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
$313,000 0.03% of portfolio
11,167
Q1 2025 Reduced 0.03%
$1.52B
$330,000 0.03% of portfolio
151,093
Q1 2025 Reduced 31.68%
$0
$300,000 0.03% of portfolio
1,170
Q1 2025 Added 10.68%
$0
$287,000 0.03% of portfolio
2,797
Q1 2025 Reduced 0.46%
$63.8B
$292,000 0.03% of portfolio
3,213
Q1 2025 Added 1.09%
$0
$342,000 0.03% of portfolio
3,405
Q2 2025 New
$97B
$337,000 0.03% of portfolio
7,296
Q1 2025 Added 54.41%
$27.7B
$342,000 0.03% of portfolio
3,813
Q1 2025 Reduced 23.55%
$59.6B
$277,000 0.03% of portfolio
6,399
Q1 2025 Reduced 6.17%
$0
$357,000 0.03% of portfolio
6,270
Q1 2025 Reduced 4.59%
$63.1B
$302,000 0.03% of portfolio
3,761
Q1 2025 Reduced 1.22%
$0
$294,000 0.03% of portfolio
12,029
Q1 2025 Reduced 0.3%
$0
$376,000 0.03% of portfolio
28,695
Q1 2025 Added 28.89%
$13.3B
$329,000 0.03% of portfolio
3,295
Q1 2025 Added 195.84%
$26.1B
$323,000 0.03% of portfolio
2,053
Q1 2025 Reduced 1.51%
$0
$356,000 0.03% of portfolio
32,689
Q1 2025 Added 24.29%
$68.7B
$317,000 0.03% of portfolio
10,224
Q1 2025 Added 9.6%
$25.6B
$293,000 0.03% of portfolio
4,621
Q1 2025 Added 7.44%
$46.1B
$323,000 0.03% of portfolio
1,030
Q2 2025 New
$51.1B
$351,000 0.03% of portfolio
481
Q1 2025 Added 3.95%
$14.5B
$386,000 0.03% of portfolio
1,043
Q1 2025 Reduced 24.35%
$74B
$280,000 0.03% of portfolio
2,362
Q2 2025 Added 9.25%
$55.4B
$302,000 0.03% of portfolio
2,098
Q2 2025 New
$40.6B
$304,000 0.03% of portfolio
2,359
Q1 2025 Reduced 2.2%
$29.4B
$354,000 0.03% of portfolio
3,453
Q1 2025 Reduced 8.54%
$55.3B
$349,000 0.03% of portfolio
1,072
Q1 2025 Added 5.97%
$0
$362,000 0.03% of portfolio
3,655
Q1 2025 Reduced 8.02%
$0
$279,000 0.03% of portfolio
1,125
Q1 2025 Reduced 5.07%
$140B
$307,000 0.03% of portfolio
605
Q1 2025 Reduced 3.97%
$11B
$355,000 0.03% of portfolio
1,221
Q1 2025 Added 23.34%
$0
$308,000 0.03% of portfolio
2,321
Q2 2025 New
$116B
$330,000 0.03% of portfolio
648
Q1 2025 Reduced 6.48%
$0
$306,000 0.03% of portfolio
2,266
Q2 2025 Added 5.15%
$0
$298,000 0.03% of portfolio
9,273
Q4 2024 Reduced 13.92%
$111B
$223,000 0.02% of portfolio
14,800
Q1 2025 Reduced 3.38%
$74.9B
$270,000 0.02% of portfolio
8,302
Q1 2025 Added 3.63%
$0
$227,000 0.02% of portfolio
11,463
Q1 2025 Reduced 9.47%
$34.3B
$257,000 0.02% of portfolio
1,478
Q1 2025 Reduced 11.91%
$0
$227,000 0.02% of portfolio
4,593
Q2 2025 New
$21.7B
$264,000 0.02% of portfolio
842
Q1 2025 Added 6.89%
$0
$205,000 0.02% of portfolio
1,967
Q2 2025 New
$62.6B
$200,000 0.02% of portfolio
1,929
Q2 2025 New
$39.3B
$252,000 0.02% of portfolio
1,988
Q1 2025 Reduced 5.08%
$0
$200,000 0.02% of portfolio
8,554
Q2 2025 New
$0
$219,000 0.02% of portfolio
19,729
Q1 2025 Reduced 1.0%
$9.19B
$222,000 0.02% of portfolio
1,369
Q1 2025 Added 3.87%
$0
$213,000 0.02% of portfolio
750
Q2 2025 New
$0
$273,000 0.02% of portfolio
1,731
Q2 2025 New
$186M
$249,000 0.02% of portfolio
221,059
Q4 2024 Reduced 45.53%

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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