Coastal Bridge Advisors, LLC Incresed Positions in Q1 2025

Coastal Bridge Advisors, LLC

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
889
+ 0.83%
$105.44 - $118.93 $93.7K - $106K
107K $12.8M
VNLA
Janus Henderson Short Duration

ETFs
22.4K
+ 13.27%
$48.89 - $49.21 $1.1M - $1.1M
192K $9.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19K
+ 3.78%
$56.17 - $59.71 $1.07M - $1.13M
521K $29.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.76K
+ 23.11%
$551.42 - $612.93 $969K - $1.08M
9.36K $5.24M
JFR
Nuveen Floating Rate Income Fund

Financial Services
96.3K
+ 20.77%
$8.41 - $9.05 $810K - $871K
560K $4.74M
IEFA
Ishares Tr

ETFs
2.63K
+ 7.1%
$69.57 - $78.65 $183K - $207K
39.6K $3M
JNJ
Johnson & Johnson

Healthcare
42
+ 0.24%
$142.06 - $167.7 $5.97K - $7.04K
17.2K $2.85M
SO
Southern CO

Utilities
119
+ 0.37%
$80.96 - $92.96 $9.63K - $11.1K
32.6K $3M
COST
Costco Wholesale Corp

Consumer Defensive
164
+ 11.48%
$890.62 - $1076.86 $146K - $177K
1.59K $1.51M
IBM
International Business Machines Corp

Technology
14
+ 0.25%
$217.4 - $264.74 $3.04K - $3.71K
5.68K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 4.21%
$225.19 - $279.95 $95.7K - $119K
10.5K $2.58M
AAPL
Apple Inc.

Technology
9.37K
+ 13.74%
$209.68 - $247.1 $1.96M - $2.32M
77.6K $17.2M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.1%
$123.25 - $162.53 $740 - $975
5.91K $929K
IEMG
Ishares Inc

ETFs
2.5K
+ 45.48%
N/A
8K $429K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.45K
+ 33.56%
$18.55 - $18.81 $120K - $121K
25.7K $479K
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 12.63%
$58.74 - $64.87 $74.1K - $81.9K
11.3K $694K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$114.1 - $135.66 $342 - $407
5.39K $714K
INTC
Intel Corp

Technology
1.95K
+ 11.25%
$19.1 - $27.39 $37.2K - $53.4K
19.3K $437K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.05%
$279.74 - $321.29 $559 - $643
3.64K $1.14M
VZ
Verizon Communications Inc

Communication Services
46
+ 0.33%
$37.81 - $46.49 $1.74K - $2.14K
14.1K $640K
ACN
Accenture PLC

Technology
310
+ 52.28%
$300.91 - $398.25 $93.3K - $123K
903 $281K
NFLX
Netflix Inc

Communication Services
10
+ 0.74%
$828.4 - $1058.6 $8.28K - $10.6K
1.37K $1.28M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.15%
$232.43 - $265.13 $930 - $1.06K
2.69K $712K
MMM
3 M CO

Industrials
5
+ 0.19%
$129.7 - $155.12 $649 - $776
2.71K $397K
SHEL
Shell PLC

Energy
7
+ 0.17%
$62.84 - $73.29 $440 - $513
4.03K $295K
WFC
Wells Fargo & Company

Financial Services
330
+ 3.13%
$66.78 - $81.42 $22K - $26.9K
10.9K $781K
USRT
Ishares Core U.S. Reit ETF

ETFs
610
+ 5.73%
$55.14 - $60.29 $33.6K - $36.8K
11.3K $648K
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.22%
$158.56 - $176.26 $3.65K - $4.05K
10.7K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
350
+ 2.49%
$169.43 - $182.84 $59.3K - $64K
14.4K $2.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 0.33%
$56.12 - $68.15 $673 - $818
3.67K $249K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 12.16%
$507.05 - $563.67 $47.2K - $52.4K
858 $440K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
9
+ 0.15%
$42.3 - $53.69 $381 - $483
5.96K $310K
COP
Conocophillips

Energy
2
+ 0.08%
$88.6 - $105.85 $177 - $212
2.46K $257K
K
Kellogg CO

Consumer Defensive
9
+ 0.31%
$81.06 - $82.9 $730 - $746
2.89K $237K
NRZ
New Residential Investment Corp.

Real Estate
93
+ 0.82%
N/A
11.5K $83K
First Tr Exchng Traded Fd Vi
100K
+ 13.61%
N/A
838K $0
Alps ETF Tr
41
+ 0.27%
N/A
15.1K $0
Ishares Bitcoin Trust ETF
1.57K
+ 7.74%
N/A
21.8K $0
GIS
General Mills Inc

Consumer Defensive
39
+ 0.99%
$57.56 - $65.3 $2.24K - $2.55K
3.98K $237K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.2%
$524.81 - $672.19 $1.05K - $1.34K
993 $542K
PEP
Pepsico Inc

Consumer Defensive
107
+ 0.48%
$142.64 - $156.42 $15.3K - $16.7K
22.6K $3.38M
META
Meta Platforms, Inc.

Communication Services
99
+ 1.48%
$576.36 - $736.67 $57.1K - $72.9K
6.78K $3.91M
BAC
Bank Of America Corp

Financial Services
963
+ 2.69%
$39.61 - $47.74 $38.1K - $46K
36.7K $1.53M
NNOX
Nano X Imaging Ltd.

Healthcare
500
+ 2.22%
$5.0 - $9.97 $2.5K - $4.99K
23K $115K
HD
Home Depot, Inc.

Consumer Cyclical
209
+ 3.66%
$347.25 - $424.87 $72.6K - $88.8K
5.92K $2.17M
ORCL
Oracle Corp

Technology
237
+ 6.75%
$139.81 - $186.47 $33.1K - $44.2K
3.75K $524K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.13%
$472.29 - $575.13 $945 - $1.15K
1.5K $725K
MRK
Merck & Co., Inc.

Healthcare
278
+ 2.67%
$83.01 - $101.02 $23.1K - $28.1K
10.7K $960K
AVGO
Broadcom Inc.

Technology
146
+ 6.12%
$167.43 - $244.7 $24.4K - $35.7K
2.53K $423K
Activity Summary
Buys All Purchases 69 New Holdings 12 Increased Positions 57 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email