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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Coastal Bridge Advisors, LLC's latest available filing here is Q3 2025.
Coastal Bridge Advisors, LLC
•CIK: 1665976•Filing: Q3 2025
**Coastal Bridge Advisors, LLC** manages $1.3B across a diversified portfolio of 459 positions. The firm maintains significant exposure to mega-cap technology names, evidenced by top holdings including AAPL at $56.0M and MSFT at $39.0M. Notable allocations also include defensive income plays like JEPI ($35.3M) and broad market staples such as SCHD ($28.7M). This structure suggests a balanced approach combining growth technology bets with income-generating and core asset allocations.
Total AUM
$1.3B
+ $1.7M in options
QoQ Performance
+13.4%
Positions
350
+ 2 options
Top 10 Concentration
28.3%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL4.2%
MSFT3.0%
LION2.8%
JEPI2.7%
GOOGL2.5%
NVDA2.4%
BGB2.3%
AMZN2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.0%
Technology19.2%
Consumer5.7%
Healthcare4.4%
Financial3.7%
Industrial3.2%
Energy1.6%
ETF1.2%
🚪 Exited Positionssold since Q2 2025
+271 more exited positions
Changes from Q2 2025
NEW9 new positions
↑125 increased
↓63 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022