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
COM
Direxion Shs ETF Tr Auspice Br

ETFs
34.2K
New
$27.55 - $29.44 $941K - $1.01M
34.2K $944K
WSO
Watsco Inc

Industrials
2.08K
New
$421.84 - $520.66 $877K - $1.08M
2.08K $918K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.09K
New
$212.1 - $244.27 $868K - $999K
4.09K $894K
WM
Waste Management Inc

Industrials
3.89K
New
$216.47 - $242.1 $843K - $943K
3.89K $891K
CTAS
Cintas Corp

Industrials
3.86K
New
$190.11 - $227.66 $733K - $878K
3.86K $859K
NDAQ
Nasdaq, Inc.

Financial Services
9.57K
New
$66.4 - $89.42 $635K - $856K
9.57K $855K
SPTS
Spdr Portfolio Short Term Trea

ETFs
28K
New
$29.07 - $29.38 $813K - $821K
28K $818K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.41K
New
$82.96 - $110.1 $614K - $815K
7.41K $815K
LHX
L3 Harris Technologies, Inc.

Industrials
3.22K
New
$200.21 - $256.99 $645K - $829K
3.22K $808K
PSX
Phillips 66

Energy
6.77K
New
$92.87 - $125.73 $628K - $851K
6.77K $807K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.37K
New
$272.36 - $339.57 $644K - $803K
2.37K $803K
SCHO
Schwab Short Term Us Treasury

ETFs
32.7K
New
$24.19 - $24.45 $792K - $801K
32.7K $798K
PEG
Public Service Enterprise Group Inc

Utilities
9.34K
New
$77.13 - $84.18 $721K - $787K
9.34K $786K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.37K
New
$468.22 - $566.51 $641K - $776K
1.37K $776K
C
Citigroup Inc

Financial Services
9.01K
New
$58.13 - $85.12 $524K - $767K
9.01K $766K
PAYX
Paychex Inc

Industrials
5.26K
New
$137.01 - $159.78 $721K - $841K
5.26K $765K
WRB
Berkley W R Corp

Financial Services
10.2K
New
$64.28 - $75.17 $653K - $764K
10.2K $746K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
27.6K
New
$22.63 - $26.95 $624K - $743K
27.6K $742K
EOG
Eog Resources Inc

Energy
6.14K
New
$104.61 - $129.97 $642K - $798K
6.14K $734K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.13K
New
$141.37 - $228.57 $442K - $715K
3.13K $708K
AWK
American Water Works Company, Inc.

Utilities
5.07K
New
$133.82 - $151.96 $679K - $771K
5.07K $705K
EQIX
Equinix Inc

Real Estate
885
New
$740.07 - $914.43 $655K - $809K
885 $703K
VIG
Vanguard Dividend Appreciation

ETFs
3.76K
New
N/A
3.76K $685K
STE
Steris PLC

Healthcare
2.84K
New
$208.55 - $252.55 $592K - $717K
2.84K $682K
VBR
Vanguard Small Cap Value ETF

ETFs
3.49K
New
$162.76 - $195.77 $568K - $683K
3.49K $680K
PLD
Prologis, Inc.

Real Estate
6.42K
New
$89.76 - $112.34 $576K - $721K
6.42K $674K
ENB
Enbridge Inc

Energy
14.8K
New
$41.09 - $47.16 $610K - $700K
14.8K $672K
GD
General Dynamics Corp

Industrials
2.27K
New
$247.68 - $291.66 $563K - $663K
2.27K $663K
JMBS
Janus Detroit Str Tr Henderson

ETFs
14.6K
New
$43.89 - $45.45 $643K - $666K
14.6K $659K
IGHG
Proshares Investment Grade Int

ETFs
8.39K
New
$74.89 - $78.35 $628K - $657K
8.39K $657K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.5K
New
$24.14 - $25.43 $639K - $674K
26.5K $656K
MKC
Mccormick & CO Inc

Consumer Defensive
8.6K
New
$71.11 - $82.25 $611K - $707K
8.6K $651K
CAT
Caterpillar Inc

Industrials
1.63K
New
$273.94 - $388.21 $448K - $634K
1.63K $634K
MS
Morgan Stanley

Financial Services
4.43K
New
$99.83 - $140.86 $442K - $624K
4.43K $624K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9K
New
$55.54 - $69.09 $500K - $622K
9K $621K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.73K
New
$88.49 - $92.4 $595K - $622K
6.73K $621K
JKHY
Henry Jack & Associates Inc

Technology
3.32K
New
$163.54 - $186.02 $543K - $617K
3.32K $597K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.48K
New
$67.03 - $80.35 $502K - $601K
7.48K $596K
CVS
Cvs Health Corp

Healthcare
8.59K
New
$60.04 - $70.18 $515K - $602K
8.59K $592K
ISRG
Intuitive Surgical Inc

Healthcare
1.07K
New
$451.58 - $565.94 $485K - $607K
1.07K $583K
HAL
Halliburton CO

Energy
28.1K
New
$19.26 - $25.7 $541K - $721K
28.1K $571K
PH
Parker Hannifin Corp

Industrials
801
New
$517.23 - $700.54 $414K - $561K
801 $559K
ET
Energy Transfer LP

Energy
29.6K
New
$15.65 - $18.93 $463K - $560K
29.6K $536K
IVE
Ishares S&P 500 Value ETF

ETFs
2.7K
New
$168.34 - $195.42 $455K - $528K
2.7K $528K
VB
Vanguard Small Cap ETF

ETFs
2.23K
New
$193.73 - $237.37 $431K - $528K
2.23K $527K
UYG
Proshares Ultra Financials

ETFs
5.48K
New
$68.55 - $95.55 $376K - $524K
5.48K $523K
IP
International Paper CO

Consumer Cyclical
11.1K
New
$43.89 - $54.46 $487K - $605K
11.1K $519K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
25.2K
New
$19.44 - $19.56 $489K - $492K
25.2K $491K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.03K
New
$49.48 - $61.22 $398K - $492K
8.03K $489K
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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