Coastal Bridge Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 16, 2024), Coastal Bridge Advisors, LLC reported 168 stock positions worth $402.5 million. Its top holding was Blackstone Strategic Credit (BGB) at 11.3% of the portfolio, followed by Lions Gate Entertainment-B (LGF.B, 8.0%) and JPMorgan Equity Premium Inco (JEPI, 7.3%). Compared with Q1 2024, it opened 10 new positions, sold out of 18, added to 67 and reduced 37. The biggest buy was a new position in FT Energy Income ETF (EIPI) and the biggest sale Draftkings Class A (DKNG, shares −32%).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0001665976
Portfolio Value
$402.5M (Q2 2024)
SEC Filing
0001085146-24-004037 ↗ filed Aug 16, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $434.5M Q1 2024 Q2 2024: $402.5M $402.5M Q2 2024 Q3 2024: $403.5M Q3 2024 Q4 2024: $397.3M Q4 2024 Q1 2025: $699.6M Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 168 stocks · $402.5M
BGB Blackstone Strategic Credit 11.28% 3,818,910 $45.4M Reduce -3.0%
LGF.B Lions Gate Entertainment-B 7.97% 3,741,593 $32.1M Reduce -10.6%
JEPI JPMorgan Equity Premium Inco 7.25% 515,136 $29.2M Add +0.3%
DKNG Draftkings Inc. Class A 4.96% 522,960 $20.0M Reduce -32.3%
LZ Legalzoomcom Inc. 4.16% 1,996,558 $16.8M Add +10.2%
LIONS GATE ENTMNT CORP 3.65% 1,557,773 $14.7M No change
AAPL Apple Inc. 3.27% 62,409 $13.1M Reduce -0.7%
EIPI FT Energy Income ETF 3.06% 663,493 $12.3M New
XOM Exxon Mobil Corp. 2.98% 104,040 $12.0M Add +0.8%
VNLA Janus Henderson Short Durati 2.88% 239,045 $11.6M Reduce -3.0%
MSFT Microsoft Corp. 1.89% 17,023 $7.6M Add +2.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.76% 127,452 $7.1M Add +38.9%
ARES Ares Management Corp. Class A 1.66% 50,269 $6.7M Reduce -0.3%
ABNB Airbnb Inc. Class A 1.66% 44,162 $6.7M No change
TH Target Hospitality Corp. 1.56% 723,192 $6.3M Reduce -27.7%
KKR KKR & Co. Inc. 1.50% 57,304 $6.0M Reduce -0.3%
PANW Palo Alto Networks Inc. 1.47% 17,513 $5.9M Reduce -0.4%
IAU iShares Gold Trust 1.40% 127,938 $5.6M Reduce -0.8%
META Meta Platforms Inc. Class A 1.24% 9,884 $5.0M Add +2.2%
BX Blackstone Inc. 1.15% 37,499 $4.6M No change
APO Apollo Global Management Inc. 1.12% 38,109 $4.5M No change
AMZN Amazon.com Inc. 1.08% 22,443 $4.3M Add +4.4%
VUG Vanguard Mrngstar GR ETF-Sui 1.02% 11,024 $4.1M Add +2.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.00% 7,373 $4.0M Add +237.0%
JFR Nuveen Floating Rate Income 0.95% 442,454 $3.8M Add +30.6%
PEP Pepsico Inc. 0.93% 22,648 $3.7M Reduce -1.6%
BRK.A Berkshire Hathaway Inc. Class A 0.91% 6 $3.7M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.82% 20,546 $3.3M Add +0.6%
FDS Factset Research Systems Inc. 0.80% 7,915 $3.2M Reduce -1.4%
GOOGL Alphabet Inc. Class A 0.74% 16,401 $3.0M Add +6.3%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 6,812 $2.8M Add +0.9%
CG The Carlyle Group Inc. 0.67% 66,813 $2.7M Reduce -0.8%
IEFA iShares Core MSCI Eafe ETF 0.63% 35,069 $2.5M Add +0.1%
JNJ Johnson & Johnson 0.63% 17,398 $2.5M Add +0.5%
SO The Southern Co. 0.62% 32,300 $2.5M Add +0.5%
NVDA Nvidia Corp. 0.59% 19,070 $2.4M Add +11.3%
AXP American Express Co. 0.51% 8,874 $2.1M Add +0.3%
HD Home Depot Inc. 0.51% 5,933 $2.0M Reduce -0.9%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.51% 31,797 $2.0M No change
JPM JPMorgan Chase & Co. 0.49% 9,785 $2.0M Add +3.0%
GLD SPDR Gold Shares 0.49% 9,115 $2.0M No change
WMT Walmart Inc. 0.47% 28,052 $1.9M Add +3.2%
BSL Blackstone SNR Fltng RT 0.47% 133,993 $1.9M Reduce -8.6%
GOOG Alphabet Inc. Class C 0.46% 10,023 $1.8M Add +3.0%
FIRY Firy Inc. filed as SKILLZ INC 0.44% 247,008 $1.8M No change
KO The Coca-Cola Co. 0.43% 26,893 $1.7M Add +0.3%
PG The Procter & Gamble Co. 0.42% 10,348 $1.7M Reduce -3.0%
AMGN Amgen Inc. 0.38% 4,896 $1.5M Add +6.6%
NEE Nextera Energy Inc. 0.36% 20,636 $1.5M Add +1.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 35,703 $1.4M Add +1.1%
ICLN iShares Global Clean Energy 0.35% 105,640 $1.4M Reduce -23.5%
VTI VG Morningstar TS MKT ETF-US 0.34% 5,171 $1.4M Reduce -0.5%
XBI SS SPDR S&P Biotech ETF 0.33% 14,418 $1.3M Reduce -0.5%
BA The Boeing Co. 0.33% 7,246 $1.3M Add +7.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.33% 13,240 $1.3M Add +14.3%
HAS Hasbro Inc. 0.31% 21,240 $1.2M No change
MRK Merck & Co. Inc. 0.30% 9,716 $1.2M Reduce -12.4%
PFE Pfizer Inc. 0.28% 40,201 $1.1M No change
COST Costco Wholesale Corp. 0.27% 1,300 $1.1M Add +3.3%
APP AppLovin Corp. Class A 0.27% 13,173 $1.1M No change
V Visa Inc. Class A 0.27% 4,098 $1.1M Reduce -2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 5,732 $991K Add +0.3%
IWD iShares Russell 1000 Value E 0.24% 5,438 $949K No change
ALLO Allogene Therapeutics Inc. 0.24% 406,847 $948K No change
MCD McDonald's Corp. 0.23% 3,665 $934K Add +0.2%
NFLX Netflix Inc. 0.23% 1,355 $914K Add +0.3%
IYW iShares Ustechnology ETF 0.23% 6,063 $912K Reduce -27.7%
OKTA Okta Inc. 0.22% 9,519 $891K No change
YUM Yum! Brands Inc. 0.21% 6,466 $857K Add +0.1%
UPST Upstart Holdings Inc. 0.21% 35,688 $842K No change
QQQ Invesco QQQ Trust Series 1 0.21% 1,736 $832K Add +25.0%
ADBE Adobe Inc. 0.20% 1,427 $793K Add +7.0%
LLY Eli Lilly & Co. 0.19% 866 $784K Add +0.9%
AMAT Applied Materials Inc. 0.19% 3,289 $776K Add +0.2%
UNP Union Pacific Corp. 0.19% 3,371 $763K Add +4.7%
IWF iShares Russell 1000 Growth 0.18% 1,975 $720K No change
TDG Transdigm Group Inc. 0.18% 552 $705K No change
CVX Chevron Corp. 0.17% 4,416 $691K Reduce -16.3%
TSLA Tesla Inc. 0.17% 3,387 $670K Reduce -7.2%
WDAY Workday Inc. Class A 0.16% 2,897 $648K No change
URGN Urogen Pharma Ltd. 0.16% 38,500 $646K Add +4.0%
AMP Ameriprise Financial Inc. 0.16% 1,493 $638K Add +0.2%
WFC Wells Fargo & Co. 0.16% 10,552 $627K No change
TRV The Travelers Cos Inc. 0.15% 3,010 $612K Add +0.3%
IYJ iShares U.S. Industrials ETF 0.15% 4,921 $588K Reduce -20.4%
VONV Vanguard Russell 1000 Value 0.14% 7,596 $582K No change
IYH iShares U.S. Healthcare ETF 0.14% 9,415 $577K Reduce -24.9%
VZ Verizon Communications Inc. 0.14% 13,987 $577K Add +0.3%
UNH Unitedhealth Group Inc. 0.14% 1,114 $567K Add +12.2%
HON Honeywell International Inc. 0.14% 2,631 $562K Add +1.6%
RTX RTX Corp. 0.14% 5,414 $544K Reduce -11.4%
T AT&T Inc. 0.13% 28,363 $542K Add +0.4%
INTC Intel Corp. 0.13% 17,134 $531K Reduce -32.4%
IYK iShares US Consumer Staples 0.13% 8,043 $529K Reduce -13.2%
CSCO Cisco Systems Inc. 0.13% 11,096 $527K Add +3.6%
HA Hawaiian Holdings Inc. 0.12% 39,085 $486K No change
RSP Invesco S&P 500 Equal Weight 0.11% 2,792 $459K New
TAK Takeda Pharmaceutic-SP ADR 0.11% 34,852 $451K Add +0.1%
GLW Corning Inc. 0.11% 11,343 $441K No change
ORCL Oracle Corp. 0.10% 2,990 $422K Reduce -10.2%
GS Goldman Sachs Group Inc. 0.10% 903 $408K Add +0.2%
KLAC KLA Corp. 0.10% 489 $403K Add +0.6%
AVGO Broadcom Inc. 0.10% 241 $387K Add +1.3%
ADP Automatic Data Processing 0.09% 1,580 $377K Add +0.8%
ALL Allstate Corp. 0.09% 2,361 $377K No change
UBER Uber Technologies Inc. 0.09% 5,159 $375K No change
VOO Vanguard S&P 500 ETF 0.09% 742 $371K Add +10.8%
LRCX Lam Research Corp. 0.09% 347 $370K No change
TMO Thermo Fisher Scientific Inc. 0.09% 654 $362K Add +1.2%
DOW Dow Inc. 0.08% 6,412 $340K Add +0.3%
IVV iShares Core S&P 500 ETF 0.08% 601 $329K Reduce -3.1%
S Sentinelone Inc. Class A 0.08% 15,400 $324K No change
MPC Marathon Petroleum Corp. 0.08% 1,786 $310K No change
ROP Roper Technologies Inc. 0.08% 537 $303K New
LH Labcorp Holdings Inc. 0.07% 1,468 $299K New
NKE Nike Inc. Class B 0.07% 3,932 $296K Add +22.9%
SHEL Shell PLC-ADR 0.07% 4,047 $292K Reduce -0.3%
SLV iShares Silver Trust 0.07% 10,591 $281K No change
MMM 3M Co. 0.07% 2,691 $275K Add +0.2%
AVY Avery Dennison Corp. 0.07% 1,232 $269K New
IBB iShares Biotechnology ETF 0.07% 1,950 $268K No change
NFG National Fuel Gas Co. 0.07% 4,862 $263K Add +1.3%
CRM Salesforce Inc. 0.06% 1,017 $261K Reduce -7.1%
EMR Emerson Electric Co. 0.06% 2,346 $258K New
AGI Alamos Gold Inc. Class A 0.06% 16,357 $257K No change
XEL Xcel Energy Inc. 0.06% 4,798 $256K Reduce -43.1%
ITOT iShares Core S&P Total U.S. 0.06% 2,155 $256K No change
SIX Six Flags Entertainment Corp. 0.06% 7,690 $255K No change
PGR Progressive Corp. 0.06% 1,204 $250K No change
EQX Equinox Gold Corp. 0.06% 47,664 $249K No change
WGO Winnebago Industries 0.06% 4,550 $247K No change
COP Conocophillips 0.06% 2,146 $245K Add +0.1%
HUDSON PAC PPTYS INC 0.06% 51,013 $245K No change
GIS General Mills Inc. 0.06% 3,872 $245K Add +0.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.06% 2,498 $244K No change
SDY SS SPDR S&P Dividend ETF 0.06% 1,896 $241K No change
MDLZ Mondelez International Inc. Class A 0.06% 3,641 $238K Add +0.3%
CL Colgate-Palmolive Co. 0.06% 2,400 $233K No change
DHR Danaher Corp. 0.06% 931 $233K Add +11.8%
F Ford Motor Co. filed as FORD MTR CO DEL 0.06% 18,449 $231K Add +0.2%
NSC Norfolk Southern Corp. 0.06% 1,061 $228K No change
IYM iShares U.S. Basic Materials 0.06% 1,613 $226K No change
IEMG iShares Core MSCI Emerging 0.05% 4,110 $220K Add +0.0%
B Barrick Gold Corp. 0.05% 12,991 $217K Add +8.3%
DNA Ginkgo Bioworks Holdings Inc. 0.05% 647,619 $216K Add +85.0%
AFL Aflac Inc. 0.05% 2,416 $216K Add +0.7%
ARKK ARK Innovation ETF 0.05% 4,812 $211K Reduce -22.9%
WWD Woodward Inc. 0.05% 1,200 $209K New
MA Mastercard Inc. Class A 0.05% 473 $209K Reduce -26.7%
PPG PPG Industries Inc. 0.05% 1,642 $207K No change
XAWPX Abrdn Global Premier Propert 0.04% 41,897 $160K No change
TV Grupo Televisa SA-Spon ADR 0.04% 57,372 $159K No change
NNOX Nano-X Imaging Ltd. 0.04% 20,500 $150K Add +2.5%
RDFN Redfin Corp. 0.03% 18,553 $112K No change
HBI Hanesbrands Inc. 0.03% 21,472 $106K No change
ARIS Aris Mining Corp. filed as ARIS MNG CORP 0.02% 25,000 $94K No change
ANNX Annexon Inc. 0.02% 17,000 $83K No change
ARDX Ardelyx Inc. 0.02% 10,000 $74K New
WGHTQ WW International Inc. filed as WW INTL INC 0.02% 58,125 $68K Add +36.8%
KRON Kronos Bio Inc. 0.02% 51,968 $64K No change
SLNH Soluna Holdings Inc. 0.02% 10,000 $61K New
EVLV Evolv Technologies Holdings 0.01% 20,466 $52K No change
CAPR Capricor Therapeutics Inc. 0.01% 10,894 $52K No change
PTON Peloton Interactive Inc. Class A 0.01% 13,781 $47K No change
QVCG QVC Group Inc. filed as QURATE RETAIL INC 0.01% 70,250 $44K No change
CLRB Cellectar Biosciences Inc. 0.01% 11,000 $28K Reduce -31.3%
FINANCE OF AMERICA COMPAN 0.01% 45,722 $23K No change
TMC TMC the Metals Co. Inc. 0.00% 10,000 $14K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $305 (not counted above)
SecurityClassShares / PrincipalValueChange
DNABW Ginkgo Bioworks -CW27 *W EXP 09/16/202 10,800$305No change

Total filed on the 13F, all lines: $402.5M.

Portfolio Sells Q1 2024 → Q2 2024
DKNG Draftkings Inc. Class A Reduce -32.3% 4.96% −3.11
FST TR NEW OPPORT MLP & ENE Sold out 0.00% −2.09
LGF.B Lions Gate Entertainment-B Reduce -10.6% 7.97% −1.00
TH Target Hospitality Corp. Reduce -27.7% 1.56% −0.94
FEN First TR Enrgy Inc. & GRW Sold out 0.00% −0.81
GBDC Golub Capital BDC Inc. Sold out 0.00% −0.45
INTC Intel Corp. Reduce -32.4% 0.13% −0.13
ICLN iShares Global Clean Energy Reduce -23.5% 0.35% −0.09
HALO Halozyme Therapeutics Inc. Sold out 0.00% −0.09
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.07
CAT Caterpillar Inc. Sold out 0.00% −0.06
CG The Carlyle Group Inc. Reduce -0.8% 0.67% −0.06
YUMC Yum China Holdings Inc. Sold out 0.00% −0.05
PRAX Praxis Precision Medicines I Sold out 0.00% −0.05
RBLX Roblox Corp. Class A Sold out 0.00% −0.05
TXT Textron Inc. Sold out 0.00% −0.05
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.05
ACN Accenture PLC Class A Sold out 0.00% −0.05
CMCSA Comcast Corp. Class A Sold out 0.00% −0.05
XEL Xcel Energy Inc. Reduce -43.1% 0.06% −0.04
MRK Merck & Co. Inc. Reduce -12.4% 0.30% −0.04
FDS Factset Research Systems Inc. Reduce -1.4% 0.80% −0.04
BGT BlackRock Fltng RT Inc. TR Sold out 0.00% −0.04
IYH iShares U.S. Healthcare ETF Reduce -24.9% 0.14% −0.04
IYW iShares Ustechnology ETF Reduce -27.7% 0.23% −0.03
IYJ iShares U.S. Industrials ETF Reduce -20.4% 0.15% −0.03
RITM Rithm Capital Corp. Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -0.9% 0.51% −0.02
CVX Chevron Corp. Reduce -16.3% 0.17% −0.02
MA Mastercard Inc. Class A Reduce -26.7% 0.05% −0.02
ARKK ARK Innovation ETF Reduce -22.9% 0.05% −0.02
BSL Blackstone SNR Fltng RT Reduce -8.6% 0.47% −0.02
SPCE Virgin Galactic Holdings Inc. Sold out 0.00% −0.02
MGF Aberdeen Govrn MKTS Inc. Fund Sold out 0.00% −0.01
IYK iShares US Consumer Staples Reduce -13.2% 0.13% −0.01
CRM Salesforce Inc. Reduce -7.1% 0.06% −0.01
CCLP Csi Compressco LP Sold out 0.00% −0.01
CLRB Cellectar Biosciences Inc. Reduce -31.3% 0.01% −0.01
RTX RTX Corp. Reduce -11.4% 0.14% −0.00
V Visa Inc. Class A Reduce -2.1% 0.27% −0.00
PEP Pepsico Inc. Reduce -1.6% 0.93% +0.00
IVV iShares Core S&P 500 ETF Reduce -3.1% 0.08% +0.01
ORCL Oracle Corp. Reduce -10.2% 0.10% +0.01
SHEL Shell PLC-ADR Reduce -0.3% 0.07% +0.01
XBI SS SPDR S&P Biotech ETF Reduce -0.5% 0.33% +0.02
TSLA Tesla Inc. Reduce -7.2% 0.17% +0.02
PG The Procter & Gamble Co. Reduce -3.0% 0.42% +0.03
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.34% +0.03
ARES Ares Management Corp. Class A Reduce -0.3% 1.66% +0.12
VNLA Janus Henderson Short Durati Reduce -3.0% 2.88% +0.13

Portfolio Buys Q1 2024 → Q2 2024
EIPI FT Energy Income ETF New 3.06% +3.06
SPY SS SPDR S&P 500 ETF Trust-US Add +237.0% 1.00% +0.73
JEPQ JPM Nasdaq Equity Premium Add +38.9% 1.76% +0.61
JEPI JPMorgan Equity Premium Inco Add +0.3% 7.25% +0.41
MSFT Microsoft Corp. Add +2.8% 1.89% +0.29
JFR Nuveen Floating Rate Income Add +30.6% 0.95% +0.27
NVDA Nvidia Corp. Add +11.3% 0.59% +0.23
XOM Exxon Mobil Corp. Add +0.8% 2.98% +0.21
GOOGL Alphabet Inc. Class A Add +6.3% 0.74% +0.21
AMZN Amazon.com Inc. Add +4.4% 1.08% +0.19
VUG Vanguard Mrngstar GR ETF-Sui Add +2.7% 1.02% +0.17
META Meta Platforms Inc. Class A Add +2.2% 1.24% +0.16
GOOG Alphabet Inc. Class C Add +3.0% 0.46% +0.12
RSP Invesco S&P 500 Equal Weight New 0.11% +0.11
WMT Walmart Inc. Add +3.2% 0.47% +0.10
SO The Southern Co. Add +0.5% 0.62% +0.09
AMGN Amgen Inc. Add +6.6% 0.38% +0.08
ROP Roper Technologies Inc. New 0.08% +0.08
LH Labcorp Holdings Inc. New 0.07% +0.07
AVY Avery Dennison Corp. New 0.07% +0.07
QQQ Invesco QQQ Trust Series 1 Add +25.0% 0.21% +0.06
NEE Nextera Energy Inc. Add +1.6% 0.36% +0.06
EMR Emerson Electric Co. New 0.06% +0.06
COST Costco Wholesale Corp. Add +3.3% 0.27% +0.06
JPM JPMorgan Chase & Co. Add +3.0% 0.49% +0.05
VTV Vanguard Mrngstr Val ETF-Aui Add +0.6% 0.82% +0.05
WWD Woodward Inc. New 0.05% +0.05
KO The Coca-Cola Co. Add +0.3% 0.43% +0.05
AXP American Express Co. Add +0.3% 0.51% +0.05
BAC Bank of America Corp. Add +1.1% 0.35% +0.04
ADBE Adobe Inc. Add +7.0% 0.20% +0.04
LLY Eli Lilly & Co. Add +0.9% 0.19% +0.04
NFLX Netflix Inc. Add +0.3% 0.23% +0.04
AMAT Applied Materials Inc. Add +0.2% 0.19% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 0.69% +0.04
IEFA iShares Core MSCI Eafe ETF Add +0.1% 0.63% +0.03
URGN Urogen Pharma Ltd. Add +4.0% 0.16% +0.03
UNH Unitedhealth Group Inc. Add +12.2% 0.14% +0.03
BA The Boeing Co. Add +7.0% 0.33% +0.03
AVGO Broadcom Inc. Add +1.3% 0.10% +0.02
KLAC KLA Corp. Add +0.6% 0.10% +0.02
T AT&T Inc. Add +0.4% 0.13% +0.02
ARDX Ardelyx Inc. New 0.02% +0.02
VOO Vanguard S&P 500 ETF Add +10.8% 0.09% +0.02
HON Honeywell International Inc. Add +1.6% 0.14% +0.02
SLNH Soluna Holdings Inc. New 0.02% +0.02
GS Goldman Sachs Group Inc. Add +0.2% 0.10% +0.01
DHR Danaher Corp. Add +11.8% 0.06% +0.01
VZ Verizon Communications Inc. Add +0.3% 0.14% +0.01
AMP Ameriprise Financial Inc. Add +0.2% 0.16% +0.01

Options Activity Q1 2024 → Q2 2024
WFC Wells Fargo & Co. put Sold out 35,200 $352before exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 469$1.6BLION, AAPL, GOOG, SCHD, NVDA
Q1 2026 445$1.4BAAPL, LION, GOOG, SCHD, JEPI
Q4 2025 459$1.3BAAPL, GOOG, MSFT, JEPI, NVDA
Q3 2025 456$1.3BAAPL, MSFT, LION, JEPI, GOOG
Q2 2025 443$1.2BAAPL, MSFT, JEPI, BGB, LION
Q1 2025Amended 168$699.6MAAPL, BGB, JEPI, LGF.B, MSFT
Q4 2024 163$397.3MBGB, LGF.B, JEPI, AAPL, EIPI
Q3 2024 172$403.5MBGB, JEPI, LGF.B, DKNG, AAPL
Q2 2024 168$402.5MBGB, LGF.B, JEPI, DKNG, LZ
Q1 2024 176$434.5MBGB, LGF.B, DKNG, JEPI, LZ