Coastal Bridge Advisors, LLC
447 holdingsFiling period: 2026-03-31Current AUM: $1.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 224.4K | $56.9M | $69.3M | 4.33% | +2.3K | 2026-03-31 |
| 2 | LION | LIONSGATE STUDIOS CORP | 5.03M | $48.2M | $66.8M | 4.17% | +4.31M | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 136.0K | $39.0M | $48.5M | 3.03% | -1,592 | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.16M | $35.5M | $38.8M | 2.42% | +44.7K | 2026-03-31 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 596.4K | $33.8M | $34.3M | 2.14% | -7,875 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 173.5K | $30.3M | $34.8M | 2.17% | +2.6K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 75.6K | $28.0M | $35.1M | 2.19% | -53 | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 131.8K | $27.5M | $35.8M | 2.23% | -215 | 2026-03-31 |
| 9 | BGB | BLACKSTONE STRATEGIC CRED 20 | 2.45M | $27.3M | $27.4M | 1.71% | -17,605 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 149.4K | $25.3M | $23.2M | 1.45% | +87.4K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 149.4K | $25.3M | $23.2M | 1.45% | +87.4K | 2026-03-31 |
| 12 | IAU | ISHARES GOLD TR | 283.3K | $25.0M | $21.6M | 1.35% | +5.2K | 2026-03-31 |
| 13 | EIPI | FIRST TR EXCHNG TRADED FD VI | 1.01M | $22.8M | $22.7M | 1.42% | +20.2K | 2026-03-31 |
| 14 | IQLT | ISHARES TR | 438.2K | $20.3M | $22.0M | 1.37% | +52.1K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 69.5K | $20.0M | $24.8M | 1.55% | -3,570 | 2026-03-31 |
| 16 | SCHB | SCHWAB STRATEGIC TR | 735.0K | $18.4M | $21.2M | 1.32% | -5,564 | 2026-03-31 |
| 17 | SPGP | INVESCO EXCHANGE TRADED FD T | 167.9K | $18.1M | $21.1M | 1.31% | -1,840 | 2026-03-31 |
| 18 | JFLX | J P MORGAN EXCHANGE TRADED F | 337.4K | $16.8M | $16.8M | 1.05% | +6.2K | 2026-03-31 |
| 19 | GBDC | GOLUB CAP BDC INC | 1.29M | $16.4M | $16.6M | 1.03% | +794.2K | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 174.2K | $15.8M | $17.1M | 1.07% | +23.7K | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON | 63.7K | $15.6M | $16.3M | 1.02% | -823 | 2026-03-31 |
| 22 | HON | HONEYWELL INTL INC | 67.5K | $15.3M | $8.2M | 0.51% | -76 | 2026-03-31 |
| 23 | IJS | ISHARES TR | 117.8K | $14.0M | $16.0M | 1.00% | +11.6K | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 31.4K | $13.7M | $16.1M | 1.00% | +2.8K | 2026-03-31 |
| 25 | — | ASML HLDG NV | 10.4K | $13.7M | $13.7M | 0.86% | -245 | 2026-03-31 |
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