-Group
Data Enrichment
81% identified99 identified23 unidentified
Holdings
122 positions • $118.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
12.9K | QoQ 0.00% (+0)YoY NEW(+12.9K) | All Managers (Combined) | $113.3K | 0.1% ($113.3K/$118.8M) | YoY NEW(+$113.3K) | |
20.1K | All Managers (Combined) | $96.9K | 0.1% ($96.9K/$118.8M) |