Coastal Bridge Advisors, LLC Incresed Positions in Q4 2024

Coastal Bridge Advisors, LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.76K
+ 11.0%
$221.69 - $259.02 $1.5M - $1.75M
68.2K $17.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.93K
+ 13.27%
$180.88 - $232.93 $530K - $682K
25K $5.48M
VUG
Vanguard Growth ETF

ETFs
1.65K
+ 9.7%
$378.79 - $428.11 $623K - $705K
18.6K $7.64M
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 6.23%
$213.65 - $479.86 $45.1K - $101K
3.6K $1.45M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.88K
+ 3.83%
$53.94 - $58.15 $317K - $342K
160K $9M
GOOGL
Alphabet Inc.

Communication Services
416
+ 2.52%
$161.86 - $196.66 $67.3K - $81.8K
17K $3.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.63K
+ 23.02%
$174.22 - $187.62 $458K - $493K
14K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
334
+ 3.42%
$205.18 - $250.29 $68.5K - $83.6K
10.1K $2.42M
PANW
Palo Alto Networks Inc

Technology
17.1K
+ 97.46%
$181.96 - $405.9 $3.11M - $6.94M
34.6K $6.3M
VTV
Vanguard Value ETF

ETFs
2.31K
+ 11.52%
$168.32 - $181.87 $388K - $420K
22.3K $3.78M
BA
Boeing CO

Industrials
300
+ 4.14%
$138.14 - $180.72 $41.4K - $54.2K
7.55K $1.34M
AXP
American Express CO

Financial Services
8
+ 0.09%
$267.35 - $305.57 $2.14K - $2.44K
8.87K $2.63M
DIS
Walt Disney CO

Communication Services
231
+ 1.88%
$92.39 - $117.6 $21.3K - $27.2K
12.5K $1.39M
BAC
Bank Of America Corp

Financial Services
23
+ 0.06%
$39.22 - $47.77 $902 - $1.1K
35.8K $1.57M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.11K
+ 41.26%
$55.97 - $62.75 $174K - $195K
10.6K $610K
QQQ
Invesco Qqq Trust, Series 1

ETFs
142
+ 4.54%
$481.22 - $538.17 $68.3K - $76.4K
3.27K $1.67M
AVGO
Broadcom Inc.

Technology
4
+ 0.17%
$159.67 - $250.0 $639 - $1K
2.38K $552K
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 7.94%
$873.59 - $994.69 $91.7K - $104K
1.43K $1.31M
LGFA
Lions Gate Entmt Corp Cl A Vtg
11.5K
+ 0.74%
N/A
1.57M $13.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.16%
$567.81 - $607.81 $6.81K - $7.29K
7.6K $4.46M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.13%
$473.15 - $574.01 $946 - $1.15K
1.5K $797K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.1%
$486.1 - $608.57 $486 - $609
991 $567K
IEMG
Ishares Inc

ETFs
1.39K
+ 33.8%
N/A
5.5K $294K
ORCL
Oracle Corp

Technology
504
+ 16.76%
$165.41 - $192.43 $83.4K - $97K
3.51K $585K
CRM
Salesforce, Inc.

Technology
1
+ 0.13%
$270.87 - $367.87 $271 - $368
784 $262K
LLY
Eli Lilly & CO

Healthcare
116
+ 21.32%
$727.2 - $932.06 $84.4K - $108K
660 $509K
TV
Grupo Televisa, S.A.B.

Communication Services
45.9K
+ 79.92%
$1.68 - $2.68 $77K - $123K
103K $173K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.19%
$280.08 - $307.97 $840 - $924
1.59K $464K
T
At&T Inc.

Communication Services
99
+ 0.35%
$21.22 - $23.88 $2.1K - $2.36K
28.6K $650K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6
+ 0.1%
$43.37 - $51.46 $260 - $309
5.95K $286K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
1K
+ 4.89%
$2.15 - $4.48 $2.15K - $4.48K
21.5K $84K
K
Kellogg CO

Consumer Defensive
9
+ 0.31%
$80.34 - $81.29 $723 - $732
2.88K $232K
Ginkgo Bioworks Holdings Inc
261K
+ 1609.8%
N/A
277K $0
First Tr Exchng Traded Fd Vi
51K
+ 7.43%
N/A
738K $0
COP
Conocophillips

Energy
136
+ 5.87%
$95.12 - $114.72 $12.9K - $15.6K
2.45K $243K
IAU
Ishares Gold Trust

ETFs
443
+ 0.36%
$48.37 - $52.65 $21.4K - $23.3K
125K $6.18M
SLV
I Shares Silver Trust

ETFs
500
+ 4.43%
$26.33 - $31.74 $13.2K - $15.9K
11.8K $310K
NSC
Norfolk Southern Corp

Industrials
15
+ 1.41%
$230.6 - $277.0 $3.46K - $4.16K
1.08K $252K
SHEL
Shell PLC

Energy
8
+ 0.2%
$60.63 - $70.23 $485 - $562
4.02K $252K
MMM
3 M CO

Industrials
5
+ 0.19%
$124.74 - $137.12 $624 - $686
2.7K $348K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.07%
$114.45 - $127.21 $458 - $509
5.39K $623K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.1%
$130.36 - $139.54 $782 - $837
5.9K $791K
GIS
General Mills Inc

Consumer Defensive
34
+ 0.87%
$62.78 - $74.62 $2.13K - $2.54K
3.94K $251K
DHR
Danaher Corp

Healthcare
50
+ 4.77%
$226.16 - $274.52 $11.3K - $13.7K
1.1K $252K
GOLD
Barrick Gold Corp

Basic Materials
1.05K
+ 7.54%
$15.23 - $21.19 $15.9K - $22.1K
14.9K $231K
NKE
Nike, Inc.

Consumer Cyclical
73
+ 1.82%
$73.36 - $89.13 $5.36K - $6.51K
4.1K $309K
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 0.27%
$59.25 - $72.99 $593 - $730
3.66K $218K
UNP
Union Pacific Corp

Industrials
33
+ 0.98%
$223.15 - $249.32 $7.36K - $8.23K
3.4K $776K
INTC
Intel Corp

Technology
50
+ 0.29%
$19.07 - $26.23 $954 - $1.31K
17.3K $347K
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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