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
VBR
Vanguard Small Cap Value ETF

ETFs
3.49K
New
$162.76 - $195.77 $568K - $683K
3.49K $680K
T
At&T Inc.

Communication Services
22.8K
+ 79.52%
$26.33 - $28.94 $600K - $660K
51.5K $1.49M
PLD
Prologis, Inc.

Real Estate
6.42K
New
$89.76 - $112.34 $576K - $721K
6.42K $674K
ENB
Enbridge Inc

Energy
14.8K
New
$41.09 - $47.16 $610K - $700K
14.8K $672K
GD
General Dynamics Corp

Industrials
2.27K
New
$247.68 - $291.66 $563K - $663K
2.27K $663K
JMBS
Janus Detroit Str Tr Henderson

ETFs
14.6K
New
$43.89 - $45.45 $643K - $666K
14.6K $659K
IGHG
Proshares Investment Grade Int

ETFs
8.39K
New
$74.89 - $78.35 $628K - $657K
8.39K $657K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.5K
New
$24.14 - $25.43 $639K - $674K
26.5K $656K
MKC
Mccormick & CO Inc

Consumer Defensive
8.6K
New
$71.11 - $82.25 $611K - $707K
8.6K $651K
CAT
Caterpillar Inc

Industrials
1.63K
New
$273.94 - $388.21 $448K - $634K
1.63K $634K
MS
Morgan Stanley

Financial Services
4.43K
New
$99.83 - $140.86 $442K - $624K
4.43K $624K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9K
New
$55.54 - $69.09 $500K - $622K
9K $621K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.73K
New
$88.49 - $92.4 $595K - $622K
6.73K $621K
JKHY
Henry Jack & Associates Inc

Technology
3.32K
New
$163.54 - $186.02 $543K - $617K
3.32K $597K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.48K
New
$67.03 - $80.35 $502K - $601K
7.48K $596K
CVS
Cvs Health Corp

Healthcare
8.59K
New
$60.04 - $70.18 $515K - $602K
8.59K $592K
ISRG
Intuitive Surgical Inc

Healthcare
1.07K
New
$451.58 - $565.94 $485K - $607K
1.07K $583K
HAL
Halliburton CO

Energy
28.1K
New
$19.26 - $25.7 $541K - $721K
28.1K $571K
PH
Parker Hannifin Corp

Industrials
801
New
$517.23 - $700.54 $414K - $561K
801 $559K
ET
Energy Transfer LP

Energy
29.6K
New
$15.65 - $18.93 $463K - $560K
29.6K $536K
IVE
Ishares S&P 500 Value ETF

ETFs
2.7K
New
$168.34 - $195.42 $455K - $528K
2.7K $528K
VB
Vanguard Small Cap ETF

ETFs
2.23K
New
$193.73 - $237.37 $431K - $528K
2.23K $527K
UYG
Proshares Ultra Financials

ETFs
5.48K
New
$68.55 - $95.55 $376K - $524K
5.48K $523K
IP
International Paper CO

Consumer Cyclical
11.1K
New
$43.89 - $54.46 $487K - $605K
11.1K $519K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.47K
+ 0.92%
$45.88 - $54.4 $67.5K - $80K
161K $8.76M
RBLX
Roblox Corp

Communication Services
2.43K
+ 47.8%
$51.22 - $105.59 $124K - $257K
7.51K $790K
PSTG
Pure Storage, Inc.

Technology
1.21K
+ 3.81%
$37.18 - $57.58 $45.1K - $69.8K
33K $1.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
25.2K
New
$19.44 - $19.56 $489K - $492K
25.2K $491K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.03K
New
$49.48 - $61.22 $398K - $492K
8.03K $489K
CG
Carlyle Group Inc.

Financial Services
566
+ 0.97%
$34.78 - $51.4 $19.7K - $29.1K
59.1K $3.04M
HDV
Ishares Core High Dividend ETF

ETFs
4.08K
New
$108.41 - $120.51 $442K - $491K
4.08K $477K
USB
Us Bancorp \De\

Financial Services
10.5K
New
$36.4 - $45.76 $382K - $480K
10.5K $474K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.9K
New
$23.55 - $27.67 $399K - $469K
16.9K $468K
TRV
Travelers Companies, Inc.

Financial Services
1.67K
+ 61.8%
$233.83 - $276.34 $389K - $460K
4.36K $1.17M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
8.76K
New
$48.48 - $50.99 $425K - $447K
8.76K $446K
IBB
Ishares Biotechnology ETF

ETFs
3.43K
+ 175.74%
$112.02 - $129.0 $384K - $442K
5.38K $680K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.17K
+ 179.13%
$166.82 - $194.23 $362K - $422K
3.38K $657K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.72K
New
$57.41 - $74.81 $329K - $428K
5.72K $425K
IWS
Ishares Russell Midcap Value E

ETFs
3.2K
New
$110.58 - $132.14 $354K - $423K
3.2K $423K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.11K
New
$139.8 - $197.22 $295K - $417K
2.11K $416K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.09K
New
$97.29 - $105.63 $397K - $431K
4.09K $415K
WTRG
Essential Utilities, Inc.

Utilities
11K
New
$36.92 - $41.39 $405K - $454K
11K $407K
BA
Boeing CO

Industrials
526
+ 7.04%
$136.59 - $217.51 $71.8K - $114K
8K $1.68M
MO
Altria Group, Inc.

Consumer Defensive
6.83K
New
$55.56 - $60.91 $379K - $416K
6.83K $400K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.9K
New
$28.21 - $28.85 $391K - $400K
13.9K $399K
EME
Emcor Group, Inc.

Industrials
744
New
$342.02 - $534.89 $254K - $398K
744 $397K
HEI
Heico Corp

Industrials
1.21K
New
$236.44 - $328.0 $285K - $396K
1.21K $395K
IWM
Ishares Russell 2000 ETF

ETFs
1.82K
New
$174.82 - $215.79 $319K - $394K
1.82K $393K
EMR
Emerson Electric CO

Industrials
2.52K
+ 107.25%
$94.15 - $133.33 $237K - $335K
4.86K $648K
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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