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 Market Cap. of $2 Billions to $10 Billions
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