| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 35 | Q2 2024 | 29.0% |
| EXXON MOBIL CORP | 35 | Q2 2024 | 4.5% |
| APPLE INC | 35 | Q2 2024 | 3.3% |
| PEPSICO INC | 35 | Q2 2024 | 1.4% |
| BERKSHIRE HATHAWAY INC DEL | 35 | Q2 2024 | 1.3% |
| JOHNSON & JOHNSON | 35 | Q2 2024 | 1.4% |
| FACTSET RESH SYS INC | 35 | Q2 2024 | 1.1% |
| MICROSOFT CORP | 35 | Q2 2024 | 1.9% |
| BOEING CO | 35 | Q2 2024 | 1.1% |
| SOUTHERN CO | 35 | Q2 2024 | 0.8% |
View Coastal Bridge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-16 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-15 |
| 13F-HR/A | 2022-11-15 |
View Coastal Bridge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.