Coastal Bridge Advisors, LLC
CIK: 0001665976SEC EDGAR →
Portfolio Value
$1.3B
Holdings
459
As of
Q4 2025
New Positions
459
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 222,055 | $60.4M | 4.50% |
| 2 | ALPHABET INC | 137,575 | $43.2M | 3.22% |
| 3 | MICROSOFT CORP | 75,673 | $36.6M | 2.73% |
| 4 | J P MORGAN EXCHANGE TRADED F | 604,267 | $34.6M | 2.58% |
| 5 | NVIDIA CORPORATION | 170,938 | $31.9M | 2.38% |
| 6 | SCHWAB STRATEGIC TR | 1,113,617 | $30.5M | 2.28% |
| 7 | AMAZON COM INC | 132,027 | $30.5M | 2.27% |
| 8 | BLACKSTONE STRATEGIC CRED 20 | 2,469,105 | $29.1M | 2.17% |
| 9 | ALPHABET INC | 73,107 | $22.9M | 1.71% |
| 10 | ISHARES GOLD TR | 278,128 | $22.6M | 1.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (459)
$60.4M · 222K shares
$43.2M · 138K shares
$36.6M · 76K shares
$34.6M · 604K shares
$31.9M · 171K shares
$30.5M · 1.1M shares
$30.5M · 132K shares
$29.1M · 2.5M shares
$22.9M · 73K shares
$22.6M · 278K shares
$19.7M · 993K shares
$19.4M · 741K shares
$19.3M · 170K shares
$17.5M · 386K shares
$16.6M · 331K shares
$15.0M · 47K shares
$14.0M · 29K shares
$13.6M · 60K shares
$13.5M · 151K shares
$13.4M · 65K shares
$13.2M · 68K shares
$12.7M · 19K shares
$12.1M · 106K shares
$11.5M · 80K shares
$11.4M · 11K shares
$10.8M · 16K shares
$10.5M · 214K shares
$10.5M · 192K shares
$10.5M · 1.1M shares
$10.2M · 56K shares
$10.0M · 55K shares
$9.4M · 128K shares
$9.3M · 19K shares
$9.3M · 160K shares
$9.1M · 48K shares
$9.1M · 32K shares
$8.6M · 72K shares
$8.5M · 70K shares
$8.3M · 188K shares
$8.1M · 116K shares
$8.0M · 33K shares
$7.9M · 71K shares
$7.6M · 65K shares
$7.5M · 49K shares
$7.5M · 62K shares
$7.0M · 45K shares
$7.0M · 59K shares
$7.0M · 203K shares
$6.8M · 498K shares
$6.7M · 17K shares
$6.5M · 716K shares
$6.5M · 243K shares
$6.1M · 48K shares
$6.1M · 21K shares
$6.1M · 18K shares
$6.0M · 18K shares
$6.0M · 44K shares
$5.9M · 77K shares
$5.9M · 36K shares
$5.8M · 40K shares
$5.6M · 74K shares
$5.6M · 15K shares
$5.6M · 61K shares
$5.4M · 57K shares
$5.2M · 149K shares
$5.1M · 35K shares
$4.8M · 62K shares
$4.7M · 49K shares
$4.7M · 25K shares
$4.7M · 8K shares
$4.7M · 14K shares
$4.6M · 58K shares
$4.5M · 6 shares
$4.4M · 9K shares
$4.4M · 80K shares
$4.4M · 50K shares
$4.4M · 22K shares
$4.3M · 7K shares
$4.3M · 139K shares
$4.3M · 9K shares
$4.1M · 42K shares
$4.0M · 205K shares
$4.0M · 14K shares
$4.0M · 13K shares
$3.9M · 11K shares
$3.8M · 48K shares
$3.8M · 13K shares
$3.8M · 18K shares
$3.7M · 4K shares
$3.6M · 21K shares
$3.6M · 21K shares
$3.6M · 454K shares
$3.5M · 30K shares
$3.4M · 77K shares
$3.4M · 20K shares
$3.4M · 27K shares
$3.4M · 24K shares
$3.3M · 13K shares
$3.3M · 9K shares
$3.3M · 55K shares
$3.2M · 5K shares
$3.2M · 24K shares
$3.1M · 49K shares
$3.1M · 19K shares
$3.1M · 23K shares
$3.1M · 10K shares
$3.0M · 35K shares
$3.0M · 5K shares
$3.0M · 6K shares
$3.0M · 24K shares
$3.0M · 19K shares
$2.9M · 27K shares
$2.9M · 71K shares
$2.8M · 27K shares
$2.8M · 18K shares
$2.8M · 17K shares
$2.7M · 34K shares
$2.7M · 18K shares
$2.7M · 10K shares
$2.7M · 3K shares
$2.7M · 6K shares
$2.7M · 38K shares
$2.6M · 106K shares
$2.6M · 22K shares
$2.6M · 20K shares
$2.6M · 16K shares
$2.6M · 34K shares
$2.6M · 16K shares
$2.5M · 8K shares
$2.5M · 30K shares
$2.5M · 32K shares
$2.5M · 38K shares
$2.5M · 38K shares
$2.5M · 27K shares
$2.4M · 2K shares
$2.4M · 10K shares
$2.3M · 43K shares
$2.3M · 55K shares
$2.3M · 4K shares
$2.3M · 277K shares
$2.3M · 11K shares
$2.3M · 7K shares
$2.2M · 84K shares
$2.2M · 33K shares
$2.2M · 22K shares
$2.2M · 19K shares
$2.1M · 10K shares
$2.1M · 10K shares
$2.1M · 25K shares
$2.1M · 29K shares
$2.1M · 50K shares
$2.0M · 99K shares
$2.0M · 9K shares
$2.0M · 9K shares
$2.0M · 28K shares
$2.0M · 7K shares
$2.0M · 2K shares
$2.0M · 8K shares
$2.0M · 25K shares
$2.0M · 5K shares
$1.9M · 61K shares
$1.9M · 174K shares
$1.9M · 26K shares
$1.9M · 7K shares
$1.8M · 10K shares
$1.7M · 18K shares
$1.7M · 35K shares
$1.7M · 36K shares
$1.7M · 3K shares
$1.7M · 61K shares
$1.7M · 9K shares
$1.7M · 5K shares
$1.6M · 38K shares
$1.6M · 52K shares
$1.6M · 136K shares
$1.6M · 10K shares
$1.5M · 10K shares
$1.5M · 4K shares
$1.5M · 4K shares
$1.5M · 4K shares
$1.5M · 3K shares
$1.5M · 27K shares
$1.5M · 59K shares
$1.5M · 7K shares
$1.4M · 6K shares
$1.4M · 24K shares
$1.4M · 96K shares
$1.4M · 2K shares
$1.4M · 5K shares
$1.4M · 4K shares
$1.3M · 23K shares
$1.3M · 18K shares
$1.3M · 16K shares
$1.3M · 7K shares
$1.2M · 4K shares
$1.2M · 2K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.2M · 11K shares
$1.2M · 6K shares
$1.1M · 2K shares
$1.1M · 17K shares
$1.1M · 3K shares
$1.1M · 11K shares
$1.1M · 247K shares
$1.0M · 5K shares
$1.0M · 2K shares
$1.0M · 9K shares
$1.0M · 20K shares
$1.0M · 3K shares
$1.0M · 11K shares
$986K · 15K shares
$978K · 39K shares
$963K · 15K shares
$960K · 9K shares
$956K · 4K shares
$945K · 4K shares
$944K · 3K shares
$937K · 3K shares
$931K · 16K shares
$928K · 10K shares
$928K · 6K shares
$917K · 10K shares
$916K · 7K shares
$916K · 3K shares
$894K · 4K shares
$893K · 1K shares
$893K · 31K shares
$891K · 4K shares
$882K · 13K shares
$879K · 822 shares
$874K · 17K shares
$867K · 3K shares
$866K · 37K shares
$857K · 4K shares
$852K · 7K shares
$844K · 3K shares
$836K · 22K shares
$836K · 629 shares
$833K · 11K shares
$821K · 34K shares
$815K · 6K shares
$812K · 17K shares
$797K · 20K shares
$768K · 17K shares
$760K · 6K shares
$760K · 8K shares
$758K · 4K shares
$756K · 5K shares
$746K · 9K shares
$733K · 2K shares
$729K · 4K shares
$728K · 13K shares
$727K · 4K shares
$726K · 3K shares
$720K · 11K shares
$720K · 10K shares
$716K · 8K shares
$714K · 4K shares
$697K · 5K shares
$693K · 789 shares
$689K · 16K shares
$687K · 14K shares
$685K · 13K shares
$680K · 2K shares
$679K · 5K shares
$670K · 48K shares
$666K · 870 shares
$664K · 28K shares
$659K · 8K shares
$658K · 3K shares
$653K · 17K shares
$651K · 25K shares
$647K · 26K shares
$643K · 13K shares
$638K · 6K shares
$633K · 3K shares
$631K · 7K shares
$627K · 54K shares
$626K · 959 shares
$624K · 24K shares
$616K · 3K shares
$613K · 3K shares
$612K · 20K shares
$611K · 17K shares
$611K · 3K shares
$610K · 12K shares
$609K · 9K shares
$603K · 497 shares
$590K · 6K shares
$585K · 9K shares
$582K · 7K shares
$581K · 31K shares
$577K · 7K shares
$575K · 2K shares
$568K · 2K shares
$563K · 7K shares
$560K · 2K shares
$554K · 2K shares
$545K · 5K shares
$542K · 8K shares
$517K · 26K shares
$512K · 905 shares
$507K · 2K shares
$503K · 5K shares
$496K · 4K shares
$478K · 8K shares
$477K · 16K shares
$470K · 3K shares
$465K · 11K shares
$455K · 3K shares
$454K · 2K shares
$451K · 3K shares
$450K · 2K shares
$450K · 11K shares
$444K · 2K shares
$442K · 4K shares
$442K · 4K shares
$440K · 486 shares
$439K · 151K shares
$437K · 8K shares
$432K · 5K shares
$432K · 11K shares
$426K · 3K shares
$425K · 7K shares
$424K · 26K shares
$423K · 2K shares
$416K · 11K shares
$416K · 1K shares
$413K · 6K shares
$413K · 6K shares
$406K · 25K shares
$403K · 1K shares
$399K · 2K shares
$394K · 4K shares
$389K · 2K shares
$386K · 5K shares
$384K · 13K shares
$381K · 33K shares
$376K · 2K shares
$372K · 2K shares
$370K · 3K shares
$353K · 3K shares
$350K · 14K shares
$349K · 16K shares
$348K · 3K shares
$345K · 719 shares
$342K · 11K shares
$339K · 3K shares
$335K · 11K shares
$334K · 2K shares
$331K · 3K shares
$330K · 540 shares
$328K · 10K shares
$328K · 1K shares
$327K · 2K shares
$326K · 6K shares
$325K · 12K shares
$324K · 1K shares
$324K · 5K shares
$322K · 19K shares
$319K · 9K shares
$311K · 12K shares
$309K · 1K shares
$306K · 8K shares
$306K · 4K shares
$305K · 2K shares
$303K · 1K shares
$300K · 969 shares
$295K · 12K shares
$290K · 11K shares
$289K · 4K shares
$286K · 2K shares
$283K · 14K shares
$281K · 829 shares
$281K · 601 shares
$280K · 602 shares
$279K · 25K shares
$278K · 3K shares
$275K · 2K shares
$272K · 2K shares
$272K · 2K shares
$271K · 1K shares
$271K · 11K shares
$270K · 955 shares
$270K · 14K shares
$268K · 3K shares
$268K · 794 shares
$267K · 2K shares
$263K · 4K shares
$261K · 673 shares
$260K · 5K shares
$258K · 865 shares
$258K · 5K shares
$258K · 3K shares
$258K · 5K shares
$255K · 3K shares
$254K · 5K shares
$254K · 945 shares
$252K · 2K shares
$250K · 1K shares
$250K · 1K shares
$246K · 3K shares
$245K · 23K shares
$244K · 10K shares
$243K · 3K shares
$241K · 3K shares
$238K · 6K shares
$237K · 7K shares
$234K · 2K shares
$233K · 548 shares
$229K · 1K shares
$228K · 1K shares
$228K · 3K shares
$226K · 2K shares
$223K · 2K shares
$222K · 5K shares
$220K · 3K shares
$218K · 1K shares
$218K · 11K shares
$217K · 13K shares
$216K · 14K shares
$216K · 2K shares
$215K · 4K shares
$215K · 1K shares
$214K · 230 shares
$213K · 2K shares
$213K · 1K shares
$213K · 6K shares
$212K · 936 shares
$209K · 2K shares
$209K · 2K shares
$209K · 750 shares
$209K · 2K shares
$206K · 824 shares
$205K · 9K shares
$203K · 710 shares
$203K · 904 shares
$201K · 2K shares
$201K · 2K shares
$200K · 5K shares
$196K · 15K shares
$172K · 11K shares
$160K · 42K shares
$158K · 14K shares
$141K · 11K shares
$133K · 12K shares
$114K · 13K shares
$107K · 13K shares
$106K · 11K shares
$85K · 17K shares
$83K · 11K shares
$78K · 28K shares
$61K · 10K shares
$54K · 13K shares
$49K · 12K shares
$29K · 22K shares
$17K · 20K shares
$16K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 198 | $580.9M | 43.2% |
| Technology | 59 | $260.9M | 19.4% |
| Communication Services | 10 | $97.3M | 7.2% |
| Industrials | 46 | $85.1M | 6.3% |
| Unknown | 25 | $84.5M | 6.3% |
| Healthcare | 38 | $81.1M | 6.0% |
| Consumer Cyclical | 23 | $75.5M | 5.6% |
| Consumer Defensive | 14 | $30.8M | 2.3% |
| Utilities | 13 | $19.5M | 1.4% |
| Energy | 13 | $18.2M | 1.3% |
| Basic Materials | 14 | $8.0M | 0.6% |
| Real Estate | 6 | $3.9M | 0.3% |