Coastal Bridge Advisors, LLC - Portfolio overview

Coastal Bridge Advisors, LLC has 501 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.96%
2. LION - LIONSGATE STUDIOS CORP, 3.35%
3. GOOG - ALPHABET INC, 2.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.