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
SO
Southern CO

Utilities
15.9K
+ 48.77%
$84.91 - $92.56 $1.35M - $1.47M
48.5K $4.46M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
17.2K
+ 130.89%
$69.8 - $85.28 $1.2M - $1.47M
30.4K $2.52M
KKR
Kkr & Co. Inc.

Financial Services
4.19K
+ 8.37%
$92.79 - $134.29 $388K - $562K
54.2K $7.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.93K
+ 48.1%
$152.93 - $181.74 $1.06M - $1.26M
21.3K $3.88M
LLY
Eli Lilly & CO

Healthcare
1.8K
+ 316.93%
$713.71 - $898.95 $1.28M - $1.62M
2.36K $1.84M
VTV
Vanguard Value ETF

ETFs
7.12K
+ 34.13%
$153.67 - $176.74 $1.09M - $1.26M
28K $4.94M
PLTR
Palantir Technologies Inc.

Technology
8.64K
+ 279.81%
$74.01 - $144.25 $639K - $1.25M
11.7K $1.6M
APP
App Lovin Corp

Technology
556
+ 4.21%
$219.37 - $417.89 $122K - $232K
13.8K $4.82M
ACN
Accenture PLC

Technology
4.36K
+ 483.17%
$279.23 - $323.21 $1.22M - $1.41M
5.27K $1.57M
MRK
Merck & Co., Inc.

Healthcare
17.2K
+ 160.81%
$73.47 - $87.12 $1.26M - $1.5M
27.9K $2.21M
DIS
Walt Disney CO

Communication Services
7.48K
+ 60.31%
$81.72 - $124.01 $611K - $928K
19.9K $2.47M
PEP
Pepsico Inc

Consumer Defensive
12.3K
+ 54.36%
$128.02 - $151.37 $1.57M - $1.86M
34.8K $4.6M
AMP
Ameriprise Financial Inc

Financial Services
2.1K
+ 139.83%
$422.19 - $533.73 $885K - $1.12M
3.6K $1.92M
NFLX
Netflix Inc

Communication Services
467
+ 34.11%
$855.86 - $1339.13 $400K - $625K
1.84K $2.46M
GS
Goldman Sachs Group Inc

Financial Services
1.32K
+ 132.73%
$462.22 - $707.75 $609K - $933K
2.31K $1.64M
IVV
Ishares Core S&P 500 ETF

ETFs
1.66K
+ 308.94%
$498.8 - $620.9 $828K - $1.03M
2.2K $1.36M
IYW
Ishares Dj Us Tech ETF

ETFs
4.97K
+ 82.01%
$122.57 - $173.27 $609K - $861K
11K $1.91M
UNH
Unitedhealth Group Inc

Healthcare
4.14K
+ 357.55%
$274.35 - $599.47 $1.14M - $2.48M
5.3K $1.65M
VTI
Vanguard Total Stock Market Et

ETFs
3.11K
+ 347.49%
$243.75 - $303.93 $758K - $945K
4.01K $1.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.62K
+ 188.93%
$456.74 - $568.03 $740K - $921K
2.48K $1.41M
SHEL
Shell PLC

Energy
13.4K
+ 331.48%
$59.75 - $73.05 $798K - $975K
17.4K $1.22M
KO
Coca Cola CO

Consumer Defensive
11.9K
+ 43.87%
$68.37 - $73.9 $811K - $877K
38.9K $2.75M
UPST
Upstart Holdings, Inc.

Financial Services
2.1K
+ 5.77%
$34.8 - $64.85 $73K - $136K
38.5K $2.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
11.6K
+ 314.85%
$63.54 - $68.5 $734K - $792K
15.2K $1.03M
T
At&T Inc.

Communication Services
22.8K
+ 79.52%
$26.33 - $28.94 $600K - $660K
51.5K $1.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.19K
+ 60.41%
$320.42 - $424.58 $382K - $507K
3.17K $1.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.47K
+ 0.92%
$45.88 - $54.4 $67.5K - $80K
161K $8.76M
RBLX
Roblox Corp

Communication Services
2.43K
+ 47.8%
$51.22 - $105.59 $124K - $257K
7.51K $790K
PSTG
Pure Storage, Inc.

Technology
1.21K
+ 3.81%
$37.18 - $57.58 $45.1K - $69.8K
33K $1.9M
CG
Carlyle Group Inc.

Financial Services
566
+ 0.97%
$34.78 - $51.4 $19.7K - $29.1K
59.1K $3.04M
TRV
Travelers Companies, Inc.

Financial Services
1.67K
+ 61.8%
$233.83 - $276.34 $389K - $460K
4.36K $1.17M
IBB
Ishares Biotechnology ETF

ETFs
3.43K
+ 175.74%
$112.02 - $129.0 $384K - $442K
5.38K $680K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.17K
+ 179.13%
$166.82 - $194.23 $362K - $422K
3.38K $657K
BA
Boeing CO

Industrials
526
+ 7.04%
$136.59 - $217.51 $71.8K - $114K
8K $1.68M
EMR
Emerson Electric CO

Industrials
2.52K
+ 107.25%
$94.15 - $133.33 $237K - $335K
4.86K $648K
APO
Apollo Global Management, Inc.

Financial Services
1.49K
+ 4.09%
$108.68 - $145.07 $161K - $215K
37.8K $5.36M
PGR
Progressive Corp

Financial Services
1.5K
+ 131.12%
$255.27 - $288.74 $383K - $433K
2.64K $705K
WFC
Wells Fargo & Company

Financial Services
3.2K
+ 29.38%
$60.98 - $80.12 $195K - $256K
14.1K $1.13M
NSC
Norfolk Southern Corp

Industrials
1.15K
+ 108.01%
$206.34 - $257.46 $236K - $295K
2.21K $564K
AFL
Aflac Inc

Financial Services
3K
+ 124.3%
$99.77 - $112.45 $300K - $338K
5.42K $571K
COP
Conocophillips

Energy
3.62K
+ 147.23%
$82.66 - $106.1 $299K - $384K
6.07K $544K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.39K
+ 65.21%
$60.61 - $87.72 $145K - $210K
6.06K $513K
UBER
Uber Technologies, Inc

Technology
1.79K
+ 34.62%
$64.62 - $93.3 $115K - $167K
6.95K $647K
DHR
Danaher Corp

Healthcare
1.4K
+ 127.21%
$174.64 - $205.16 $244K - $287K
2.5K $493K
TDG
Trans Digm Group Inc

Industrials
100
+ 18.12%
$1231.75 - $1520.64 $123K - $152K
652 $991K
MPC
Marathon Petroleum Corp

Energy
1.02K
+ 57.05%
$118.55 - $170.08 $121K - $173K
2.81K $465K
KLAC
Kla Corp

Technology
101
+ 20.65%
$576.53 - $902.94 $58.2K - $91.2K
590 $528K
GLW
Corning Inc

Technology
2.4K
+ 25.68%
$39.07 - $52.59 $93.7K - $126K
11.7K $617K
CMCSA
Comcast Corp

Communication Services
5.45K
+ 39.17%
$32.84 - $36.72 $179K - $200K
19.4K $691K
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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