Coastal Bridge Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $337 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackstone Strategic Credit Fund with a value of $38.7M, J P Morgan Exchange Traded Fd with a value of $29.8M, Apple Inc. with a value of $17.2M, Lions Gate Entmt Corp Cl A Vtg with a value of $13.8M, and Exxon Mobil Corp with a value of $12.8M.
Examining the 13F form we can see an decrease of $8.04M in the current position value, from $345M to 337M.
Below you can find more details about Coastal Bridge Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
Financial Services: $94.2 Million
ETFs: $90.4 Million
Technology: $44.6 Million
Consumer Cyclical: $22.1 Million
Industrials: $16.7 Million
Energy: $14.7 Million
Communication Services: $12.8 Million
Consumer Defensive: $12 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
