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
TXN
Texas Instruments Inc

Technology
20.7K
New
N/A
20.7K $4.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.3K
New
$90.56 - $109.49 $3.29M - $3.97M
36.3K $3.96M
VUG
Vanguard Growth ETF

ETFs
6.2K
+ 33.8%
$329.49 - $438.4 $2.04M - $2.72M
24.5K $10.8M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
201K
New
$19.49 - $19.66 $3.91M - $3.94M
201K $3.94M
XLP
Consumer Staples Sector Spdr

ETFs
50.2K
New
N/A
50.2K $3.82M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
47.7K
New
$77.94 - $79.5 $3.72M - $3.8M
47.7K $3.8M
IGV
Ishares Expanded Tech Software

ETFs
33.6K
New
$80.15 - $109.5 $2.69M - $3.68M
33.6K $3.68M
IEF
Ishares Barclays

ETFs
36.4K
New
$93.15 - $96.56 $3.39M - $3.51M
36.4K $3.49M
PFE
Pfizer Inc

Healthcare
142K
+ 405.48%
$21.59 - $24.84 $3.07M - $3.53M
177K $4.3M
ABT
Abbott Laboratories

Healthcare
24.9K
+ 1613.29%
$123.95 - $138.08 $3.08M - $3.44M
26.4K $3.59M
XOM
Exxon Mobil Corp

Energy
40.9K
+ 38.09%
$99.93 - $119.04 $4.09M - $4.87M
148K $16M
NKE
Nike, Inc.

Consumer Cyclical
43.9K
+ 1088.54%
$53.27 - $72.04 $2.34M - $3.16M
47.9K $3.4M
DUK
Duke Energy Corp

Utilities
26.3K
New
$112.46 - $124.05 $2.96M - $3.26M
26.3K $3.1M
PM
Philip Morris International Inc.

Consumer Defensive
16.8K
New
$149.23 - $184.95 $2.51M - $3.11M
16.8K $3.06M
TIP
Ishares Tr Tips Bd ETF

ETFs
26.1K
New
$107.93 - $110.97 $2.82M - $2.9M
26.1K $2.88M
CAH
Cardinal Health Inc

Healthcare
16.3K
New
$125.0 - $168.0 $2.03M - $2.73M
16.3K $2.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.48K
+ 141.93%
$416.06 - $551.64 $1.86M - $2.47M
7.63K $4.21M
BX
Blackstone Inc.

Financial Services
15.4K
+ 41.9%
$120.07 - $151.11 $1.85M - $2.32M
52.1K $7.79M
GE
General Electric CO

Industrials
10.3K
New
$166.81 - $257.39 $1.71M - $2.64M
10.3K $2.64M
MCD
Mcdonalds Corp

Consumer Cyclical
9.22K
+ 253.27%
$285.55 - $321.23 $2.63M - $2.96M
12.9K $3.76M
PWR
Quanta Services, Inc.

Industrials
6.74K
New
$239.47 - $381.26 $1.61M - $2.57M
6.74K $2.55M
EWJ
Ishares Msci Japan ETF

ETFs
33.9K
New
$61.32 - $75.28 $2.08M - $2.55M
33.9K $2.54M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
39.5K
New
$61.03 - $67.59 $2.41M - $2.67M
39.5K $2.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.5K
New
$83.97 - $92.85 $2.39M - $2.65M
28.5K $2.52M
URI
United Rentals, Inc.

Industrials
3.34K
New
$551.94 - $753.4 $1.84M - $2.51M
3.34K $2.51M
CRM
Salesforce, Inc.

Technology
9.17K
+ 1199.87%
$236.26 - $291.15 $2.17M - $2.67M
9.93K $2.71M
COST
Costco Wholesale Corp

Consumer Defensive
2.44K
+ 153.52%
$908.13 - $1056.85 $2.22M - $2.58M
4.04K $4M
IYY
Ishares Tr

ETFs
16.5K
New
$120.9 - $150.87 $1.99M - $2.49M
16.5K $2.49M
AMGN
Amgen Inc

Healthcare
9.2K
+ 197.43%
$262.28 - $309.85 $2.41M - $2.85M
13.9K $3.87M
AXP
American Express CO

Financial Services
6.19K
+ 69.71%
$231.39 - $318.98 $1.43M - $1.97M
15.1K $4.8M
ETN
Eaton Corp PLC

Industrials
6.59K
New
$246.52 - $356.99 $1.62M - $2.35M
6.59K $2.35M
GLD
Spdr Gold Trust

ETFs
7.22K
+ 79.18%
$273.71 - $316.29 $1.98M - $2.28M
16.3K $4.98M
MMM
3 M CO

Industrials
15.2K
+ 562.31%
$126.09 - $154.15 $1.92M - $2.35M
17.9K $2.73M
CB
Chubb LTD

Financial Services
7.91K
New
$274.32 - $302.46 $2.17M - $2.39M
7.91K $2.29M
IBM
International Business Machines Corp

Technology
6.84K
+ 120.39%
$221.03 - $294.78 $1.51M - $2.02M
12.5K $3.69M
APH
Amphenol Corp

Technology
23K
New
$59.09 - $98.75 $1.36M - $2.27M
23K $2.27M
BAC
Bank Of America Corp

Financial Services
43.2K
+ 117.56%
$34.39 - $47.46 $1.48M - $2.05M
79.9K $3.78M
TJX
Tjx Companies Inc

Consumer Cyclical
18K
New
$119.13 - $135.03 $2.14M - $2.42M
18K $2.22M
V
Visa Inc.

Financial Services
6.13K
+ 163.59%
$308.27 - $373.31 $1.89M - $2.29M
9.87K $3.51M
SPYG
Spdr Portfolio

ETFs
23K
New
$71.83 - $95.32 $1.65M - $2.19M
23K $2.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.8K
New
$51.16 - $62.02 $1.78M - $2.16M
34.8K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
5.96K
+ 154.46%
$221.86 - $362.89 $1.32M - $2.16M
9.81K $3.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
25K
New
$79.56 - $82.92 $1.99M - $2.08M
25K $2.08M
LPLA
Lpl Financial Holdings Inc.

Financial Services
5.49K
New
$283.31 - $388.96 $1.56M - $2.14M
5.49K $2.06M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.1K
New
$26.18 - $26.93 $2.02M - $2.08M
77.1K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
13.5K
+ 126.28%
$157.66 - $172.39 $2.12M - $2.32M
24.1K $3.84M
ADP
Automatic Data Processing Inc

Industrials
6.52K
+ 466.05%
$276.76 - $326.81 $1.8M - $2.13M
7.92K $2.44M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
96K
New
$20.16 - $20.49 $1.94M - $1.97M
96K $1.97M
AMAT
Applied Materials Inc

Technology
9.59K
+ 291.67%
$126.95 - $183.52 $1.22M - $1.76M
12.9K $2.36M
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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