Three Bridge Wealth Advisors, LLC Purchases in Q2 2025

Three Bridge Wealth Advisors, LLC

  • $375 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
66
+ 0.09%
$151.47 - $375.07 $10K - $24.8K
74.2K $26M
META
Meta Platforms, Inc.

Communication Services
1.77K
+ 4.68%
$484.66 - $738.09 $857K - $1.31M
39.6K $29.2M
ACWI
Ishares Msci Acwi ETF

ETFs
11.5K
+ 2.95%
$103.59 - $128.6 $1.2M - $1.49M
403K $51.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.65K
+ 35.39%
$416.06 - $551.64 $3.18M - $4.22M
29.3K $16.1M
RBLX
Roblox Corp

Communication Services
461
+ 0.37%
$51.22 - $105.59 $23.6K - $48.7K
127K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.82K
+ 7.85%
$496.48 - $617.85 $1.4M - $1.74M
38.7K $23.9M
NVDA
Nvidia Corp

Technology
15.2K
+ 67.55%
$94.31 - $157.99 $1.43M - $2.39M
37.6K $5.94M
MSFT
Microsoft Corp

Technology
5.21K
+ 82.31%
$354.56 - $497.45 $1.85M - $2.59M
11.5K $5.74M
AAPL
Apple Inc.

Technology
16.7K
+ 136.73%
$172.42 - $223.89 $2.88M - $3.74M
28.9K $5.93M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
54K
+ 28.06%
$33.13 - $40.67 $1.79M - $2.2M
246K $10M
PRF
Invesco Exchange Traded Fd Tr

ETFs
55.2K
+ 84.07%
$35.77 - $42.27 $1.98M - $2.33M
121K $5.11M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
38.2K
+ 158.32%
$46.22 - $57.51 $1.77M - $2.2M
62.4K $3.58M
AMZN
Amazon Com Inc

Consumer Cyclical
6.72K
+ 525.0%
$167.32 - $223.3 $1.12M - $1.5M
8K $1.76M
VT
Vanguard Total World Stk Index

ETFs
80
+ 0.08%
$103.16 - $128.52 $8.25K - $10.3K
105K $13.4M
GOOGL
Alphabet Inc.

Communication Services
4.72K
+ 31.69%
$144.7 - $178.6 $683K - $843K
19.6K $3.46M
VEA
Vanguard Ftse Developed Market

ETFs
3.96K
+ 2.86%
$45.65 - $57.01 $181K - $226K
142K $8.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.36K
+ 2.86%
$39.89 - $49.46 $214K - $265K
193K $9.53M
AVGO
Broadcom Inc.

Technology
3.67K
New
$146.29 - $275.65 $536K - $1.01M
3.67K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
2.45K
New
$221.86 - $362.89 $544K - $890K
2.45K $779K
LLY
Eli Lilly & CO

Healthcare
889
+ 146.7%
$713.71 - $898.95 $634K - $799K
1.5K $1.17M
PANW
Palo Alto Networks Inc

Technology
1.19K
+ 13.39%
$152.44 - $204.64 $181K - $243K
10K $2.06M
NOW
Service Now, Inc.

Technology
496
New
$721.65 - $1040.18 $358K - $516K
496 $509K
NFLX
Netflix Inc

Communication Services
376
New
$855.86 - $1339.13 $322K - $504K
376 $503K
ABBV
Abb Vie Inc.

Healthcare
2.67K
New
$170.16 - $206.27 $454K - $550K
2.67K $495K
ISRG
Intuitive Surgical Inc

Healthcare
892
New
$451.58 - $565.94 $403K - $505K
892 $484K
XOM
Exxon Mobil Corp

Energy
3.75K
New
$99.93 - $119.04 $375K - $446K
3.75K $404K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
+ 26.82%
$483.48 - $539.8 $622K - $695K
6.09K $2.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
68
New
$4164.15 - $5789.24 $283K - $394K
68 $393K
CTAS
Cintas Corp

Industrials
1.73K
New
$190.11 - $227.66 $329K - $394K
1.73K $386K
COST
Costco Wholesale Corp

Consumer Defensive
364
+ 63.41%
$908.13 - $1056.85 $331K - $385K
938 $928K
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 46.27%
$210.28 - $289.91 $199K - $274K
2.98K $865K
WFC
Wells Fargo & Company

Financial Services
4.54K
New
$60.98 - $80.12 $277K - $364K
4.54K $363K
GOOG
Alphabet Inc.

Communication Services
1.76K
+ 87.75%
$146.58 - $180.01 $257K - $316K
3.76K $666K
UBER
Uber Technologies, Inc

Technology
3.7K
New
$64.62 - $93.3 $239K - $345K
3.7K $345K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.88K
New
$151.62 - $183.47 $284K - $344K
1.88K $344K
V
Visa Inc.

Financial Services
899
+ 24.34%
$308.27 - $373.31 $277K - $336K
4.59K $1.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13K
+ 117.55%
$19.1 - $23.83 $248K - $310K
24.1K $573K
DASH
Door Dash, Inc.

Communication Services
1.34K
New
$163.16 - $246.51 $219K - $331K
1.34K $331K
CRM
Salesforce, Inc.

Technology
1.18K
New
$236.26 - $291.15 $278K - $343K
1.18K $321K
PH
Parker Hannifin Corp

Industrials
452
New
$517.23 - $700.54 $234K - $317K
452 $315K
VTI
Vanguard Total Stock Market Et

ETFs
1.02K
New
$243.75 - $303.93 $249K - $310K
1.02K $310K
TJX
Tjx Companies Inc

Consumer Cyclical
2.48K
New
$119.13 - $135.03 $295K - $334K
2.48K $305K
PWR
Quanta Services, Inc.

Industrials
772
New
$239.47 - $381.26 $185K - $294K
772 $291K
ADI
Analog Devices Inc

Technology
1.22K
New
$164.6 - $238.02 $201K - $290K
1.22K $290K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.4K
+ 55.37%
$79.56 - $82.92 $271K - $282K
9.54K $791K
CB
Chubb LTD

Financial Services
991
New
$274.32 - $302.46 $272K - $300K
991 $287K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.08K
New
$63.54 - $68.5 $259K - $280K
4.08K $275K
CSCO
Cisco Systems, Inc.

Technology
3.92K
New
$53.19 - $69.38 $208K - $272K
3.92K $271K
PGR
Progressive Corp

Financial Services
1K
New
$255.27 - $288.74 $256K - $289K
1K $267K
Activity Summary
Buys All Purchases 89 New Holdings 39 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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