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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.41 Million 0.13% of portfolio
2,479
Q1 2025 Reduced 6.21%
$0
$1.48 Million 0.13% of portfolio
10,018
Q1 2025 Added 1.47%
$210B
$1.49 Million 0.13% of portfolio
51,467
Q1 2025 Reduced 23.56%
$2.06B
$1.45 Million 0.13% of portfolio
98,398
Q1 2025 Added 0.25%
$81.8B
$1.49 Million 0.13% of portfolio
3,540
Q1 2025 Reduced 2.26%
$59.5B
$1.44 Million 0.13% of portfolio
6,339
Q1 2025 Added 64.81%
$19.2B
$1.49 Million 0.13% of portfolio
21,842
Q1 2025 Reduced 2.47%
$63.2B
$1.47 Million 0.13% of portfolio
4,602
Q1 2025 Reduced 1.3%
$0
$1.47 Million 0.13% of portfolio
19,393
Q1 2025 Reduced 23.51%
$17.6B
$1.36 Million 0.12% of portfolio
4,378
Q1 2025 Reduced 1.46%
$32.7B
$1.32 Million 0.12% of portfolio
15,249
Q2 2025 New
$8.31B
$1.38 Million 0.12% of portfolio
10,154
Q1 2025 Reduced 7.74%
$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%
$256B
$1.22 Million 0.11% of portfolio
17,380
Q1 2025 Reduced 3.06%
$0
$1.22 Million 0.11% of portfolio
4,005
Q1 2025 Added 36.25%
$14.3B
$1.25 Million 0.11% of portfolio
58,274
Q1 2025 Reduced 2.04%
$52.5B
$1.22 Million 0.11% of portfolio
16,398
Q1 2025 Reduced 2.12%
$65.5B
$1.17 Million 0.11% of portfolio
4,359
Q1 2025 Reduced 4.79%
$0
$1.26 Million 0.11% of portfolio
15,203
Q1 2025 Reduced 0.51%
$147B
$1.2 Million 0.11% of portfolio
3,041
Q1 2025 Reduced 1.61%
$23.3B
$1.09 Million 0.1% of portfolio
7,044
Q1 2025 Reduced 1.21%
$20.6B
$1.12 Million 0.1% of portfolio
2,194
Q1 2025 Reduced 1.46%
$149B
$1.16 Million 0.1% of portfolio
10,780
Q1 2025 Added 8.93%
$23.1B
$1.13 Million 0.1% of portfolio
35,388
Q1 2025 Added 9.74%
$179B
$1.07 Million 0.1% of portfolio
2,034
Q1 2025 Reduced 5.06%
$186B
$1.06 Million 0.1% of portfolio
1,340
Q1 2025 Reduced 3.36%
$0
$1.06 Million 0.1% of portfolio
16,725
Q1 2025 Added 18.73%
$308B
$1.13 Million 0.1% of portfolio
14,079
Q1 2025 Reduced 4.72%
$34.6B
$1.06 Million 0.1% of portfolio
10,188
Q1 2025 Reduced 2.97%
$0
$1.08 Million 0.1% of portfolio
20,695
Q1 2025 Reduced 29.36%
$34.6B
$1.11 Million 0.1% of portfolio
11,020
Q1 2025 Added 0.98%
$81.8B
$1.08 Million 0.1% of portfolio
4,371
Q1 2025 Reduced 2.2%
$6.66B
$1.09 Million 0.1% of portfolio
20,691
Q1 2025 Reduced 2.56%
$0
$944,000 0.09% of portfolio
34,156
Q1 2025 Added 3.58%
$27.1B
$1.03 Million 0.09% of portfolio
24,506
Q1 2025 Reduced 50.26%
$39.4B
$968,000 0.09% of portfolio
3,986
Q1 2025 Reduced 1.43%
$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%
$70.1B
$991,000 0.09% of portfolio
652
Q1 2025 Reduced 3.53%
$85B
$1.03 Million 0.09% of portfolio
15,229
Q1 2025 Reduced 1.65%
$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%
$47.1B
$855,000 0.08% of portfolio
9,570
Q1 2025 Reduced 1.23%
$20.8B
$859,000 0.08% of portfolio
3,856
Q1 2025 Reduced 1.12%
$13.2B
$918,000 0.08% of portfolio
2,080
Q1 2025 Added 3.32%
$90.5B
$891,000 0.08% of portfolio
3,894
Q1 2025 Reduced 2.57%
$42.4B
$911,000 0.08% of portfolio
6,152
Q1 2025 Reduced 2.93%
$101B
$894,000 0.08% of portfolio
4,091
Q1 2025 Reduced 0.17%

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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