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
APO
Apollo Global Management, Inc.

Financial Services
1.49K
+ 4.09%
$108.68 - $145.07 $161K - $215K
37.8K $5.36M
RE
Everest Re Group LTD

Financial Services
1.04K
New
N/A
1.04K $386K
PGR
Progressive Corp

Financial Services
1.5K
+ 131.12%
$255.27 - $288.74 $383K - $433K
2.64K $705K
BDX
Becton Dickinson & CO

Healthcare
2.16K
New
$165.15 - $226.42 $356K - $489K
2.16K $371K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.06K
New
$41.45 - $54.46 $293K - $384K
7.06K $367K
BAR
Granite Shares Gold Trust

ETFs
11.1K
New
$29.34 - $33.87 $327K - $377K
11.1K $363K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.66K
New
$96.84 - $99.46 $354K - $364K
3.66K $362K
VEA
Vanguard Ftse Developed Market

ETFs
6.27K
New
$45.65 - $57.01 $286K - $357K
6.27K $357K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
32.7K
New
$10.29 - $11.24 $336K - $367K
32.7K $356K
POOL
Pool Corp

Industrials
1.22K
New
$285.0 - $325.66 $348K - $398K
1.22K $355K
MPWR
Monolithic Power Systems Inc

Technology
481
New
$455.19 - $737.73 $219K - $355K
481 $351K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.07K
New
$224.32 - $326.09 $240K - $350K
1.07K $349K
WFC
Wells Fargo & Company

Financial Services
3.2K
+ 29.38%
$60.98 - $80.12 $195K - $256K
14.1K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.41K
New
$90.85 - $102.31 $309K - $348K
3.41K $342K
TER
Teradyne, Inc

Technology
3.81K
New
$67.96 - $91.05 $259K - $347K
3.81K $342K
SBUX
Starbucks Corp

Consumer Cyclical
3.66K
New
$79.69 - $99.41 $292K - $364K
3.66K $335K
CRWD
Crowd Strike Holdings, Inc.

Technology
648
New
$321.63 - $509.31 $208K - $330K
648 $330K
ITA
Ishares Tr

ETFs
1.73K
New
$135.31 - $188.64 $234K - $326K
1.73K $326K
ZS
Zscaler, Inc.

Technology
1.03K
New
$174.67 - $315.32 $180K - $325K
1.03K $323K
LDOS
Leidos Holdings, Inc.

Technology
2.05K
New
$132.9 - $160.3 $273K - $329K
2.05K $323K
EPD
Enterprise Products Partners L.P.

Energy
10.2K
New
$28.95 - $34.22 $296K - $350K
10.2K $317K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
719
New
$376.48 - $440.65 $271K - $317K
719 $316K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
New
$22.92 - $28.05 $256K - $313K
11.2K $313K
NSC
Norfolk Southern Corp

Industrials
1.15K
+ 108.01%
$206.34 - $257.46 $236K - $295K
2.21K $564K
DVY
Ishares Tr

ETFs
2.32K
New
$118.37 - $134.86 $275K - $313K
2.32K $308K
DE
Deere & CO

Industrials
605
New
$412.99 - $531.48 $250K - $322K
605 $307K
KMB
Kimberly Clark Corp

Consumer Defensive
2.36K
New
$126.84 - $145.22 $299K - $343K
2.36K $304K
AFL
Aflac Inc

Financial Services
3K
+ 124.3%
$99.77 - $112.45 $300K - $338K
5.42K $571K
MET
Metlife Inc

Financial Services
3.76K
New
$68.42 - $82.49 $257K - $310K
3.76K $302K
STX
Seagate Technology Holdings PLC

Technology
2.1K
New
$66.54 - $144.33 $140K - $303K
2.1K $302K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.17K
New
$160.63 - $257.78 $188K - $302K
1.17K $300K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12K
New
$23.32 - $24.45 $281K - $294K
12K $294K
UPS
United Parcel Service Inc

Industrials
2.87K
New
$91.92 - $110.2 $263K - $316K
2.87K $289K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.8K
New
$102.02 - $103.5 $285K - $289K
2.8K $287K
COP
Conocophillips

Energy
3.62K
+ 147.23%
$82.66 - $106.1 $299K - $384K
6.07K $544K
VHT
Vanguard Health Care ETF

ETFs
1.13K
New
$236.71 - $261.92 $266K - $295K
1.13K $279K
FCX
Freeport Mcmoran Inc

Basic Materials
6.4K
New
$29.15 - $44.46 $187K - $284K
6.4K $277K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.39K
+ 65.21%
$60.61 - $87.72 $145K - $210K
6.06K $513K
IWN
Ishares Russell2000 Val ETF

ETFs
1.73K
New
$131.84 - $157.76 $228K - $273K
1.73K $273K
UBER
Uber Technologies, Inc

Technology
1.79K
+ 34.62%
$64.62 - $93.3 $115K - $167K
6.95K $647K
CSX
Csx Corp

Industrials
8.3K
New
$26.69 - $32.91 $222K - $273K
8.3K $270K
MAR
Marriott International Inc

Consumer Cyclical
990
New
$211.12 - $274.14 $209K - $271K
990 $270K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
New
$24.54 - $25.07 $265K - $271K
10.8K $270K
ROAD
Construction Partners, Inc.

Industrials
2.54K
New
$68.75 - $110.36 $175K - $281K
2.54K $270K
DHR
Danaher Corp

Healthcare
1.4K
+ 127.21%
$174.64 - $205.16 $244K - $287K
2.5K $493K
PODD
Insulet Corp

Healthcare
842
New
$238.57 - $327.47 $201K - $276K
842 $264K
CNTA
Centessa Pharmaceuticals PLC

Healthcare
19.7K
New
$10.71 - $14.2 $210K - $279K
19.7K $258K
TRGP
Targa Resources Corp.

Energy
1.48K
New
$157.32 - $205.72 $233K - $304K
1.48K $257K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.99K
New
$109.83 - $131.67 $218K - $262K
1.99K $252K
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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