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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 Q2 2025 · Filed August 25, 2025 · Accession 0001725547-25-003736

Total Value
$405.1M
Positions
253
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797982,226$27.5M6.78%
2INVESCO EXCHANGE TRADED FD TIVZ165,311$16.5M4.08%
3SCHWAB STRATEGIC TR808524102763,691$16.3M4.03%
4SELECT SECTOR SPDR TR81369Y20959,825$8.7M2.16%
5SELECT SECTOR SPDR TR81369Y605174,286$8.7M2.14%
6SELECT SECTOR SPDR TR81369Y80341,196$8.5M2.10%
7VANGUARD INTL EQUITY INDEX F922042866114,329$8.3M2.05%
8ISHARES TR46428787982,990$8.1M2.00%
9ISHARES TR46434V456184,966$7.3M1.81%
10VANGUARD INTL EQUITY INDEX F922042775117,105$7.1M1.75%
11ISHARES TR46434V621114,659$7.1M1.75%
12ZOETIS INCZTS37,447$6.2M1.52%
13T-MOBILE US INCTMUSZ21,324$5.7M1.40%
14ASML HOLDING N VASMLF8,219$5.4M1.34%
15CAPITAL ONE FINL CORP14040H10530,370$5.4M1.34%
16MICRON TECHNOLOGY INCMU62,246$5.4M1.34%
17LOCKHEED MARTIN CORPLMT11,510$5.1M1.27%
18ISHARES TR46428866141,365$4.9M1.21%
19VANGUARD INDEX FDS92290862918,594$4.8M1.19%
20MASTERCARD INCORPORATEDMA8,271$4.5M1.12%
21PIMCO ETF TR72201R585169,830$4.5M1.10%
22MEDTRONIC PLCMDT47,197$4.2M1.05%
23SPDR INDEX SHS FDS78463X47567,277$4.2M1.04%
24SELECT SECTOR SPDR TR81369Y30850,319$4.1M1.01%
25SELECT SECTOR SPDR TR81369Y85242,295$4.1M1.01%
26MARVELL TECHNOLOGY INCMRVL64,233$4.0M0.98%
27INVESCO EXCH TRD SLF IDX FDIVZ200,117$3.9M0.97%
28SELECT SECTOR SPDR TR81369Y40719,340$3.8M0.94%
29VANGUARD SCOTTSDALE FDS92206C40947,100$3.7M0.92%
30ISHARES TR46428780434,166$3.6M0.88%
31ISHARES TR46428744035,981$3.4M0.85%
32TEXAS INSTRS INC88250810417,732$3.2M0.79%
33QUALCOMM INCQCOM20,411$3.1M0.77%
34CARNIVAL CORPCUKPF159,118$3.1M0.77%
35JACOBS SOLUTIONS INCJ24,402$2.9M0.73%
36ISHARES TR46428717626,180$2.9M0.72%
37ISHARES TR46428751530,872$2.7M0.68%
38FIDELITY COVINGTON TRUST31609260039,627$2.7M0.67%
39ISHARES TR46428743229,584$2.7M0.66%
40CHUBB LIMITEDCB8,784$2.7M0.65%
41PHILIP MORRIS INTL INC71817210916,059$2.5M0.63%
42FEDEX CORPFDX10,447$2.5M0.63%
43TJX COS INC NEW87254010920,458$2.5M0.62%
44ISHARES TR46428784617,005$2.3M0.57%
45CARDINAL HEALTH INCCAH16,417$2.3M0.56%
46THERMO FISHER SCIENTIFIC INCTMO4,446$2.2M0.55%
47ISHARES INC46434G82232,099$2.2M0.54%
48SCHWAB STRATEGIC TR80852487078,107$2.1M0.52%
49UNITED RENTALS INCURI3,337$2.1M0.52%
50ELEVANCE HEALTH INCELV4,793$2.1M0.51%
51VANGUARD SCOTTSDALE FDS92206C87024,787$2.0M0.50%
52ISHARES TR46428750734,161$2.0M0.49%
53KENVUE INCKVUE82,514$2.0M0.49%
54INVESCO EXCH TRD SLF IDX FDIVZ96,443$2.0M0.48%
55GE AEROSPACE3696043019,788$2.0M0.48%
56LPL FINL HLDGS INC50212V1005,757$1.9M0.46%
57EATON CORP PLCETN6,537$1.8M0.44%
58LOWES COS INC5486611077,422$1.7M0.43%
59WELLTOWER INCWELL11,213$1.7M0.42%
60SOLVENTUM CORPSOLV22,519$1.7M0.42%
61QUANTA SVCS INC74762E1026,618$1.7M0.42%
62GOLDMAN SACHS ETF TRNVGLF35,683$1.7M0.41%
63REPUBLIC SVCS INC7607591006,855$1.7M0.41%
64DUKE ENERGY CORP NEWDUKB13,267$1.6M0.40%
65GALLAGHER ARTHUR J & CO3635761094,542$1.6M0.39%
66MOTOROLA SOLUTIONS INCMSI3,460$1.5M0.37%
67GEN DIGITAL INCGENVR57,083$1.5M0.37%
68AMPHENOL CORP NEW03209510122,556$1.5M0.37%
69HALLIBURTON COHAL57,500$1.5M0.36%
70SNAP ON INCSNA4,314$1.5M0.36%
71DEVON ENERGY CORP NEW25179M10338,835$1.5M0.36%
72WESCO INTL INC95082P1059,137$1.4M0.35%
73ISHARES TR46434V73823,491$1.4M0.35%
74LISTED FD TR53656F62334,022$1.4M0.34%
75CARLISLE COS INC1423391004,038$1.4M0.34%
76NRG ENERGY INCNRG14,365$1.4M0.34%
77VICTORY PORTFOLIOS II92647P12635,002$1.4M0.34%
78NOVO-NORDISK A SNONOF19,314$1.3M0.33%
79SELECT SECTOR SPDR TR81369Y70410,165$1.3M0.33%
80INCYTE CORPINCY21,303$1.3M0.32%
81TRANE TECHNOLOGIES PLCTT3,791$1.3M0.32%
82SPDR SER TR78468R10143,533$1.3M0.31%
83JANUS DETROIT STR TR47103U85228,114$1.3M0.31%
84INGREDION INCINGR9,368$1.3M0.31%
85ISHARES TR46428745715,126$1.3M0.31%
86SCHWAB STRATEGIC TR80852464948,528$1.2M0.30%
87CONSOLIDATED EDISON INCED11,128$1.2M0.30%
88ADVANCED MICRO DEVICES INCAMD11,782$1.2M0.30%
89BOSTON SCIENTIFIC CORPBSX11,743$1.2M0.29%
90O-I GLASS INCOI98,648$1.1M0.28%
91STRYKER CORPORATIONSYK2,992$1.1M0.27%
92TRACTOR SUPPLY COTSCO20,161$1.1M0.27%
93ISHARES INC46434G76419,858$1.1M0.27%
94WATSCO INCWSO-B2,149$1.1M0.27%
95WEC ENERGY GROUP INCWEC9,885$1.1M0.27%
96ATMOS ENERGY CORPATO6,959$1.1M0.27%
97AMENTUM HOLDINGS INCAMTM58,626$1.1M0.26%
98BLACKROCK MUNIYIELD QUALITYBLK96,862$1.1M0.26%
99ILLINOIS TOOL WKS INC4523081094,275$1.1M0.26%
100DIREXION SHS ETF TR25460E30735,379$1.0M0.26%
101CORTEVA INCCTVA16,050$1.0M0.25%
102MANAGED PORTFOLIO SERIES56167R70530,800$1.0M0.25%
103MARSH & MCLENNAN COS INC5717481024,084$996,5610.25%
104S&P GLOBAL INCSPGI1,931$981,0030.24%
105BROADRIDGE FINL SOLUTIONS IN11133T1033,929$952,7360.24%
106FASTENAL COFAST12,189$945,2840.23%
107CASEYS GEN STORES INC1475281032,162$938,2850.23%
108FIRST TR EXCHANGE TRADED FD33734X84614,833$934,4950.23%
109SPDR SER TR78464A40914,109$902,5300.22%
110WASTE MGMT INC DEL94106L1093,794$878,3230.22%
111SPDR SER TR78464A30011,147$873,9290.22%
112BIOHAVEN LTDBHVN36,299$872,6280.22%
113PHILLIPS 66PSX6,722$830,0750.20%
114BLACKROCK INCBLK865$818,2800.20%
115SPDR S&P MIDCAP 400 ETF TRMDY1,515$808,4410.20%
116SHERWIN WILLIAMS COSHW2,285$797,9090.20%
117INTUITINTU1,295$795,3330.20%
118VANGUARD WORLD FD92204A7021,451$786,9940.19%
119CINTAS CORPCTAS3,813$783,6670.19%
120EOG RES INCEOG6,091$781,1220.19%
121SCHWAB STRATEGIC TR80852486231,835$774,8690.19%
122PAYCHEX INCPAYX4,999$771,2110.19%
123PUBLIC SVC ENTERPRISE GRP IN7445731069,257$761,8510.19%
124VANGUARD SPECIALIZED FUNDS9219088443,882$753,2020.19%
125VANGUARD INDEX FDS9229086524,351$749,5680.19%
126SPDR SER TR78464A50814,618$746,5670.18%
127GITLAB INCGTLB15,881$746,4070.18%
128AMERICAN WTR WKS CO INC NEW0304201034,917$725,3630.18%
129NASDAQ INCNDAQ9,452$717,0140.18%
130BERKLEY W R CORPWRB-PH10,019$712,9600.18%
131EQUINIX INCEQIX871$709,9090.18%
132PROLOGIS INC.PLDGP6,328$707,4260.17%
133COHEN & STEERS INFRASTRUCTUR19248A10927,551$703,9200.17%
134ISHARES TR4642886536,762$701,5540.17%
135MCCORMICK & CO INCMKC-V8,495$699,2350.17%
136L3HARRIS TECHNOLOGIES INCLHX3,194$668,5250.17%
137UNITED PARCEL SERVICE INCUPS5,997$659,6080.16%
138ISHARES TR4642873097,053$654,7480.16%
139CITIGROUP INCC-PR9,189$652,3180.16%
140PROSHARES TR74347B6078,376$644,0070.16%
141FIDELITY COVINGTON TRUST3160928083,975$641,0430.16%
142ISHARES TR46428986711,085$638,1850.16%
143ENBRIDGE INCENNPF14,396$637,8670.16%
144STERIS PLCSTE2,788$631,9780.16%
145ISHARES U S ETF TR46431W7056,734$621,3740.15%
146INVESCO EXCHANGE TRADED FD TIVZ20,395$606,7630.15%
147HENRY JACK & ASSOC INC4262811013,286$600,0990.15%
148GENERAL DYNAMICS CORPGD2,201$600,0230.15%
149BECTON DICKINSON & COBDX2,598$595,1990.15%
150SPDR SER TR78464A28423,331$588,4030.15%
151ARS PHARMACEUTICALS INCSPRY46,750$588,1150.15%
152INTUITIVE SURGICAL INCISRG1,187$587,8850.15%
153INTERNATIONAL PAPER CO46014610310,998$586,7880.14%
154VANGUARD INDEX FDS9229086113,051$568,3830.14%
155ENERGY TRANSFER L PET-PI29,761$553,2530.14%
156CATERPILLAR INCCAT1,616$532,7840.13%
157VANGUARD INDEX FDS9229087512,365$524,3330.13%
158ISHARES TR4642874082,704$515,3280.13%
159CVS HEALTH CORPCVS7,284$493,5110.12%
160ISHARES TR46429B6634,073$493,3310.12%
161INVESCO EXCH TRD SLF IDX FDIVZ25,120$489,3340.12%
162PROSHARES TR74347X6335,484$488,9530.12%
163GRANITESHARES GOLD TRBAR15,769$486,3160.12%
164POOL CORPPOOL1,506$479,4190.12%
165PARKER-HANNIFIN CORPPH779$473,5760.12%
166NUVEEN AMT FREE QLTY MUN INCNU40,629$455,0430.11%
167SCHWAB STRATEGIC TR80852440916,874$448,5020.11%
168US BANCORP DELUSB-PS10,617$448,2370.11%
169TAIWAN SEMICONDUCTOR MFG LTD8740391002,669$443,0540.11%
170DISCOVER FINL SVCS2547091082,560$437,0670.11%
171ESSENTIAL UTILS INC29670G10210,964$433,4220.11%
172SSGA ACTIVE ETF TR78467V10314,589$416,3760.10%
173ISHARES TR4642874733,302$415,9530.10%
174VICTORY PORTFOLIOS II92647X79815,721$404,4920.10%
175PIMCO ETF TR72201R6277,921$399,1030.10%
176ALTRIA GROUP INCMO6,563$393,9110.10%
177MORGAN STANLEYMS-PQ3,355$391,4710.10%
178NEBIUS GROUP N.V.NBIS18,350$387,3690.10%
179ENTERPRISE PRODS PARTNERS L29379210711,205$382,5450.09%
180ISHARES TR4642876551,884$375,9080.09%
181LISTED FD TR53656G20913,437$374,5600.09%
182PAYPAL HLDGS INCPYPL5,564$363,0510.09%
183JANUS DETROIT STR TR47103U7537,289$354,7560.09%
184PROSHARES TR74348A4673,405$347,9230.09%
185STARBUCKS CORPSBUX3,494$342,7220.08%
186FIDELITY COVINGTON TRUST31609A30510,780$339,5570.08%
187ISHARES TR4642872263,362$332,6090.08%
188KIMBERLY-CLARK CORPKMB2,307$328,1300.08%
189HEICO CORP NEWHEI-A1,208$322,8340.08%
190SPDR DOW JONES INDL AVERAGE78467X109765$321,2870.08%
191ISHARES TR4642871682,321$311,6870.08%
192ALNYLAM PHARMACEUTICALS INCALNY1,136$306,7430.08%
193VANGUARD TAX-MANAGED FDS9219438585,982$304,0660.08%
194VANECK ETF TRUST92189F1066,561$301,5960.07%
195METLIFE INCMET-PF3,715$298,3140.07%
196ISHARES TR4642882405,377$298,1420.07%
197ISHARES TR4642887601,921$294,1300.07%
198SCHWAB STRATEGIC TR80852450811,164$292,5090.07%
199INVESCO EXCH TRADED FD TR IIIVZ11,993$290,7160.07%
200MONOLITHIC PWR SYS INC609839105500$289,8420.07%
201ERIE INDTY CO29530P102689$288,7560.07%
202ISHARES TR46429B7472,784$288,0780.07%
203EVEREST GROUP LTDEG789$286,6670.07%
204VANGUARD WORLD FD92204A5041,068$282,7440.07%
205GE VERNOVA INCGEV902$275,3860.07%
206LEIDOS HOLDINGS INCLDOS2,022$272,8490.07%
207DEERE & CODE581$272,7250.07%
208IRON MTN INC DEL46284V1013,158$271,7050.07%
209CRANE COMPANYCR1,766$270,5160.07%
210ROBERT HALF INC.RHI4,928$268,8420.07%
211PRUDENTIAL FINL INCPUKPF2,393$267,2410.07%
212TARGA RES CORPTRGP1,302$261,0120.06%
213SPDR SER TR78464A8621,295$260,0540.06%
214CENCORA INCCOR932$259,2610.06%
215ISHARES TR4642887522,680$255,1180.06%
216SCHWAB STRATEGIC TR80852485410,220$254,0770.06%
217CSX CORPCSX8,603$253,1830.06%
218EMCOR GROUP INCEME676$249,8700.06%
219DUPONT DE NEMOURS INCDD3,325$248,3250.06%
220TERADYNE INCTER2,915$240,8040.06%
221DOW INCDOW6,856$239,4090.06%
222THOMSON REUTERS CORPTMSOF1,379$238,2350.06%
223INSULET CORPPODD900$236,3490.06%
224HOULIHAN LOKEY INCHLI1,451$234,3370.06%
225HARTFORD INSURANCE GROUP INCHIG-PG1,887$233,4960.06%
226FREEPORT-MCMORAN INCFCX6,004$227,3020.06%
227KRANESHARES TRUST50076773612,156$227,0820.06%
228MARRIOTT INTL INC NEW571903202952$226,6590.06%
229THE CIGNA GROUP125523100689$226,6400.06%
230SUMITOMO MITSUI FINL GROUP I86562M20914,300$221,0780.05%
231SPDR SER TR78464A5991,373$219,4880.05%
232INVESCO EXCH TRADED FD TR IIIVZ19,532$219,1510.05%
233ISHARES TR4642884142,076$218,9140.05%
234CROWDSTRIKE HLDGS INCCRWD606$213,6630.05%
235ISHARES TR4642876711,622$206,1270.05%
236VANGUARD WHITEHALL FDS9219464061,592$205,2550.05%
237VANECK ETF TRUST92189F35310,377$203,9130.05%
238ISHARES TR4642887941,454$203,7390.05%
239FIRST TR EXCHANGE-TRADED FD33733E302911$202,4020.05%
240ARMSTRONG WORLD INDS INC NEW04247X1021,422$200,3310.05%
241RCM TECHNOLOGIES INCRCMT10,726$167,3260.04%
242INVESCO ACTVELY MNGD ETC FDIVZ12,195$166,2180.04%
243FORD MTR CO34537086016,411$164,5950.04%
244MITSUBISHI UFJ FINL GROUP IN60682210411,989$163,4100.04%
245SSR MINING INSSRGF15,565$156,1170.04%
246ROYCE SMALL CAP TRUST INCRVT10,695$152,2970.04%
247HILLMAN SOLUTIONS CORPHLMN13,277$116,7050.03%
248QUALIGEN THERAPEUTICS INCAIXC27,473$100,0020.02%
249KOPIN CORPKOPN63,876$59,5450.01%
250XEROX HOLDINGS CORPXRXDW11,716$56,5880.01%
251ARRAY TECHNOLOGIES INCARRY11,088$53,9990.01%
252SHOALS TECHNOLOGIES GROUP INSHLS12,153$40,3480.01%
253SOLUNA HOLDINGS INCSLNHP15,000$9,5700.00%