Coastal Bridge Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CB Coastal Bridge Advisors, LLC | Institutional Filer | ▲ 5.86% | $1.41B | 445 |
Current Portfolio Holdings
Showing all 445 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 224K | $56.9M | 4.02% |
| 2 | LION | Lionsgate Studios Corp. | Communication Services | 5.0M | $48.2M | 3.41% |
| 3 | GOOG | Alphabet Inc. | Technology | 136K | $39.0M | 2.76% |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 1.2M | $35.5M | 2.51% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 596K | $33.8M | 2.39% |
| 6 | NVDA | NVIDIA Corporation | Technology | 174K | $30.3M | 2.14% |
| 7 | MSFT | Microsoft Corporation | Technology | 76K | $28.0M | 1.98% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 132K | $27.5M | 1.94% |
| 9 | BGB | BLACKSTONE STRATEGIC CRED 20 | — | 2.5M | $27.3M | 1.93% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 149K | $25.3M | 1.79% |
| 11 | IAU | ISHARES GOLD TR | — | 283K | $25.0M | 1.77% |
| 12 | EIPI | FIRST TR EXCHNG TRADED FD VI | — | 1.0M | $22.8M | 1.61% |
| 13 | IQLT | ISHARES TR | — | 438K | $20.3M | 1.43% |
| 14 | GOOGL | Alphabet Inc. | Technology | 70K | $20.0M | 1.41% |
| 15 | SCHB | SCHWAB STRATEGIC TR | — | 735K | $18.4M | 1.30% |
Showing 1 to 15 of 445 holdings