Coastal-Bridge-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
168
Total Value
386446938
Accession Number
0001085146-25-002829
Form Type
13F-HR
Manager Name
Coastal-Bridge-Advisors
Data Enrichment
86% identified
145 identified23 unidentified

Holdings

168 positions
Manager:
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AMAZON COM INC
Shares:25.3K
Value:$4.8M
BERKSHIRE HATHAWAY INC
Shares:6
Value:$4.8M
NUVEEN FLOATING RATE INCOME FUND
Shares:559.8K
Value:$4.7M
Meta Platforms, Inc.
Shares:6.8K
Value:$3.9M
BERKSHIRE HATHAWAY INC
Shares:7.0K
Value:$3.7M
922908744
Shares:20.9K
Value:$3.6M
AppLovin Corp
Shares:13.2K
Value:$3.5M
PEPSICO INC
Shares:22.6K
Value:$3.4M
FACTSET RESEARCH SYSTEMS INC
Shares:7.4K
Value:$3.4M
SOUTHERN CO
Shares:32.6K
Value:$3.0M
46432F842
Shares:39.6K
Value:$3.0M
JOHNSON & JOHNSON
Shares:17.2K
Value:$2.9M
SPDR GOLD TRUST
Shares:9.1K
Value:$2.6M
JPMORGAN CHASE & CO
Shares:10.5K
Value:$2.6M
Alphabet Inc.
Shares:16.7K
Value:$2.6M
Carlyle Group Inc.
Shares:58.5K
Value:$2.6M
46137V357
Shares:14.4K
Value:$2.5M
Walmart Inc.
Shares:28.0K
Value:$2.5M
AMERICAN EXPRESS CO
Shares:8.9K
Value:$2.4M
HOME DEPOT, INC.
Shares:5.9K
Value:$2.2M