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Form 13F-HR Coastwise Capital Group, For: Mar 31

August 15, 2022 3:46 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 03-31-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Coastwise Capital Group, LLC
Address: 7777 FAY AVENUE
SUITE G5
LA JOLLA , CA92037
Form 13F File Number: 028-22636

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Brad Saenz
Title: Chief Operating Officer
Phone: (858) 454 6670
Signature, Place, and Date of Signing:
Brad Saenz La Jolla , CA 08-15-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 98
Form 13F Information Table Value Total: 80,488
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 7,521 2,307 SH SOLE 0 0 2,307
APPLE INC COM 037833100 4,435 25,400 SH SOLE 0 0 25,400
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4,197 53,205 SH SOLE 0 0 53,205
ALPHABET INC CAP STK CL A 02079K305 3,293 1,179 SH SOLE 0 0 1,179
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2,643 7,621 SH SOLE 0 0 7,621
INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2,466 116,011 SH SOLE 0 0 116,011
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2,391 33,492 SH SOLE 0 0 33,492
AT&T INC COM 00206R102 1,824 77,188 SH SOLE 0 0 77,188
SALESFORCE COM INC COM 79466L302 1,758 8,279 SH SOLE 0 0 8,279
VERIZON COMMUNICATIONS INC COM 92343V104 1,620 31,806 SH SOLE 0 0 31,806
BRISTOL-MYERS SQUIBB CO COM 110122108 1,470 20,127 SH SOLE 0 0 20,127
INTEL CORP COM 458140100 1,454 29,333 SH SOLE 0 0 29,333
MICROSOFT CORP COM 594918104 1,387 4,498 SH SOLE 0 0 4,498
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1,310 96,557 SH SOLE 0 0 96,557
NETFLIX INC COM 64110L106 1,273 3,398 SH SOLE 0 0 3,398
TESLA INC COM 88160R101 1,242 1,153 SH SOLE 0 0 1,153
META PLATFORMS INC CL A 30303M102 1,159 5,211 SH SOLE 0 0 5,211
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,059 2,346 SH SOLE 0 0 2,346
NVIDIA CORPORATION COM 67066G104 1,059 3,881 SH SOLE 0 0 3,881
BOEING CO COM 097023105 1,049 5,476 SH SOLE 0 0 5,476
WELLS FARGO CO NEW PERP PFD CNV A 949746804 1,048 21,618 SH SOLE 0 0 21,618
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,015 16,295 SH SOLE 0 0 16,295
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 983 46,568 SH SOLE 0 0 46,568
INTERNATIONAL BUSINESS MACHS COM 459200101 878 6,750 SH SOLE 0 0 6,750
PAYPAL HLDGS INC COM 70450Y103 832 7,197 SH SOLE 0 0 7,197
EXXON MOBIL CORP COM 30231G102 827 10,016 SH SOLE 0 0 10,016
ALTRIA GROUP INC COM 02209S103 815 15,606 SH SOLE 0 0 15,606
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 805 42,327 SH SOLE 0 0 42,327
CHEVRON CORP NEW COM 166764100 786 4,827 SH SOLE 0 0 4,827
CISCO SYS INC COM 17275R102 749 13,425 SH SOLE 0 0 13,425
WYNN RESORTS LTD COM 983134107 732 9,180 SH SOLE 0 0 9,180
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 728 15,381 SH SOLE 0 0 15,381
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 718 15,250 SH SOLE 0 0 15,250
STARBUCKS CORP COM 855244109 701 7,708 SH SOLE 0 0 7,708
SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 646 16,623 SH SOLE 0 0 16,623
COCA COLA CO COM 191216100 633 10,215 SH SOLE 0 0 10,215
GILEAD SCIENCES INC COM 375558103 627 10,548 SH SOLE 0 0 10,548
QUALCOMM INC COM 747525103 624 4,084 SH SOLE 0 0 4,084
ISHARES INC MSCI MEXICO ETF 464286822 615 11,180 SH SOLE 0 0 11,180
GENERAL MTRS CO COM 37045V100 582 13,297 SH SOLE 0 0 13,297
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 546 19,668 SH SOLE 0 0 19,668
AMERICAN AIRLS GROUP INC COM 02376R102 529 28,990 SH SOLE 0 0 28,990
LOCKHEED MARTIN CORP COM 539830109 521 1,181 SH SOLE 0 0 1,181
NORFOLK SOUTHN CORP COM 655844108 513 1,800 SH SOLE 0 0 1,800
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 509 13,867 SH SOLE 0 0 13,867
CARDINAL HEALTH INC COM 14149Y108 504 8,889 SH SOLE 0 0 8,889
ISHARES TR ISHARES BIOTECH 464287556 490 3,762 SH SOLE 0 0 3,762
MERCK & CO INC COM 58933Y105 489 5,964 SH SOLE 0 0 5,964
SPDR SER TR S&P BIOTECH 78464A870 481 5,349 SH SOLE 0 0 5,349
DISNEY WALT CO COM 254687106 479 3,492 SH SOLE 0 0 3,492
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 479 3,013 SH SOLE 0 0 3,013
INVESCO QQQ TR UNIT SER 1 46090E103 477 1,315 SH SOLE 0 0 1,315
GENERAL ELECTRIC CO COM NEW 369604301 469 5,129 SH SOLE 0 0 5,129
SELECT SECTOR SPDR TR ENERGY 81369Y506 469 6,134 SH SOLE 0 0 6,134
SPDR SER TR S&P 600 SMCP VAL 78464A300 456 5,468 SH SOLE 0 0 5,468
ANNALY CAPITAL MANAGEMENT IN COM 035710409 441 62,622 SH SOLE 0 0 62,622
DELTA AIR LINES INC DEL COM NEW 247361702 440 11,109 SH SOLE 0 0 11,109
ISHARES TR MSCI EMG MKT ETF 464287234 438 9,691 SH SOLE 0 0 9,691
PFIZER INC COM 717081103 432 8,350 SH SOLE 0 0 8,350
CITIGROUP INC COM NEW 172967424 430 8,047 SH SOLE 0 0 8,047
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 427 20,262 SH SOLE 0 0 20,262
ABBOTT LABS COM 002824100 410 3,464 SH SOLE 0 0 3,464
BP PLC SPONSORED ADR 055622104 410 13,938 SH SOLE 0 0 13,938
RAYTHEON TECHNOLOGIES CORP COM 75513E101 408 4,115 SH SOLE 0 0 4,115
GENERAL DYNAMICS CORP COM 369550108 396 1,640 SH SOLE 0 0 1,640
WISDOMTREE TR EMER MKT HIGH FD 97717W315 391 8,938 SH SOLE 0 0 8,938
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 390 6,559 SH SOLE 0 0 6,559
AMGEN INC COM 031162100 373 1,543 SH SOLE 0 0 1,543
ALASKA AIR GROUP INC COM 011659109 353 6,081 SH SOLE 0 0 6,081
ISHARES TR RUS 2000 GRW ETF 464287648 351 1,371 SH SOLE 0 0 1,371
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 347 16,606 SH SOLE 0 0 16,606
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 322 2,868 SH SOLE 0 0 2,868
ABBVIE INC COM 00287Y109 312 1,928 SH SOLE 0 0 1,928
JOHNSON & JOHNSON COM 478160104 305 1,723 SH SOLE 0 0 1,723
PHILIP MORRIS INTL INC COM 718172109 300 3,194 SH SOLE 0 0 3,194
CLOROX CO DEL COM 189054109 298 2,141 SH SOLE 0 0 2,141
ISHARES TR RUSSELL 2000 ETF 464287655 294 1,432 SH SOLE 0 0 1,432
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 291 3,886 SH SOLE 0 0 3,886
COSTCO WHSL CORP NEW COM 22160K105 289 503 SH SOLE 0 0 503
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 268 2,285 SH SOLE 0 0 2,285
WALGREENS BOOTS ALLIANCE INC COM 931427108 257 5,741 SH SOLE 0 0 5,741
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 253 5,178 SH SOLE 0 0 5,178
SCHLUMBERGER LTD COM STK 806857108 250 6,056 SH SOLE 0 0 6,056
VISA INC COM CL A 92826C839 247 1,114 SH SOLE 0 0 1,114
CAMPBELL SOUP CO COM 134429109 239 5,356 SH SOLE 0 0 5,356
NIKE INC CL B 654106103 235 1,744 SH SOLE 0 0 1,744
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 231 11,054 SH SOLE 0 0 11,054
JETBLUE AWYS CORP COM 477143101 231 15,450 SH SOLE 0 0 15,450
CATERPILLAR INC COM 149123101 228 1,024 SH SOLE 0 0 1,024
XEROX HOLDINGS CORP COM NEW 98421M106 226 11,200 SH SOLE 0 0 11,200
PROSHARES TR S&P 500 DV ARIST 74348A467 223 2,345 SH SOLE 0 0 2,345
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 221 1,480 SH SOLE 0 0 1,480
PENN NATL GAMING INC COM 707569109 219 5,151 SH SOLE 0 0 5,151
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 217 11,065 SH SOLE 0 0 11,065
DOW INC COM 260557103 214 3,364 SH SOLE 0 0 3,364
ISHARES TR INTL SEL DIV ETF 464288448 206 6,481 SH SOLE 0 0 6,481
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 200 1,835 SH SOLE 0 0 1,835
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 110 11,700 SH SOLE 0 0 11,700


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