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
IYM
Ishares Tr

ETFs
1.16K
+ 71.67%
$116.16 - $140.01 $134K - $162K
2.77K $387K
TV
Grupo Televisa, S.A.B.

Communication Services
47.9K
+ 46.37%
$1.6 - $2.48 $76.6K - $119K
151K $330K
ALL
Allstate Corp

Financial Services
719
+ 33.24%
$180.53 - $212.64 $130K - $153K
2.88K $580K
SLV
I Shares Silver Trust

ETFs
2.57K
+ 21.8%
$27.08 - $33.74 $69.6K - $86.7K
14.4K $471K
BMY
Bristol Myers Squibb CO

Healthcare
3.45K
+ 89.75%
$44.12 - $59.6 $152K - $206K
7.3K $337K
HAS
Hasbro, Inc.

Consumer Cyclical
39
+ 0.49%
$50.71 - $73.82 $1.98K - $2.88K
8.07K $595K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
754
+ 39.77%
$121.58 - $136.74 $91.7K - $103K
2.65K $359K
VNLA
Janus Henderson Short Duration

ETFs
1.86K
+ 0.97%
$48.74 - $49.2 $90.5K - $91.3K
193K $9.52M
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
CL
Colgate Palmolive CO

Consumer Defensive
804
+ 33.37%
$87.57 - $96.0 $70.4K - $77.2K
3.21K $292K
IYH
Ishares Tr

ETFs
1.78K
+ 18.85%
$53.97 - $60.17 $95.8K - $107K
11.2K $632K
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
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
Alps ETF Tr
5.91K
+ 39.09%
N/A
21K $0
Lam Research Corp
18.5K
+ 508.58%
N/A
22.1K $0
Labcorp Holdings Inc
206
+ 14.03%
N/A
1.67K $0
First Tr Exchng Traded Fd Vi
54.6K
+ 6.52%
N/A
893K $0
Ishares Bitcoin Trust ETF
1.12K
+ 5.1%
N/A
23K $0
ROP
Roper Technologies Inc

Industrials
19
+ 3.54%
$519.19 - $590.78 $9.86K - $11.2K
556 $315K
IYK
Ishares U.S. Consumer Staples

ETFs
69
+ 0.86%
$67.29 - $72.42 $4.64K - $5K
8.11K $571K
K
Kellogg CO

Consumer Defensive
10
+ 0.35%
$77.85 - $82.88 $779 - $829
2.9K $230K
HPP
Hudson Pacific Properties, Inc.

Real Estate
626
+ 1.23%
$1.86 - $3.08 $1.16K - $1.93K
51.6K $141K
YUM
Yum Brands Inc

Consumer Cyclical
246
+ 4.17%
$138.36 - $161.45 $34K - $39.7K
6.15K $911K
COMP
Compass, Inc.

Technology
2.11K
+ 10.0%
$5.8 - $8.98 $12.2K - $19K
23.2K $145K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
25
+ 0.42%
$41.37 - $53.28 $1.03K - $1.33K
5.98K $267K
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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