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
HDV
Ishares Core High Dividend ETF

ETFs
3
+ 0.07%
$118.16 - $123.66 $354 - $371
4.08K $499K
EMR
Emerson Electric CO

Industrials
243
+ 5.0%
$128.6 - $149.63 $31.2K - $36.4K
5.11K $669K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.03%
$28.15 - $30.13 $84.4 - $90.4
11.2K $331K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
45
+ 0.14%
$10.62 - $11.43 $478 - $514
32.7K $372K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
156
+ 0.08%
$19.61 - $19.79 $3.06K - $3.09K
201K $3.96M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.04%
$72.65 - $78.68 $72.7 - $78.7
2.75K $215K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
555
+ 2.2%
$19.49 - $19.61 $10.8K - $10.9K
25.7K $503K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
200
+ 1.01%
$11.15 - $11.87 $2.23K - $2.37K
19.9K $231K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
41
+ 0.61%
$92.14 - $93.55 $3.78K - $3.84K
6.77K $633K
K
Kellogg CO

Consumer Defensive
39
+ 1.35%
$76.96 - $82.02 $3K - $3.2K
2.93K $240K
ABC
Amerisourcebergen Corp

Healthcare
50
+ 6.08%
N/A
872 $161K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27
+ 0.74%
$97.75 - $100.75 $2.64K - $2.72K
3.68K $369K
PRU
Prudential Financial Inc

Financial Services
125
+ 6.45%
$100.68 - $109.89 $12.6K - $13.7K
2.06K $214K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
37
+ 0.31%
$24.39 - $24.93 $902 - $922
12.1K $298K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9
+ 0.32%
$102.4 - $103.88 $922 - $935
2.81K $290K
CB
Chubb LTD

Financial Services
215
+ 2.72%
$265.99 - $289.59 $57.2K - $62.3K
8.12K $2.29M
NRZ
New Residential Investment Corp.

Real Estate
93
+ 0.8%
N/A
11.7K $85K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.03%
N/A
3.76K $685K
Miami Intl Hldgs Inc
76.6K
New
N/A
76.6K $0
Viking Holdings LTD
3.92K
New
N/A
3.92K $0
Alps ETF Tr
42
+ 0.2%
N/A
21.1K $0
Linde PLC
6
+ 1.18%
N/A
516 $0
Anglogold Ashanti PLC
125
+ 2.53%
N/A
5.07K $0
Ishares Bitcoin Trust ETF
12.2K
+ 53.01%
N/A
35.1K $0
Lam Research Corp
333
+ 1.5%
N/A
22.5K $0
MODL
Victory Portfolios Ii Victorys
297
+ 0.91%
N/A
32.9K $0
ALCC
Alt C Acquisition Corp.

Financial Services
223
+ 4.46%
N/A
5.22K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
13K
New
N/A
13K $0
Fidelity Covington Trust
9
+ 0.08%
N/A
10.8K $0
Pimco ETF Tr
13.9K
+ 6.91%
N/A
214K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
39K
+ 194.76%
N/A
59.1K $0
First Tr Exchng Traded Fd Vi
75.5K
+ 8.45%
N/A
968K $0
Jacobs Solutions Inc
5
+ 0.02%
N/A
24.5K $0
Praxis Precision Medicines I
3.85K
New
N/A
3.85K $0
Ge Vernova Inc
16
+ 1.68%
N/A
971 $0
Neos ETF Trust
9.16K
New
N/A
9.16K $0
Rubrik Inc.
5.92K
+ 115.06%
N/A
11.1K $0
Rocket Lab Corp
4.71K
New
N/A
4.71K $0
Grayscale Ethereum Mini Tr E
5.47K
New
N/A
5.47K $0
American Healthcare Reit Inc
4.97K
New
N/A
4.97K $0
J P Morgan Exchange Traded F
272K
New
N/A
272K $0
Solventum Corp
1.34K
+ 5.82%
N/A
24.4K $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
4.65K
+ 5.34%
N/A
91.7K $0
Cohen & Steers Infrastructur
27.6K
New
N/A
27.6K $0
UTES
Virtus Reaves Utilities ETF
29.4K
New
N/A
29.4K $0
Thomson Reuters Corp
27
+ 0.47%
N/A
5.74K $0
T
At&T Inc.

Communication Services
1.25K
+ 2.43%
$26.94 - $29.62 $33.7K - $37.1K
52.7K $1.49M
IP
International Paper CO

Consumer Cyclical
53
+ 0.48%
$45.32 - $55.68 $2.4K - $2.95K
11.2K $517K
GIS
General Mills Inc

Consumer Defensive
25
+ 0.46%
$48.44 - $53.83 $1.21K - $1.35K
5.43K $273K
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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