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  Name: Coastwise Capital Group LLC
  City: LA JOLLA
  State: CA
  Zip: 92037
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $98,050,000
  Total Value Change : $10,783,000
  Securities Held Change : 3
   
All Securities Held : 113
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 50
  Unchanged Positions : 4
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 100 New $1,337.51 $231,000 207 0.24% 231,000 207 0    Semiconductor- Broad...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 103 New $188.49 $220,000 1,225 0.22% 220,000 1,225 0.001    Closed - End Fund - E...
   (MS)1 Year Chart         MS Morgan Stanley 104 New $98.56 $220,000 2,363 0.22% 220,000 2,363 0    Investment Brokerage ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 105 New $161.28 $212,000 1,365 0.22% 212,000 1,365 0    Drug Manufacturers - ...
   (BTI)1 Year Chart         BTI British American Tobacco (ADR) 108 New $30.92 $206,000 7,043 0.21% 206,000 7,043 0    Cigarettes & Other To...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 110 New $476.65 $203,000 433 0.21% 203,000 433 0    Aerospace/Defense - M...

      6 Records Found
  1    
Page 1 of 1
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