Coastal Bridge Advisors, LLC 13F Holdings
CIK 0001665976 · WESTPORT, CT
As of Sep 30, 2025, Coastal Bridge Advisors, LLC reported 462 positions worth
CIK 0001665976 · WESTPORT, CT
As of Sep 30, 2025, Coastal Bridge Advisors, LLC reported 462 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 219,978 | $56.0M | 4.66% |
| MICROSOFT CORP | MSFT | Technology | 75,362 | $39.0M | 3.25% |
| LIONSGATE STUDIOS HOLDING CORP | LION2 | Communication Services | 5,341,232 | $36.9M | 3.07% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 617,926 | $35.3M | 2.93% |
| ALPHABET INC | GOOG | Equity | 136,111 | $33.1M | 2.76% |
| NVIDIA CORP | NVDA | Technology | 171,453 | $32.0M | 2.66% |
| BLACKSTONE STRATEGIC CREDIT 2027 TERM FUND | BGB | — | 2,522,877 | $30.7M | 2.55% |
| AMAZON.COM INC | AMZN | Equity | 131,291 | $28.8M | 2.40% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,051,797 | $28.7M | 2.39% |
| ISHARES GOLD TRUST | IAU | — | 279,615 | $20.3M | 1.69% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 748,007 | 9.2M | 1.60% |
| INVESCO S&P 500 GARP ETF | SPGP | — | 169,093 | 9.2M | 1.60% |
| FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | EIPI | — | 968,261 | 9.2M | 1.60% |
| ALPHABET INC | GOOGL | Equity | 75,273 | 8.3M | 1.52% |
| EXXON MOBIL CORP | XOM | Energy | 149,454 | 6.9M | 1.40% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 45,158 | 4.2M | 1.18% |
| META PLATFORMS INC | META | Communication Services | 19,197 | 4.1M | 1.17% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 66,929 | 4.1M | 1.17% |
| ABBVIE INC | ABBV | Equity | 60,845 | 4.1M | 1.17% |
| JPMORGAN FLEXIBLE DEBT ETF | JFLX | — | 272,088 | 3.7M | 1.14% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 295,800 | 3.1M | 1.09% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 26,470 | 2.7M | 1.06% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 64,475 | 2.0M | 0.99% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 41,527 | 1.7M | 0.97% |
| LEGALZOOMCOM INC | LZ | Industrials | 1,115,260 | 1.6M | 0.96% |