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
ED
Consolidated Edison Inc

Utilities
11K
New
$98.05 - $113.3 $1.08M - $1.25M
11K $1.11M
GS
Goldman Sachs Group Inc

Financial Services
1.32K
+ 132.73%
$462.22 - $707.75 $609K - $933K
2.31K $1.64M
TSCO
Tractor Supply CO

Consumer Cyclical
20.7K
New
$47.86 - $55.77 $990K - $1.15M
20.7K $1.09M
ATO
Atmos Energy Corp

Utilities
7.04K
New
$145.06 - $162.66 $1.02M - $1.15M
7.04K $1.09M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.7K
New
$45.11 - $52.34 $934K - $1.08M
20.7K $1.08M
ITW
Illinois Tool Works Inc

Industrials
4.37K
New
$218.41 - $252.43 $955K - $1.1M
4.37K $1.08M
SPGI
S&P Global Inc.

Financial Services
2.03K
New
$438.31 - $527.29 $892K - $1.07M
2.03K $1.07M
IVV
Ishares Core S&P 500 ETF

ETFs
1.66K
+ 308.94%
$498.8 - $620.9 $828K - $1.03M
2.2K $1.36M
IYW
Ishares Dj Us Tech ETF

ETFs
4.97K
+ 82.01%
$122.57 - $173.27 $609K - $861K
11K $1.91M
WEC
Wec Energy Group, Inc.

Utilities
10.2K
New
$102.24 - $109.76 $1.04M - $1.12M
10.2K $1.06M
INTU
Intuit Inc

Technology
1.34K
New
$544.07 - $787.63 $729K - $1.06M
1.34K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
4.14K
+ 357.55%
$274.35 - $599.47 $1.14M - $2.48M
5.3K $1.65M
AOR
Ishares Tr Core Growth Allocat

ETFs
16.8K
New
$53.36 - $61.57 $898K - $1.04M
16.8K $1.04M
FAST
Fastenal CO

Industrials
24.5K
New
$40.65 - $83.16 $996K - $2.04M
24.5K $1.03M
RLY
Ssga Active ETF Tr

ETFs
34.9K
New
$25.82 - $29.59 $902K - $1.03M
34.9K $1.02M
VGT
Vanguard Information Technolog

ETFs
1.51K
New
$470.37 - $663.28 $708K - $999K
1.51K $998K
VXF
Vanguard Extended Market ETF

ETFs
5.07K
New
$150.43 - $192.71 $763K - $977K
5.07K $976K
VTI
Vanguard Total Stock Market Et

ETFs
3.11K
+ 347.49%
$243.75 - $303.93 $758K - $945K
4.01K $1.22M
BR
Broadridge Financial Solutions, Inc.

Technology
3.99K
New
$217.22 - $246.25 $866K - $982K
3.99K $968K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.62K
+ 188.93%
$456.74 - $568.03 $740K - $921K
2.48K $1.41M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
34.2K
New
$27.55 - $29.44 $941K - $1.01M
34.2K $944K
SHEL
Shell PLC

Energy
13.4K
+ 331.48%
$59.75 - $73.05 $798K - $975K
17.4K $1.22M
WSO
Watsco Inc

Industrials
2.08K
New
$421.84 - $520.66 $877K - $1.08M
2.08K $918K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.09K
New
$212.1 - $244.27 $868K - $999K
4.09K $894K
WM
Waste Management Inc

Industrials
3.89K
New
$216.47 - $242.1 $843K - $943K
3.89K $891K
CTAS
Cintas Corp

Industrials
3.86K
New
$190.11 - $227.66 $733K - $878K
3.86K $859K
NDAQ
Nasdaq, Inc.

Financial Services
9.57K
New
$66.4 - $89.42 $635K - $856K
9.57K $855K
SPTS
Spdr Portfolio Short Term Trea

ETFs
28K
New
$29.07 - $29.38 $813K - $821K
28K $818K
KO
Coca Cola CO

Consumer Defensive
11.9K
+ 43.87%
$68.37 - $73.9 $811K - $877K
38.9K $2.75M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.41K
New
$82.96 - $110.1 $614K - $815K
7.41K $815K
UPST
Upstart Holdings, Inc.

Financial Services
2.1K
+ 5.77%
$34.8 - $64.85 $73K - $136K
38.5K $2.49M
LHX
L3 Harris Technologies, Inc.

Industrials
3.22K
New
$200.21 - $256.99 $645K - $829K
3.22K $808K
PSX
Phillips 66

Energy
6.77K
New
$92.87 - $125.73 $628K - $851K
6.77K $807K
SHW
Sherwin Williams CO

Basic Materials
2.34K
New
$313.51 - $363.51 $734K - $851K
2.34K $803K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.37K
New
$272.36 - $339.57 $644K - $803K
2.37K $803K
SCHO
Schwab Short Term Us Treasury

ETFs
32.7K
New
$24.19 - $24.45 $792K - $801K
32.7K $798K
PEG
Public Service Enterprise Group Inc

Utilities
9.34K
New
$77.13 - $84.18 $721K - $787K
9.34K $786K
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.6K
+ 314.85%
$63.54 - $68.5 $734K - $792K
15.2K $1.03M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.37K
New
$468.22 - $566.51 $641K - $776K
1.37K $776K
C
Citigroup Inc

Financial Services
9.01K
New
$58.13 - $85.12 $524K - $767K
9.01K $766K
PAYX
Paychex Inc

Industrials
5.26K
New
$137.01 - $159.78 $721K - $841K
5.26K $765K
WRB
Berkley W R Corp

Financial Services
10.2K
New
$64.28 - $75.17 $653K - $764K
10.2K $746K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
27.6K
New
$22.63 - $26.95 $624K - $743K
27.6K $742K
EOG
Eog Resources Inc

Energy
6.14K
New
$104.61 - $129.97 $642K - $798K
6.14K $734K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.13K
New
$141.37 - $228.57 $442K - $715K
3.13K $708K
AWK
American Water Works Company, Inc.

Utilities
5.07K
New
$133.82 - $151.96 $679K - $771K
5.07K $705K
EQIX
Equinix Inc

Real Estate
885
New
$740.07 - $914.43 $655K - $809K
885 $703K
VIG
Vanguard Dividend Appreciation

ETFs
3.76K
New
N/A
3.76K $685K
STE
Steris PLC

Healthcare
2.84K
New
$208.55 - $252.55 $592K - $717K
2.84K $682K
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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