Coastal Bridge Advisors, LLC Reduced Holdings in Q1 2025

Coastal Bridge Advisors, LLC

  • $337 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-100K
- 36.65%
$33.21 - $53.49 $3.32M - $5.35M
173K $5.74M
KKR
Kkr & Co. Inc.

Financial Services
-180
- 0.36%
$108.17 - $167.07 $19.5K - $30.1K
50K $5.78M
ARES
Ares Management Corp

Financial Services
-355
- 0.8%
$140.19 - $198.28 $49.8K - $70.4K
43.8K $6.42M
BGB
Blackstone Strategic Credit Fund

Financial Services
-71.5K
- 2.19%
$11.96 - $12.62 $855K - $903K
3.2M $38.7M
BX
Blackstone Inc.

Financial Services
-94
- 0.26%
$136.53 - $186.74 $12.8K - $17.6K
36.7K $5.13M
APO
Apollo Global Management, Inc.

Financial Services
-30
- 0.08%
$126.01 - $172.06 $3.78K - $5.16K
36.3K $4.97M
VUG
Vanguard Growth ETF

ETFs
-278
- 1.49%
$369.1 - $427.61 $103K - $119K
18.3K $6.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-48
- 0.03%
$51.45 - $58.51 $2.47K - $2.81K
160K $8.26M
GOOGL
Alphabet Inc.

Communication Services
-289
- 1.7%
$154.33 - $206.19 $44.6K - $59.6K
16.7K $2.58M
NVDA
Nvidia Corp

Technology
-606
- 3.29%
$106.98 - $149.43 $64.8K - $90.6K
17.8K $1.93M
ICLN
Ishares

ETFs
-44.6K
- 55.19%
$10.94 - $11.86 $488K - $529K
36.2K $413K
PANW
Palo Alto Networks Inc

Technology
-77
- 0.22%
$167.82 - $208.28 $12.9K - $16K
34.6K $5.9M
CMCSA
Comcast Corp

Communication Services
-8.88K
- 38.96%
$33.19 - $38.23 $295K - $339K
13.9K $513K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-117
- 3.58%
$468.34 - $539.52 $54.8K - $63.1K
3.16K $1.48M
VTV
Vanguard Value ETF

ETFs
-1.48K
- 6.63%
$167.73 - $179.21 $248K - $265K
20.9K $3.6M
DIS
Walt Disney CO

Communication Services
-84
- 0.67%
$96.87 - $114.0 $8.14K - $9.58K
12.4K $1.22M
PFE
Pfizer Inc

Healthcare
-2.8K
- 7.38%
$25.01 - $27.13 $69.9K - $75.9K
35.1K $888K
ADBE
Adobe Inc.

Technology
-57
- 4.75%
$377.84 - $464.11 $21.5K - $26.5K
1.14K $437K
WMT
Walmart Inc.

Consumer Defensive
-68
- 0.24%
$84.5 - $105.05 $5.75K - $7.14K
28K $2.46M
GLW
Corning Inc

Technology
-1K
- 9.67%
$44.91 - $54.25 $44.9K - $54.3K
9.34K $427K
BA
Boeing CO

Industrials
-76
- 1.01%
$148.15 - $186.25 $11.3K - $14.2K
7.47K $1.27M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-3.45K
- 7.89%
$14.03 - $14.65 $48.4K - $50.5K
40.2K $568K
CRM
Salesforce, Inc.

Technology
-20
- 2.55%
$268.36 - $359.95 $5.37K - $7.2K
764 $205K
NKE
Nike, Inc.

Consumer Cyclical
-65
- 1.59%
$63.29 - $81.72 $4.11K - $5.31K
4.03K $255K
HON
Honeywell International Inc

Industrials
-22
- 0.83%
$202.75 - $226.52 $4.46K - $4.98K
2.61K $553K
LLY
Eli Lilly & CO

Healthcare
-93
- 14.09%
$725.72 - $929.72 $67.5K - $86.5K
567 $468K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-70
- 1.87%
$62.43 - $84.12 $4.37K - $5.89K
3.67K $238K
ADP
Automatic Data Processing Inc

Industrials
-188
- 11.85%
$286.85 - $318.64 $53.9K - $59.9K
1.4K $427K
NEE
Nextera Energy Inc

Utilities
-280
- 1.36%
$66.96 - $76.16 $18.7K - $21.3K
20.3K $1.44M
URGN
Uro Gen Pharma Ltd.

Healthcare
-2K
- 5.13%
$9.27 - $12.13 $18.5K - $24.3K
37K $409K
NSC
Norfolk Southern Corp

Industrials
-15
- 1.39%
$227.69 - $259.76 $3.42K - $3.9K
1.06K $251K
LGFB
Lions Gate Entmt Corp Cl B Non
-15.9K
- 0.39%
N/A
4.08M $0
RDFN
Redfin Corp

Real Estate
-2.39K
- 12.23%
$5.82 - $11.39 $13.9K - $27.2K
17.2K $158K
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.69%
$461.52 - $548.18 $3.69K - $4.39K
1.16K $607K
UBER
Uber Technologies, Inc

Technology
-300
- 5.5%
$63.17 - $81.49 $19K - $24.4K
5.16K $375K
V
Visa Inc.

Financial Services
-37
- 0.98%
$306.92 - $362.71 $11.4K - $13.4K
3.75K $1.31M
AMGN
Amgen Inc

Healthcare
-238
- 4.86%
$258.59 - $327.36 $61.5K - $77.9K
4.66K $1.45M
LZ
Legalzoom.Com, Inc.

Industrials
-44.4K
- 3.46%
$7.52 - $10.26 $334K - $455K
1.24M $10.7M
Activity Summary
Buys All Purchases 69 New Holdings 12 Increased Positions 57 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 1
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