Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Coastal Bridge Advisors, LLC

Quarter ended Q3 2023 · Filed August 17, 2023 · Accession 0001085146-23-003468

Total Value
$408.0M
Positions
167
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (167)

#IssuerTicker / CUSIPSharesValue% of Filing
1BLACKSTONE STRATEGIC CRED 20BX4,132,622$45.2M11.07%
2LIONS GATE ENTMNT CORP5359195003,869,675$32.3M7.92%
3TARGET HOSPITALITY CORPTH2,383,641$32.0M7.84%
4J P MORGAN EXCHANGE TRADED F46641Q332513,392$28.4M6.96%
5LEGALZOOM COM INCLZ2,284,922$27.6M6.76%
6DRAFTKINGS INC NEWDKNG540,135$14.4M3.52%
7LIONS GATE ENTMNT CORP5359194011,523,961$13.5M3.30%
8APPLE INCAAPL64,969$12.6M3.09%
9JANUS DETROIT STR TR47103U886244,757$11.7M2.87%
10EXXON MOBIL CORPXOM100,805$10.8M2.65%
11FST TR NEW OPPORT MLP & ENEFSTWF1,705,355$10.3M2.52%
12GOLUB CAP BDC INC38173M102558,488$7.5M1.85%
13ISHARES TR464288224380,835$7.0M1.72%
14AIRBNB INCABNB44,140$5.7M1.39%
15MICROSOFT CORPMSFT15,915$5.4M1.33%
16ISHARES GOLD TRIAU144,465$5.3M1.29%
17ARES MANAGEMENT CORPORATIONARES-PB54,256$5.2M1.28%
18J P MORGAN EXCHANGE TRADED F46654Q20396,198$4.7M1.14%
19PALO ALTO NETWORKS INCPANW17,824$4.6M1.12%
20FIRST TR ENERGY INCOME & GRO33738G104315,884$4.4M1.08%
21PEPSICO INCPEP22,722$4.2M1.03%
22BLACKSTONE INCBX42,624$4.0M0.97%
23BERKSHIRE HATHAWAY INC DELBRK-A7$3.6M0.89%
24META PLATFORMS INCMETA11,796$3.4M0.83%
25KKR & CO INCKKRT60,035$3.4M0.82%
26FACTSET RESH SYS INC3030751058,021$3.2M0.79%
27APOLLO GLOBAL MGMT INC03769M10639,866$3.1M0.75%
28TARGET HOSPITALITY CORPTH866,666$3.0M0.73%
29JOHNSON & JOHNSONJNJ17,639$2.9M0.72%
30AMAZON COM INCAMZN19,026$2.5M0.61%
31BERKSHIRE HATHAWAY INC DELBRK-A6,914$2.4M0.58%
32CARLYLE GROUP INCCGABL70,402$2.2M0.55%
33SKILLZ INCSKLZ247,008$2.2M0.55%
34SOUTHERN COSOMN31,211$2.2M0.54%
35BLACKSTONE SENI FLTN RAT 202BX160,310$2.1M0.50%
36SPDR SER TR78464A87024,426$2.0M0.50%
37ALLOGENE THERAPEUTICS INCALLO406,847$2.0M0.50%
38HOME DEPOT INCHD5,855$1.8M0.45%
39ALPHABET INCGOOG14,281$1.7M0.42%
40SPDR GOLD TRGLD9,028$1.6M0.39%
41COCA COLA COKO26,181$1.6M0.39%
42PROCTER AND GAMBLE CO74271810910,368$1.6M0.39%
43ALPHABET INCGOOG12,792$1.5M0.38%
44NEXTERA ENERGY INCNEE-PW20,308$1.5M0.37%
45AMERICAN EXPRESS COAXP8,615$1.5M0.37%
46BOEING COBA-PA6,623$1.4M0.34%
47HASBRO INCHAS21,240$1.4M0.34%
48JPMORGAN CHASE & COVYLD9,151$1.3M0.33%
49BLACKROCK FLOATING RATE INCBLK112,411$1.3M0.32%
50UPSTART HLDGS INCUPST35,688$1.3M0.31%
51MERCK & CO INCMRK10,728$1.2M0.30%
52SENTINELONE INCS79,628$1.2M0.29%
53CHEVRON CORP NEWCVX7,514$1.2M0.29%
54PFIZER INCPFE32,197$1.2M0.29%
55VANGUARD INDEX FDS9229087695,360$1.2M0.29%
56PURE STORAGE INC74624M10231,797$1.2M0.29%
57WALMART INCWMT7,282$1.1M0.28%
58BANK AMERICA CORP06050510439,776$1.1M0.28%
59MULTIPLAN CORPORATION62548M100500,000$1.1M0.26%
60MCDONALDS CORPMCD3,532$1.1M0.26%
61ISHARES TR4642875986,588$1.0M0.25%
62DISNEY WALT CO25468710611,281$1.0M0.25%
63XCEL ENERGY INCXELLL15,597$969,6650.24%
64ISHARES TR4642877218,383$912,6570.22%
65YUM BRANDS INCYUM6,441$892,3850.22%
66NUVEEN SR INCOME FDNU193,166$884,6990.22%
67SPDR S&P 500 ETF TRSPY1,933$856,8550.21%
68INTEL CORPINTC25,499$852,6800.21%
69AMGEN INCAMGN3,590$797,1500.20%
70TESLA INCTSLA3,012$788,4510.19%
71INTERNATIONAL BUSINESS MACHSINTR5,551$742,7920.18%
72ISHARES TR4642877622,509$703,1530.17%
73HONEYWELL INTL INC4385161063,363$697,7920.17%
74EVOLV TECHNOLOGIES HLDNGS INEVLVW112,716$676,2960.17%
75GINKGO BIOWORKS HOLDINGS INCDNABW360,000$669,6000.16%
76OKTA INCOKTA9,609$666,3840.16%
77VISA INCV2,780$660,1090.16%
78ISHARES TR4642877546,185$655,8570.16%
79UNION PAC CORPUNP3,203$655,3980.16%
80WORKDAY INCWDAY2,861$646,2710.16%
81CISCO SYS INCCSCO12,190$630,6850.15%
82ISHARES TR4642878123,087$618,2950.15%
83RAYTHEON TECHNOLOGIES CORPRTX6,232$610,4980.15%
84COLGATE PALMOLIVE COCL7,836$603,6850.15%
85NVIDIA CORPORATIONNVDA1,425$602,9330.15%
86ARK ETF TR00214Q10413,432$592,8940.15%
87NETFLIX INCNFLX1,327$584,5300.14%
88ADOBE SYSTEMS INCORPORATEDADBE1,156$565,2720.14%
89TAKEDA PHARMACEUTICAL CO LTDTKPHF34,817$546,9750.13%
90VERIZON COMMUNICATIONS INCVZ13,812$513,6650.13%
91TRANSDIGM GROUP INCTDG552$493,5820.12%
92AMERIPRISE FINL INC03076C1061,482$492,3160.12%
93TRAVELERS COMPANIES INCTRV2,791$484,7600.12%
94APPLIED MATLS INC0382221053,282$474,3800.12%
95ALASKA AIR GROUP INCALK8,732$464,3680.11%
96WELLS FARGO CO NEW94974610110,463$446,5610.11%
97AT&T INCT-PC27,843$444,1040.11%
98COSTCO WHSL CORP NEW22160K105812$437,1650.11%
99UNITEDHEALTH GROUP INCUNH903$434,0060.11%
100CORNING INCGLW11,743$411,4750.10%
101UROGEN PHARMA LTDURGN37,732$390,5260.10%
102COINBASE GLOBAL INCCOIN5,260$376,3530.09%
103WINNEBAGO INDS INC9746371005,550$370,1300.09%
104INVESCO QQQ TRIVZ976$360,5540.09%
105ORACLE CORPORCL-PD3,015$359,0700.09%
106LILLY ELI & COLLY749$351,2660.09%
107AUTOMATIC DATA PROCESSING INADP1,591$349,5950.09%
108APPLOVIN CORPAPP13,173$338,9410.08%
109DOW INCDOW6,331$337,1980.08%
110BRISTOL-MYERS SQUIBB COCELG-RI5,221$333,8830.08%
111YUM CHINA HLDGS INCYUMC5,906$333,7090.08%
112THERMO FISHER SCIENTIFIC INCTMO639$333,3980.08%
113NIKE INCNKE2,937$324,1950.08%
114GENERAL MLS INC3703341043,742$287,0100.07%
115WW INTL INC98262P10141,500$278,8800.07%
116FORD MTR CO DEL34537086018,249$276,1020.07%
117MONDELEZ INTL INC6092071053,608$263,1340.06%
118PPG INDS INC6935061071,759$260,8600.06%
119GOLDMAN SACHS GROUP INCGSCE785$253,1050.06%
1203M COMMM2,527$252,9030.06%
121ISHARES TR4642875561,950$247,5720.06%
122NATIONAL FUEL GAS CONFG4,800$246,5280.06%
123SHELL PLCRYDAF4,066$245,4970.06%
124MASTERCARD INCORPORATEDMA617$242,6660.06%
125ALIBABA GROUP HLDG LTDBBAAY2,893$241,1320.06%
126NORFOLK SOUTHN CORP6558441081,061$240,5920.06%
127ISHARES SILVER TRSLV11,384$237,8120.06%
128EVERSOURCE ENERGYES3,335$236,5180.06%
129KLA CORPKLAC486$235,7200.06%
130ROBLOX CORPRBLX5,802$233,8210.06%
131SPDR SER TR78464A7631,896$232,4120.06%
132THE TRADE DESK INC88339J1053,000$231,6600.06%
133UBER TECHNOLOGIES INCUBER5,094$219,9080.05%
134EQUINOX GOLD CORPEQX47,664$218,6680.05%
135HALOZYME THERAPEUTICS INCHALO6,000$216,4200.05%
136CONOCOPHILLIPSCOP2,081$215,5760.05%
137ISHARES TR4642878381,613$214,6100.05%
138ISHARES TR4642871502,155$210,8450.05%
139WHIRLPOOL CORPWHR-PA1,407$209,2920.05%
140BROADCOM INCAVGO238$206,4480.05%
141COMCAST CORP NEWCCZ4,924$204,6070.05%
142REDFIN CORP75737F10815,748$195,5900.05%
143ALAMOS GOLD INC NEWAGI16,357$195,0820.05%
144HAWAIIAN HOLDINGS INCHE17,500$188,4750.05%
145BARRICK GOLD CORP06790110810,891$184,3850.05%
146VIRGIN GALACTIC HOLDINGS INCSPCE45,090$174,9490.04%
147SNAP INCSNAP14,737$174,4860.04%
148ABRDN GLOBAL PREMIER PPTYS F00302L10841,897$164,2360.04%
149HUDSON PAC PPTYS INC44409710938,028$160,4780.04%
150NANO X IMAGING LTDNNOX10,000$154,9000.04%
151GRUPO TELEVISA S A BGRPFF30,000$153,9000.04%
152BLACKROCK MULTI SECTOR INC TBLK10,204$146,6330.04%
153RITHM CAPITAL CORPRITM-PF12,777$119,4630.03%
154PELOTON INTERACTIVE INCPTON14,019$107,8060.03%
155HANESBRANDS INC41034510221,472$97,4830.02%
156KRONOS BIO INC50107A10451,968$89,3850.02%
157FINANCE OF AMERICA COMPANFOA45,722$87,3290.02%
158UPHEALTH INC91532B20040,000$75,2000.02%
159QURATE RETAIL INC74915M10070,250$69,5330.02%
160ANNEXON INCANNX17,000$59,8400.01%
161OCULAR THERAPEUTIX INCOCUL10,900$56,2440.01%
162CAPRICOR THERAPEUTICS INCCAPR10,894$52,0730.01%
163TELLURIAN INC NEW87968A10419,000$26,7900.01%
164PROCESSA PHARMACEUTICALS INCPCSA52,500$26,1190.01%
165CSI COMPRESSCO LP12637A10318,518$23,3330.01%
166THE BEACHBODY COMPANY INC07346310125,000$10,4650.00%
167GINKGO BIOWORKS HOLDINGS INCDNABW10,800$2,8320.00%