Coastal Bridge Advisors, LLC New Holdings in Q2 2025

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02M
New
$24.32 - $27.87 $24.8M - $28.4M
1.02M $27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
169K
New
$86.05 - $107.7 $14.6M - $18.2M
169K $18.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
752K
New
$19.1 - $23.83 $14.4M - $17.9M
752K $17.9M
XLK
Technology Sector Spdr

ETFs
46.5K
New
$179.73 - $253.23 $8.35M - $11.8M
46.5K $11.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
246K
New
$35.9 - $43.76 $8.81M - $10.7M
246K $10.6M
ASML
Asml Holding Nv

Technology
10.8K
New
$595.37 - $815.24 $6.44M - $8.82M
10.8K $8.68M
XLV
Select Sector Spdr Fund Health

ETFs
61.5K
New
$128.77 - $144.3 $7.91M - $8.87M
61.5K $8.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
81.9K
New
$83.54 - $100.04 $6.84M - $8.2M
81.9K $8.15M
VEU
Vanguard Ftse All World Ex Us

ETFs
121K
New
$54.19 - $67.22 $6.55M - $8.13M
121K $8.13M
MU
Micron Technology Inc

Technology
63.9K
New
$64.72 - $127.91 $4.14M - $8.18M
63.9K $7.88M
XLF
Financial Sector Spdr

ETFs
137K
New
$43.92 - $52.37 $6.02M - $7.18M
137K $7.18M
XLC
Select Sector Spdr Tr Communic

ETFs
65.5K
New
$86.13 - $108.53 $5.64M - $7.11M
65.5K $7.11M
COF
Capital One Financial Corp

Financial Services
33.1K
New
$150.57 - $212.76 $4.99M - $7.05M
33.1K $7.05M
MRVL
Marvell Technology, Inc.

Technology
74.1K
New
$49.38 - $79.97 $3.66M - $5.93M
74.1K $5.74M
VO
Vanguard Mid Cap ETF

ETFs
19.5K
New
$228.54 - $279.83 $4.47M - $5.47M
19.5K $5.47M
LMT
Lockheed Martin Corp

Industrials
11.5K
New
$430.82 - $486.45 $4.94M - $5.58M
11.5K $5.31M
ZTS
Zoetis Inc.

Healthcare
33.9K
New
$144.41 - $170.3 $4.89M - $5.77M
33.9K $5.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
42.6K
New
$116.93 - $119.39 $4.98M - $5.08M
42.6K $5.07M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
71.1K
New
$55.5 - $69.0 $3.94M - $4.9M
71.1K $4.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
58.5K
New
$65.04 - $82.18 $3.8M - $4.81M
58.5K $4.81M
TMUS
T Mobile Us, Inc.

Communication Services
19.5K
New
$220.99 - $268.54 $4.31M - $5.24M
19.5K $4.65M
MA
Mastercard Inc

Financial Services
8.25K
New
$479.92 - $590.74 $3.96M - $4.87M
8.25K $4.63M
XLY
Select Sector Spdr Consumer Di

ETFs
21.1K
New
$176.34 - $218.59 $3.72M - $4.62M
21.1K $4.59M
CCL
Carnival Corp

Consumer Cyclical
160K
New
$16.43 - $28.12 $2.62M - $4.49M
160K $4.49M
EEMA
Ishares Msci Emerging Markets

ETFs
53.8K
New
$64.59 - $83.0 $3.47M - $4.46M
53.8K $4.44M
MDT
Medtronic PLC

Healthcare
48.6K
New
$80.68 - $88.86 $3.92M - $4.32M
48.6K $4.24M
TXN
Texas Instruments Inc

Technology
20.7K
New
N/A
20.7K $4.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.3K
New
$90.56 - $109.49 $3.29M - $3.97M
36.3K $3.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
201K
New
$19.49 - $19.66 $3.91M - $3.94M
201K $3.94M
XLP
Consumer Staples Sector Spdr

ETFs
50.2K
New
N/A
50.2K $3.82M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
47.7K
New
$77.94 - $79.5 $3.72M - $3.8M
47.7K $3.8M
IGV
Ishares Expanded Tech Software

ETFs
33.6K
New
$80.15 - $109.5 $2.69M - $3.68M
33.6K $3.68M
IEF
Ishares Barclays

ETFs
36.4K
New
$93.15 - $96.56 $3.39M - $3.51M
36.4K $3.49M
QCOM
Qualcomm Inc

Technology
20.5K
New
$124.66 - $159.48 $2.55M - $3.26M
20.5K $3.26M
DUK
Duke Energy Corp

Utilities
26.3K
New
$112.46 - $124.05 $2.96M - $3.26M
26.3K $3.1M
PM
Philip Morris International Inc.

Consumer Defensive
16.8K
New
$149.23 - $184.95 $2.51M - $3.11M
16.8K $3.06M
TIP
Ishares Tr Tips Bd ETF

ETFs
26.1K
New
$107.93 - $110.97 $2.82M - $2.9M
26.1K $2.88M
CAH
Cardinal Health Inc

Healthcare
16.3K
New
$125.0 - $168.0 $2.03M - $2.73M
16.3K $2.73M
GE
General Electric CO

Industrials
10.3K
New
$166.81 - $257.39 $1.71M - $2.64M
10.3K $2.64M
PWR
Quanta Services, Inc.

Industrials
6.74K
New
$239.47 - $381.26 $1.61M - $2.57M
6.74K $2.55M
EWJ
Ishares Msci Japan ETF

ETFs
33.9K
New
$61.32 - $75.28 $2.08M - $2.55M
33.9K $2.54M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
39.5K
New
$61.03 - $67.59 $2.41M - $2.67M
39.5K $2.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.5K
New
$83.97 - $92.85 $2.39M - $2.65M
28.5K $2.52M
URI
United Rentals, Inc.

Industrials
3.34K
New
$551.94 - $753.4 $1.84M - $2.51M
3.34K $2.51M
IYY
Ishares Tr

ETFs
16.5K
New
$120.9 - $150.87 $1.99M - $2.49M
16.5K $2.49M
ETN
Eaton Corp PLC

Industrials
6.59K
New
$246.52 - $356.99 $1.62M - $2.35M
6.59K $2.35M
CB
Chubb LTD

Financial Services
7.91K
New
$274.32 - $302.46 $2.17M - $2.39M
7.91K $2.29M
APH
Amphenol Corp

Technology
23K
New
$59.09 - $98.75 $1.36M - $2.27M
23K $2.27M
TJX
Tjx Companies Inc

Consumer Cyclical
18K
New
$119.13 - $135.03 $2.14M - $2.42M
18K $2.22M
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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