HoldingsChannel.com
Coastal Bridge Advisors LLC Top Holdings
As of  12/31/2023, below is a summary of the Coastal Bridge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Coastal Bridge Advisors LLC. In the Coastal Bridge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Coastal Bridge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Coastal Bridge Advisors LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
LIONS GATE ENTMNT CORP      $58,485
     LGF.B4,126,641-55,728$42,050
     LGF.A1,507,773+2,818$16,435
BLACKSTONE STRATEGIC CRED 20 4,012,202 +182,644 $45,418
     BGB4,012,202+182,644$45,418
J P MORGAN EXCHANGE TRADED F (JEPI) 473,773 +39,825 $26,048
     JEPI473,773+39,825$26,048
LEGALZOOM COM INC 1,888,262 -11,000 $21,337
     LZ1,888,262-11,000$21,337
APPLE INC      $12,828
     AAPL66,628+655$12,828
     Put16,000+16,000$0
JANUS DETROIT STR TR 249,133 +7,317 $12,038
     VNLA249,133+7,317$12,038
FST TR NEW OPPORT MLP & ENE 1,683,712 -39,808 $11,584
     FPL1,683,712-39,808$11,584
EXXON MOBIL CORP 102,425 +887 $10,240
     XOM102,425+887$10,240
TARGET HOSPITALITY CORP 1,000,000 UNCH $9,730
     TH1,000,000UNCH$9,730
GOLUB CAP BDC INC 448,530 -123,769 $6,773
     GBDC448,530-123,769$6,773
MICROSOFT CORP 17,291 +491 $6,502
     MSFT17,291+491$6,502
ARES MANAGEMENT CORPORATION 50,610 -3,558 $6,019
     ARES50,610-3,558$6,019
AIRBNB INC 44,162 +343 $6,012
     ABNB44,162+343$6,012
BERKSHIRE HATHAWAY INC DEL      $5,797
     BRK.A6UNCH$3,256
     BRK.B7,124+110$2,541
BLACKSTONE INC 40,944 -1,610 $5,360
     BX40,944-1,610$5,360
PALO ALTO NETWORKS INC 17,585 -52 $5,185
     PANW17,585-52$5,185
ISHARES GOLD TR (IAU) 129,335 -15,130 $5,048
     IAU129,335-15,130$5,048
DRAFTKINGS INC NEW 140,215 -399,920 $4,943
     DKNG140,215-399,920$4,943
KKR & CO INC 57,686 -2,271 $4,779
     KKR57,686-2,271$4,779
PEPSICO INC 22,983 +29 $3,903
     PEP22,983+29$3,903
FACTSET RESH SYS INC 8,030 +9 $3,831
     FDS8,030+9$3,831
FIRST TR ENERGY INCOME & GRO (FEN) 251,712 -68,205 $3,645
     FEN251,712-68,205$3,645
ISHARES TR (ICLN) 230,841 -85,440 $3,594
     ICLN230,841-85,440$3,594
APOLLO GLOBAL MGMT INC 38,255 -1,534 $3,565
     APO38,255-1,534$3,565
META PLATFORMS INC 9,674 -2,122 $3,424
     META9,674-2,122$3,424
AMAZON COM INC 22,479 +1,381 $3,415
     AMZN22,479+1,381$3,415
VANGUARD INDEX FDS (VTV) 19,114 +863 $2,858
     VTV19,114+863$2,858
CARLYLE GROUP INC 68,545 -1,704 $2,789
     CG68,545-1,704$2,789
JOHNSON & JOHNSON 17,276 +40 $2,708
     JNJ17,276+40$2,708
J P MORGAN EXCHANGE TRADED F (JEPQ) 49,863 +30,047 $2,490
     JEPQ49,863+30,047$2,490
ISHARES TR (IEFA) 34,808 +10,862 $2,449
     IEFA34,808+10,862$2,449
VANGUARD INDEX FDS (VUG) 7,393 +1,305 $2,298
     VUG7,393+1,305$2,298
ALPHABET INC 16,126 +376 $2,253
     GOOGL16,126+376$2,253
SOUTHERN CO 31,992 +36 $2,243
     SO31,992+36$2,243
BLACKSTONE SENI FLTN RAT 202 158,074 -780 $2,110
     BSL158,074-780$2,110
HOME DEPOT INC 5,975 UNCH $2,071
     HD5,975UNCH$2,071
ALPHABET INC 12,910 +6,370 $1,819
     GOOG12,910+6,370$1,819
BOEING CO 6,770 UNCH $1,765
     BA6,770UNCH$1,765
NUVEEN FLOATING RATE INCOME 214,090 +89,601 $1,760
     JFR214,090+89,601$1,760
SPDR GOLD TR (GLD) 9,115 UNCH $1,743
     GLD9,115UNCH$1,743
AMERICAN EXPRESS CO 8,839 +12 $1,656
     AXP8,839+12$1,656
JPMORGAN CHASE & CO 9,496 +1 $1,615
     JPM9,496+1$1,615
COCA COLA CO 26,813 +3 $1,580
     KO26,813+3$1,580
PROCTER AND GAMBLE CO 10,644 +23 $1,560
     PG10,644+23$1,560
SKILLZ INC 247,008 UNCH $1,541
     SKLZ247,008UNCH$1,541
UPSTART HLDGS INC 35,688 UNCH $1,458
     UPST35,688UNCH$1,458
WALMART INC 9,051 -180 $1,427
     WMT9,051-180$1,427
SPDR SER TR (XBI) 15,032 -9,394 $1,342
     XBI15,032-9,394$1,342
AMGEN INC 4,592 -4 $1,322
     AMGN4,592-4$1,322
ALLOGENE THERAPEUTICS INC 406,847 UNCH $1,306
     ALLO406,847UNCH$1,306

See Full List: All Stocks Held By Coastal Bridge Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Coastal Bridge Advisors LLC

Size ($ in 1000's)
At 12/31/2023: $390,298
At 09/30/2023: $372,965

Coastal Bridge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coastal Bridge Advisors LLC 13F filings. Link to 13F filings: SEC filings

Coastal Bridge Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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