Coastal Bridge Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Coastal Bridge Advisors, LLC reported 172 stock positions worth $403.5 million. Its top holding was Blackstone Strategic Credit (BGB) at 11.1% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 7.7%) and Lions Gate Entertainment-B (LGF.B, 7.3%). Compared with Q2 2024, it opened 14 new positions, sold out of 10, added to 57 and reduced 41. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +54%) and the biggest sale Legalzoomcom (LZ, shares −32%).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0001665976
Portfolio Value
$403.5M (Q3 2024)
SEC Filing
0001085146-24-005732 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $434.5M Q1 2024 Q2 2024: $402.5M Q2 2024 Q3 2024: $403.5M $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 172 stocks · $403.5M
BGB Blackstone Strategic Credit 11.06% 3,623,508 $44.6M Reduce -5.1%
JEPI JPMorgan Equity Premium Inco 7.72% 523,421 $31.1M Add +1.6%
LGF.B Lions Gate Entertainment-B 7.25% 4,228,440 $29.3M Add +13.0%
DKNG Draftkings Inc. Class A 5.08% 522,960 $20.5M No change
AAPL Apple Inc. 3.55% 61,446 $14.3M Reduce -1.5%
EIPI FT Energy Income ETF 3.29% 686,742 $13.3M Add +3.5%
XOM Exxon Mobil Corp. 3.06% 105,395 $12.4M Add +1.3%
LIONS GATE ENTMNT CORP 3.02% 1,558,584 $12.2M Add +0.1%
VNLA Janus Henderson Short Durati 2.90% 238,627 $11.7M Reduce -0.2%
LZ Legalzoomcom Inc. 2.12% 1,349,951 $8.6M Reduce -32.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.09% 153,700 $8.4M Add +20.6%
ARES Ares Management Corp. Class A 1.91% 49,500 $7.7M Reduce -1.5%
MSFT Microsoft Corp. 1.83% 17,203 $7.4M Add +1.1%
KKR KKR & Co. Inc. 1.72% 53,240 $7.0M Reduce -7.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.61% 16,967 $6.5M Add +53.9%
IAU iShares Gold Trust 1.53% 124,348 $6.2M Reduce -2.8%
PANW Palo Alto Networks Inc. 1.49% 17,547 $6.0M Add +0.2%
META Meta Platforms Inc. Class A 1.42% 10,019 $5.7M Add +1.4%
BX Blackstone Inc. 1.42% 37,438 $5.7M Reduce -0.2%
ABNB Airbnb Inc. Class A 1.39% 44,162 $5.6M No change
APO Apollo Global Management Inc. 1.15% 37,054 $4.6M Reduce -2.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 7,591 $4.4M Add +3.0%
JFR Nuveen Floating Rate Income 1.04% 478,022 $4.2M Add +8.0%
BRK.A Berkshire Hathaway Inc. Class A 1.03% 6 $4.1M No change
AMZN Amazon.com Inc. 1.02% 22,058 $4.1M Reduce -1.7%
PEP Pepsico Inc. 0.93% 22,154 $3.8M Reduce -2.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.87% 20,028 $3.5M Reduce -2.5%
FDS Factset Research Systems Inc. 0.85% 7,439 $3.4M Reduce -6.0%
BRK.B Berkshire Hathaway Inc. Class B 0.80% 6,982 $3.2M Add +2.5%
SO The Southern Co. 0.72% 32,386 $2.9M Add +0.3%
CG The Carlyle Group Inc. 0.71% 66,813 $2.9M No change
JNJ Johnson & Johnson 0.71% 17,748 $2.9M Add +2.0%
GOOGL Alphabet Inc. Class A 0.68% 16,539 $2.7M Add +0.8%
IEFA iShares Core MSCI Eafe ETF 0.68% 35,108 $2.7M Add +0.1%
AXP American Express Co. 0.60% 8,859 $2.4M Reduce -0.2%
HD Home Depot Inc. 0.57% 5,660 $2.3M Reduce -4.6%
WMT Walmart Inc. 0.56% 28,068 $2.3M Add +0.1%
NVDA Nvidia Corp. 0.56% 18,470 $2.2M Reduce -3.1%
GLD SPDR Gold Shares 0.55% 9,115 $2.2M No change
JPM JPMorgan Chase & Co. 0.51% 9,762 $2.1M Reduce -0.2%
RSP Invesco S&P 500 Equal Weight 0.51% 11,419 $2.0M Add +309.0%
KO The Coca-Cola Co. 0.48% 26,943 $1.9M Add +0.2%
PG The Procter & Gamble Co. 0.47% 10,952 $1.9M Add +5.8%
BSL Blackstone SNR Fltng RT 0.47% 134,205 $1.9M Add +0.2%
NEE Nextera Energy Inc. 0.43% 20,616 $1.7M Reduce -0.1%
APP AppLovin Corp. Class A 0.43% 13,173 $1.7M No change
GOOG Alphabet Inc. Class C 0.41% 9,976 $1.7M Reduce -0.5%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.40% 31,797 $1.6M No change
AMGN Amgen Inc. 0.39% 4,898 $1.6M Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.38% 3,130 $1.5M Add +80.3%
UPST Upstart Holdings Inc. 0.35% 35,688 $1.4M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 35,728 $1.4M Add +0.1%
XBI SS SPDR S&P Biotech ETF 0.35% 14,093 $1.4M Reduce -2.3%
FIRY Firy Inc. filed as SKILLZ INC 0.34% 247,008 $1.4M No change
ICLN iShares Global Clean Energy 0.34% 92,649 $1.4M Reduce -12.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 5,750 $1.3M Add +0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 12,257 $1.2M Reduce -7.4%
COST Costco Wholesale Corp. 0.29% 1,323 $1.2M Add +1.8%
PFE Pfizer Inc. 0.29% 40,369 $1.2M Add +0.4%
ALLO Allogene Therapeutics Inc. 0.28% 405,847 $1.1M Reduce -0.3%
MCD McDonald's Corp. 0.28% 3,668 $1.1M Add +0.1%
MRK Merck & Co. Inc. 0.27% 9,737 $1.1M Add +0.2%
BA The Boeing Co. 0.27% 7,246 $1.1M No change
V Visa Inc. Class A 0.26% 3,818 $1.0M Reduce -6.8%
IWD iShares Russell 1000 Value E 0.26% 5,438 $1.0M No change
NFLX Netflix Inc. 0.24% 1,369 $971K Add +1.0%
IYW iShares Ustechnology ETF 0.23% 6,063 $919K No change
TSLA Tesla Inc. 0.22% 3,387 $886K No change
UNP Union Pacific Corp. 0.21% 3,371 $831K No change
YUM Yum! Brands Inc. 0.20% 5,894 $823K Reduce -8.8%
TDG Transdigm Group Inc. 0.20% 552 $788K No change
IWF iShares Russell 1000 Growth 0.18% 1,975 $741K No change
WDAY Workday Inc. Class A 0.18% 2,945 $720K Add +1.7%
OKTA Okta Inc. 0.18% 9,519 $708K No change
TRV The Travelers Cos Inc. 0.17% 3,014 $706K Add +0.1%
AMP Ameriprise Financial Inc. 0.17% 1,495 $702K Add +0.1%
UNH Unitedhealth Group Inc. 0.17% 1,141 $667K Add +2.4%
AMAT Applied Materials Inc. 0.16% 3,289 $665K No change
IYJ iShares U.S. Industrials ETF 0.16% 4,921 $658K No change
RTX RTX Corp. 0.16% 5,384 $652K Reduce -0.6%
CVX Chevron Corp. 0.16% 4,405 $649K Reduce -0.3%
VONV Vanguard Russell 1000 Value 0.16% 7,596 $633K No change
VZ Verizon Communications Inc. 0.16% 14,029 $630K Add +0.3%
T AT&T Inc. 0.16% 28,477 $626K Add +0.4%
ADBE Adobe Inc. 0.16% 1,209 $626K Reduce -15.3%
IYH iShares U.S. Healthcare ETF 0.15% 9,415 $612K No change
WFC Wells Fargo & Co. 0.15% 10,552 $596K No change
CSCO Cisco Systems Inc. 0.15% 11,004 $586K Reduce -0.8%
HAS Hasbro Inc. 0.14% 8,032 $581K Reduce -62.2%
IYK iShares US Consumer Staples 0.14% 8,043 $568K No change
HON Honeywell International Inc. 0.14% 2,636 $545K Add +0.2%
VOO Vanguard S&P 500 ETF 0.13% 1,017 $537K Add +37.1%
URGN Urogen Pharma Ltd. 0.13% 40,500 $514K Add +5.2%
ORCL Oracle Corp. 0.13% 3,007 $512K Add +0.6%
TAK Takeda Pharmaceutic-SP ADR 0.12% 34,817 $495K Reduce -0.1%
GS Goldman Sachs Group Inc. 0.12% 990 $490K Add +9.6%
LLY Eli Lilly & Co. 0.12% 544 $482K Reduce -37.2%
GLW Corning Inc. 0.12% 10,343 $467K Reduce -8.8%
USRT iShares Core US REIT ETF 0.12% 7,535 $464K New
ALL Allstate Corp. 0.11% 2,361 $448K No change
ADP Automatic Data Processing 0.11% 1,584 $438K Add +0.3%
AVGO Broadcom Inc. 0.10% 2,380 $411K Reduce -1.2%
INTC Intel Corp. 0.10% 17,283 $405K Add +0.9%
TMO Thermo Fisher Scientific Inc. 0.10% 646 $400K Reduce -1.2%
ETHE Grayscale Ethereum Staking E 0.10% 18,070 $396K New
UBER Uber Technologies Inc. 0.10% 5,159 $388K No change
S Sentinelone Inc. Class A 0.10% 16,150 $386K Add +4.9%
KLAC KLA Corp. 0.09% 489 $379K No change
MMM 3M Co. 0.09% 2,696 $369K Add +0.2%
NKE Nike Inc. Class B 0.09% 4,022 $356K Add +2.3%
DOW Dow Inc. 0.09% 6,434 $351K Add +0.3%
LH Labcorp Holdings Inc. 0.08% 1,468 $328K No change
FLJP Franklin Ftse Japan ETF 0.08% 10,773 $328K New
IVV iShares Core S&P 500 ETF 0.08% 566 $326K Reduce -5.8%
AGI Alamos Gold Inc. Class A 0.08% 16,357 $326K No change
SLV iShares Silver Trust 0.08% 11,291 $321K Add +6.6%
PGR Progressive Corp. 0.08% 1,204 $306K No change
ROP Roper Technologies Inc. 0.07% 537 $299K No change
DHR Danaher Corp. 0.07% 1,049 $292K Add +12.7%
EQX Equinox Gold Corp. 0.07% 47,664 $291K No change
MPC Marathon Petroleum Corp. 0.07% 1,786 $291K No change
NFG National Fuel Gas Co. 0.07% 4,800 $291K Reduce -1.3%
BABA Alibaba Group Holding-SP ADR 0.07% 2,725 $289K New
GIS General Mills Inc. 0.07% 3,907 $288K Add +0.9%
IBB iShares Biotechnology ETF 0.07% 1,950 $284K No change
LRCX Lam Research Corp. 0.07% 347 $283K No change
B Barrick Gold Corp. 0.07% 13,864 $276K Add +6.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 2,498 $274K No change
AVY Avery Dennison Corp. 0.07% 1,232 $272K No change
ITOT iShares Core S&P Total U.S. 0.07% 2,155 $271K No change
AFL Aflac Inc. 0.07% 2,416 $270K No change
SDY SS SPDR S&P Dividend ETF 0.07% 1,896 $269K No change
MDLZ Mondelez International Inc. Class A 0.07% 3,649 $269K Add +0.2%
YUMC Yum China Holdings Inc. 0.07% 5,943 $268K New
SHEL Shell PLC-ADR 0.07% 4,013 $265K Reduce -0.8%
WGO Winnebago Industries 0.07% 4,550 $264K No change
NSC Norfolk Southern Corp. 0.07% 1,061 $264K No change
EMR Emerson Electric Co. 0.06% 2,346 $257K No change
CL Colgate-Palmolive Co. 0.06% 2,409 $250K Add +0.4%
COP Conocophillips 0.06% 2,318 $244K Add +8.0%
HUDSON PAC PPTYS INC 0.06% 51,013 $244K No change
IYM iShares U.S. Basic Materials 0.06% 1,613 $242K No change
IEMG iShares Core MSCI Emerging 0.06% 4,110 $236K No change
ZETA Zeta Global Holdings Corp. Class A 0.06% 7,800 $233K New
RDFN Redfin Corp. 0.06% 18,553 $232K No change
K Kellanova 0.06% 2,867 $231K New
ES Eversource Energy 0.06% 3,335 $227K New
RBLX Roblox Corp. Class A 0.06% 5,084 $225K New
PRAX Praxis Precision Medicines I 0.05% 3,846 $221K New
XEL Xcel Energy Inc. 0.05% 3,334 $218K Reduce -30.5%
PPG PPG Industries Inc. 0.05% 1,642 $217K No change
CRM Salesforce Inc. 0.05% 783 $214K Reduce -23.0%
ACN Accenture PLC Class A 0.05% 593 $210K New
ABBV Abbvie Inc. 0.05% 1,053 $208K New
WWD Woodward Inc. 0.05% 1,200 $206K No change
TXT Textron Inc. 0.05% 2,315 $205K New
F Ford Motor Co. filed as FORD MTR CO 0.05% 18,491 $195K Add +0.2%
XAWPX Abrdn Global Premier Propert 0.05% 41,897 $194K No change
CAPR Capricor Therapeutics Inc. 0.04% 10,894 $166K No change
HBI Hanesbrands Inc. 0.04% 21,472 $158K No change
TV Grupo Televisa SA-Spon ADR 0.04% 57,372 $147K No change
NNOX Nano-X Imaging Ltd. 0.03% 22,500 $137K Add +9.8%
DNA Ginkgo Bioworks Holdings Inc. 0.03% 16,190 $132K No change
ARIS Aris Mining Corp. filed as ARIS MNG CORP 0.03% 25,000 $116K No change
ANNX Annexon Inc. 0.02% 17,000 $101K No change
GRAYSCALE ETHEREUM MINI TR E 0.02% 34,140 $83K New
EVLV Evolv Technologies Holdings 0.02% 20,466 $83K No change
PTON Peloton Interactive Inc. Class A 0.02% 13,305 $62K Reduce -3.5%
KRON Kronos Bio Inc. 0.01% 51,968 $52K No change
WGHTQ WW International Inc. filed as WW INTL INC 0.01% 58,125 $51K No change
SLNH Soluna Holdings Inc. 0.01% 10,000 $31K No change
TMC TMC the Metals Co. Inc. 0.00% 10,000 $11K No change

Portfolio Sells Q2 2024 → Q3 2024
LZ Legalzoomcom Inc. Reduce -32.4% 2.12% −2.04
TH Target Hospitality Corp. Sold out 0.00% −1.56
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.34
BGB Blackstone Strategic Credit Reduce -5.1% 11.06% −0.22
HAS Hasbro Inc. Reduce -62.2% 0.14% −0.16
HA Hawaiian Holdings Inc. Sold out 0.00% −0.12
LLY Eli Lilly & Co. Reduce -37.2% 0.12% −0.08
SIX Six Flags Entertainment Corp. Sold out 0.00% −0.06
AMZN Amazon.com Inc. Reduce -1.7% 1.02% −0.06
ARKK ARK Innovation ETF Sold out 0.00% −0.05
MA Mastercard Inc. Class A Sold out 0.00% −0.05
GOOG Alphabet Inc. Class C Reduce -0.5% 0.41% −0.04
ADBE Adobe Inc. Reduce -15.3% 0.16% −0.04
DIS The Walt Disney Co. Reduce -7.4% 0.29% −0.03
NVDA Nvidia Corp. Reduce -3.1% 0.56% −0.03
ARDX Ardelyx Inc. Sold out 0.00% −0.02
ICLN iShares Global Clean Energy Reduce -12.3% 0.34% −0.01
CRM Salesforce Inc. Reduce -23.0% 0.05% −0.01
QVCG QVC Group Inc. Sold out 0.00% −0.01
CVX Chevron Corp. Reduce -0.3% 0.16% −0.01
XEL Xcel Energy Inc. Reduce -30.5% 0.05% −0.01
YUM Yum! Brands Inc. Reduce -8.8% 0.20% −0.01
SHEL Shell PLC-ADR Reduce -0.8% 0.07% −0.01
V Visa Inc. Class A Reduce -6.8% 0.26% −0.01
CLRB Cellectar Biosciences Inc. Sold out 0.00% −0.01
FINANCE OF AMERICA COMPAN Sold out 0.00% −0.01
IVV iShares Core S&P 500 ETF Reduce -5.8% 0.08% −0.00
PTON Peloton Interactive Inc. Class A Reduce -3.5% 0.02% +0.00
AVGO Broadcom Inc. Reduce -1.2% 0.10% +0.01
PEP Pepsico Inc. Reduce -2.2% 0.93% +0.01
GLW Corning Inc. Reduce -8.8% 0.12% +0.01
NFG National Fuel Gas Co. Reduce -1.3% 0.07% +0.01
TMO Thermo Fisher Scientific Inc. Reduce -1.2% 0.10% +0.01
TAK Takeda Pharmaceutic-SP ADR Reduce -0.1% 0.12% +0.01
XBI SS SPDR S&P Biotech ETF Reduce -2.3% 0.35% +0.01
CSCO Cisco Systems Inc. Reduce -0.8% 0.15% +0.01
VNLA Janus Henderson Short Durati Reduce -0.2% 2.90% +0.02
JPM JPMorgan Chase & Co. Reduce -0.2% 0.51% +0.02
RTX RTX Corp. Reduce -0.6% 0.16% +0.03
APO Apollo Global Management Inc. Reduce -2.8% 1.15% +0.03
FDS Factset Research Systems Inc. Reduce -6.0% 0.85% +0.04
ALLO Allogene Therapeutics Inc. Reduce -0.3% 0.28% +0.05
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.5% 0.87% +0.05
HD Home Depot Inc. Reduce -4.6% 0.57% +0.06
NEE Nextera Energy Inc. Reduce -0.1% 0.43% +0.07
AXP American Express Co. Reduce -0.2% 0.60% +0.09
IAU iShares Gold Trust Reduce -2.8% 1.53% +0.14
KKR KKR & Co. Inc. Reduce -7.1% 1.72% +0.22
ARES Ares Management Corp. Class A Reduce -1.5% 1.91% +0.25
BX Blackstone Inc. Reduce -0.2% 1.42% +0.27

Portfolio Buys Q2 2024 → Q3 2024
VUG Vanguard Mrngstar GR ETF-Sui Add +53.9% 1.61% +0.59
JEPI JPMorgan Equity Premium Inco Add +1.6% 7.72% +0.47
RSP Invesco S&P 500 Equal Weight Add +309.0% 0.51% +0.39
JEPQ JPM Nasdaq Equity Premium Add +20.6% 2.09% +0.34
EIPI FT Energy Income ETF Add +3.5% 3.29% +0.23
META Meta Platforms Inc. Class A Add +1.4% 1.42% +0.18
QQQ Invesco QQQ Trust Series 1 Add +80.3% 0.38% +0.17
USRT iShares Core US REIT ETF New 0.12% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +2.5% 0.80% +0.11
SO The Southern Co. Add +0.3% 0.72% +0.10
ETHE Grayscale Ethereum Staking E New 0.10% +0.10
JFR Nuveen Floating Rate Income Add +8.0% 1.04% +0.09
WMT Walmart Inc. Add +0.1% 0.56% +0.09
XOM Exxon Mobil Corp. Add +1.3% 3.06% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +3.0% 1.08% +0.08
FLJP Franklin Ftse Japan ETF New 0.08% +0.08
JNJ Johnson & Johnson Add +2.0% 0.71% +0.08
BABA Alibaba Group Holding-SP ADR New 0.07% +0.07
IBM Intl Business Machines Corp. Add +0.3% 0.32% +0.07
YUMC Yum China Holdings Inc. New 0.07% +0.07
ZETA Zeta Global Holdings Corp. Class A New 0.06% +0.06
K Kellanova New 0.06% +0.06
ES Eversource Energy New 0.06% +0.06
RBLX Roblox Corp. Class A New 0.06% +0.06
PRAX Praxis Precision Medicines I New 0.05% +0.05
KO The Coca-Cola Co. Add +0.2% 0.48% +0.05
ACN Accenture PLC Class A New 0.05% +0.05
ABBV Abbvie Inc. New 0.05% +0.05
TXT Textron Inc. New 0.05% +0.05
IEFA iShares Core MSCI Eafe ETF Add +0.1% 0.68% +0.05
PG The Procter & Gamble Co. Add +5.8% 0.47% +0.05
MCD McDonald's Corp. Add +0.1% 0.28% +0.04
VOO Vanguard S&P 500 ETF Add +37.1% 0.13% +0.04
UNH Unitedhealth Group Inc. Add +2.4% 0.17% +0.02
MMM 3M Co. Add +0.2% 0.09% +0.02
TRV The Travelers Cos Inc. Add +0.1% 0.17% +0.02
ORCL Oracle Corp. Add +0.6% 0.13% +0.02
T AT&T Inc. Add +0.4% 0.16% +0.02
GRAYSCALE ETHEREUM MINI TR E New 0.02% +0.02
GS Goldman Sachs Group Inc. Add +9.6% 0.12% +0.02
WDAY Workday Inc. Class A Add +1.7% 0.18% +0.02
COST Costco Wholesale Corp. Add +1.8% 0.29% +0.02
AMP Ameriprise Financial Inc. Add +0.1% 0.17% +0.02
S Sentinelone Inc. Class A Add +4.9% 0.10% +0.02
ADP Automatic Data Processing Add +0.3% 0.11% +0.01
B Barrick Gold Corp. Add +6.7% 0.07% +0.01
DHR Danaher Corp. Add +12.7% 0.07% +0.01
NKE Nike Inc. Class B Add +2.3% 0.09% +0.01
NFLX Netflix Inc. Add +1.0% 0.24% +0.01
VZ Verizon Communications Inc. Add +0.3% 0.16% +0.01

Notes & Other Activity Q2 2024 → Q3 2024
DNABW Ginkgo Bioworks -CW27 *W EXP 09/16/202 Sold out 10,800 $305before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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