Coastal Bridge Advisors, LLC Purchases in Q1 2025

Coastal Bridge Advisors, LLC

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
889
+ 0.83%
$105.44 - $118.93 $93.7K - $106K
107K $12.8M
VNLA
Janus Henderson Short Duration

ETFs
22.4K
+ 13.27%
$48.89 - $49.21 $1.1M - $1.1M
192K $9.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19K
+ 3.78%
$56.17 - $59.71 $1.07M - $1.13M
521K $29.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.76K
+ 23.11%
$551.42 - $612.93 $969K - $1.08M
9.36K $5.24M
JFR
Nuveen Floating Rate Income Fund

Financial Services
96.3K
+ 20.77%
$8.41 - $9.05 $810K - $871K
560K $4.74M
IEFA
Ishares Tr

ETFs
2.63K
+ 7.1%
$69.57 - $78.65 $183K - $207K
39.6K $3M
JNJ
Johnson & Johnson

Healthcare
42
+ 0.24%
$142.06 - $167.7 $5.97K - $7.04K
17.2K $2.85M
SO
Southern CO

Utilities
119
+ 0.37%
$80.96 - $92.96 $9.63K - $11.1K
32.6K $3M
ABBV
Abb Vie Inc.

Healthcare
1.26K
New
$169.2 - $216.66 $214K - $274K
1.26K $264K
PLTR
Palantir Technologies Inc.

Technology
3.09K
New
$64.98 - $124.62 $201K - $385K
3.09K $260K
VTI
Vanguard Total Stock Market Et

ETFs
895
New
$271.18 - $303.12 $243K - $271K
895 $245K
BMY
Bristol Myers Squibb CO

Healthcare
3.85K
New
$53.9 - $63.11 $207K - $243K
3.85K $234K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.16K
New
$79.66 - $108.41 $172K - $234K
2.16K $234K
GILD
Gilead Sciences, Inc.

Healthcare
2K
New
$89.14 - $117.41 $178K - $235K
2K $224K
WWD
Woodward, Inc.

Industrials
1.2K
New
$171.38 - $195.22 $206K - $234K
1.2K $218K
ES
Eversource Energy

Utilities
3.34K
New
$55.63 - $63.8 $186K - $213K
3.34K $207K
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $171K - $216K
1.54K $204K
COST
Costco Wholesale Corp

Consumer Defensive
164
+ 11.48%
$890.62 - $1076.86 $146K - $177K
1.59K $1.51M
COMP
Compass, Inc.

Technology
21.1K
New
$5.35 - $10.24 $113K - $216K
21.1K $184K
IBM
International Business Machines Corp

Technology
14
+ 0.25%
$217.4 - $264.74 $3.04K - $3.71K
5.68K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 4.21%
$225.19 - $279.95 $95.7K - $119K
10.5K $2.58M
T
At&T Inc.

Communication Services
93
+ 0.33%
$21.56 - $28.28 $2.01K - $2.63K
28.7K $810K
AAPL
Apple Inc.

Technology
9.37K
+ 13.74%
$209.68 - $247.1 $1.96M - $2.32M
77.6K $17.2M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.1%
$123.25 - $162.53 $740 - $975
5.91K $929K
IEMG
Ishares Inc

ETFs
2.5K
+ 45.48%
N/A
8K $429K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.45K
+ 33.56%
$18.55 - $18.81 $120K - $121K
25.7K $479K
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 12.63%
$58.74 - $64.87 $74.1K - $81.9K
11.3K $694K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$114.1 - $135.66 $342 - $407
5.39K $714K
INTC
Intel Corp

Technology
1.95K
+ 11.25%
$19.1 - $27.39 $37.2K - $53.4K
19.3K $437K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.05%
$279.74 - $321.29 $559 - $643
3.64K $1.14M
VZ
Verizon Communications Inc

Communication Services
46
+ 0.33%
$37.81 - $46.49 $1.74K - $2.14K
14.1K $640K
ACN
Accenture PLC

Technology
310
+ 52.28%
$300.91 - $398.25 $93.3K - $123K
903 $281K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.15%
$232.43 - $265.13 $930 - $1.06K
2.69K $712K
NFLX
Netflix Inc

Communication Services
10
+ 0.74%
$828.4 - $1058.6 $8.28K - $10.6K
1.37K $1.28M
MMM
3 M CO

Industrials
5
+ 0.19%
$129.7 - $155.12 $649 - $776
2.71K $397K
SHEL
Shell PLC

Energy
7
+ 0.17%
$62.84 - $73.29 $440 - $513
4.03K $295K
WFC
Wells Fargo & Company

Financial Services
330
+ 3.13%
$66.78 - $81.42 $22K - $26.9K
10.9K $781K
USRT
Ishares Core U.S. Reit ETF

ETFs
610
+ 5.73%
$55.14 - $60.29 $33.6K - $36.8K
11.3K $648K
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.22%
$158.56 - $176.26 $3.65K - $4.05K
10.7K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
350
+ 2.49%
$169.43 - $182.84 $59.3K - $64K
14.4K $2.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 0.33%
$56.12 - $68.15 $673 - $818
3.67K $249K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 12.16%
$507.05 - $563.67 $47.2K - $52.4K
858 $440K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9
+ 0.15%
$42.3 - $53.69 $381 - $483
5.96K $310K
COP
Conocophillips

Energy
2
+ 0.08%
$88.6 - $105.85 $177 - $212
2.46K $257K
NKTR
Nektar Therapeutics

Healthcare
10K
New
$0.66 - $1.19 $6.6K - $11.9K
10K $6K
K
Kellogg CO

Consumer Defensive
9
+ 0.31%
$81.06 - $82.9 $730 - $746
2.89K $237K
NRZ
New Residential Investment Corp.

Real Estate
93
+ 0.82%
N/A
11.5K $83K
First Tr Exchng Traded Fd Vi
100K
+ 13.61%
N/A
838K $0
Ishares Bitcoin Trust ETF
1.57K
+ 7.74%
N/A
21.8K $0
Activity Summary
Buys All Purchases 69 New Holdings 12 Increased Positions 57 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 1
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