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
HDV
Ishares Core High Dividend ETF

ETFs
4.08K
New
$108.41 - $120.51 $442K - $491K
4.08K $477K
USB
Us Bancorp \De\

Financial Services
10.5K
New
$36.4 - $45.76 $382K - $480K
10.5K $474K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.9K
New
$23.55 - $27.67 $399K - $469K
16.9K $468K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
8.76K
New
$48.48 - $50.99 $425K - $447K
8.76K $446K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.72K
New
$57.41 - $74.81 $329K - $428K
5.72K $425K
IWS
Ishares Russell Midcap Value E

ETFs
3.2K
New
$110.58 - $132.14 $354K - $423K
3.2K $423K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.11K
New
$139.8 - $197.22 $295K - $417K
2.11K $416K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.09K
New
$97.29 - $105.63 $397K - $431K
4.09K $415K
WTRG
Essential Utilities, Inc.

Utilities
11K
New
$36.92 - $41.39 $405K - $454K
11K $407K
MO
Altria Group, Inc.

Consumer Defensive
6.83K
New
$55.56 - $60.91 $379K - $416K
6.83K $400K
EME
Emcor Group, Inc.

Industrials
744
New
$342.02 - $534.89 $254K - $398K
744 $397K
HEI
Heico Corp

Industrials
1.21K
New
$236.44 - $328.0 $285K - $396K
1.21K $395K
IWM
Ishares Russell 2000 ETF

ETFs
1.82K
New
$174.82 - $215.79 $319K - $394K
1.82K $393K
RE
Everest Re Group LTD

Financial Services
1.04K
New
N/A
1.04K $386K
BDX
Becton Dickinson & CO

Healthcare
2.16K
New
$165.15 - $226.42 $356K - $489K
2.16K $371K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.06K
New
$41.45 - $54.46 $293K - $384K
7.06K $367K
BAR
Granite Shares Gold Trust

ETFs
11.1K
New
$29.34 - $33.87 $327K - $377K
11.1K $363K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.66K
New
$96.84 - $99.46 $354K - $364K
3.66K $362K
VEA
Vanguard Ftse Developed Market

ETFs
6.27K
New
$45.65 - $57.01 $286K - $357K
6.27K $357K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
32.7K
New
$10.29 - $11.24 $336K - $367K
32.7K $356K
POOL
Pool Corp

Industrials
1.22K
New
$285.0 - $325.66 $348K - $398K
1.22K $355K
IRM
Iron Mountain Inc

Real Estate
3.45K
New
$76.93 - $105.25 $266K - $363K
3.45K $354K
MPWR
Monolithic Power Systems Inc

Technology
481
New
$455.19 - $737.73 $219K - $355K
481 $351K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.07K
New
$224.32 - $326.09 $240K - $350K
1.07K $349K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.41K
New
$90.85 - $102.31 $309K - $348K
3.41K $342K
TER
Teradyne, Inc

Technology
3.81K
New
$67.96 - $91.05 $259K - $347K
3.81K $342K
SBUX
Starbucks Corp

Consumer Cyclical
3.66K
New
$79.69 - $99.41 $292K - $364K
3.66K $335K
CRWD
Crowd Strike Holdings, Inc.

Technology
648
New
$321.63 - $509.31 $208K - $330K
648 $330K
ITA
Ishares Tr

ETFs
1.73K
New
$135.31 - $188.64 $234K - $326K
1.73K $326K
LDOS
Leidos Holdings, Inc.

Technology
2.05K
New
$132.9 - $160.3 $273K - $329K
2.05K $323K
ZS
Zscaler, Inc.

Technology
1.03K
New
$174.67 - $315.32 $180K - $325K
1.03K $323K
EPD
Enterprise Products Partners L.P.

Energy
10.2K
New
$28.95 - $34.22 $296K - $350K
10.2K $317K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
719
New
$376.48 - $440.65 $271K - $317K
719 $316K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
New
$22.92 - $28.05 $256K - $313K
11.2K $313K
DVY
Ishares Tr

ETFs
2.32K
New
$118.37 - $134.86 $275K - $313K
2.32K $308K
DE
Deere & CO

Industrials
605
New
$412.99 - $531.48 $250K - $322K
605 $307K
KMB
Kimberly Clark Corp

Consumer Defensive
2.36K
New
$126.84 - $145.22 $299K - $343K
2.36K $304K
MET
Metlife Inc

Financial Services
3.76K
New
$68.42 - $82.49 $257K - $310K
3.76K $302K
STX
Seagate Technology Holdings PLC

Technology
2.1K
New
$66.54 - $144.33 $140K - $303K
2.1K $302K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.17K
New
$160.63 - $257.78 $188K - $302K
1.17K $300K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12K
New
$23.32 - $24.45 $281K - $294K
12K $294K
UPS
United Parcel Service Inc

Industrials
2.87K
New
$91.92 - $110.2 $263K - $316K
2.87K $289K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.8K
New
$102.02 - $103.5 $285K - $289K
2.8K $287K
VHT
Vanguard Health Care ETF

ETFs
1.13K
New
$236.71 - $261.92 $266K - $295K
1.13K $279K
FCX
Freeport Mcmoran Inc

Basic Materials
6.4K
New
$29.15 - $44.46 $187K - $284K
6.4K $277K
IWN
Ishares Russell2000 Val ETF

ETFs
1.73K
New
$131.84 - $157.76 $228K - $273K
1.73K $273K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
New
$24.54 - $25.07 $265K - $271K
10.8K $270K
MAR
Marriott International Inc

Consumer Cyclical
990
New
$211.12 - $274.14 $209K - $271K
990 $270K
CSX
Csx Corp

Industrials
8.3K
New
$26.69 - $32.91 $222K - $273K
8.3K $270K
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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