Three Bridge Wealth Advisors, LLC Purchases in Q3 2024

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.74K
+ 29.71%
$475.2 - $527.7 $3.68M - $4.08M
33.8K $17.8M
ACWI
Ishares Msci Acwi ETF

ETFs
2.86K
+ 0.76%
$107.24 - $119.84 $307K - $343K
382K $45.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.4K
+ 20.25%
$79.92 - $88.19 $1.47M - $1.62M
109K $9.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.15K
+ 20.61%
$434.77 - $502.96 $1.37M - $1.58M
18.4K $8.99M
IWM
Ishares Russell 2000 ETF

ETFs
5.33K
+ 58.28%
$200.87 - $224.6 $1.07M - $1.2M
14.5K $3.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
503
+ 1.46%
$517.38 - $573.86 $260K - $289K
35.1K $20.1M
IAU
Ishares Gold Trust

ETFs
2.35K
+ 1.21%
$44.06 - $50.5 $104K - $119K
197K $9.78M
VT
Vanguard Total World Stk Index

ETFs
3.66K
+ 3.73%
$107.72 - $119.96 $394K - $439K
102K $12.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.3K
+ 34.56%
$75.32 - $84.37 $849K - $951K
43.9K $3.67M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.4K
+ 6.91%
$41.9 - $48.26 $436K - $503K
161K $7.71M
EEM
Ishares Msci Emerging Markets

ETFs
570
+ 0.42%
$40.42 - $46.7 $23K - $26.6K
137K $6.26M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.57K
+ 9.58%
$37.33 - $40.63 $208K - $226K
63.7K $2.59M
DIS
Walt Disney CO

Communication Services
4.47K
+ 25.36%
$85.6 - $98.61 $382K - $440K
22.1K $2.12M
MDT
Medtronic PLC

Healthcare
1.25K
+ 7.41%
$76.84 - $91.03 $95.9K - $114K
18.1K $1.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.84%
$405.19 - $478.57 $16.2K - $19.1K
4.82K $2.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.83K
New
$65.06 - $71.72 $249K - $274K
3.83K $272K
XLY
Select Sector Spdr Consumer Di

ETFs
1.03K
New
$170.05 - $200.86 $175K - $206K
1.03K $205K
SBUX
Starbucks Corp

Consumer Cyclical
339
+ 4.08%
$72.51 - $98.6 $24.6K - $33.4K
8.65K $842K
VOE
Vanguard Mid Cap Value Index F

ETFs
552
+ 10.66%
$149.02 - $167.67 $82.3K - $92.6K
5.73K $960K
NKE
Nike, Inc.

Consumer Cyclical
397
+ 3.61%
$71.09 - $89.44 $28.2K - $35.5K
11.4K $1.01M
JNJ
Johnson & Johnson

Healthcare
323
+ 4.41%
$145.48 - $167.38 $47K - $54.1K
7.65K $1.24M
CMF
Ishares California Muni Bond E

ETFs
2.32K
+ 20.26%
$56.65 - $58.17 $131K - $135K
13.7K $798K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
34
+ 0.53%
$85.44 - $110.36 $2.9K - $3.75K
6.4K $705K
ACN
Accenture PLC

Technology
8
+ 0.32%
$295.44 - $355.81 $2.36K - $2.85K
2.48K $878K
DEO
Diageo PLC

Consumer Defensive
352
+ 7.0%
$120.02 - $140.77 $42.2K - $49.6K
5.38K $755K
EMB
Ishares Tr

ETFs
895
+ 34.96%
$87.75 - $93.74 $78.5K - $83.9K
3.46K $323K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
33
+ 0.14%
$46.96 - $52.62 $1.55K - $1.74K
23.8K $1.24M
MSFT
Microsoft Corp

Technology
398
+ 7.4%
$395.15 - $467.56 $157K - $186K
5.78K $2.49M
BNDX
Vanguard Total International B

ETFs
583
+ 3.5%
$48.42 - $50.35 $28.2K - $29.4K
17.2K $865K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.26K
+ 9.78%
$19.88 - $21.63 $24.9K - $27.1K
14.1K $302K
VCIT
Vanguard Intermediate Term Cor

ETFs
114
+ 1.91%
$79.29 - $84.02 $9.04K - $9.58K
6.07K $508K
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.14%
$47.6 - $53.31 $619 - $693
9.09K $480K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4
+ 0.04%
$36.98 - $41.55 $148 - $166
11.3K $462K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
575
+ 5.27%
$22.38 - $23.66 $12.9K - $13.6K
11.5K $269K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.05%
$116.79 - $133.54 $234 - $267
4.08K $538K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9
+ 0.24%
$59.93 - $66.52 $539 - $599
3.83K $254K
XLC
Select Sector Spdr Tr Communic

ETFs
23
+ 0.98%
$82.16 - $90.4 $1.89K - $2.08K
2.36K $213K
IEMG
Ishares Inc

ETFs
147
+ 3.26%
$53.64 - $53.64 $7.89K - $7.89K
4.66K $249K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
747
+ 8.0%
$24.59 - $27.83 $18.4K - $20.8K
10.1K $261K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.86%
$76.38 - $78.87 $1.83K - $1.89K
2.83K $222K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.51%
$182.15 - $182.15 $2.19K - $2.19K
2.35K $428K
ADBE
Adobe Inc.

Technology
5
+ 0.36%
$508.13 - $586.55 $2.54K - $2.93K
1.39K $718K
BIIB
Biogen Inc.

Healthcare
18
+ 0.74%
$189.07 - $236.8 $3.4K - $4.26K
2.44K $473K
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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