Coastal Bridge Advisors, LLC New Holdings in Q3 2025

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
41.2K
New
$110.96 - $127.67 $4.57M - $5.26M
41.2K $5.19M
XLU
Utilities Sector Spdr

ETFs
28.4K
New
$81.14 - $87.32 $2.31M - $2.48M
28.4K $2.48M
GPOR
Gulfport Energy Corp

Energy
10.2K
New
$163.8 - $190.92 $1.66M - $1.94M
10.2K $1.84M
D
Dominion Energy, Inc

Utilities
23.9K
New
$56.32 - $62.1 $1.35M - $1.48M
23.9K $1.46M
FISV
Fiserv Inc

Technology
11.1K
New
N/A
11.1K $1.4M
FCFS
First Cash Holdings, Inc.

Financial Services
8.59K
New
$120.08 - $158.42 $1.03M - $1.36M
8.59K $1.36M
INOD
Innodata Inc

Technology
10.6K
New
$36.68 - $75.94 $389K - $805K
10.6K $763K
HSY
Hershey CO

Consumer Defensive
2.39K
New
$161.95 - $193.45 $387K - $462K
2.39K $446K
CME
Cme Group Inc.

Financial Services
1.33K
New
$258.83 - $287.1 $344K - $382K
1.33K $359K
NET
Cloudflare, Inc.

Technology
1.19K
New
$181.39 - $228.28 $215K - $271K
1.19K $254K
FLMI
Franklin Dynamic Municipal Bon

ETFs
9.86K
New
$23.96 - $24.81 $236K - $245K
9.86K $244K
FNV
Franco Nevada Corp

Basic Materials
1.04K
New
$154.4 - $222.91 $160K - $231K
1.04K $231K
SOFI
So Fi Technologies, Inc.

Financial Services
8.63K
New
$17.64 - $29.81 $152K - $257K
8.63K $228K
HLI
Houlihan Lokey, Inc.

Financial Services
1.11K
New
$181.55 - $209.19 $202K - $232K
1.11K $227K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.24K
New
$103.83 - $179.9 $129K - $223K
1.24K $221K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
684
New
$301.44 - $365.84 $206K - $250K
684 $221K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
New
$171.0 - $196.23 $190K - $218K
1.11K $218K
NEM
Newmont Corp

Basic Materials
2.56K
New
$57.35 - $85.25 $147K - $218K
2.56K $215K
BK
Bank Of New York Mellon Corp

Financial Services
1.96K
New
$90.65 - $109.75 $178K - $215K
1.96K $213K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.79K
New
$109.47 - $119.06 $196K - $213K
1.79K $211K
RCMT
Rcm Technologies, Inc.

Industrials
8K
New
$22.73 - $27.49 $182K - $220K
8K $211K
EXPE
Expedia Group, Inc.

Consumer Cyclical
981
New
$171.01 - $228.24 $168K - $224K
981 $209K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
8.91K
New
$23.12 - $23.59 $206K - $210K
8.91K $208K
VEEV
Veeva Systems Inc

Healthcare
694
New
$269.2 - $297.91 $187K - $207K
694 $206K
COPX
Global X Copper Miners ETF

ETFs
3.43K
New
$42.75 - $59.81 $147K - $205K
3.43K $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.19K
New
$87.29 - $93.61 $191K - $205K
2.19K $204K
VIS
Vanguard Industrial ETF

ETFs
681
New
$281.0 - $296.29 $191K - $202K
681 $201K
MGC
Vanguard Mega Cap ETF

ETFs
823
New
$224.2 - $245.55 $185K - $202K
823 $200K
ECL
Ecolab Inc.

Basic Materials
731
New
$259.39 - $285.47 $190K - $209K
731 $200K
HLMN
Hillman Solutions Corp.

Industrials
13.2K
New
$7.39 - $10.35 $97.4K - $136K
13.2K $120K
SSSS
Suro Capital Corp.

Financial Services
11.3K
New
$8.05 - $9.32 $90.8K - $105K
11.3K $99K
ATAI
Atai Life Sciences N.V.

Healthcare
14.5K
New
$2.62 - $5.61 $38K - $81.3K
14.5K $76K
Viking Holdings LTD
3.92K
New
N/A
3.92K $0
Cohen & Steers Infrastructur
27.6K
New
N/A
27.6K $0
UTES
Virtus Reaves Utilities ETF
29.4K
New
N/A
29.4K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
13K
New
N/A
13K $0
Rocket Lab Corp
4.71K
New
N/A
4.71K $0
Praxis Precision Medicines I
3.85K
New
N/A
3.85K $0
Miami Intl Hldgs Inc
76.6K
New
N/A
76.6K $0
J P Morgan Exchange Traded F
272K
New
N/A
272K $0
Grayscale Ethereum Mini Tr E
5.47K
New
N/A
5.47K $0
American Healthcare Reit Inc
4.97K
New
N/A
4.97K $0
Neos ETF Trust
9.16K
New
N/A
9.16K $0
Activity Summary
Buys All Purchases 215 New Holdings 44 Increased Positions 171 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 1 Puts 1
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