Coastal Bridge Advisors, LLC Purchases in Q2 2025

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
59K
+ 340.29%
$354.56 - $497.45 $20.9M - $29.4M
76.4K $38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02M
New
$24.32 - $27.87 $24.8M - $28.4M
1.02M $27M
AAPL
Apple Inc.

Technology
134K
+ 172.93%
$172.42 - $223.89 $23.1M - $30M
212K $43.4M
NVDA
Nvidia Corp

Technology
158K
+ 886.24%
$94.31 - $157.99 $14.9M - $24.9M
176K $27.7M
AMZN
Amazon Com Inc

Consumer Cyclical
103K
+ 407.89%
$167.32 - $223.3 $17.3M - $23M
128K $28.2M
GOOG
Alphabet Inc.

Communication Services
129K
+ 1456.94%
$146.58 - $180.01 $18.8M - $23.1M
137K $24.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
169K
New
$86.05 - $107.7 $14.6M - $18.2M
169K $18.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
752K
New
$19.1 - $23.83 $14.4M - $17.9M
752K $17.9M
HON
Honeywell International Inc

Industrials
57.5K
+ 2199.16%
$182.86 - $232.88 $10.5M - $13.4M
60.1K $14M
XLK
Technology Sector Spdr

ETFs
46.5K
New
$179.73 - $253.23 $8.35M - $11.8M
46.5K $11.8M
META
Meta Platforms, Inc.

Communication Services
13.3K
+ 196.74%
$484.66 - $738.09 $6.46M - $9.84M
20.1K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
35.8K
+ 340.16%
$210.28 - $289.91 $7.53M - $10.4M
46.3K $13.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
246K
New
$35.9 - $43.76 $8.81M - $10.7M
246K $10.6M
GOOGL
Alphabet Inc.

Communication Services
57.9K
+ 347.35%
$144.7 - $178.6 $8.38M - $10.3M
74.6K $13.1M
ASML
Asml Holding Nv

Technology
10.8K
New
$595.37 - $815.24 $6.44M - $8.82M
10.8K $8.68M
XLV
Select Sector Spdr Fund Health

ETFs
61.5K
New
$128.77 - $144.3 $7.91M - $8.87M
61.5K $8.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
81.9K
New
$83.54 - $100.04 $6.84M - $8.2M
81.9K $8.15M
VEU
Vanguard Ftse All World Ex Us

ETFs
121K
New
$54.19 - $67.22 $6.55M - $8.13M
121K $8.13M
MU
Micron Technology Inc

Technology
63.9K
New
$64.72 - $127.91 $4.14M - $8.18M
63.9K $7.88M
DGRO
Ishares Core Dividend Growth E

ETFs
116K
New
$55.22 - $63.94 $6.42M - $7.44M
116K $7.44M
XLF
Financial Sector Spdr

ETFs
137K
New
$43.92 - $52.37 $6.02M - $7.18M
137K $7.18M
XLC
Select Sector Spdr Tr Communic

ETFs
65.5K
New
$86.13 - $108.53 $5.64M - $7.11M
65.5K $7.11M
RTX
Raytheon Technologies Corp

Industrials
48K
+ 889.78%
$113.75 - $148.48 $5.46M - $7.12M
53.4K $7.79M
COF
Capital One Financial Corp

Financial Services
33.1K
New
$150.57 - $212.76 $4.99M - $7.05M
33.1K $7.05M
ADBE
Adobe Inc.

Technology
18.1K
+ 1581.17%
$340.0 - $420.68 $6.14M - $7.6M
19.2K $7.43M
JNJ
Johnson & Johnson

Healthcare
46.5K
+ 270.09%
$146.36 - $159.82 $6.8M - $7.43M
63.7K $9.73M
WMT
Walmart Inc.

Consumer Defensive
61.5K
+ 219.48%
$81.79 - $99.98 $5.03M - $6.15M
89.6K $8.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
110K
+ 21.04%
$51.14 - $57.0 $5.6M - $6.25M
630K $35.8M
IAU
Ishares Gold Trust

ETFs
87.9K
+ 70.44%
$56.1 - $64.74 $4.93M - $5.69M
213K $13.3M
MRVL
Marvell Technology, Inc.

Technology
74.1K
New
$49.38 - $79.97 $3.66M - $5.93M
74.1K $5.74M
VO
Vanguard Mid Cap ETF

ETFs
19.5K
New
$228.54 - $279.83 $4.47M - $5.47M
19.5K $5.47M
AVGO
Broadcom Inc.

Technology
18.4K
+ 725.81%
$146.29 - $275.65 $2.69M - $5.06M
20.9K $5.76M
PANW
Palo Alto Networks Inc

Technology
20.3K
+ 58.7%
$152.44 - $204.64 $3.09M - $4.15M
54.9K $11.2M
LMT
Lockheed Martin Corp

Industrials
11.5K
New
$430.82 - $486.45 $4.94M - $5.58M
11.5K $5.31M
ZTS
Zoetis Inc.

Healthcare
33.9K
New
$144.41 - $170.3 $4.89M - $5.77M
33.9K $5.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.42K
+ 79.29%
$496.48 - $617.85 $3.68M - $4.59M
16.8K $10.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
42.6K
New
$116.93 - $119.39 $4.98M - $5.08M
42.6K $5.07M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
71.1K
New
$55.5 - $69.0 $3.94M - $4.9M
71.1K $4.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
58.5K
New
$65.04 - $82.18 $3.8M - $4.81M
58.5K $4.81M
TMUS
T Mobile Us, Inc.

Communication Services
19.5K
New
$220.99 - $268.54 $4.31M - $5.24M
19.5K $4.65M
MA
Mastercard Inc

Financial Services
8.25K
New
$479.92 - $590.74 $3.96M - $4.87M
8.25K $4.63M
XLY
Select Sector Spdr Consumer Di

ETFs
21.1K
New
$176.34 - $218.59 $3.72M - $4.62M
21.1K $4.59M
GILD
Gilead Sciences, Inc.

Healthcare
40.6K
+ 2030.65%
$96.91 - $113.0 $3.94M - $4.59M
42.6K $4.72M
CCL
Carnival Corp

Consumer Cyclical
160K
New
$16.43 - $28.12 $2.62M - $4.49M
160K $4.49M
ORCL
Oracle Corp

Technology
19.1K
+ 510.46%
$122.82 - $218.63 $2.35M - $4.18M
22.9K $5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.86K
+ 141.28%
$483.48 - $539.8 $4.77M - $5.32M
16.8K $8.18M
EEMA
Ishares Msci Emerging Markets

ETFs
53.8K
New
$64.59 - $83.0 $3.47M - $4.46M
53.8K $4.44M
HD
Home Depot, Inc.

Consumer Cyclical
11.8K
+ 198.88%
$335.24 - $380.78 $3.95M - $4.48M
17.7K $6.48M
MDT
Medtronic PLC

Healthcare
48.6K
New
$80.68 - $88.86 $3.92M - $4.32M
48.6K $4.24M
Activity Summary
Buys All Purchases 417 New Holdings 282 Increased Positions 135 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 3
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