Coastwise Capital Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$125M
Signature - Title
Brad Saenz - COO
Location
La Jolla, CA
Summary
This page shows a list of all the recent 13F filings made by Coastwise Capital Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coastwise Capital Group, LLC reported 122 stock holdings with total value $125M as of Q4 2024. Top holdings included SCHD, AAPL, AMZN, NVDA, and SPY.
Holdings Value