Coastal Bridge Advisors, LLC Incresed Positions in Q2 2025

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
59K
+ 340.29%
$354.56 - $497.45 $20.9M - $29.4M
76.4K $38M
AAPL
Apple Inc.

Technology
134K
+ 172.93%
$172.42 - $223.89 $23.1M - $30M
212K $43.4M
NVDA
Nvidia Corp

Technology
158K
+ 886.24%
$94.31 - $157.99 $14.9M - $24.9M
176K $27.7M
AMZN
Amazon Com Inc

Consumer Cyclical
103K
+ 407.89%
$167.32 - $223.3 $17.3M - $23M
128K $28.2M
GOOG
Alphabet Inc.

Communication Services
129K
+ 1456.94%
$146.58 - $180.01 $18.8M - $23.1M
137K $24.4M
HON
Honeywell International Inc

Industrials
57.5K
+ 2199.16%
$182.86 - $232.88 $10.5M - $13.4M
60.1K $14M
ABBV
Abb Vie Inc.

Healthcare
59.6K
+ 4722.64%
$170.16 - $206.27 $10.1M - $12.3M
60.9K $11.3M
META
Meta Platforms, Inc.

Communication Services
13.3K
+ 196.74%
$484.66 - $738.09 $6.46M - $9.84M
20.1K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
35.8K
+ 340.16%
$210.28 - $289.91 $7.53M - $10.4M
46.3K $13.4M
GOOGL
Alphabet Inc.

Communication Services
57.9K
+ 347.35%
$144.7 - $178.6 $8.38M - $10.3M
74.6K $13.1M
ADBE
Adobe Inc.

Technology
18.1K
+ 1581.17%
$340.0 - $420.68 $6.14M - $7.6M
19.2K $7.43M
JNJ
Johnson & Johnson

Healthcare
46.5K
+ 270.09%
$146.36 - $159.82 $6.8M - $7.43M
63.7K $9.73M
WMT
Walmart Inc.

Consumer Defensive
61.5K
+ 219.48%
$81.79 - $99.98 $5.03M - $6.15M
89.6K $8.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
110K
+ 21.04%
$51.14 - $57.0 $5.6M - $6.25M
630K $35.8M
IAU
Ishares Gold Trust

ETFs
87.9K
+ 70.44%
$56.1 - $64.74 $4.93M - $5.69M
213K $13.3M
AVGO
Broadcom Inc.

Technology
18.4K
+ 725.81%
$146.29 - $275.65 $2.69M - $5.06M
20.9K $5.76M
PANW
Palo Alto Networks Inc

Technology
20.3K
+ 58.7%
$152.44 - $204.64 $3.09M - $4.15M
54.9K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.42K
+ 79.29%
$496.48 - $617.85 $3.68M - $4.59M
16.8K $10.4M
GILD
Gilead Sciences, Inc.

Healthcare
40.6K
+ 2030.65%
$96.91 - $113.0 $3.94M - $4.59M
42.6K $4.72M
ORCL
Oracle Corp

Technology
19.1K
+ 510.46%
$122.82 - $218.63 $2.35M - $4.18M
22.9K $5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.86K
+ 141.28%
$483.48 - $539.8 $4.77M - $5.32M
16.8K $8.18M
HD
Home Depot, Inc.

Consumer Cyclical
11.8K
+ 198.88%
$335.24 - $380.78 $3.95M - $4.48M
17.7K $6.48M
VUG
Vanguard Growth ETF

ETFs
6.2K
+ 33.8%
$329.49 - $438.4 $2.04M - $2.72M
24.5K $10.8M
PFE
Pfizer Inc

Healthcare
142K
+ 405.48%
$21.59 - $24.84 $3.07M - $3.53M
177K $4.3M
ABT
Abbott Laboratories

Healthcare
24.9K
+ 1613.29%
$123.95 - $138.08 $3.08M - $3.44M
26.4K $3.59M
XOM
Exxon Mobil Corp

Energy
40.9K
+ 38.09%
$99.93 - $119.04 $4.09M - $4.87M
148K $16M
NKE
Nike, Inc.

Consumer Cyclical
43.9K
+ 1088.54%
$53.27 - $72.04 $2.34M - $3.16M
47.9K $3.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.48K
+ 141.93%
$416.06 - $551.64 $1.86M - $2.47M
7.63K $4.21M
BX
Blackstone Inc.

Financial Services
15.4K
+ 41.9%
$120.07 - $151.11 $1.85M - $2.32M
52.1K $7.79M
MCD
Mcdonalds Corp

Consumer Cyclical
9.22K
+ 253.27%
$285.55 - $321.23 $2.63M - $2.96M
12.9K $3.76M
CRM
Salesforce, Inc.

Technology
9.17K
+ 1199.87%
$236.26 - $291.15 $2.17M - $2.67M
9.93K $2.71M
COST
Costco Wholesale Corp

Consumer Defensive
2.44K
+ 153.52%
$908.13 - $1056.85 $2.22M - $2.58M
4.04K $4M
AMGN
Amgen Inc

Healthcare
9.2K
+ 197.43%
$262.28 - $309.85 $2.41M - $2.85M
13.9K $3.87M
AXP
American Express CO

Financial Services
6.19K
+ 69.71%
$231.39 - $318.98 $1.43M - $1.97M
15.1K $4.8M
GLD
Spdr Gold Trust

ETFs
7.22K
+ 79.18%
$273.71 - $316.29 $1.98M - $2.28M
16.3K $4.98M
MMM
3 M CO

Industrials
15.2K
+ 562.31%
$126.09 - $154.15 $1.92M - $2.35M
17.9K $2.73M
IBM
International Business Machines Corp

Technology
6.84K
+ 120.39%
$221.03 - $294.78 $1.51M - $2.02M
12.5K $3.69M
BAC
Bank Of America Corp

Financial Services
43.2K
+ 117.56%
$34.39 - $47.46 $1.48M - $2.05M
79.9K $3.78M
V
Visa Inc.

Financial Services
6.13K
+ 163.59%
$308.27 - $373.31 $1.89M - $2.29M
9.87K $3.51M
TSLA
Tesla, Inc.

Consumer Cyclical
5.96K
+ 154.46%
$221.86 - $362.89 $1.32M - $2.16M
9.81K $3.12M
PG
Procter & Gamble CO

Consumer Defensive
13.5K
+ 126.28%
$157.66 - $172.39 $2.12M - $2.32M
24.1K $3.84M
ADP
Automatic Data Processing Inc

Industrials
6.52K
+ 466.05%
$276.76 - $326.81 $1.8M - $2.13M
7.92K $2.44M
AMAT
Applied Materials Inc

Technology
9.59K
+ 291.67%
$126.95 - $183.52 $1.22M - $1.76M
12.9K $2.36M
NEE
Nextera Energy Inc

Utilities
26.7K
+ 131.45%
$64.11 - $75.0 $1.71M - $2M
47.1K $3.27M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.54K
+ 0.89%
$31.67 - $42.89 $48.8K - $66.1K
174K $7.48M
IEFA
Ishares Tr

ETFs
17K
+ 42.9%
$67.83 - $84.09 $1.15M - $1.43M
56.6K $4.73M
CSCO
Cisco Systems, Inc.

Technology
22.3K
+ 198.2%
$53.19 - $69.38 $1.19M - $1.55M
33.6K $2.33M
CVX
Chevron Corp

Energy
11.9K
+ 269.99%
$133.73 - $168.51 $1.59M - $2M
16.3K $2.33M
VZ
Verizon Communications Inc

Communication Services
35.8K
+ 253.92%
$41.67 - $45.62 $1.49M - $1.64M
50K $2.16M
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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