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 Market Cap. of $200 Billions or more
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