Long-term investor
Coastal Bridge Advisors, LLC @coastalbridgeadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665976).
Record
- Tracked since 2025-06-30 (441 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LION · 5.1% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- GOOG · 3.0% · long · since 2025-06-30
- SCHD · 2.4% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- JEPI · 2.1% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- BGB · 1.6% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30
- MU · 1.5% · long · since 2025-06-30
- IQLT · 1.4% · long · since 2025-06-30