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
ELV
Elevance Health, Inc.

Healthcare
4.76K
New
$372.27 - $452.69 $1.77M - $2.16M
4.76K $1.85M
NEE
Nextera Energy Inc

Utilities
26.7K
+ 131.45%
$64.11 - $75.0 $1.71M - $2M
47.1K $3.27M
WCC
Wesco International Inc

Industrials
9.82K
New
$132.86 - $186.1 $1.3M - $1.83M
9.82K $1.82M
LOW
Lowes Companies Inc

Consumer Cyclical
7.88K
New
$210.83 - $235.28 $1.66M - $1.85M
7.88K $1.75M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.54K
+ 0.89%
$31.67 - $42.89 $48.8K - $66.1K
174K $7.48M
IEFA
Ishares Tr

ETFs
17K
+ 42.9%
$67.83 - $84.09 $1.15M - $1.43M
56.6K $4.73M
RSG
Republic Services, Inc.

Industrials
6.94K
New
$227.2 - $258.07 $1.58M - $1.79M
6.94K $1.71M
TT
Trane Technologies PLC

Industrials
3.85K
New
$315.21 - $437.41 $1.21M - $1.68M
3.85K $1.68M
AMD
Advanced Micro Devices Inc

Technology
11.7K
New
$78.21 - $143.81 $919K - $1.69M
11.7K $1.67M
CSCO
Cisco Systems, Inc.

Technology
22.3K
+ 198.2%
$53.19 - $69.38 $1.19M - $1.55M
33.6K $2.33M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
23.8K
New
$53.75 - $67.21 $1.28M - $1.6M
23.8K $1.58M
WELL
Welltower Inc.

Real Estate
10K
New
$136.49 - $155.22 $1.37M - $1.55M
10K $1.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.78K
New
$390.26 - $489.06 $1.48M - $1.85M
3.78K $1.53M
VZ
Verizon Communications Inc

Communication Services
35.8K
+ 253.92%
$41.67 - $45.62 $1.49M - $1.64M
50K $2.16M
CSL
Carlisle Companies Inc

Industrials
4.06K
New
$317.1 - $408.5 $1.29M - $1.66M
4.06K $1.52M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
35.9K
New
$35.95 - $42.85 $1.29M - $1.54M
35.9K $1.51M
MSI
Motorola Solutions, Inc.

Technology
3.54K
New
$394.72 - $440.39 $1.4M - $1.56M
3.54K $1.49M
INCY
Incyte Corp

Healthcare
21.8K
New
$55.17 - $71.22 $1.21M - $1.56M
21.8K $1.49M
XLI
Industrial Sector Spdr

ETFs
10K
New
$116.42 - $147.52 $1.17M - $1.48M
10K $1.48M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.6K
New
$310.86 - $348.77 $1.43M - $1.61M
4.6K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.4K
New
$57.46 - $75.58 $1.11M - $1.47M
19.4K $1.47M
SO
Southern CO

Utilities
15.9K
+ 48.77%
$84.91 - $92.56 $1.35M - $1.47M
48.5K $4.46M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
17.2K
+ 130.89%
$69.8 - $85.28 $1.2M - $1.47M
30.4K $2.52M
OI
O I Glass, Inc.

Consumer Cyclical
98.4K
New
$9.62 - $15.51 $947K - $1.53M
98.4K $1.45M
FDX
Fedex Corp

Industrials
6.34K
New
$198.07 - $245.17 $1.26M - $1.55M
6.34K $1.44M
KKR
Kkr & Co. Inc.

Financial Services
4.19K
+ 8.37%
$92.79 - $134.29 $388K - $562K
54.2K $7.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.93K
+ 48.1%
$152.93 - $181.74 $1.06M - $1.26M
21.3K $3.88M
INGR
Ingredion Inc

Consumer Defensive
10.2K
New
$123.22 - $140.95 $1.25M - $1.43M
10.2K $1.38M
LLY
Eli Lilly & CO

Healthcare
1.8K
+ 316.93%
$713.71 - $898.95 $1.28M - $1.62M
2.36K $1.84M
SNA
Snap On Inc

Industrials
4.38K
New
$292.36 - $342.2 $1.28M - $1.5M
4.38K $1.36M
VTV
Vanguard Value ETF

ETFs
7.12K
+ 34.13%
$153.67 - $176.74 $1.09M - $1.26M
28K $4.94M
PLTR
Palantir Technologies Inc.

Technology
8.64K
+ 279.81%
$74.01 - $144.25 $639K - $1.25M
11.7K $1.6M
VRT
Vertiv Holdings CO

Industrials
15.2K
New
N/A
15.2K $1.32M
APP
App Lovin Corp

Technology
556
+ 4.21%
$219.37 - $417.89 $122K - $232K
13.8K $4.82M
ACN
Accenture PLC

Technology
4.36K
+ 483.17%
$279.23 - $323.21 $1.22M - $1.41M
5.27K $1.57M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.2K
New
$82.21 - $83.12 $1.25M - $1.26M
15.2K $1.26M
NLOK
Norton Life Lock Inc.

Technology
58.3K
New
N/A
58.3K $1.25M
MRK
Merck & Co., Inc.

Healthcare
17.2K
+ 160.81%
$73.47 - $87.12 $1.26M - $1.5M
27.9K $2.21M
UNP
Union Pacific Corp

Industrials
5.49K
+ 161.16%
$208.27 - $238.46 $1.14M - $1.31M
8.89K $2.05M
DIS
Walt Disney CO

Communication Services
7.48K
+ 60.31%
$81.72 - $124.01 $611K - $928K
19.9K $2.47M
CTVA
Corteva, Inc.

Basic Materials
16.4K
New
$55.52 - $74.53 $910K - $1.22M
16.4K $1.22M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
116K
New
$10.23 - $11.0 $1.19M - $1.28M
116K $1.22M
PEP
Pepsico Inc

Consumer Defensive
12.3K
+ 54.36%
$128.02 - $151.37 $1.57M - $1.86M
34.8K $4.6M
SYK
Stryker Corp

Healthcare
3.04K
New
$337.37 - $395.63 $1.03M - $1.2M
3.04K $1.2M
AMP
Ameriprise Financial Inc

Financial Services
2.1K
+ 139.83%
$422.19 - $533.73 $885K - $1.12M
3.6K $1.92M
NFLX
Netflix Inc

Communication Services
467
+ 34.11%
$855.86 - $1339.13 $400K - $625K
1.84K $2.46M
BSX
Boston Scientific Corp

Healthcare
10.8K
New
$89.7 - $107.41 $967K - $1.16M
10.8K $1.16M
DVN
Devon Energy Corp

Energy
35.4K
New
$26.8 - $37.92 $948K - $1.34M
35.4K $1.13M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.19K
New
$415.82 - $510.91 $912K - $1.12M
2.19K $1.12M
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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