Coastal Bridge Advisors, LLC Purchases in Q3 2025

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.5K
+ 6.52%
$94.33 - $105.31 $141K - $158K
24.5K $2.56M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.62K
+ 23.82%
$70.85 - $76.96 $327K - $356K
24K $1.83M
CME
Cme Group Inc.

Financial Services
1.33K
New
$258.83 - $287.1 $344K - $382K
1.33K $359K
USRT
Ishares Core U.S. Reit ETF

ETFs
5.37K
+ 44.43%
$55.64 - $59.37 $299K - $319K
17.5K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.69K
+ 14.72%
$81.75 - $84.54 $301K - $312K
28.7K $2.42M
VBR
Vanguard Small Cap Value ETF

ETFs
1.4K
+ 40.11%
$195.41 - $212.37 $273K - $297K
4.89K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
294
+ 3.73%
$215.01 - $273.02 $63.2K - $80.3K
8.17K $2.05M
AMAT
Applied Materials Inc

Technology
113
+ 0.88%
$156.25 - $204.95 $17.7K - $23.2K
13K $2.66M
SO
Southern CO

Utilities
1.66K
+ 3.42%
$90.83 - $96.0 $151K - $159K
50.2K $4.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
599
+ 2.81%
$181.56 - $190.33 $109K - $114K
21.9K $4.16M
RLY
Ssga Active ETF Tr

ETFs
6.19K
+ 17.7%
$29.22 - $30.91 $181K - $191K
41.1K $1.27M
PRIM
Primoris Services Corp

Industrials
1.83K
New
$79.61 - $137.33 $146K - $251K
1.83K $251K
FLMI
Franklin Dynamic Municipal Bon

ETFs
9.86K
New
$23.96 - $24.81 $236K - $245K
9.86K $244K
CAT
Caterpillar Inc

Industrials
190
+ 11.63%
$390.92 - $477.15 $74.3K - $90.7K
1.82K $870K
FNV
Franco Nevada Corp

Basic Materials
1.04K
New
$154.4 - $222.91 $160K - $231K
1.04K $231K
SOFI
So Fi Technologies, Inc.

Financial Services
8.63K
New
$17.64 - $29.81 $152K - $257K
8.63K $228K
HLI
Houlihan Lokey, Inc.

Financial Services
1.11K
New
$181.55 - $209.19 $202K - $232K
1.11K $227K
DFIV
Dimensional ETF Tr

ETFs
4.48K
+ 91.76%
$42.66 - $46.53 $191K - $208K
9.35K $431K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
684
New
$301.44 - $365.84 $206K - $250K
684 $221K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.24K
New
$103.83 - $179.9 $129K - $223K
1.24K $221K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
New
$171.0 - $196.23 $190K - $218K
1.11K $218K
MUB
Ishares National Muni Bond ETF

ETFs
1.98K
+ 95.28%
$103.24 - $106.68 $204K - $211K
4.06K $432K
NEM
Newmont Corp

Basic Materials
2.56K
New
$57.35 - $85.25 $147K - $218K
2.56K $215K
MRK
Merck & Co., Inc.

Healthcare
970
+ 3.47%
$77.6 - $87.37 $75.3K - $84.7K
28.9K $2.42M
WEC
Wec Energy Group, Inc.

Utilities
932
+ 9.15%
$103.66 - $114.59 $96.6K - $107K
11.1K $1.27M
BK
Bank Of New York Mellon Corp

Financial Services
1.96K
New
$90.65 - $109.75 $178K - $215K
1.96K $213K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.79K
New
$109.47 - $119.06 $196K - $213K
1.79K $211K
RCMT
Rcm Technologies, Inc.

Industrials
8K
New
$22.73 - $27.49 $182K - $220K
8K $211K
EXPE
Expedia Group, Inc.

Consumer Cyclical
981
New
$171.01 - $228.24 $168K - $224K
981 $209K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
8.91K
New
$23.12 - $23.59 $206K - $210K
8.91K $208K
VEEV
Veeva Systems Inc

Healthcare
694
New
$269.2 - $297.91 $187K - $207K
694 $206K
COPX
Global X Copper Miners ETF

ETFs
3.43K
New
$42.75 - $59.81 $147K - $205K
3.43K $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.19K
New
$87.29 - $93.61 $191K - $205K
2.19K $204K
VIS
Vanguard Industrial ETF

ETFs
681
New
$281.0 - $296.29 $191K - $202K
681 $201K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.89K
+ 11.29%
$62.54 - $68.42 $118K - $129K
18.6K $1.26M
ECL
Ecolab Inc.

Basic Materials
731
New
$259.39 - $285.47 $190K - $209K
731 $200K
MGC
Vanguard Mega Cap ETF

ETFs
823
New
$224.2 - $245.55 $185K - $202K
823 $200K
TMUS
T Mobile Us, Inc.

Communication Services
643
+ 3.3%
$226.02 - $259.01 $145K - $167K
20.2K $4.82M
ENB
Enbridge Inc

Energy
1.78K
+ 12.02%
$43.79 - $50.46 $78.1K - $90K
16.6K $838K
AMGN
Amgen Inc

Healthcare
433
+ 3.12%
$271.18 - $309.22 $117K - $134K
14.3K $4.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
737
+ 2.12%
$62.09 - $66.51 $45.8K - $49K
35.5K $2.32M
SNA
Snap On Inc

Industrials
6
+ 0.14%
$313.01 - $346.53 $1.88K - $2.08K
4.38K $1.52M
ATO
Atmos Energy Corp

Utilities
230
+ 3.27%
$151.51 - $170.75 $34.8K - $39.3K
7.27K $1.24M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
25
+ 2.33%
$311.12 - $482.13 $7.78K - $12.1K
1.1K $500K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.64K
+ 6.01%
$26.44 - $27.1 $123K - $126K
81.8K $2.2M
AGI
Alamos Gold Inc

Basic Materials
250
+ 1.53%
$24.3 - $34.86 $6.08K - $8.72K
16.6K $578K
AEP
American Electric Power CO Inc

Utilities
1.1K
+ 56.97%
$103.26 - $115.0 $113K - $126K
3.03K $340K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
2.72K
+ 31.06%
$50.7 - $51.11 $138K - $139K
11.5K $586K
MSI
Motorola Solutions, Inc.

Technology
12
+ 0.34%
$408.73 - $490.3 $4.9K - $5.88K
3.55K $1.62M
Activity Summary
Buys All Purchases 215 New Holdings 44 Increased Positions 171 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 1 Puts 1
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