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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.3 Million 2.95% of portfolio
617,926
Q3 2025 Reduced 1.96%
$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%
$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%
$0
$11.7 Million 0.98% of portfolio
41,527
Q3 2025 Reduced 10.66%
$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%
$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%
$0
$8.62 Million 0.72% of portfolio
120,738
Q3 2025 Reduced 0.16%
$0
$8.16 Million 0.68% of portfolio
182,504
Q3 2025 Added 409.01%
$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
$7.61 Million 0.64% of portfolio
64,305
Q3 2025 Reduced 1.78%
$0
$6.71 Million 0.56% of portfolio
48,202
Q3 2025 Reduced 21.56%
$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%
$130B
$5.81 Million 0.49% of portfolio
16,332
Q1 2025 Reduced 0.09%
$0
$5.62 Million 0.47% of portfolio
19,118
Q3 2025 Reduced 2.15%
$0
$5.53 Million 0.46% of portfolio
73,898
Q3 2025 Added 4.0%
$0
$5.21 Million 0.44% of portfolio
56,805
Q3 2025 Added 5.6%
$0
$5.19 Million 0.43% of portfolio
41,200
Q3 2025 New
$0
$5.1 Million 0.43% of portfolio
58,023
Q3 2025 Reduced 0.8%
$0
$5.05 Million 0.42% of portfolio
21,072
Q3 2025 Reduced 0.22%
$0
$4.59 Million 0.38% of portfolio
7,644
Q3 2025 Added 0.14%
$0
$4.49 Million 0.38% of portfolio
37,766
Q3 2025 Added 4.1%
$0
$4.39 Million 0.37% of portfolio
54,979
Q3 2025 Added 15.15%
$0
$4.43 Million 0.37% of portfolio
58,236
Q3 2025 Added 16.05%
$0
$4.16 Million 0.35% of portfolio
21,922
Q3 2025 Added 2.81%
$0
$3.91 Million 0.33% of portfolio
40,522
Q3 2025 Added 11.32%
$0
$3.96 Million 0.33% of portfolio
200,735
Q3 2025 Added 0.08%
$0
$3.88 Million 0.32% of portfolio
52,800
Q3 2025 Added 486.54%
$0
$3.31 Million 0.28% of portfolio
37,091
Q3 2025 Added 30.1%
$0
$2.94 Million 0.25% of portfolio
26,439
Q3 2025 Added 1.17%
$0
$2.72 Million 0.23% of portfolio
33,905
Q1 2025 Reduced 5.33%
$0
$2.62 Million 0.22% of portfolio
16,115
Q3 2025 Reduced 2.26%
$0
$2.56 Million 0.21% of portfolio
24,459
Q3 2025 Added 6.52%
$0
$2.48 Million 0.21% of portfolio
28,449
Q3 2025 New
$0
$2.42 Million 0.2% of portfolio
28,725
Q3 2025 Added 14.72%
$0
$2.32 Million 0.19% of portfolio
35,496
Q3 2025 Added 2.12%
$0
$2.27 Million 0.19% of portfolio
22,629
Q3 2025 Reduced 25.56%
$0
$2.2 Million 0.18% of portfolio
81,761
Q3 2025 Added 6.01%
$0
$2.04 Million 0.17% of portfolio
98,968
Q3 2025 Added 3.06%
$0
$2.07 Million 0.17% of portfolio
10,562
Q3 2025 Reduced 4.29%
$0
$1.83 Million 0.15% of portfolio
24,013
Q3 2025 Added 23.82%
$0
$1.67 Million 0.14% of portfolio
24,492
Q3 2025 Added 2.78%

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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