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
$24.1B
$1.52 Million 0.13% of portfolio
35,863
Q3 2025 Added 149.72%
$0
$1.54 Million 0.13% of portfolio
2,522
Q3 2025 Added 1.73%
$0
$1.54 Million 0.13% of portfolio
10,017
Q3 2025 Reduced 0.01%
$96.9B
$1.61 Million 0.13% of portfolio
3,813
Q3 2025 Reduced 0.94%
$66.3B
$1.57 Million 0.13% of portfolio
6,859
Q3 2025 Reduced 1.1%
$0
$1.46 Million 0.12% of portfolio
3,121
Q3 2025 Reduced 1.48%
$54.4B
$1.42 Million 0.12% of portfolio
4,576
Q3 2025 Reduced 0.56%
$78.2B
$1.4 Million 0.12% of portfolio
4,330
Q3 2025 Reduced 9.11%
$50.4B
$1.46 Million 0.12% of portfolio
23,892
Q3 2025 New
$79.5B
$1.4 Million 0.12% of portfolio
11,145
Q3 2025 New
$181B
$1.49 Million 0.12% of portfolio
52,719
Q3 2025 Added 2.43%
$32.7B
$1.42 Million 0.12% of portfolio
16,429
Q3 2025 Added 7.74%
$0
$1.35 Million 0.11% of portfolio
2,016
Q3 2025 Reduced 8.2%
$0
$1.26 Million 0.11% of portfolio
15,203
Q1 2025 Reduced 0.51%
$0
$1.27 Million 0.11% of portfolio
41,131
Q3 2025 Added 17.7%
$270B
$1.27 Million 0.11% of portfolio
17,819
Q3 2025 Added 2.53%
$0
$1.26 Million 0.11% of portfolio
18,613
Q3 2025 Added 11.29%
$0
$1.32 Million 0.11% of portfolio
4,026
Q3 2025 Added 0.52%
$2.05B
$1.27 Million 0.11% of portfolio
97,781
Q3 2025 Reduced 0.63%
$7.05B
$1.29 Million 0.11% of portfolio
10,537
Q3 2025 Added 3.77%
$14.3B
$1.27 Million 0.11% of portfolio
59,308
Q3 2025 Added 1.77%
$7.49B
$1.36 Million 0.11% of portfolio
8,592
Q3 2025 New
$20.1B
$1.25 Million 0.1% of portfolio
2,207
Q3 2025 Added 0.59%
$6.15B
$1.18 Million 0.1% of portfolio
20,799
Q3 2025 Added 0.52%
$0
$1.17 Million 0.1% of portfolio
21,076
Q3 2025 Added 1.84%
$67.3B
$1.2 Million 0.1% of portfolio
4,287
Q3 2025 Reduced 1.65%
$342B
$1.25 Million 0.1% of portfolio
6,833
Q3 2025 Reduced 41.7%
$24.5B
$1.24 Million 0.1% of portfolio
7,274
Q3 2025 Added 3.27%
$74.9B
$1.17 Million 0.1% of portfolio
4,496
Q3 2025 Added 2.86%
$55.8B
$1.02 Million 0.09% of portfolio
7,344
Q3 2025 Reduced 2.26%
$0
$1.02 Million 0.09% of portfolio
17,454
Q3 2025 Added 44.43%
$68.9B
$1.05 Million 0.09% of portfolio
4,460
Q3 2025 Reduced 29.64%
$11.4B
$1.04 Million 0.09% of portfolio
2,569
Q3 2025 Added 23.51%
$0
$1.04 Million 0.09% of portfolio
4,979
Q3 2025 Reduced 1.78%
$136B
$1.13 Million 0.09% of portfolio
3,045
Q3 2025 Added 0.13%
$0
$1.09 Million 0.09% of portfolio
1,456
Q3 2025 Reduced 3.32%
$0
$1.02 Million 0.09% of portfolio
4,887
Q3 2025 Added 40.11%
$36B
$1.09 Million 0.09% of portfolio
10,889
Q3 2025 Reduced 1.19%
$47.4B
$1.11 Million 0.09% of portfolio
16,459
Q3 2025 Added 0.37%
$147B
$1.04 Million 0.09% of portfolio
10,604
Q3 2025 Reduced 1.63%
$23.2B
$963,000 0.08% of portfolio
19,657
Q3 2025 Reduced 19.79%
$34.9B
$955,000 0.08% of portfolio
4,011
Q3 2025 Added 0.63%
$152B
$947,000 0.08% of portfolio
3,844
Q3 2025 Reduced 27.0%
$190B
$899,000 0.08% of portfolio
8,866
Q3 2025 Reduced 1.55%
$182B
$904,000 0.08% of portfolio
1,324
Q3 2025 Reduced 1.19%
$55.4B
$981,000 0.08% of portfolio
3,213
Q3 2025 Reduced 0.34%
$42.4B
$962,000 0.08% of portfolio
6,329
Q3 2025 Added 2.88%
$69.4B
$940,000 0.08% of portfolio
11,466
Q3 2025 Reduced 2.35%
$0
$897,000 0.08% of portfolio
7,435
Q3 2025 Added 0.39%

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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