Coastal Bridge Advisors, LLC Incresed Positions in Q3 2025

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.26K
+ 3.9%
$202.38 - $256.87 $1.67M - $2.12M
220K $56M
IAU
Ishares Gold Trust

ETFs
66.9K
+ 31.47%
$61.62 - $72.77 $4.12M - $4.87M
280K $20.3M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
147K
+ 409.01%
$41.13 - $44.7 $6.03M - $6.56M
183K $8.16M
GOOGL
Alphabet Inc.

Communication Services
717
+ 0.96%
$174.36 - $254.72 $125K - $183K
75.3K $18.3M
ALL
Allstate Corp

Financial Services
15.3K
+ 530.6%
$192.0 - $214.65 $2.94M - $3.28M
18.2K $3.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43.8K
+ 486.54%
$68.24 - $73.73 $2.99M - $3.23M
52.8K $3.88M
IEFA
Ishares Tr

ETFs
30.4K
+ 53.73%
$81.7 - $87.53 $2.49M - $2.66M
87.1K $7.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
50.3K
+ 20.49%
$41.43 - $44.2 $2.08M - $2.22M
296K $13.1M
JNJ
Johnson & Johnson

Healthcare
804
+ 1.26%
$155.17 - $185.42 $125K - $149K
64.5K $12M
ASML
Asml Holding Nv

Technology
264
+ 2.44%
$689.63 - $968.09 $182K - $256K
11.1K $10.7M
UBER
Uber Technologies, Inc

Technology
17.6K
+ 252.77%
$86.91 - $99.57 $1.53M - $1.75M
24.5K $2.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.5K
+ 3.08%
$26.38 - $27.95 $830K - $880K
1.05M $28.7M
SPGI
S&P Global Inc.

Financial Services
3.39K
+ 166.62%
$484.94 - $564.15 $1.64M - $1.91M
5.42K $2.64M
RTX
Raytheon Technologies Corp

Industrials
1.12K
+ 2.1%
$144.19 - $167.33 $161K - $187K
54.5K $9.12M
VTV
Vanguard Value ETF

ETFs
5.04K
+ 18.02%
$175.51 - $186.57 $885K - $940K
33K $6.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.72K
+ 45.46%
$404.94 - $499.99 $696K - $859K
5.5K $2.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.9K
+ 20.91%
$117.65 - $120.08 $1.05M - $1.07M
51.5K $6.15M
PEP
Pepsico Inc

Consumer Defensive
5.53K
+ 15.88%
$133.81 - $152.16 $740K - $841K
40.4K $5.67M
SLV
I Shares Silver Trust

ETFs
21.5K
+ 149.72%
$32.73 - $42.5 $704K - $914K
35.9K $1.52M
IJS
Ishares S&P Smallcap 600 Value

ETFs
825
+ 1.01%
$98.99 - $112.2 $81.7K - $92.6K
82.8K $9.15M
XOM
Exxon Mobil Corp

Energy
1.12K
+ 0.75%
$105.83 - $117.22 $118K - $131K
149K $16.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.58K
+ 30.1%
$85.01 - $90.35 $729K - $775K
37.1K $3.31M
EEMA
Ishares Msci Emerging Markets

ETFs
3.01K
+ 5.6%
$81.98 - $92.25 $247K - $278K
56.8K $5.21M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.19%
$357.4 - $423.42 $11.8K - $14K
17.7K $7.18M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
56.3K
+ 48.43%
$10.21 - $11.08 $575K - $624K
173K $1.91M
VNLA
Janus Henderson Short Duration

ETFs
13.5K
+ 6.96%
$48.99 - $49.29 $659K - $663K
207K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.87K
+ 2.23%
$211.65 - $238.24 $607K - $683K
131K $28.8M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.84K
+ 4.0%
$68.95 - $75.02 $196K - $213K
73.9K $5.53M
XLP
Consumer Staples Sector Spdr

ETFs
8.05K
+ 16.05%
N/A
58.2K $4.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.24K
+ 15.15%
$78.96 - $80.04 $571K - $579K
55K $4.39M
XLF
Financial Sector Spdr

ETFs
7.06K
+ 5.15%
$51.37 - $54.25 $363K - $383K
144K $7.77M
APH
Amphenol Corp

Technology
18
+ 0.08%
$97.39 - $125.4 $1.75K - $2.26K
23.1K $2.85M
NEE
Nextera Energy Inc

Utilities
3.84K
+ 8.16%
$69.77 - $77.54 $268K - $298K
50.9K $3.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.49K
+ 4.1%
$108.46 - $120.63 $161K - $180K
37.8K $4.49M
TJX
Tjx Companies Inc

Consumer Cyclical
774
+ 4.31%
$121.35 - $144.54 $93.9K - $112K
18.7K $2.71M
CVX
Chevron Corp

Energy
1.77K
+ 10.88%
$145.57 - $161.83 $258K - $287K
18.1K $2.81M
MDT
Medtronic PLC

Healthcare
623
+ 1.28%
$87.67 - $95.74 $54.6K - $59.6K
49.2K $4.69M
IEF
Ishares Barclays

ETFs
4.12K
+ 11.32%
$93.91 - $97.26 $387K - $401K
40.5K $3.91M
INCY
Incyte Corp

Healthcare
216
+ 0.99%
$67.27 - $86.96 $14.5K - $18.8K
22.1K $1.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.14%
$546.99 - $602.2 $6.02K - $6.62K
7.64K $4.59M
DUK
Duke Energy Corp

Utilities
1.78K
+ 6.76%
$116.31 - $125.93 $207K - $224K
28.1K $3.47M
SPYG
Spdr Portfolio

ETFs
1.5K
+ 6.52%
$94.33 - $105.31 $141K - $158K
24.5K $2.56M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.62K
+ 23.82%
$70.85 - $76.96 $327K - $356K
24K $1.83M
USRT
Ishares Core U.S. Reit ETF

ETFs
5.37K
+ 44.43%
$55.64 - $59.37 $299K - $319K
17.5K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.69K
+ 14.72%
$81.75 - $84.54 $301K - $312K
28.7K $2.42M
VBR
Vanguard Small Cap Value ETF

ETFs
1.4K
+ 40.11%
$195.41 - $212.37 $273K - $297K
4.89K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
294
+ 3.73%
$215.01 - $273.02 $63.2K - $80.3K
8.17K $2.05M
AMAT
Applied Materials Inc

Technology
113
+ 0.88%
$156.25 - $204.95 $17.7K - $23.2K
13K $2.66M
SO
Southern CO

Utilities
1.66K
+ 3.42%
$90.83 - $96.0 $151K - $159K
50.2K $4.76M
Activity Summary
Buys All Purchases 215 New Holdings 44 Increased Positions 171 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 1 Puts 1
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