Coastal Bridge Advisors, LLC Portfolio Holdings

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025

Coastal Bridge Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 449 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.4M, Microsoft Corp with a value of $38M, J P Morgan Exchange Traded Fd with a value of $35.8M, Blackstone Strategic Credit Fund with a value of $35.1M, and Amazon Com Inc with a value of $28.2M.

Examining the 13F form we can see an increase of $766M in the current position value, from $337M to 1.1B.

Below you can find more details about Coastal Bridge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
ETFs: $375 Million
Technology: $205 Million
Financial Services: $150 Million
Industrials: $82.4 Million
Consumer Cyclical: $73.4 Million
Healthcare: $68.6 Million
Communication Services: $67.4 Million
Consumer Defensive: $31.7 Million
Other: $49.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.6B
$277,000 0.03% of portfolio
6,399
Q1 2025 Reduced 6.17%
$64.1B
$302,000 0.03% of portfolio
3,761
Q1 2025 Reduced 1.22%
$14B
$329,000 0.03% of portfolio
3,295
Q1 2025 Added 195.84%
$25.3B
$323,000 0.03% of portfolio
2,053
Q1 2025 Reduced 1.51%
$0
$356,000 0.03% of portfolio
32,689
Q1 2025 Added 24.29%
$14.4B
$298,000 0.03% of portfolio
1,218
Q2 2025 Added 1.5%
$69.5B
$317,000 0.03% of portfolio
10,224
Q1 2025 Added 9.6%
$22.5B
$293,000 0.03% of portfolio
4,621
Q1 2025 Added 7.44%
$41B
$323,000 0.03% of portfolio
1,030
Q2 2025 New
$39.4B
$351,000 0.03% of portfolio
481
Q1 2025 Added 3.95%
$14.5B
$386,000 0.03% of portfolio
1,043
Q1 2025 Reduced 24.35%
$70B
$280,000 0.03% of portfolio
2,362
Q2 2025 Added 9.25%
$40.6B
$302,000 0.03% of portfolio
2,098
Q2 2025 New
$43.7B
$304,000 0.03% of portfolio
2,359
Q1 2025 Reduced 2.2%
$28.7B
$354,000 0.03% of portfolio
3,453
Q1 2025 Reduced 8.54%
$57.6B
$349,000 0.03% of portfolio
1,072
Q1 2025 Added 5.97%
$13.1B
$355,000 0.03% of portfolio
1,221
Q1 2025 Added 23.34%
$93.1B
$330,000 0.03% of portfolio
648
Q1 2025 Reduced 6.48%
$115B
$223,000 0.02% of portfolio
14,800
Q1 2025 Reduced 3.38%
$69.1B
$270,000 0.02% of portfolio
8,302
Q1 2025 Added 3.63%
$37.4B
$257,000 0.02% of portfolio
1,478
Q1 2025 Reduced 11.91%
$23.5B
$264,000 0.02% of portfolio
842
Q1 2025 Added 6.89%
$55.9B
$200,000 0.02% of portfolio
1,929
Q2 2025 New
$42.4B
$252,000 0.02% of portfolio
1,988
Q1 2025 Reduced 5.08%
$9.09B
$222,000 0.02% of portfolio
1,369
Q1 2025 Added 3.87%
$168M
$249,000 0.02% of portfolio
221,059
Q4 2024 Reduced 45.53%
$10.8B
$246,000 0.02% of portfolio
4,736
Q2 2025 New
$18.9B
$267,000 0.02% of portfolio
5,983
Q1 2025 Reduced 0.42%
$15.6B
$239,000 0.02% of portfolio
692
Q1 2025 Reduced 0.43%
$193B
$188,000 0.02% of portfolio
13,721
Q1 2025 Reduced 12.62%
$4.75B
$166,000 0.02% of portfolio
13,084
Q1 2025 Added 18.96%
$87B
$270,000 0.02% of portfolio
990
Q1 2025 Reduced 3.84%
$39.8B
$208,000 0.02% of portfolio
1,939
Q1 2025 Added 23.41%
$29.4B
$208,000 0.02% of portfolio
2,394
Q2 2025 New
$5.15B
$270,000 0.02% of portfolio
2,542
Q2 2025 New
$12B
$246,000 0.02% of portfolio
1,722
Q2 2025 New
$39.1B
$230,000 0.02% of portfolio
3,365
Q1 2025 Reduced 1.19%
$3.99B
$203,000 0.02% of portfolio
4,960
Q1 2025 Reduced 0.65%
$40.5B
$226,000 0.02% of portfolio
682
Q2 2025 New
$3.35B
$274,000 0.02% of portfolio
47,664
Q2 2023 New
$27.1B
$230,000 0.02% of portfolio
2,895
Q1 2025 Reduced 0.31%
$93.3B
$252,000 0.02% of portfolio
763
Q1 2025 Reduced 9.7%
$173B
$212,000 0.02% of portfolio
1,844
Q2 2025 New
$45.9B
$206,000 0.02% of portfolio
589
Q2 2025 New
$52.1B
$226,000 0.02% of portfolio
3,096
Q2 2025 New
$2.14B
$258,000 0.02% of portfolio
19,653
Q2 2025 New
$46.4B
$177,000 0.02% of portfolio
16,404
Q1 2025 Added 0.04%
$38.4B
$152,000 0.01% of portfolio
822
Q1 2025 Added 13.38%
$418M
$141,000 0.01% of portfolio
51,639
Q1 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 449
  • Current Value $1.1 Billion
  • Prior Value $337 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 282 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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