Coastal Bridge Advisors, LLC
CIK:0001665976
Investment Adviser
$5B AUM
446 holdings
Westport, CT, US
Coastal Bridge Advisors, LLC is an SEC-registered investment adviser providing wealth management and investment advisory services to individuals (including high-net-worth individuals), pension and profit-sharing plans, charitable organizations, government entities, and corporations. The firm discloses that it is not an attorney or accountant and does not provide tax or legal advice.
Top Buys
L
LIONLIONSGATE STUDIOS CORP+$34.2M
N
NVDANVIDIA CORPORATION+$10.4M
M
MSFTMICROSOFT CORP+$9.4M
A
ADBEADOBE INC+$6.6M
S
STRZSTARZ ENTERTAINMENT CORP.+$6.2M
Top Sells
L
LGF-BLIONS GATE ENTMNT CORP-$32.3M
L
LGF-ALIONS GATE ENTMNT CORP-$13.9M
A
AAPLAPPLE INC-$6.7M
B
BGBBLACKSTONE STRATEGIC CRED 20-$3.6M
V
VPLVANGUARD INTL EQUITY INDEX F-$3.5M
Top Holdings
A
AAPLAPPLE INC+3.6%$43.4M
M
MSFTMICROSOFT CORP+3.1%$38.0M
J
JEPIJ P MORGAN EXCHANGE TRADED F+3.0%$35.8M
B
BGBBLACKSTONE STRATEGIC CRED 20+2.9%$35.1M
L
LIONLIONSGATE STUDIOS CORP+2.8%$34.2M
Equity Positions (437)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.58% | $43.4M | 211,720 | $178.24 | $205.17 | -$6.7M |
M MSFT | MICROSOFT CORP | 3.13% | $38.0M | 76,386 | $347.98 | $497.41 | +$9.4M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 2.95% | $35.8M | 630,278 | $54.54 | $56.85 | -$231.1K |
B BGB | BLACKSTONE STRATEGIC CRED 20 | 2.89% | $35.1M | 2,892,203 | $13.66 | $12.12 | -$3.6M |
L LION | LIONSGATE STUDIOS CORP | 2.81% | $34.2M | 5,877,806 | $5.81 | $5.81 | +$34.2M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.0%
SERVICES-MOTION PICTURE & VIDEO TAPE PRODUCTION
+6.1%
SERVICES-PREPACKAGED SOFTWARE
+4.9%
SEMICONDUCTORS & RELATED DEVICES
+4.7%
ELECTRONIC COMPUTERS
+3.6%