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
$98B
$592,000 0.05% of portfolio
8,585
Q1 2025 Reduced 15.15%
$120B
$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%
$20.3B
$571,000 0.05% of portfolio
28,065
Q1 2025 Added 104.88%
$62.3B
$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%
$11.8B
$597,000 0.05% of portfolio
3,318
Q1 2025 Reduced 0.96%
$11B
$595,000 0.05% of portfolio
8,071
Q1 2025 Reduced 0.48%
$161B
$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
$16.5B
$519,000 0.05% of portfolio
11,101
Q1 2025 Reduced 0.93%
$136B
$528,000 0.05% of portfolio
590
Q1 2025 Reduced 5.25%
$73.3B
$474,000 0.04% of portfolio
10,486
Q1 2025 Added 1.25%
$77.8B
$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%
$19.8B
$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%
$142B
$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%
$17.5B
$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%
$8.05B
$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%
$12.9B
$434,000 0.04% of portfolio
16,357
Q1 2022 Reduced 27.03%
$10B
$407,000 0.04% of portfolio
10,965
Q1 2025 Reduced 0.01%
$90.9B
$465,000 0.04% of portfolio
2,805
Q1 2025 Reduced 2.85%
$30.5B
$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%
$101B
$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%
$94.5B
$335,000 0.03% of portfolio
3,662
Q1 2025 Reduced 4.59%
$54.3B
$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%
$1.98B
$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%
$54.8B
$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%
$30B
$280,000 0.03% of portfolio
5,408
Q1 2025 Added 1.87%
$61.8B
$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
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email