Coastal Bridge Advisors, LLC Portfolio Holdings

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025

Coastal Bridge Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 462 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56M, Microsoft Corp with a value of $39M, J P Morgan Exchange Traded Fd with a value of $35.3M, Alphabet Inc. with a value of $33.1M, and Nvidia Corp with a value of $32M.

Examining the 13F form we can see an increase of $91M in the current position value, from $1.1B to 1.19B.

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

Portfolio value $1.19 Billion
ETFs: $420 Million
Technology: $231 Million
Financial Services: $150 Million
Industrials: $84.3 Million
Communication Services: $80.6 Million
Consumer Cyclical: $74.9 Million
Healthcare: $66.2 Million
Consumer Defensive: $31.2 Million
Other: $56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.2B
$2.85 Million 0.24% of portfolio
23,054
Q3 2025 Added 0.08%
$0
$2.72 Million 0.23% of portfolio
33,905
Q1 2025 Reduced 5.33%
$29.5B
$2.77 Million 0.23% of portfolio
32,996
Q3 2025 Reduced 0.04%
$224B
$2.77 Million 0.23% of portfolio
17,098
Q3 2025 Added 1.8%
$163B
$2.71 Million 0.23% of portfolio
18,724
Q3 2025 Added 4.31%
$89.6B
$2.77 Million 0.23% of portfolio
17,828
Q3 2025 Reduced 0.52%
$302B
$2.81 Million 0.23% of portfolio
18,072
Q3 2025 Added 10.88%
$0
$2.62 Million 0.22% of portfolio
16,115
Q3 2025 Reduced 2.26%
$64.5B
$2.65 Million 0.22% of portfolio
6,397
Q3 2025 Reduced 5.05%
$221B
$2.67 Million 0.22% of portfolio
5,500
Q3 2025 Added 45.46%
$205B
$2.66 Million 0.22% of portfolio
12,995
Q3 2025 Added 0.88%
$162B
$2.64 Million 0.22% of portfolio
5,423
Q3 2025 Added 166.62%
$0
$2.56 Million 0.21% of portfolio
24,459
Q3 2025 Added 6.52%
$294B
$2.55 Million 0.21% of portfolio
38,421
Q3 2025 Reduced 1.24%
$0
$2.48 Million 0.21% of portfolio
28,449
Q3 2025 New
$261B
$2.34 Million 0.2% of portfolio
9,873
Q3 2025 Reduced 0.58%
$154B
$2.42 Million 0.2% of portfolio
6,476
Q3 2025 Reduced 1.71%
$209B
$2.42 Million 0.2% of portfolio
28,890
Q3 2025 Added 3.47%
$197B
$2.4 Million 0.2% of portfolio
24,500
Q3 2025 Added 252.77%
$115B
$2.29 Million 0.19% of portfolio
8,121
Q3 2025 Added 2.72%
$0
$2.32 Million 0.19% of portfolio
35,496
Q3 2025 Added 2.12%
$166B
$2.23 Million 0.19% of portfolio
50,689
Q3 2025 Added 1.45%
$107B
$2.3 Million 0.19% of portfolio
7,837
Q3 2025 Reduced 1.04%
$0
$2.27 Million 0.19% of portfolio
22,629
Q3 2025 Reduced 25.56%
$306B
$2.27 Million 0.19% of portfolio
33,105
Q3 2025 Reduced 1.38%
$135B
$2.1 Million 0.18% of portfolio
8,904
Q3 2025 Added 0.16%
$490B
$2.18 Million 0.18% of portfolio
1,815
Q3 2025 Reduced 1.14%
$204B
$2.18 Million 0.18% of portfolio
19,065
Q3 2025 Reduced 4.12%
$0
$2.2 Million 0.18% of portfolio
81,761
Q3 2025 Added 6.01%
$0
$2.04 Million 0.17% of portfolio
98,968
Q3 2025 Added 3.06%
$0
$2.07 Million 0.17% of portfolio
10,562
Q3 2025 Reduced 4.29%
$3.87B
$1.97 Million 0.17% of portfolio
38,870
Q3 2025 Added 1.05%
$10.1B
$2.09 Million 0.17% of portfolio
7,296
Q3 2025 Reduced 1.59%
$146B
$2.05 Million 0.17% of portfolio
8,172
Q3 2025 Added 3.73%
$13.3B
$2.07 Million 0.17% of portfolio
9,777
Q3 2025 Reduced 0.39%
$22.6B
$1.87 Million 0.16% of portfolio
22,058
Q3 2025 Added 0.99%
$0
$1.91 Million 0.16% of portfolio
172,602
Q3 2025 Added 48.43%
$419B
$1.88 Million 0.16% of portfolio
11,611
Q3 2025 Reduced 1.16%
$268B
$1.83 Million 0.15% of portfolio
2,301
Q3 2025 Reduced 0.43%
$3.84B
$1.84 Million 0.15% of portfolio
10,150
Q3 2025 New
$122B
$1.76 Million 0.15% of portfolio
8,152
Q3 2025 Added 1.95%
$84.5B
$1.78 Million 0.15% of portfolio
9,979
Q3 2025 Reduced 0.31%
$30.2B
$1.81 Million 0.15% of portfolio
5,444
Q3 2025 Reduced 0.87%
$0
$1.83 Million 0.15% of portfolio
24,013
Q3 2025 Added 23.82%
$852B
$1.71 Million 0.14% of portfolio
2,240
Q3 2025 Reduced 5.25%
$48.3B
$1.7 Million 0.14% of portfolio
3,466
Q3 2025 Reduced 3.59%
$0
$1.67 Million 0.14% of portfolio
24,492
Q3 2025 Added 2.78%
$65.3B
$1.62 Million 0.14% of portfolio
3,552
Q3 2025 Added 0.34%
$18B
$1.52 Million 0.13% of portfolio
4,384
Q3 2025 Added 0.14%

Summary

  • Portfolio
  • No. of Stocks 462
  • Current Value $1.19 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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