StockDriftsStockDriftsTop 50 Coastal Bridge Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.03% | 224.4K | $56.9M | +1.03%(+2.30K) | $188.31(+58.36%) | 2026-03-31 | |
| LION | LIONSGATE STUDIOS CORP | 3.42% | 5.03M | $48.2M | +602.48%(+4.31M) | $8.97(+41.14%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.76% | 136.0K | $39.0M | -1.16%(-1.59K) | $171.10(+132.13%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.52% | 1.16M | $35.5M | +4.01%(+44.68K) | $27.13(+17.21%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.39% | 596.4K | $33.8M | -1.30%(-7.88K) | $54.91(+1.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.14% | 173.5K | $30.3M | +1.52%(+2.60K) | $114.44(+105.99%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 75.6K | $28.0M | -0.07%(-53) | $365.73(+11.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.94% | 131.8K | $27.5M | -0.16%(-215) | $192.64(+38.72%) | 2026-03-31 | |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 1.94% | 2.45M | $27.3M | -0.71%(-17.61K) | $13.47(-14.79%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.8% | 149.4K | $25.3M | +140.94%(+87.39K) | $120.35(+26.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.50% | +38.61% |
| Top 20 Holdings Unweighted | +15.94% | +55.85% |
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