Coastal Bridge Advisors, LLC Reduced Holdings in Q3 2025

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
-70.8K
- 95.55%
$62.31 - $84.07 $4.41M - $5.96M
3.3K $277K
ZTS
Zoetis Inc.

Healthcare
-28.9K
- 85.26%
$141.13 - $159.19 $4.08M - $4.6M
4.99K $730K
BGB
Blackstone Strategic Credit Fund

Financial Services
-369K
- 12.77%
$12.07 - $12.6 $4.46M - $4.65M
2.52M $30.7M
CAH
Cardinal Health Inc

Healthcare
-13.4K
- 82.5%
$146.04 - $167.63 $1.96M - $2.25M
2.85K $446K
XLV
Select Sector Spdr Fund Health

ETFs
-13.2K
- 21.56%
$129.01 - $139.72 $1.71M - $1.85M
48.2K $6.71M
ARES
Ares Management Corp

Financial Services
-5.91K
- 13.68%
$159.89 - $192.76 $946K - $1.14M
37.3K $5.96M
FDS
Factset Research Systems Inc

Financial Services
-118
- 1.59%
$283.86 - $450.3 $33.5K - $53.1K
7.3K $2.09M
ADBE
Adobe Inc.

Technology
-1.11K
- 5.77%
$333.65 - $392.1 $370K - $434K
18.1K $6.38M
UNH
Unitedhealth Group Inc

Healthcare
-3.32K
- 62.57%
$237.77 - $353.61 $789K - $1.17M
1.99K $685K
WMT
Walmart Inc.

Consumer Defensive
-13.2K
- 14.72%
$94.4 - $104.27 $1.24M - $1.38M
76.4K $7.87M
KKR
Kkr & Co. Inc.

Financial Services
-4.81K
- 8.88%
$129.95 - $152.16 $625K - $732K
49.4K $6.42M
META
Meta Platforms, Inc.

Communication Services
-910
- 4.53%
$695.21 - $791.73 $633K - $720K
19.2K $14.1M
ACN
Accenture PLC

Technology
-1.42K
- 27.0%
$232.56 - $304.78 $331K - $433K
3.84K $947K
APO
Apollo Global Management, Inc.

Financial Services
-2.24K
- 5.93%
$131.55 - $156.05 $295K - $350K
35.5K $4.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.4K
- 1.96%
$55.61 - $57.37 $687K - $709K
618K $35.3M
ELV
Elevance Health, Inc.

Healthcare
-434
- 9.11%
$274.66 - $395.76 $119K - $172K
4.33K $1.4M
WFC
Wells Fargo & Company

Financial Services
-5.92K
- 42.03%
$77.05 - $85.16 $456K - $504K
8.16K $684K
FDX
Fedex Corp

Industrials
-1.88K
- 29.64%
$217.1 - $243.2 $408K - $457K
4.46K $1.05M
CCL
Carnival Corp

Consumer Cyclical
-17.7K
- 11.08%
$28.37 - $32.49 $502K - $575K
142K $4.1M
CRM
Salesforce, Inc.

Technology
-58
- 0.58%
$231.66 - $273.65 $13.4K - $15.9K
9.87K $2.34M
AOR
Ishares Tr Core Growth Allocat

ETFs
-6.25K
- 37.11%
$60.99 - $64.39 $381K - $402K
10.6K $681K
PLTR
Palantir Technologies Inc.

Technology
-4.89K
- 41.7%
$130.68 - $186.97 $639K - $914K
6.83K $1.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.03K
- 43.59%
$339.37 - $366.46 $350K - $378K
1.33K $487K
ET
Energy Transfer LP

Energy
-15.1K
- 50.92%
$17.11 - $18.16 $258K - $273K
14.5K $249K
DIS
Walt Disney CO

Communication Services
-820
- 4.12%
$112.25 - $124.0 $92K - $102K
19.1K $2.18M
NFLX
Netflix Inc

Communication Services
-21
- 1.14%
$1147.87 - $1297.18 $24.1K - $27.2K
1.82K $2.18M
HAL
Halliburton CO

Energy
-15.6K
- 55.73%
$20.5 - $25.11 $321K - $393K
12.4K $305K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-7.77K
- 25.56%
$83.08 - $100.2 $646K - $779K
22.6K $2.27M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-48
- 0.87%
$332.69 - $399.0 $16K - $19.2K
5.44K $1.81M
TXN
Texas Instruments Inc

Technology
-1.23K
- 5.96%
N/A
19.4K $3.78M
ALLO
Allogene Therapeutics, Inc.

Healthcare
-199K
- 90.14%
$1.03 - $1.66 $205K - $331K
21.8K $27K
AMP
Ameriprise Financial Inc

Financial Services
-129
- 3.59%
$486.13 - $544.55 $62.7K - $70.2K
3.47K $1.7M
IBM
International Business Machines Corp

Technology
-170
- 1.36%
$234.77 - $292.47 $39.9K - $49.7K
12.3K $3.48M
KO
Coca Cola CO

Consumer Defensive
-481
- 1.24%
$65.67 - $71.67 $31.6K - $34.5K
38.4K $2.55M
V
Visa Inc.

Financial Services
-161
- 1.63%
$332.09 - $358.86 $53.5K - $57.8K
9.71K $3.32M
OI
O I Glass, Inc.

Consumer Cyclical
-617
- 0.63%
$12.47 - $15.8 $7.69K - $9.75K
97.8K $1.27M
ISRG
Intuitive Surgical Inc

Healthcare
-155
- 14.45%
$433.66 - $544.47 $67.2K - $84.4K
918 $410K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-237
- 0.04%
$8.07 - $8.58 $1.91K - $2.03K
535K $4.37M
TDG
Trans Digm Group Inc

Industrials
-18
- 2.76%
$1271.04 - $1620.83 $22.9K - $29.2K
634 $835K
INTU
Intuit Inc

Technology
-16
- 1.19%
$646.03 - $807.39 $10.3K - $12.9K
1.32K $904K
ADP
Automatic Data Processing Inc

Industrials
-82
- 1.04%
$288.69 - $310.94 $23.7K - $25.5K
7.84K $2.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-821
- 30.36%
$194.44 - $206.51 $160K - $170K
1.88K $388K
RSG
Republic Services, Inc.

Industrials
-76
- 1.1%
$225.33 - $246.01 $17.1K - $18.7K
6.86K $1.57M
LLY
Eli Lilly & CO

Healthcare
-124
- 5.25%
$625.65 - $812.69 $77.6K - $101K
2.24K $1.71M
BSX
Boston Scientific Corp

Healthcare
-176
- 1.63%
$97.03 - $108.14 $17.1K - $19K
10.6K $1.04M
PAYX
Paychex Inc

Industrials
-47
- 0.89%
$126.69 - $147.99 $5.95K - $6.96K
5.22K $661K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-153
- 3.74%
$196.15 - $217.83 $30K - $33.3K
3.94K $793K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-278
- 1.83%
$60.9 - $70.75 $16.9K - $19.7K
15K $933K
IWD
Ishares Russell 1000 Val ETF

ETFs
-604
- 17.85%
$192.76 - $203.86 $116K - $123K
2.78K $565K
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
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email