0001109228-22-000013.txt : 20220815
0001109228-22-000013.hdr.sgml : 20220815
20220815154530
ACCESSION NUMBER: 0001109228-22-000013
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220815
EFFECTIVENESS DATE: 20220815
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Coastwise Capital Group, LLC
CENTRAL INDEX KEY: 0001934500
IRS NUMBER: 000000000
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22636
FILM NUMBER: 221165380
BUSINESS ADDRESS:
STREET 1: 7777 FAY AVENUE
STREET 2: SUITE G5
CITY: LA JOLLA
STATE: CA
ZIP: 92037
BUSINESS PHONE: 858-454-6670
MAIL ADDRESS:
STREET 1: 7777 FAY AVENUE
STREET 2: SUITE G5
CITY: LA JOLLA
STATE: CA
ZIP: 92037
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001934500
XXXXXXXX
03-31-2022
03-31-2022
Coastwise Capital Group, LLC
7777 FAY AVENUE
SUITE G5
LA JOLLA
CA
92037
13F HOLDINGS REPORT
028-22636
N
Brad Saenz
Chief Operating Officer
(858) 454 6670
Brad Saenz
La Jolla
CA
08-15-2022
0
98
80488
false
INFORMATION TABLE
2
ccg13fq22022.xml
AMAZON COM INC
COM
023135106
7521
2307
SH
SOLE
0
0
2307
APPLE INC
COM
037833100
4435
25400
SH
SOLE
0
0
25400
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4197
53205
SH
SOLE
0
0
53205
ALPHABET INC
CAP STK CL A
02079K305
3293
1179
SH
SOLE
0
0
1179
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
2643
7621
SH
SOLE
0
0
7621
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
2466
116011
SH
SOLE
0
0
116011
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
2391
33492
SH
SOLE
0
0
33492
AT&T INC
COM
00206R102
1824
77188
SH
SOLE
0
0
77188
SALESFORCE COM INC
COM
79466L302
1758
8279
SH
SOLE
0
0
8279
VERIZON COMMUNICATIONS INC
COM
92343V104
1620
31806
SH
SOLE
0
0
31806
BRISTOL-MYERS SQUIBB CO
COM
110122108
1470
20127
SH
SOLE
0
0
20127
INTEL CORP
COM
458140100
1454
29333
SH
SOLE
0
0
29333
MICROSOFT CORP
COM
594918104
1387
4498
SH
SOLE
0
0
4498
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
1310
96557
SH
SOLE
0
0
96557
NETFLIX INC
COM
64110L106
1273
3398
SH
SOLE
0
0
3398
TESLA INC
COM
88160R101
1242
1153
SH
SOLE
0
0
1153
META PLATFORMS INC
CL A
30303M102
1159
5211
SH
SOLE
0
0
5211
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1059
2346
SH
SOLE
0
0
2346
NVIDIA CORPORATION
COM
67066G104
1059
3881
SH
SOLE
0
0
3881
BOEING CO
COM
097023105
1049
5476
SH
SOLE
0
0
5476
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
1048
21618
SH
SOLE
0
0
21618
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1015
16295
SH
SOLE
0
0
16295
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
983
46568
SH
SOLE
0
0
46568
INTERNATIONAL BUSINESS MACHS
COM
459200101
878
6750
SH
SOLE
0
0
6750
PAYPAL HLDGS INC
COM
70450Y103
832
7197
SH
SOLE
0
0
7197
EXXON MOBIL CORP
COM
30231G102
827
10016
SH
SOLE
0
0
10016
ALTRIA GROUP INC
COM
02209S103
815
15606
SH
SOLE
0
0
15606
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
805
42327
SH
SOLE
0
0
42327
CHEVRON CORP NEW
COM
166764100
786
4827
SH
SOLE
0
0
4827
CISCO SYS INC
COM
17275R102
749
13425
SH
SOLE
0
0
13425
WYNN RESORTS LTD
COM
983134107
732
9180
SH
SOLE
0
0
9180
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
728
15381
SH
SOLE
0
0
15381
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
718
15250
SH
SOLE
0
0
15250
STARBUCKS CORP
COM
855244109
701
7708
SH
SOLE
0
0
7708
SPDR INDEX SHS FDS
PORTFLO EURP ETF
78463X103
646
16623
SH
SOLE
0
0
16623
COCA COLA CO
COM
191216100
633
10215
SH
SOLE
0
0
10215
GILEAD SCIENCES INC
COM
375558103
627
10548
SH
SOLE
0
0
10548
QUALCOMM INC
COM
747525103
624
4084
SH
SOLE
0
0
4084
ISHARES INC
MSCI MEXICO ETF
464286822
615
11180
SH
SOLE
0
0
11180
GENERAL MTRS CO
COM
37045V100
582
13297
SH
SOLE
0
0
13297
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
546
19668
SH
SOLE
0
0
19668
AMERICAN AIRLS GROUP INC
COM
02376R102
529
28990
SH
SOLE
0
0
28990
LOCKHEED MARTIN CORP
COM
539830109
521
1181
SH
SOLE
0
0
1181
NORFOLK SOUTHN CORP
COM
655844108
513
1800
SH
SOLE
0
0
1800
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
509
13867
SH
SOLE
0
0
13867
CARDINAL HEALTH INC
COM
14149Y108
504
8889
SH
SOLE
0
0
8889
ISHARES TR
ISHARES BIOTECH
464287556
490
3762
SH
SOLE
0
0
3762
MERCK & CO INC
COM
58933Y105
489
5964
SH
SOLE
0
0
5964
SPDR SER TR
S&P BIOTECH
78464A870
481
5349
SH
SOLE
0
0
5349
DISNEY WALT CO
COM
254687106
479
3492
SH
SOLE
0
0
3492
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
479
3013
SH
SOLE
0
0
3013
INVESCO QQQ TR
UNIT SER 1
46090E103
477
1315
SH
SOLE
0
0
1315
GENERAL ELECTRIC CO
COM NEW
369604301
469
5129
SH
SOLE
0
0
5129
SELECT SECTOR SPDR TR
ENERGY
81369Y506
469
6134
SH
SOLE
0
0
6134
SPDR SER TR
S&P 600 SMCP VAL
78464A300
456
5468
SH
SOLE
0
0
5468
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
441
62622
SH
SOLE
0
0
62622
DELTA AIR LINES INC DEL
COM NEW
247361702
440
11109
SH
SOLE
0
0
11109
ISHARES TR
MSCI EMG MKT ETF
464287234
438
9691
SH
SOLE
0
0
9691
PFIZER INC
COM
717081103
432
8350
SH
SOLE
0
0
8350
CITIGROUP INC
COM NEW
172967424
430
8047
SH
SOLE
0
0
8047
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
427
20262
SH
SOLE
0
0
20262
ABBOTT LABS
COM
002824100
410
3464
SH
SOLE
0
0
3464
BP PLC
SPONSORED ADR
055622104
410
13938
SH
SOLE
0
0
13938
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
408
4115
SH
SOLE
0
0
4115
GENERAL DYNAMICS CORP
COM
369550108
396
1640
SH
SOLE
0
0
1640
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
391
8938
SH
SOLE
0
0
8938
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
390
6559
SH
SOLE
0
0
6559
AMGEN INC
COM
031162100
373
1543
SH
SOLE
0
0
1543
ALASKA AIR GROUP INC
COM
011659109
353
6081
SH
SOLE
0
0
6081
ISHARES TR
RUS 2000 GRW ETF
464287648
351
1371
SH
SOLE
0
0
1371
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
347
16606
SH
SOLE
0
0
16606
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
322
2868
SH
SOLE
0
0
2868
ABBVIE INC
COM
00287Y109
312
1928
SH
SOLE
0
0
1928
JOHNSON & JOHNSON
COM
478160104
305
1723
SH
SOLE
0
0
1723
PHILIP MORRIS INTL INC
COM
718172109
300
3194
SH
SOLE
0
0
3194
CLOROX CO DEL
COM
189054109
298
2141
SH
SOLE
0
0
2141
ISHARES TR
RUSSELL 2000 ETF
464287655
294
1432
SH
SOLE
0
0
1432
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
291
3886
SH
SOLE
0
0
3886
COSTCO WHSL CORP NEW
COM
22160K105
289
503
SH
SOLE
0
0
503
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
268
2285
SH
SOLE
0
0
2285
WALGREENS BOOTS ALLIANCE INC
COM
931427108
257
5741
SH
SOLE
0
0
5741
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
253
5178
SH
SOLE
0
0
5178
SCHLUMBERGER LTD
COM STK
806857108
250
6056
SH
SOLE
0
0
6056
VISA INC
COM CL A
92826C839
247
1114
SH
SOLE
0
0
1114
CAMPBELL SOUP CO
COM
134429109
239
5356
SH
SOLE
0
0
5356
NIKE INC
CL B
654106103
235
1744
SH
SOLE
0
0
1744
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
231
11054
SH
SOLE
0
0
11054
JETBLUE AWYS CORP
COM
477143101
231
15450
SH
SOLE
0
0
15450
CATERPILLAR INC
COM
149123101
228
1024
SH
SOLE
0
0
1024
XEROX HOLDINGS CORP
COM NEW
98421M106
226
11200
SH
SOLE
0
0
11200
PROSHARES TR
S&P 500 DV ARIST
74348A467
223
2345
SH
SOLE
0
0
2345
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH
33733E203
221
1480
SH
SOLE
0
0
1480
PENN NATL GAMING INC
COM
707569109
219
5151
SH
SOLE
0
0
5151
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
46137V548
217
11065
SH
SOLE
0
0
11065
DOW INC
COM
260557103
214
3364
SH
SOLE
0
0
3364
ISHARES TR
INTL SEL DIV ETF
464288448
206
6481
SH
SOLE
0
0
6481
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
200
1835
SH
SOLE
0
0
1835
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
110
11700
SH
SOLE
0
0
11700