Coastal Bridge Advisors, LLC
Top Portfolio Positions
278 positions ·
$792,218,612 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
222,055 | $60,367,872 | 7.62% |
| MSFT |
Microsoft Corp
Technology
|
75,673 | $36,596,976 | 4.62% |
| NVDA |
Nvidia Corp
Technology
|
170,938 | $31,879,937 | 4.02% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
132,027 | $30,474,472 | 3.85% |
| BGB |
Blackstone Strategic Credit 2027 Term Fund
Financial Services
|
2,469,105 | $29,086,056 | 3.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,107 | $22,882,491 | 2.89% |
| IAU |
Ishares Gold Trust
|
278,128 | $22,575,649 | 2.85% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,623 | $15,022,863 | 1.90% |
| ABBV |
AbbVie Inc.
Healthcare
|
59,668 | $13,633,541 | 1.72% |
| JNJ |
Johnson & Johnson
Healthcare
|
64,516 | $13,351,586 | 1.69% |
Portfolio Trend
Holdings in UTF
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $664,592 | 27,565 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $683,488 | 27,560 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $742,607 | 27,555 | Shares | Sole | 2025-08-14 | |
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