CB
| |
Coastal Bridge Advisors, LLC13F | |
| Coastal Bridge Advisors, LLC | |
| Last update 2025-05-08 | 169 Stocks (12 new) |
| Value $392.00 Mil | Turnover 3 % |
Coastal Bridge Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGB | Blackstone Strategic Credit Fund | 3,201,078 | 38,669.0 | -2.19% | 9.870 | -0.22% | 7.170 | +8.32% | +3.89% | 546.7 | Asset Management | |
LGF.B | Lions Gate Entertainment Corp | 4,079,881 | 32,312.7 | -0.39% | 8.250 | -0.03% | 1.700 | +3.08% | +1.85% | 1,925.5 | Media - Diversified | |
JEPI | JPMorgan Equity Premium Income ETF | 520,704 | 29,753.0 | +3.78% | 7.600 | +0.28% | 0.080 | +6.64% | +3.21% | 40,936.9 | ||
AAPL | Apple Inc | 77,572 | 17,231.1 | +13.74% | 4.400 | +0.53% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
EIPI |
FT Energy Income Partners Enhanced Income ETF
FT Energy Income Partners Enhanced Income ETF
| 838,172 | 17,006.5 | +13.61% | 4.340 | +0.52% | 1.790 | +6.28% | +7.33% | 912.1 | ||
LGF.A | Lions Gate Entertainment Corp | 1,570,073 | 13,895.1 | 0% | 3.550 | 0% | 0.650 | +2.87% | +0.59% | 1,925.5 | Media - Diversified | |
XOM | Exxon Mobil Corp | 107,421 | 12,775.5 | +0.83% | 3.260 | +0.03% | 0.000 | +11.20% | +7.83% | 490,954.1 | Oil & Gas | |
LZ | LegalZoom.com Inc | 1,237,635 | 10,656.0 | -3.46% | 2.720 | -0.08% | 0.680 | +25.95% | +18.91% | 1,618.0 | Business Services | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 191,594 | 9,416.8 | +13.27% | 2.400 | +0.28% | 0.360 | +1.83% | +2.83% | 2,628.8 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 159,535 | 8,260.7 | -0.03% | 2.110 | 0% | 0.030 | +12.60% | +2.44% | 25,208.2 |
Coastal Bridge Advisors, LLC's Historical Top Holdings Breakdowns
Coastal Bridge Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DKNG | DraftKings Inc | 2025-03-31 | Reduce Reduce | -0.94% | 33.21 ($41.08) 53.49 | $43.79 | 6.60% | Reduce -36.65% | 172,880 | -100,000 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.53% | 209.68 ($231.67) 247.1 | $208.62 | -9.95% | Add 13.74% | 77,572 | 9,370 | |
EIPI |
FT Energy Income Partners Enhanced Income ETF
FT Energy Income Partners Enhanced Income ETF
| 2025-03-31 | Add Add | +0.52% | 19.26 ($20.04) 20.81 | $19.71 | -1.65% | Add 13.61% | 838,172 | 100,425 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.28% | 56.17 ($58.26) 59.71 | $56.83 | -2.45% | Add 3.78% | 520,704 | 18,979 | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 2025-03-31 | Add Add | +0.28% | 48.89 ($49.03) 49.21 | $49.09 | 0.12% | Add 13.27% | 191,594 | 22,440 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.25% | 551.42 ($587.78) 612.93 | $624.81 | 6.30% | Add 23.11% | 9,360 | 1,757 | |
BGB | Blackstone Strategic Credit Fund | 2025-03-31 | Reduce Reduce | -0.22% | 11.96 ($12.29) 12.62 | $12.24 | -0.41% | Reduce -2.19% | 3,201,078 | -71,530 | |
JFR | Nuveen Floating Rate Income Fund | 2025-03-31 | Add Add | +0.21% | 8.41 ($8.56) 8.97 | $8.57 | 0.12% | Add 20.77% | 559,849 | 96,269 | |
ICLN |
iShares S&P Global Clean Energy Index Fund
iShares S&P Global Clean Energy Index Fund
| 2025-03-31 | Reduce Reduce | -0.13% | 10.94 ($11.4) 11.86 | $13.39 | 17.46% | Reduce -55.19% | 36,214 | -44,597 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.09% | 33.19 ($36.08) 38.23 | $35.64 | -1.22% | Reduce -38.96% | 13,912 | -8,879 |
Coastal Bridge Advisors, LLC Total Holding History ($B)
Coastal Bridge Advisors, LLC's Asset Allocation
Coastal Bridge Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Coastal Bridge Advisors, LLC's Hypothetical Growth since 2025-03-31
Coastal Bridge Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Coastal Bridge Advisors, LLC's Holdings Heat Map
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Coastal Bridge Advisors, LLC's Holdings Bubble Chart
Coastal Bridge Advisors, LLC News
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