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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.47 Million 0.13% of portfolio
19,393
Q1 2025 Reduced 23.51%
$0
$1.36 Million 0.12% of portfolio
2,196
Q1 2025 Added 35.7%
$0
$1.35 Million 0.12% of portfolio
3,168
Q1 2025 Added 7.35%
$0
$1.22 Million 0.11% of portfolio
4,005
Q1 2025 Added 36.25%
$0
$1.26 Million 0.11% of portfolio
15,203
Q1 2025 Reduced 0.51%
$0
$1.06 Million 0.1% of portfolio
16,725
Q1 2025 Added 18.73%
$0
$1.08 Million 0.1% of portfolio
20,695
Q1 2025 Reduced 29.36%
$0
$944,000 0.09% of portfolio
34,156
Q1 2025 Added 3.58%
$0
$1.02 Million 0.09% of portfolio
34,946
Q1 2025 Reduced 58.25%
$0
$1.04 Million 0.09% of portfolio
16,834
Q1 2025 Reduced 34.15%
$0
$998,000 0.09% of portfolio
1,506
Q1 2025 Reduced 3.65%
$0
$976,000 0.09% of portfolio
5,069
Q1 2025 Reduced 14.16%
$0
$776,000 0.07% of portfolio
1,370
Q1 2025 Added 10.58%
$0
$818,000 0.07% of portfolio
27,958
Q1 2025 Added 55.71%
$0
$803,000 0.07% of portfolio
2,365
Q2 2025 New
$0
$798,000 0.07% of portfolio
32,745
Q1 2025 Reduced 2.78%
$0
$815,000 0.07% of portfolio
7,406
Q1 2025 Reduced 4.77%
$0
$659,000 0.06% of portfolio
14,644
Q1 2025 Added 91.98%
$0
$657,000 0.06% of portfolio
8,391
Q1 2025 Reduced 0.18%
$0
$657,000 0.06% of portfolio
3,383
Q1 2025 Reduced 19.63%
$0
$680,000 0.06% of portfolio
5,377
Q1 2025 Added 26.97%
$0
$685,000 0.06% of portfolio
3,762
Q1 2025 Added 3.19%
$0
$680,000 0.06% of portfolio
3,488
Q1 2025 Reduced 12.53%
$0
$632,000 0.06% of portfolio
11,190
Q1 2025 Added 1.72%
$0
$671,000 0.06% of portfolio
7,886
Q1 2025 Reduced 3.07%
$0
$656,000 0.06% of portfolio
26,485
Q1 2025 Reduced 11.91%
$0
$621,000 0.06% of portfolio
6,728
Q1 2025 Added 0.09%
$0
$683,000 0.06% of portfolio
12,085
Q1 2025 Reduced 4.92%
$0
$621,000 0.06% of portfolio
9,002
Q2 2025 New
$0
$596,000 0.05% of portfolio
7,483
Q1 2025 Added 48.96%
$0
$523,000 0.05% of portfolio
5,484
Q2 2025 New
$0
$527,000 0.05% of portfolio
2,225
Q1 2025 Added 6.29%
$0
$571,000 0.05% of portfolio
8,112
Q2 2025 Added 0.86%
$0
$528,000 0.05% of portfolio
2,704
Q2 2025 New
$0
$477,000 0.04% of portfolio
4,077
Q1 2025 Reduced 0.1%
$19.8B
$471,000 0.04% of portfolio
14,361
Q1 2025 Reduced 4.87%
$0
$399,000 0.04% of portfolio
13,871
Q2 2025 New
$0
$393,000 0.04% of portfolio
1,824
Q1 2025 Added 3.29%
$0
$446,000 0.04% of portfolio
8,758
Q1 2025 Reduced 9.56%
$0
$486,000 0.04% of portfolio
25,663
Q1 2025 Added 33.56%
$0
$446,000 0.04% of portfolio
8,315
Q1 2025 Added 0.43%
$0
$423,000 0.04% of portfolio
3,202
Q1 2025 Added 3.12%
$0
$468,000 0.04% of portfolio
16,935
Q1 2025 Reduced 0.36%
$0
$489,000 0.04% of portfolio
8,034
Q1 2025 Reduced 33.07%
$0
$416,000 0.04% of portfolio
2,112
Q1 2025 Added 88.21%
$0
$387,000 0.04% of portfolio
2,769
Q1 2025 Added 2.38%
$0
$415,000 0.04% of portfolio
4,085
Q1 2025 Added 65.53%
$0
$491,000 0.04% of portfolio
25,174
Q1 2025 Reduced 0.21%
$0
$359,000 0.03% of portfolio
2,650
Q1 2025 Added 51.96%

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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