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
$101B
$592,000 0.05% of portfolio
8,585
Q1 2025 Reduced 15.15%
$112B
$544,000 0.05% of portfolio
6,072
Q1 2025 Added 3.44%
$0
$596,000 0.05% of portfolio
7,483
Q1 2025 Added 48.96%
$0
$523,000 0.05% of portfolio
5,484
Q2 2025 New
$0
$527,000 0.05% of portfolio
2,225
Q1 2025 Added 6.29%
$24.5B
$571,000 0.05% of portfolio
28,065
Q1 2025 Added 104.88%
$60.7B
$513,000 0.05% of portfolio
6,055
Q2 2025 Added 65.21%
$0
$571,000 0.05% of portfolio
8,112
Q2 2025 Added 0.86%
$10.9B
$597,000 0.05% of portfolio
3,318
Q1 2025 Reduced 0.96%
$10.6B
$595,000 0.05% of portfolio
8,071
Q1 2025 Reduced 0.48%
$187B
$583,000 0.05% of portfolio
1,073
Q1 2025 Added 10.62%
$0
$528,000 0.05% of portfolio
2,704
Q2 2025 New
$13.7B
$519,000 0.05% of portfolio
11,101
Q1 2025 Reduced 0.93%
$172B
$528,000 0.05% of portfolio
590
Q1 2025 Reduced 5.25%
$69.6B
$474,000 0.04% of portfolio
10,486
Q1 2025 Added 1.25%
$78.6B
$425,000 0.04% of portfolio
5,724
Q1 2025 Reduced 2.8%
$0
$477,000 0.04% of portfolio
4,077
Q1 2025 Reduced 0.1%
$23.2B
$471,000 0.04% of portfolio
14,361
Q1 2025 Reduced 4.87%
$0
$399,000 0.04% of portfolio
13,871
Q2 2025 New
$0
$393,000 0.04% of portfolio
1,824
Q1 2025 Added 3.29%
$0
$446,000 0.04% of portfolio
8,758
Q1 2025 Reduced 9.56%
$157B
$493,000 0.04% of portfolio
2,497
Q1 2025 Added 1.48%
$0
$486,000 0.04% of portfolio
25,663
Q1 2025 Added 33.56%
$0
$391,000 0.04% of portfolio
27,402
Q1 2025 Added 46.8%
$0
$446,000 0.04% of portfolio
8,315
Q1 2025 Added 0.43%
$0
$423,000 0.04% of portfolio
3,202
Q1 2025 Added 3.12%
$17.2B
$395,000 0.04% of portfolio
1,206
Q1 2025 Added 0.17%
$0
$468,000 0.04% of portfolio
16,935
Q1 2025 Reduced 0.36%
$0
$489,000 0.04% of portfolio
8,034
Q1 2025 Reduced 33.07%
$7.26B
$406,000 0.04% of portfolio
4,800
Q3 2024 Reduced 1.28%
$0
$416,000 0.04% of portfolio
2,112
Q1 2025 Added 88.21%
$0
$387,000 0.04% of portfolio
2,769
Q1 2025 Added 2.38%
$13.8B
$434,000 0.04% of portfolio
16,357
Q1 2022 Reduced 27.03%
$10.2B
$407,000 0.04% of portfolio
10,965
Q1 2025 Reduced 0.01%
$97.5B
$465,000 0.04% of portfolio
2,805
Q1 2025 Reduced 2.85%
$30.9B
$397,000 0.04% of portfolio
744
Q1 2025 Reduced 9.14%
$0
$415,000 0.04% of portfolio
4,085
Q1 2025 Added 65.53%
$0
$491,000 0.04% of portfolio
25,174
Q1 2025 Reduced 0.21%
$165B
$473,000 0.04% of portfolio
21,130
Q1 2025 Added 8.5%
$0
$359,000 0.03% of portfolio
2,650
Q1 2025 Added 51.96%
$98.6B
$335,000 0.03% of portfolio
3,662
Q1 2025 Reduced 4.59%
$51.2B
$371,000 0.03% of portfolio
2,158
Q1 2025 Added 20.39%
$0
$367,000 0.03% of portfolio
7,058
Q1 2025 Reduced 7.04%
$2.24B
$363,000 0.03% of portfolio
11,134
Q1 2025 Added 41.63%
$0
$316,000 0.03% of portfolio
719
Q1 2025 Added 6.4%
$47B
$315,000 0.03% of portfolio
556
Q1 2025 Reduced 3.06%
$0
$326,000 0.03% of portfolio
1,729
Q1 2025 Added 11.1%
$27.9B
$280,000 0.03% of portfolio
5,408
Q1 2025 Added 1.87%
$69.3B
$289,000 0.03% of portfolio
2,866
Q1 2025 Added 109.25%

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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