LLBH Private Wealth Management
Latest statistics and disclosures from Coastal Bridge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, LION, GOOG, SCHD, JEPI, and represent 15.09% of Coastal Bridge Advisors's stock portfolio.
- Added to shares of these 10 stocks: LION (+$41M), XOM (+$15M), GBDC (+$10M), IEUR (+$7.6M), VTV, CRWD, IQLT, BSX, IEFA, DKNG.
- Started 24 new stock positions in NVO, IDEV, LULU, AWP, PZA, ROAD, RDW, RIVN, ECL, REGN. CSL, BSMT, BP, ANET, LITE, VBK, STLD, IJT, JAAA, JSI, CW, XLE, AB, FLGV.
- Reduced shares in these 10 stocks: VPL, EEMA, GPOR, WELL, GOOGL, BRK.A, MRK, WMT, IWB, MU.
- Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, AWI, CR, DECK, DELL, ET, EQ, ERIE, FDN, GIS.
- Coastal Bridge Advisors was a net buyer of stock by $106M.
- Coastal Bridge Advisors has $1.4B in assets under management (AUM), dropping by 5.45%.
- Central Index Key (CIK): 0001665976
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Portfolio Holdings for Coastal Bridge Advisors
Coastal Bridge Advisors holds 445 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.0 | $57M | 224k | 253.79 |
|
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| Lionsgate Studios Corp (LION) | 3.4 | $48M | +602% | 5.0M | 9.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $39M | 136k | 286.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.5 | $36M | +4% | 1.2M | 30.68 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.4 | $34M | 596k | 56.68 |
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| NVIDIA Corporation (NVDA) | 2.1 | $30M | 174k | 174.40 |
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| Microsoft Corporation (MSFT) | 2.0 | $28M | 76k | 370.17 |
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| Amazon (AMZN) | 1.9 | $28M | 132k | 208.27 |
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| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 1.9 | $27M | 2.5M | 11.15 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $25M | +140% | 149k | 169.66 |
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| Ishares Gold Tr Ishares New (IAU) | 1.8 | $25M | 283k | 88.16 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 1.6 | $23M | +2% | 1.0M | 22.49 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 1.4 | $20M | +13% | 438k | 46.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $20M | -4% | 70k | 287.56 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.3 | $18M | 735k | 25.10 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.3 | $18M | 168k | 107.62 |
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| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 1.2 | $17M | 337k | 49.67 |
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| Golub Capital BDC (GBDC) | 1.2 | $16M | +159% | 1.3M | 12.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $16M | +15% | 174k | 90.53 |
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| Johnson & Johnson (JNJ) | 1.1 | $16M | 64k | 244.44 |
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| Honeywell International | 1.1 | $15M | 68k | 226.03 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $14M | +10% | 118k | 118.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $14M | +9% | 31k | 436.80 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $14M | -2% | 10k | 1320.88 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $13M | -2% | 45k | 294.16 |
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| Abbvie (ABBV) | 0.9 | $13M | 60k | 217.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $13M | +37% | 66k | 196.20 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $12M | +9% | 88k | 132.90 |
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| Meta Platforms Cl A (META) | 0.8 | $11M | +2% | 20k | 572.12 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $11M | +2% | 56k | 192.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $11M | +4% | 17k | 650.32 |
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| Palo Alto Networks (PANW) | 0.8 | $11M | +19% | 66k | 160.32 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $10M | +9% | 210k | 49.37 |
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| Micron Technology (MU) | 0.7 | $10M | -4% | 31k | 337.84 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $10M | 210k | 48.86 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 0.7 | $10M | +2% | 192k | 52.06 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $9.6M | 129k | 75.10 |
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| Gilead Sciences (GILD) | 0.7 | $9.6M | 69k | 139.37 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.7 | $9.4M | +409% | 134k | 70.27 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $9.0M | 73k | 124.31 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $8.8M | 159k | 55.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.5M | -4% | 18k | 479.19 |
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| Wal-Mart Stores (WMT) | 0.6 | $8.3M | -6% | 66k | 124.28 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $8.1M | 115k | 70.18 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $8.0M | +14% | 67k | 118.60 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.5 | $7.3M | +2% | 66k | 110.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $7.3M | 17k | 430.29 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $7.2M | +8% | 49k | 146.61 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $6.9M | +9% | 265k | 26.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.5M | +7% | 23k | 287.18 |
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| Pepsi (PEP) | 0.5 | $6.4M | +2% | 41k | 155.29 |
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| Draftkings Com Cl A (DKNG) | 0.5 | $6.4M | +46% | 297k | 21.62 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $6.4M | +10% | 83k | 77.11 |
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| Capital One Financial (COF) | 0.4 | $6.1M | 34k | 182.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $6.1M | +30% | 32k | 191.92 |
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| Legalzoom (LZ) | 0.4 | $6.0M | 1.1M | 5.67 |
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| Home Depot (HD) | 0.4 | $6.0M | +3% | 18k | 328.89 |
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| Spdr Index Shs Fds State Street Spd (SPGM) | 0.4 | $5.8M | 77k | 75.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $5.5M | 48k | 114.99 |
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| Airbnb Com Cl A (ABNB) | 0.4 | $5.5M | 44k | 126.28 |
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| Etoro Group Shs Cl A (ETOR) | 0.4 | $5.5M | +22% | 183k | 30.03 |
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| Broadcom (AVGO) | 0.4 | $5.4M | 18k | 309.50 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $5.4M | 9.0k | 604.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $5.1M | +10% | 64k | 79.27 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.4 | $5.0M | -2% | 61k | 81.98 |
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| Southern Company (SO) | 0.3 | $4.9M | 51k | 96.52 |
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| Amgen (AMGN) | 0.3 | $4.8M | -3% | 14k | 351.85 |
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| Metropcs Communications (TMUS) | 0.3 | $4.8M | +6% | 23k | 210.03 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.8M | +18% | 50k | 95.44 |
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| Nextera Energy (NEE) | 0.3 | $4.5M | 49k | 92.88 |
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| American Express Company (AXP) | 0.3 | $4.4M | -3% | 15k | 302.48 |
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| Kkr & Co (KKR) | 0.3 | $4.3M | -2% | 47k | 92.50 |
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| Medtronic SHS (MDT) | 0.3 | $4.3M | 50k | 86.65 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $4.3M | +4% | 8.5k | 499.66 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $4.2M | -7% | 20k | 213.66 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $4.2M | +3% | 213k | 19.62 |
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| Costco Wholesale Corporation (COST) | 0.3 | $4.2M | -2% | 4.2k | 996.50 |
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| Managed Portfolio Series Leuthold Select (LST) | 0.3 | $4.1M | +42% | 101k | 40.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.1M | 7.0k | 577.21 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $4.0M | 16k | 250.58 |
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| Applied Materials (AMAT) | 0.3 | $4.0M | -9% | 12k | 341.78 |
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| McDonald's Corporation (MCD) | 0.3 | $4.0M | +2% | 13k | 310.79 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $3.9M | 30k | 130.94 |
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| Bank of America Corporation (BAC) | 0.3 | $3.9M | 81k | 48.75 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $3.9M | 36k | 109.10 |
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| Chevron Corporation (CVX) | 0.3 | $3.9M | +3% | 19k | 206.90 |
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| Apollo Global Mgmt (APO) | 0.3 | $3.8M | -2% | 35k | 111.42 |
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| Allstate Corporation (ALL) | 0.3 | $3.8M | 18k | 207.34 |
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| Tesla Motors (TSLA) | 0.3 | $3.8M | +6% | 10k | 371.74 |
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| Procter & Gamble Company (PG) | 0.3 | $3.7M | +7% | 25k | 144.44 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $3.7M | +20% | 42k | 86.69 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $3.6M | -9% | 19k | 194.14 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.6M | -16% | 5.00 | 718140.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.6M | +124% | 11k | 320.80 |
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| Carnival Corp Common Stock | 0.3 | $3.5M | 137k | 25.88 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.5M | +1374% | 8.9k | 390.40 |
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| Bristol Myers Squibb (BMY) | 0.2 | $3.4M | +31% | 57k | 60.65 |
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| Quanta Services (PWR) | 0.2 | $3.4M | -3% | 6.1k | 549.02 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $3.3M | +6% | 20k | 168.85 |
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| International Business Machines (IBM) | 0.2 | $3.3M | 14k | 242.38 |
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| Spdr Series Trust State Street Spd (XBI) | 0.2 | $3.1M | 25k | 127.73 |
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| Jacobs Engineering Group (J) | 0.2 | $3.1M | 24k | 127.28 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $3.1M | +14% | 41k | 76.16 |
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| Nuveen Floating Rate Income Fund (JFR) | 0.2 | $3.1M | -10% | 407k | 7.52 |
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| Boston Scientific Corporation (BSX) | 0.2 | $3.0M | +359% | 49k | 62.75 |
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| Miami Intl Hldgs (MIAX) | 0.2 | $3.0M | 78k | 38.92 |
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| Visa Com Cl A (V) | 0.2 | $3.0M | +6% | 10k | 302.24 |
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| Intuit (INTU) | 0.2 | $3.0M | +40% | 6.9k | 432.37 |
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| Pfizer (PFE) | 0.2 | $2.9M | 105k | 28.08 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.9M | 26k | 110.36 |
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| Amphenol Corp Cl A (APH) | 0.2 | $2.9M | 23k | 126.35 |
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| Coca-Cola Company (KO) | 0.2 | $2.8M | -2% | 37k | 76.05 |
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $2.8M | 34k | 84.44 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.8M | 9.9k | 283.76 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.8M | +11% | 34k | 82.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | +5% | 41k | 67.53 |
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| Verizon Communications (VZ) | 0.2 | $2.7M | +7% | 54k | 50.20 |
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| Abbott Laboratories (ABT) | 0.2 | $2.7M | 27k | 102.67 |
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| Philip Morris International (PM) | 0.2 | $2.7M | -4% | 16k | 165.34 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $2.7M | +2% | 28k | 97.91 |
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| Cisco Systems (CSCO) | 0.2 | $2.7M | +3% | 35k | 77.59 |
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| Chubb (CB) | 0.2 | $2.7M | 8.2k | 325.92 |
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| WESCO International (WCC) | 0.2 | $2.7M | 9.7k | 273.62 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $2.6M | 39k | 68.14 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.6M | +3% | 7.4k | 357.69 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $2.6M | +9% | 22k | 118.51 |
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| 3M Company (MMM) | 0.2 | $2.6M | -2% | 18k | 145.24 |
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| Netflix (NFLX) | 0.2 | $2.6M | +48% | 27k | 96.15 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.2 | $2.6M | 33k | 79.90 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.6M | 5.3k | 491.54 |
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| TJX Companies (TJX) | 0.2 | $2.6M | -9% | 16k | 159.70 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.6M | +3% | 56k | 45.89 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $2.6M | +7% | 24k | 108.98 |
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| Carlyle Group (CG) | 0.2 | $2.6M | -3% | 53k | 48.39 |
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| salesforce (CRM) | 0.2 | $2.6M | +32% | 14k | 186.67 |
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| Merck & Co (MRK) | 0.2 | $2.5M | -21% | 21k | 120.29 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.5M | -7% | 10k | 243.07 |
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| Nike CL B (NKE) | 0.2 | $2.5M | -4% | 47k | 52.82 |
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| Qualcomm (QCOM) | 0.2 | $2.5M | -2% | 19k | 128.78 |
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| United Rentals (URI) | 0.2 | $2.5M | 3.4k | 728.46 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $2.4M | 15k | 158.45 |
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| S&p Global (SPGI) | 0.2 | $2.4M | 5.7k | 425.35 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $2.4M | +30% | 38k | 62.68 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.2 | $2.3M | +190% | 76k | 31.01 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.3M | +8% | 12k | 203.43 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $2.3M | +4% | 29k | 78.66 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $2.3M | +11% | 111k | 20.42 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $2.2M | 84k | 26.61 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.2M | +3% | 9.1k | 242.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.2M | 3.7k | 597.55 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.2 | $2.2M | +16% | 61k | 36.15 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | +4% | 2.3k | 920.10 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $2.1M | -64% | 22k | 97.73 |
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| Incyte Corporation (INCY) | 0.1 | $2.1M | 22k | 94.12 |
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| Lowe's Companies (LOW) | 0.1 | $2.1M | +4% | 8.8k | 236.30 |
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| Goldman Sachs (GS) | 0.1 | $2.0M | +3% | 2.4k | 846.11 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $1.9M | -64% | 20k | 95.73 |
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| Uber Technologies (UBER) | 0.1 | $1.9M | +4% | 27k | 71.93 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.9M | 10k | 181.42 |
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| Everpure Cl A (P) | 0.1 | $1.9M | -3% | 32k | 59.04 |
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| Boeing Company (BA) | 0.1 | $1.9M | 9.4k | 199.04 |
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| At&t (T) | 0.1 | $1.9M | +9% | 64k | 28.99 |
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| Walt Disney Company (DIS) | 0.1 | $1.9M | 19k | 96.38 |
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| Firstcash Holdings (FCFS) | 0.1 | $1.8M | 9.8k | 188.01 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.8M | +101% | 27k | 69.75 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $1.8M | 174k | 10.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $1.8M | 61k | 30.19 |
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| Dominion Resources (D) | 0.1 | $1.8M | +18% | 29k | 61.82 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.8M | +4% | 19k | 93.00 |
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| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $1.7M | 277k | 6.13 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $1.7M | 5.6k | 300.83 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.7M | +2% | 4.6k | 363.22 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $1.6M | 25k | 65.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.6M | +21% | 2.5k | 653.20 |
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| Starz Entmt Corp (STRZ) | 0.1 | $1.6M | +3% | 141k | 11.50 |
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| Victory Portfolios Ii Victoryshares We (MODL) | 0.1 | $1.6M | 36k | 44.69 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.6M | -2% | 9.9k | 161.73 |
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| Casey's General Stores (CASY) | 0.1 | $1.6M | 2.2k | 727.84 |
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| Motorola Solutions Com New (MSI) | 0.1 | $1.6M | +3% | 3.7k | 433.94 |
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| Trane Technologies SHS (TT) | 0.1 | $1.6M | 3.8k | 416.74 |
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| Curtiss-Wright (CW) | 0.1 | $1.5M | NEW | 2.3k | 681.12 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $1.5M | +13% | 27k | 56.58 |
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| Cme (CME) | 0.1 | $1.5M | 5.1k | 295.34 |
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| Automatic Data Processing (ADP) | 0.1 | $1.5M | +2% | 7.4k | 203.18 |
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| Republic Services (RSG) | 0.1 | $1.5M | 6.8k | 219.01 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | 11k | 135.97 |
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| Wec Energy Group (WEC) | 0.1 | $1.4M | +9% | 12k | 115.77 |
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| Goldman Sachs Etf Tr Small Cap Equity (GSC) | 0.1 | $1.4M | -4% | 26k | 54.64 |
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| Ingredion Incorporated (INGR) | 0.1 | $1.4M | +41% | 12k | 112.66 |
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| Caterpillar (CAT) | 0.1 | $1.4M | +6% | 1.9k | 708.40 |
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| FactSet Research Systems (FDS) | 0.1 | $1.4M | -9% | 6.3k | 216.99 |
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| Corteva (CTVA) | 0.1 | $1.4M | 16k | 83.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | 3.1k | 426.46 |
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| Travelers Companies (TRV) | 0.1 | $1.3M | +5% | 4.5k | 291.71 |
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| Atmos Energy Corporation (ATO) | 0.1 | $1.3M | 7.1k | 184.73 |
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| Anthem (ELV) | 0.1 | $1.3M | +3% | 4.4k | 292.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.3M | 16k | 82.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.3M | +6% | 5.9k | 217.26 |
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| Praxis Precision Medicines I Com New (PRAX) | 0.1 | $1.3M | -5% | 3.9k | 322.19 |
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| Consolidated Edison (ED) | 0.1 | $1.2M | 11k | 113.18 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +20% | 8.5k | 146.28 |
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| Nortonlifelock (GEN) | 0.1 | $1.2M | +7% | 66k | 18.83 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $1.2M | +26% | 50k | 24.79 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | NEW | 1.5k | 772.65 |
|
| Phillips 66 (PSX) | 0.1 | $1.2M | +7% | 6.3k | 182.17 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | +10% | 3.4k | 337.94 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | -8% | 7.8k | 147.11 |
|
| Ameriprise Financial (AMP) | 0.1 | $1.1M | -26% | 2.6k | 444.43 |
|
| FedEx Corporation (FDX) | 0.1 | $1.1M | 3.2k | 356.14 |
|
|
| L3harris Technologies (LHX) | 0.1 | $1.1M | 3.2k | 345.10 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $1.1M | +11% | 18k | 59.19 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | NEW | 3.6k | 302.29 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.0M | +26% | 43k | 24.27 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | 1.5k | 697.72 |
|
|
| Ecolab (ECL) | 0.1 | $1.0M | NEW | 3.9k | 266.02 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $985k | -4% | 4.8k | 205.80 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $984k | +6% | 4.6k | 215.09 |
|
| O-i Glass (OI) | 0.1 | $983k | -2% | 94k | 10.51 |
|
| Stryker Corporation (SYK) | 0.1 | $981k | -2% | 3.0k | 328.56 |
|
| Neos Etf Trust Gold High Income (IAUI) | 0.1 | $970k | +30% | 17k | 56.87 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $959k | +21% | 25k | 38.42 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $959k | 2.5k | 388.23 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $953k | -20% | 4.4k | 216.60 |
|
| Watsco, Incorporated (WSO) | 0.1 | $951k | 2.6k | 363.73 |
|
|
| Prologis (PLD) | 0.1 | $943k | +6% | 7.1k | 132.17 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $937k | 15k | 64.63 |
|
|
| Upstart Hldgs (UPST) | 0.1 | $915k | -5% | 36k | 25.65 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $915k | 1.5k | 616.59 |
|
|
| Enbridge (ENB) | 0.1 | $907k | 17k | 54.14 |
|
|
| Waste Management (WM) | 0.1 | $897k | 3.9k | 229.76 |
|
|
| Yum! Brands (YUM) | 0.1 | $885k | -7% | 5.7k | 155.48 |
|
| Citigroup Com New (C) | 0.1 | $873k | -12% | 7.7k | 113.41 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $872k | +4% | 2.7k | 320.54 |
|
| Equinix (EQIX) | 0.1 | $857k | 874.00 | 980.31 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $853k | 7.5k | 113.11 |
|
|
| EOG Resources (EOG) | 0.1 | $849k | -3% | 5.9k | 144.57 |
|
| Ge Vernova (GEV) | 0.1 | $846k | 969.00 | 873.22 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $835k | +13% | 15k | 57.64 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $835k | +18% | 4.2k | 198.28 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $830k | +2% | 9.8k | 84.89 |
|
| ConocoPhillips (COP) | 0.1 | $813k | -2% | 6.2k | 132.00 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $805k | +27% | 16k | 49.38 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $800k | +28% | 8.7k | 91.77 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $799k | 2.0k | 391.78 |
|
|
| Verisk Analytics (VRSK) | 0.1 | $789k | +50% | 4.2k | 189.75 |
|
| Tractor Supply Company (TSCO) | 0.1 | $780k | 17k | 45.30 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $774k | NEW | 6.3k | 122.78 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $761k | +22% | 11k | 68.47 |
|
| Blackrock (BLK) | 0.1 | $753k | -4% | 783.00 | 961.72 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $752k | +16% | 14k | 52.78 |
|
| General Dynamics Corporation (GD) | 0.1 | $748k | 2.2k | 343.12 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $745k | 9.2k | 80.95 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $734k | -22% | 2.8k | 260.25 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $726k | -3% | 4.9k | 147.54 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $726k | -3% | 16k | 44.35 |
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.1 | $721k | NEW | 35k | 20.43 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $720k | 2.9k | 244.15 |
|
|
| American Water Works (AWK) | 0.1 | $716k | 5.3k | 136.08 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $714k | 28k | 25.88 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $703k | +3% | 4.3k | 164.56 |
|
| Fastenal Company (FAST) | 0.0 | $700k | -24% | 15k | 46.40 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $695k | -21% | 24k | 29.18 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $694k | -4% | 7.4k | 93.74 |
|
| Equinox Gold Corp equities (EQX) | 0.0 | $686k | 48k | 14.40 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $685k | +2% | 3.9k | 173.44 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $681k | 10k | 66.28 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $677k | -4% | 756.00 | 895.47 |
|
| Wells Fargo & Company (WFC) | 0.0 | $673k | +3% | 8.5k | 79.61 |
|
| Thomson Reuters Corp. | 0.0 | $672k | +20% | 7.5k | 89.98 |
|
| Urogen Pharma (URGN) | 0.0 | $665k | 37k | 17.98 |
|
|
| Emerson Electric (EMR) | 0.0 | $664k | 5.1k | 131.01 |
|
|
| Neos Etf Trust Neos Enhcd Inme (BNDI) | 0.0 | $661k | -3% | 14k | 47.20 |
|
| Intel Corporation (INTC) | 0.0 | $650k | -11% | 15k | 44.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $648k | -3% | 2.5k | 261.86 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $646k | 4.0k | 162.45 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $646k | 3.8k | 169.12 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $645k | 25k | 25.48 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.0 | $643k | +12% | 34k | 18.82 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $641k | NEW | 13k | 50.37 |
|
| Skillz Com Cl A | 0.0 | $640k | 247k | 2.59 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $640k | -12% | 552.00 | 1158.96 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $637k | 16k | 40.74 |
|
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $637k | -2% | 8.2k | 77.66 |
|
| Steris Shs Usd (STE) | 0.0 | $632k | 2.9k | 221.13 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $623k | -14% | 423.00 | 1472.41 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.0 | $618k | 24k | 25.76 |
|
|
| Paychex (PAYX) | 0.0 | $612k | +36% | 6.6k | 92.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $612k | -20% | 2.9k | 213.70 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $593k | -8% | 20k | 29.99 |
|
| UnitedHealth (UNH) | 0.0 | $591k | +6% | 2.2k | 270.55 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $587k | -38% | 9.1k | 64.35 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $583k | -69% | 2.9k | 197.73 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $580k | -14% | 9.4k | 61.64 |
|
| Teradyne (TER) | 0.0 | $572k | 1.9k | 296.51 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $563k | 8.0k | 70.03 |
|
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $561k | -10% | 6.1k | 92.34 |
|
| Norfolk Southern (NSC) | 0.0 | $559k | 1.9k | 286.98 |
|
|
| Hershey Company (HSY) | 0.0 | $548k | +5% | 2.6k | 207.89 |
|
| Zoetis Cl A (ZTS) | 0.0 | $539k | +29% | 4.6k | 118.21 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $535k | +21% | 5.0k | 106.16 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $533k | 488.00 | 1092.77 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $530k | -4% | 3.9k | 135.73 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $521k | -2% | 3.3k | 158.06 |
|
| Centessa Pharmaceuticals Sponsored Ads | 0.0 | $520k | -6% | 13k | 39.72 |
|
| Progressive Corporation (PGR) | 0.0 | $518k | -2% | 2.6k | 198.18 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $517k | 27k | 19.53 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $515k | +5% | 8.0k | 64.08 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $514k | +121% | 15k | 34.41 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $512k | +28% | 2.4k | 211.16 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $503k | -3% | 7.0k | 71.82 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $502k | 11k | 46.13 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $492k | -7% | 10k | 48.97 |
|
| Danaher Corporation (DHR) | 0.0 | $490k | +5% | 2.6k | 189.60 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $489k | 16k | 30.50 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $486k | 2.8k | 175.92 |
|
|
| Altria (MO) | 0.0 | $485k | 7.3k | 65.99 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $481k | -2% | 4.9k | 97.36 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $476k | -50% | 1.3k | 356.56 |
|
| Cardinal Health (CAH) | 0.0 | $470k | 2.2k | 211.31 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $468k | 3.2k | 145.74 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $466k | 26k | 18.29 |
|
|
| Aris Mng Corp (ARIS) | 0.0 | $463k | 25k | 18.51 |
|
|
| Halliburton Company (HAL) | 0.0 | $461k | +2% | 12k | 38.99 |
|
| Us Bancorp Com New (USB) | 0.0 | $451k | +5% | 8.7k | 52.01 |
|
| National Fuel Gas (NFG) | 0.0 | $451k | 4.8k | 93.96 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $451k | 1.8k | 248.00 |
|
|
| Silverback Therapeutics (SPRY) | 0.0 | $448k | +3% | 56k | 8.03 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $445k | +2% | 8.8k | 50.44 |
|
| Essential Utils (WTRG) | 0.0 | $441k | 11k | 40.27 |
|
|
| Grupo Televisa S A B Spon Adr Rep Ord (TV) | 0.0 | $440k | 151k | 2.91 |
|
|
| Agnico (AEM) | 0.0 | $439k | -5% | 2.2k | 202.98 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $432k | +64% | 5.7k | 76.35 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $423k | +11% | 3.6k | 118.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $421k | -28% | 15k | 28.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $417k | 904.00 | 460.99 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $406k | -13% | 2.0k | 208.01 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $406k | 11k | 37.49 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $403k | 5.5k | 73.41 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $396k | -12% | 1.5k | 266.81 |
|
| Deere & Company (DE) | 0.0 | $394k | +16% | 699.00 | 563.14 |
|
| International Paper Company (IP) | 0.0 | $393k | 11k | 35.70 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $390k | NEW | 17k | 22.98 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $390k | +12% | 13k | 30.96 |
|
| Enterprise Products Partners (EPD) | 0.0 | $390k | 10k | 37.84 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $387k | +13% | 1.7k | 230.46 |
|
| Workday Cl A (WDAY) | 0.0 | $386k | 3.0k | 129.92 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $384k | -2% | 3.9k | 99.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $378k | -19% | 2.6k | 148.12 |
|
| Emcor (EME) | 0.0 | $375k | -5% | 508.00 | 738.32 |
|
| Starbucks Corporation (SBUX) | 0.0 | $374k | +14% | 4.2k | 89.58 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $372k | +8% | 1.7k | 218.78 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $364k | +3% | 2.4k | 151.40 |
|
| Linde SHS (LIN) | 0.0 | $363k | +33% | 732.00 | 495.92 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $362k | +62% | 1.9k | 191.80 |
|
| HEICO Corporation (HEI) | 0.0 | $350k | +2% | 1.3k | 274.26 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $347k | +4% | 750.00 | 463.21 |
|
| Woodward Governor Company (WWD) | 0.0 | $344k | -6% | 962.00 | 357.92 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $342k | -7% | 31k | 11.23 |
|
| CSX Corporation (CSX) | 0.0 | $342k | 8.3k | 41.05 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $341k | NEW | 9.3k | 36.75 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $341k | 3.2k | 106.01 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $340k | +2% | 3.1k | 109.71 |
|
| Iron Mountain (IRM) | 0.0 | $337k | +2% | 3.3k | 102.13 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $336k | +24% | 14k | 23.65 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $336k | 9.3k | 36.18 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $327k | -5% | 987.00 | 330.87 |
|
| Spdr Series Trust State Street Spd (XSD) | 0.0 | $323k | -2% | 991.00 | 326.12 |
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.0 | $322k | +32% | 14k | 23.40 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $321k | +3% | 13k | 24.91 |
|
| Lumentum Hldgs (LITE) | 0.0 | $321k | NEW | 456.00 | 702.76 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.0 | $317k | NEW | 6.2k | 51.55 |
|
| Leidos Holdings (LDOS) | 0.0 | $317k | 2.0k | 155.52 |
|
|
| American Electric Power Company (AEP) | 0.0 | $310k | -4% | 2.4k | 131.10 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $310k | -59% | 6.9k | 45.18 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $307k | 1.1k | 272.23 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $304k | NEW | 2.1k | 144.69 |
|
| Victory Portfolios Ii Victoryshares We (GLOW) | 0.0 | $304k | -9% | 10k | 30.18 |
|
| Rockwell Automation (ROK) | 0.0 | $297k | +22% | 827.00 | 358.79 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $296k | -14% | 2.9k | 100.72 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $293k | +2% | 5.9k | 49.59 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $292k | 12k | 23.98 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $288k | -26% | 5.1k | 56.56 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $286k | -2% | 2.0k | 142.43 |
|
| Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.0 | $284k | 14k | 19.73 |
|
|
| Everest Re Group (EG) | 0.0 | $281k | +3% | 859.00 | 326.85 |
|
| Compass Cl A (COMP) | 0.0 | $274k | +61% | 37k | 7.31 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $272k | NEW | 4.4k | 61.26 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $270k | 865.00 | 312.33 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $267k | +2% | 4.9k | 54.05 |
|
| Yum China Holdings (YUMC) | 0.0 | $266k | 5.5k | 48.78 |
|
|
| AmerisourceBergen (COR) | 0.0 | $265k | +6% | 844.00 | 314.25 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $263k | +8% | 4.1k | 64.22 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $262k | -29% | 1.8k | 145.94 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $258k | NEW | 6.9k | 37.44 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $258k | -18% | 787.00 | 327.17 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $254k | 4.6k | 55.24 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $251k | 5.5k | 45.52 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $246k | 16k | 15.83 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $244k | NEW | 2.9k | 83.57 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $242k | -3% | 1.6k | 155.09 |
|
| Comfort Systems USA (FIX) | 0.0 | $241k | -23% | 175.00 | 1378.99 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $240k | -6% | 971.00 | 247.05 |
|
| Okta Cl A (OKTA) | 0.0 | $239k | -5% | 3.0k | 78.71 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $238k | -15% | 2.2k | 108.25 |
|
| Eversource Energy (ES) | 0.0 | $233k | -30% | 3.4k | 69.28 |
|
| Carlisle Companies (CSL) | 0.0 | $232k | NEW | 696.00 | 333.62 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $229k | 1.7k | 138.37 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $225k | -18% | 11k | 19.75 |
|
| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.0 | $225k | NEW | 9.8k | 23.02 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $225k | 1.9k | 116.11 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $223k | +24% | 1.3k | 175.66 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $221k | 4.7k | 47.16 |
|
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $218k | 11k | 20.77 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $216k | NEW | 4.6k | 47.00 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $216k | -42% | 3.7k | 58.78 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $212k | NEW | 1.9k | 111.12 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $210k | 2.7k | 76.55 |
|
|
| Steel Dynamics (STLD) | 0.0 | $210k | NEW | 1.2k | 180.04 |
|
| Expedia Group Com New (EXPE) | 0.0 | $208k | -5% | 902.00 | 230.89 |
|
| Sealed Air | 0.0 | $207k | 4.9k | 42.05 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $207k | -12% | 1.3k | 163.52 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $206k | -12% | 2.8k | 73.48 |
|
| Biohaven (BHVN) | 0.0 | $203k | -3% | 24k | 8.46 |
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.0 | $203k | -32% | 7.2k | 28.14 |
|
| Textron (TXT) | 0.0 | $203k | 2.3k | 87.56 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $203k | -3% | 1.8k | 112.29 |
|
| Lululemon Athletica (LULU) | 0.0 | $201k | NEW | 1.3k | 153.04 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $198k | -14% | 12k | 16.97 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $181k | -2% | 10k | 17.32 |
|
| Royce Value Trust (RVT) | 0.0 | $178k | 11k | 16.60 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $174k | NEW | 12k | 15.05 |
|
| Ford Motor Company (F) | 0.0 | $170k | 15k | 11.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $156k | 14k | 10.88 |
|
|
| Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) | 0.0 | $154k | NEW | 14k | 11.05 |
|
| Redwire Corporation (RDW) | 0.0 | $128k | NEW | 15k | 8.50 |
|
| Suro Capital Corp Com New | 0.0 | $121k | 11k | 10.71 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $121k | +4% | 13k | 9.48 |
|
| Hillman Solutions Corp (HLMN) | 0.0 | $110k | 13k | 8.32 |
|
|
| Annexon (ANNX) | 0.0 | $94k | 17k | 5.54 |
|
|
| Citrotech Com New (CITR) | 0.0 | $94k | -18% | 11k | 8.63 |
|
| Sprinklr Cl A (CXM) | 0.0 | $73k | +13% | 12k | 6.00 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $64k | 28k | 2.27 |
|
|
| Allogene Therapeutics (ALLO) | 0.0 | $53k | 22k | 2.44 |
|
|
| Tmc The Metals Company (TMC) | 0.0 | $47k | 10k | 4.67 |
|
|
| Authid (AUID) | 0.0 | $26k | 20k | 1.30 |
|
Past Filings by Coastal Bridge Advisors
SEC 13F filings are viewable for Coastal Bridge Advisors going back to 2015
- Coastal Bridge Advisors 2026 Q1 filed May 14, 2026
- Coastal Bridge Advisors 2025 Q4 filed Feb. 18, 2026
- Coastal Bridge Advisors 2025 Q3 filed Nov. 3, 2025
- Coastal Bridge Advisors 2025 Q1 amended filed Aug. 25, 2025
- Coastal Bridge Advisors 2025 Q1 restated filed Aug. 25, 2025
- Coastal Bridge Advisors 2025 Q2 filed Aug. 14, 2025
- Coastal Bridge Advisors 2025 Q1 filed May 8, 2025
- Coastal Bridge Advisors 2024 Q4 filed Feb. 14, 2025
- Coastal Bridge Advisors 2024 Q3 filed Nov. 14, 2024
- Coastal Bridge Advisors 2024 Q2 filed Aug. 16, 2024
- Coastal Bridge Advisors 2024 Q1 filed May 15, 2024
- Coastal Bridge Advisors 2023 Q4 filed Feb. 15, 2024
- Coastal Bridge Advisors 2023 Q3 filed Nov. 14, 2023
- Coastal Bridge Advisors 2023 Q2 restated filed Aug. 17, 2023
- Coastal Bridge Advisors 2023 Q2 filed Aug. 14, 2023
- Coastal Bridge Advisors 2023 Q1 filed May 15, 2023