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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
754
+ 39.77%
$121.58 - $136.74 $91.7K - $103K
2.65K $359K
HAS
Hasbro, Inc.

Consumer Cyclical
39
+ 0.49%
$50.71 - $73.82 $1.98K - $2.88K
8.07K $595K
VNLA
Janus Henderson Short Duration

ETFs
1.86K
+ 0.97%
$48.74 - $49.2 $90.5K - $91.3K
193K $9.52M
COUR
Coursera, Inc.

Consumer Defensive
10.3K
New
$6.17 - $9.38 $63.3K - $96.2K
10.3K $89K
ES
Eversource Energy

Utilities
1.29K
+ 38.56%
$54.25 - $65.89 $69.8K - $84.7K
4.62K $293K
WWD
Woodward, Inc.

Industrials
18
+ 1.5%
$157.29 - $247.55 $2.83K - $4.46K
1.22K $298K
IYJ
Ishares Tr

ETFs
133
+ 2.7%
$115.07 - $142.31 $15.3K - $18.9K
5.05K $719K
LUMN
Lumen Technologies, Inc.

Communication Services
15.8K
New
$3.07 - $4.51 $48.4K - $71.1K
15.8K $69K
PRTA
Prothena Corp Public LTD CO

Healthcare
11.4K
New
$4.58 - $12.14 $52.4K - $139K
11.4K $69K
CL
Colgate Palmolive CO

Consumer Defensive
804
+ 33.37%
$87.57 - $96.0 $70.4K - $77.2K
3.21K $292K
XRX
Xerox Holdings Corp

Technology
11.1K
New
$3.64 - $5.95 $40.4K - $66.1K
11.1K $58K
AEM
Agnico Eagle Mines LTD

Basic Materials
200
+ 9.25%
$99.48 - $124.46 $19.9K - $24.9K
2.36K $280K
VONV
Vanguard Russell 1000 Value Et

ETFs
290
+ 3.82%
$73.19 - $85.21 $21.2K - $24.7K
7.89K $671K
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 5.15%
$108.12 - $135.04 $12K - $15K
2.27K $306K
GIS
General Mills Inc

Consumer Defensive
1.43K
+ 35.88%
$50.37 - $60.97 $71.9K - $87.1K
5.41K $280K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
13K
New
$2.57 - $4.95 $33.5K - $64.5K
13K $37K
INTC
Intel Corp

Technology
1.85K
+ 9.58%
$18.13 - $22.69 $33.5K - $41.9K
21.1K $473K
USRT
Ishares Core U.S. Reit ETF

ETFs
831
+ 7.38%
$50.37 - $57.97 $41.9K - $48.2K
12.1K $683K
WDAY
Workday, Inc.

Technology
35
+ 1.19%
$210.47 - $274.71 $7.37K - $9.61K
2.98K $715K
IEMG
Ishares Inc

ETFs
315
+ 3.94%
N/A
8.32K $446K
NNOX
Nano X Imaging Ltd.

Healthcare
2K
+ 8.7%
$4.1 - $5.71 $8.2K - $11.4K
25K $129K
NRZ
New Residential Investment Corp.

Real Estate
188
+ 1.64%
N/A
11.6K $84K
Kenvue Inc
84.1K
New
N/A
84.1K $0
Ishares Bitcoin Trust ETF
1.12K
+ 5.1%
N/A
23K $0
Jacobs Solutions Inc
24.5K
New
N/A
24.5K $0
CARY
Angel Oak Fds Tr Income Etf(De
10.5K
New
N/A
10.5K $0
Nebius Group N.V.
20K
New
N/A
20K $0
Alps ETF Tr
5.91K
+ 39.09%
N/A
21K $0
BCDF
Listed Fds Tr Horizon Kinetics
13.2K
New
N/A
13.2K $0
Lam Research Corp
18.5K
+ 508.58%
N/A
22.1K $0
Labcorp Holdings Inc
206
+ 14.03%
N/A
1.67K $0
Amentum Holdings Inc
60.4K
New
N/A
60.4K $0
Linde PLC
510
New
N/A
510 $0
Managed Portfolio Series
52.7K
New
N/A
52.7K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5K
New
N/A
5K $0
Anglogold Ashanti PLC
4.94K
New
N/A
4.94K $0
Biohaven LTD
36.9K
New
N/A
36.9K $0
Barrick Mng Corp
15.7K
New
N/A
15.7K $0
Victory Portfolios Ii
13.7K
New
N/A
13.7K $0
Tidal Tr Ii
19.3K
New
N/A
19.3K $0
Crane Company
1.47K
New
N/A
1.47K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
47.2K
New
N/A
47.2K $0
Goldman Sachs ETF Tr
28.7K
New
N/A
28.7K $0
Ge Vernova Inc
955
New
N/A
955 $0
First Tr Exchng Traded Fd Vi
54.6K
+ 6.52%
N/A
893K $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
87K
New
N/A
87K $0
Fidelity Covington Trust
10.8K
New
N/A
10.8K $0
Solventum Corp
23.1K
New
N/A
23.1K $0
Starz Entertainment Corp.
387K
New
N/A
387K $0
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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