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
SPYG
Spdr Portfolio

ETFs
23K
New
$71.83 - $95.32 $1.65M - $2.19M
23K $2.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.8K
New
$51.16 - $62.02 $1.78M - $2.16M
34.8K $2.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
25K
New
$79.56 - $82.92 $1.99M - $2.08M
25K $2.08M
LPLA
Lpl Financial Holdings Inc.

Financial Services
5.49K
New
$283.31 - $388.96 $1.56M - $2.14M
5.49K $2.06M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.1K
New
$26.18 - $26.93 $2.02M - $2.08M
77.1K $2.06M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
96K
New
$20.16 - $20.49 $1.94M - $1.97M
96K $1.97M
ELV
Elevance Health, Inc.

Healthcare
4.76K
New
$372.27 - $452.69 $1.77M - $2.16M
4.76K $1.85M
WCC
Wesco International Inc

Industrials
9.82K
New
$132.86 - $186.1 $1.3M - $1.83M
9.82K $1.82M
LOW
Lowes Companies Inc

Consumer Cyclical
7.88K
New
$210.83 - $235.28 $1.66M - $1.85M
7.88K $1.75M
RSG
Republic Services, Inc.

Industrials
6.94K
New
$227.2 - $258.07 $1.58M - $1.79M
6.94K $1.71M
AMD
Advanced Micro Devices Inc

Technology
11.7K
New
$78.21 - $143.81 $919K - $1.69M
11.7K $1.67M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
23.8K
New
$53.75 - $67.21 $1.28M - $1.6M
23.8K $1.58M
WELL
Welltower Inc.

Real Estate
10K
New
$136.49 - $155.22 $1.37M - $1.55M
10K $1.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.78K
New
$390.26 - $489.06 $1.48M - $1.85M
3.78K $1.53M
CSL
Carlisle Companies Inc

Industrials
4.06K
New
$317.1 - $408.5 $1.29M - $1.66M
4.06K $1.52M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
35.9K
New
$35.95 - $42.85 $1.29M - $1.54M
35.9K $1.51M
MSI
Motorola Solutions, Inc.

Technology
3.54K
New
$394.72 - $440.39 $1.4M - $1.56M
3.54K $1.49M
INCY
Incyte Corp

Healthcare
21.8K
New
$55.17 - $71.22 $1.21M - $1.56M
21.8K $1.49M
XLI
Industrial Sector Spdr

ETFs
10K
New
$116.42 - $147.52 $1.17M - $1.48M
10K $1.48M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.6K
New
$310.86 - $348.77 $1.43M - $1.61M
4.6K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.4K
New
$57.46 - $75.58 $1.11M - $1.47M
19.4K $1.47M
OI
O I Glass, Inc.

Consumer Cyclical
98.4K
New
$9.62 - $15.51 $947K - $1.53M
98.4K $1.45M
FDX
Fedex Corp

Industrials
6.34K
New
$198.07 - $245.17 $1.26M - $1.55M
6.34K $1.44M
INGR
Ingredion Inc

Consumer Defensive
10.2K
New
$123.22 - $140.95 $1.25M - $1.43M
10.2K $1.38M
SNA
Snap On Inc

Industrials
4.38K
New
$292.36 - $342.2 $1.28M - $1.5M
4.38K $1.36M
VRT
Vertiv Holdings CO

Industrials
15.2K
New
N/A
15.2K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.2K
New
$82.21 - $83.12 $1.25M - $1.26M
15.2K $1.26M
NLOK
Norton Life Lock Inc.

Technology
58.3K
New
N/A
58.3K $1.25M
CTVA
Corteva, Inc.

Basic Materials
16.4K
New
$55.52 - $74.53 $910K - $1.22M
16.4K $1.22M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
116K
New
$10.23 - $11.0 $1.19M - $1.28M
116K $1.22M
SYK
Stryker Corp

Healthcare
3.04K
New
$337.37 - $395.63 $1.03M - $1.2M
3.04K $1.2M
BSX
Boston Scientific Corp

Healthcare
10.8K
New
$89.7 - $107.41 $967K - $1.16M
10.8K $1.16M
DVN
Devon Energy Corp

Energy
35.4K
New
$26.8 - $37.92 $948K - $1.34M
35.4K $1.13M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.19K
New
$415.82 - $510.91 $912K - $1.12M
2.19K $1.12M
ED
Consolidated Edison Inc

Utilities
11K
New
$98.05 - $113.3 $1.08M - $1.25M
11K $1.11M
TSCO
Tractor Supply CO

Consumer Cyclical
20.7K
New
$47.86 - $55.77 $990K - $1.15M
20.7K $1.09M
ATO
Atmos Energy Corp

Utilities
7.04K
New
$145.06 - $162.66 $1.02M - $1.15M
7.04K $1.09M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.7K
New
$45.11 - $52.34 $934K - $1.08M
20.7K $1.08M
ITW
Illinois Tool Works Inc

Industrials
4.37K
New
$218.41 - $252.43 $955K - $1.1M
4.37K $1.08M
SPGI
S&P Global Inc.

Financial Services
2.03K
New
$438.31 - $527.29 $892K - $1.07M
2.03K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
10.2K
New
$102.24 - $109.76 $1.04M - $1.12M
10.2K $1.06M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
16.7K
New
$50.08 - $63.14 $838K - $1.06M
16.7K $1.06M
INTU
Intuit Inc

Technology
1.34K
New
$544.07 - $787.63 $729K - $1.06M
1.34K $1.06M
AOR
Ishares Tr Core Growth Allocat

ETFs
16.8K
New
$53.36 - $61.57 $898K - $1.04M
16.8K $1.04M
FAST
Fastenal CO

Industrials
24.5K
New
$40.65 - $83.16 $996K - $2.04M
24.5K $1.03M
RLY
Ssga Active ETF Tr

ETFs
34.9K
New
$25.82 - $29.59 $902K - $1.03M
34.9K $1.02M
VGT
Vanguard Information Technolog

ETFs
1.51K
New
$470.37 - $663.28 $708K - $999K
1.51K $998K
VXF
Vanguard Extended Market ETF

ETFs
5.07K
New
$150.43 - $192.71 $763K - $977K
5.07K $976K
BR
Broadridge Financial Solutions, Inc.

Technology
3.99K
New
$217.22 - $246.25 $866K - $982K
3.99K $968K
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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