Coastal Bridge Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.2B

Holdings

446

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (446 positions)

StockValue
SPYVSPDR SERIES TRUST
$1.1M
ITWILLINOIS TOOL WKS INC
$1.1M
SPGIS&P GLOBAL INC
$1.1M
WECWEC ENERGY GROUP INC
$1.1M
EMXCISHARES INC
$1.1M
INTUINTUIT
$1.1M
AORISHARES TR
$1.0M
FASTFASTENAL CO
$1.0M
MDLZMONDELEZ INTL INC
$1.0M
RLYSSGA ACTIVE ETF TR
$1.0M
VGTVANGUARD WORLD FD
$999K
T7DTRANSDIGM GROUP INC
$991K
VXFVANGUARD INDEX FDS
$977K
BRBROADRIDGE FINL SOLUTIONS IN
$969K
COMDIREXION SHS ETF TR
$945K
BLKBLACKROCK INC
$925K
WSOWATSCO INC
$919K
YUMYUM BRANDS INC
$912K
MRSHMARSH & MCLENNAN COS INC
$894K
WMWASTE MGMT INC DEL
$891K
AQLTISHARES TR
$868K
CITCINTAS CORP
$859K
NDAQNASDAQ INC
$856K
SPTSSPDR SERIES TRUST
$819K
IVWISHARES TR
$815K
LHXL3HARRIS TECHNOLOGIES INC
$809K
PSXPHILLIPS 66
$807K
IWBISHARES TR
$803K
SHWSHERWIN WILLIAMS CO
$803K
SCHOSCHWAB STRATEGIC TR
$798K
RBLXROBLOX CORP
$790K
PEGPUBLIC SVC ENTERPRISE GRP IN
$787K
MDYSPDR S&P MIDCAP 400 ETF TR
$776K
VIGVANGUARD SPECIALIZED FUNDS
$770K
TRVCCITIGROUP INC
$767K
PAYXPAYCHEX INC
$766K
WRBBERKLEY W R CORP
$746K
UTFCOHEN & STEERS INFRASTRUCTUR
$743K
EOGEOG RES INC
$734K
IYJISHARES TR
$719K
WDAYWORKDAY INC
$715K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$709K
AWCAMERICAN WTR WKS CO INC NEW
$706K
PGRPROGRESSIVE CORP
$706K
EQIXEQUINIX INC
$704K
CMCSACOMCAST CORP NEW
$691K
USRTISHARES TR
$684K
STESTERIS PLC
$682K
VBRVANGUARD INDEX FDS
$680K
IBBISHARES TR
$680K
PLDPROLOGIS INC.
$675K
ENBENBRIDGE INC
$673K
VONVVANGUARD SCOTTSDALE FDS
$672K
GDGENERAL DYNAMICS CORP
$663K
JMBSJANUS DETROIT STR TR
$660K
IGHGPROSHARES TR
$657K
IWDISHARES TR
$657K
HYMBSPDR SERIES TRUST
$656K
MCXMCCORMICK & CO INC
$652K
EMREMERSON ELEC CO
$648K
UBERUBER TECHNOLOGIES INC
$648K
CATCATERPILLAR INC
$634K
IYHISHARES TR
$632K
DWDMORGAN STANLEY
$624K
VXUSVANGUARD STAR FDS
$622K
LQDHISHARES U S ETF TR
$622K
GLWCORNING INC
$618K
JKHYHENRY JACK & ASSOC INC
$598K
SLYVSPDR SERIES TRUST
$597K
HASHASBRO INC
$596K
CVSCVS HEALTH CORP
$592K
RSPHINVESCO EXCHANGE TRADED FD T
$585K
ISRGINTUITIVE SURGICAL INC
$583K
ALSALLSTATE CORP
$580K
HALHALLIBURTON CO
$572K
IYKISHARES TR
$572K
AFLAFLAC INC
$571K
NSCNORFOLK SOUTHN CORP
$565K
PHPARKER-HANNIFIN CORP
$559K
COPCONOCOPHILLIPS
$545K
SMTHALPS ETF TR
$544K
ETENERGY TRANSFER L P
$536K
IVEISHARES TR
$528K
KLACKLA CORP
$528K
VBVANGUARD INDEX FDS
$527K
UYGPROSHARES TR
$524K
BHVNBIOHAVEN LTD
$521K
IPINTERNATIONAL PAPER CO
$520K
GBTCGRAYSCALE BITCOIN TRUST ETF
$514K
URGNUROGEN PHARMA LTD
$507K
GEVGE VERNOVA INC
$505K
IEMGISHARES INC
$499K
DHRDANAHER CORPORATION
$493K
BSCQINVESCO EXCH TRD SLF IDX FD
$491K
ACWXISHARES TR
$490K
PREFPRINCIPAL EXCHANGE TRADED FD
$487K
HDVISHARES TR
$478K
USBUS BANCORP DEL
$474K
INTCINTEL CORP
$473K
SLVISHARES SILVER TR
$471K
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