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
$4.3T
$56 Million 4.69% of portfolio
219,978
Q3 2025 Added 3.9%
$3.78T
$39 Million 3.27% of portfolio
75,362
Q3 2025 Reduced 1.34%
$0
$35.3 Million 2.95% of portfolio
617,926
Q3 2025 Reduced 1.96%
$1.74T
$33.1 Million 2.78% of portfolio
136,111
Q3 2025 Reduced 0.89%
$465B
$32 Million 2.68% of portfolio
171,453
Q3 2025 Reduced 2.34%
$0
$30.7 Million 2.57% of portfolio
2,522,877
Q3 2025 Reduced 12.77%
$2.39T
$28.8 Million 2.41% of portfolio
131,291
Q3 2025 Added 2.23%
$0
$28.7 Million 2.4% of portfolio
1,051,797
Q3 2025 Added 3.08%
$65.3B
$20.3 Million 1.7% of portfolio
279,615
Q3 2025 Added 31.47%
$0
$19.2 Million 1.61% of portfolio
169,093
Q3 2025 Reduced 0.01%
$0
$19.2 Million 1.61% of portfolio
748,007
Q3 2025 Reduced 0.53%
$1.65T
$18.3 Million 1.53% of portfolio
75,273
Q3 2025 Added 0.96%
$490B
$16.9 Million 1.41% of portfolio
149,454
Q3 2025 Added 0.75%
$881B
$14.2 Million 1.19% of portfolio
45,158
Q3 2025 Reduced 2.49%
$414B
$14.1 Million 1.18% of portfolio
60,845
Q3 2025 Reduced 0.11%
$132B
$14.1 Million 1.18% of portfolio
66,929
Q3 2025 Added 11.36%
$0
$13.1 Million 1.09% of portfolio
295,800
Q3 2025 Added 20.49%
$0
$12.7 Million 1.06% of portfolio
26,470
Q3 2025 Added 7.9%
$522B
$12 Million 1.0% of portfolio
64,475
Q3 2025 Added 1.26%
$0
$11.7 Million 0.98% of portfolio
41,527
Q3 2025 Reduced 10.66%
$1.95B
$11.6 Million 0.97% of portfolio
1,115,260
Q3 2025 Reduced 9.89%
$61.4B
$11.3 Million 0.95% of portfolio
55,570
Q3 2025 Added 1.28%
$405B
$10.7 Million 0.9% of portfolio
11,089
Q3 2025 Added 2.44%
$0
$10.4 Million 0.87% of portfolio
15,658
Q3 2025 Reduced 6.7%
$0
$10.2 Million 0.85% of portfolio
206,907
Q3 2025 Added 6.96%
$268B
$9.88 Million 0.83% of portfolio
59,020
Q3 2025 Reduced 7.69%
$163B
$9.51 Million 0.8% of portfolio
13,240
Q3 2025 Reduced 3.78%
$0
$9.15 Million 0.77% of portfolio
159,131
Q3 2025 Reduced 1.16%
$0
$9.15 Million 0.77% of portfolio
82,761
Q3 2025 Added 1.01%
$258B
$9.12 Million 0.76% of portfolio
54,477
Q3 2025 Added 2.1%
$0
$8.62 Million 0.72% of portfolio
120,738
Q3 2025 Reduced 0.16%
$98.1B
$8.44 Million 0.71% of portfolio
49,411
Q3 2025 Reduced 5.14%
$662B
$8.42 Million 0.7% of portfolio
16,746
Q3 2025 Reduced 0.59%
$0
$8.16 Million 0.68% of portfolio
182,504
Q3 2025 Added 409.01%
$279B
$7.87 Million 0.66% of portfolio
76,394
Q3 2025 Reduced 14.72%
$0
$7.9 Million 0.66% of portfolio
116,068
Q3 2025 Reduced 0.22%
$0
$7.77 Million 0.65% of portfolio
144,228
Q3 2025 Added 5.15%
$0
$7.6 Million 0.64% of portfolio
87,067
Q3 2025 Added 53.73%
$0
$7.61 Million 0.64% of portfolio
64,305
Q3 2025 Reduced 1.78%
$367B
$7.18 Million 0.6% of portfolio
17,718
Q3 2025 Added 0.19%
$77.2B
$7.03 Million 0.59% of portfolio
33,051
Q3 2025 Reduced 0.21%
$0
$6.71 Million 0.56% of portfolio
48,202
Q3 2025 Reduced 21.56%
$13.3B
$6.53 Million 0.55% of portfolio
174,521
Q3 2025 Added 0.06%
$103B
$6.42 Million 0.54% of portfolio
49,389
Q3 2025 Reduced 8.88%
$151B
$6.38 Million 0.53% of portfolio
18,091
Q3 2025 Reduced 5.77%
$139B
$6.26 Million 0.52% of portfolio
18,981
Q3 2025 Reduced 9.15%
$0
$6.16 Million 0.52% of portfolio
33,014
Q3 2025 Added 18.02%
$0
$6.15 Million 0.51% of portfolio
51,451
Q3 2025 Added 20.91%
$24.4B
$5.96 Million 0.5% of portfolio
37,303
Q3 2025 Reduced 13.68%

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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